Walt Disney Company Quarter 2 Earnings Report 2020

[Pickle Rick]

If they’re going to reopen soon, they need to bring their CMs in to teach them new procedures and tweak their queues, retail, and restaurants for social distancing. I feel like you’d need at least two weeks to get that done, but you’d probably need a lot more lead time. And with people probably making more with unemployment, I wonder how many would want to immediately return.

If a job calls you back to work, and you refuse to go back, you automatically lose unemployment.

 

[rteetz]

If they’re going to reopen soon, they need to bring their CMs in to teach them new procedures and tweak their queues, retail, and restaurants for social distancing. I feel like you’d need at least two weeks to get that done, but you’d probably need a lot more lead time. And with people probably making more with unemployment, I wonder how many would want to immediately return.

Disney said in the call they won’t bring back all their employees at once. They’ll bring back as many as the capacity they open with demands so if capacity is 25% then enough CMs to meet that demand but not more.

 

[Jrb1979]

I’m hoping that we get back to open borders & flights by Canada day July 1st. Guess it will depend on how the virus behaves as we relax our restrictions.

I have my doubts. They have cancelled almost all festivals, concerts and large gatherings for the year. They are doing the Canada Day fireworks virtually. I was just told by my manager, head office expects the limiting of people into stores is staying til September. It sucks for me as I had 2 trips to Busch Gardens Virginia planned.

 

[yulilin3]

If they’re going to reopen soon, they need to bring their CMs in to teach them new procedures and tweak their queues, retail, and restaurants for social distancing. I feel like you’d need at least two weeks to get that done, but you’d probably need a lot more lead time. And with people probably making more with unemployment, I wonder how many would want to immediately return.

this point has been brought up in the other threads.
For me they can do this in a week.
Maintenance is already in the park and they could be installing whatever needs installing right now
CM can learn new procedures in days, their training for new positions when newly hired is only 5 days, so they could do it in a week.
The CM schedule for May 24th (their schedule goes Sunday to Saturday) comes out May 17th so we will see

 

[pangyal]

Canuck is slang for Canadian.. I assume (maybe incorrectly) that James Canuck is a Canadian - our border with the US has been shut down for months.. & If our PM has his way., it won’t open anytime soon

Only for driving...

 

[OnceUponATime15]

Only for driving...

Edit.. Westjet is showing June flights on the app


Westjet, Air Canada, Swoop, Sunwing and Air Transat have all grounded their flights to the US

 

[pangyal]

Westjet, Air Canada, Swoop, Sunwing and Air Transat have all grounded their flights to the US

Until May 31 for MCO . For some other US destinations, the flights begin earlier than that. And it was only because of lack of demand. I’m not trying to be argumentative, just making sure for anyone following that it’s clear that there has never been a restriction on flying from Canada to the US during this period, so people shouldn't be worried about making their trips on that account.

 

[Jrb1979]

Only for driving...

I wouldn't be surprised the 14 quarantine upon will be in effect for awhile or at least til the U.S. cases come down more

 

[wareagle57]

this point has been brought up in the other threads.
For me they can do this in a week.
Maintenance is already in the park and they could be installing whatever needs installing right now
CM can learn new procedures in days, their training for new positions when newly hired is only 5 days, so they could do it in a week.
The CM schedule for May 24th (their schedule goes Sunday to Saturday) comes out May 17th so we will see

I would expect/hope to see some movement on that front by this coming Sunday if only for DS and maybe some hotels if we have any shot at a hotel opening by June 1. That gives 2 weeks. I have heard from sources I trust that another major theme park has been in talks with Disney and Universal and they both said they don't plan to open parks until Mid July which is what this park is currently planning. But they also seem to think a lot of their work will involve repairing things that have gone to crap while the park has been closed. General maintenance has gone by the wayside and there is a lot of damage and repairs that need to be done. I feel like that would be way less of an issue for Disney. They could call back their staff at the snap of a finger and have things ready in a week if safety wasn't the main concern here, which it is. I've been hoping for mid-June, but that's not TOO far off that it's at least not discouraging and seems realistic.

So basically I agree with your timeline. I just think we'd see some movement this week rather than the next. But we will "know" it's coming at least 2 weeks ahead of time, maybe 3. And then it could of course be delayed even beyond that depending on unknowns.

 

[anthony2k7]

this point has been brought up in the other threads.
For me they can do this in a week.
Maintenance is already in the park and they could be installing whatever needs installing right now
CM can learn new procedures in days, their training for new positions when newly hired is only 5 days, so they could do it in a week.
The CM schedule for May 24th (their schedule goes Sunday to Saturday) comes out May 17th so we will see

Rteetz has said several times before that he believes it's only a skeleton maintenance crew still working.

Also as has been said several times before, when they train new starters how many are they training at once? For this they may need to be training 10,000 CMs for the initial reopening! Also, the depth of new processes are becoming more and more clear it seems that each will need more than a couple of days training.

 

[rteetz]

Rteetz has said several times before that he believes it's only a skeleton maintenance crew still working.

Not really what I believe it’s what is true. They don’t have a full crew in there right now because there is no need for it. The parks aren’t open.

 

[OnceUponATime15]

Rteetz has said several times before that he believes it's only a skeleton maintenance crew still working.

Also as has been said several times before, when they train new starters how many are they training at once? For this they may need to be training 10,000 CMs for the initial reopening! Also, the depth of new processes are becoming more and more clear it seems that each will need more than a couple of days training.

Less then 200 people according to this CNBC article

https://www.cnbc.com/amp/2020/04/12...nion-workers-during-coronavirus-shutdown.html

 

[CastAStone]

Less then 200 people according to this CNBC article

https://www.cnbc.com/amp/2020/04/12...nion-workers-during-coronavirus-shutdown.html

That sounds like just barely enough to care for the animals at AK and AKL/AKV

 

[OnceUponATime15]

That sounds like just barely enough to care for the animals at AK and AKL/AKV

Agreed.. Plus that one guy the news chopper caught power washing Toy Story land last week... lol!

https://www.facebook.com/video.php?v=692130148204537

 

[DebbieB]

I think they want to evaluate how it goes in Shanghai before considering a US park opening. No way in 27 days. Maybe Disney Springs and some resorts.

The thing that intrigued me was the talk of dated tickets. This is what Shanghai has on their site. They only have 1 hotel but no mention of a priority. How would they handle WDW with all the hotels? Resort guests only? That alone will be a major hurdle. They seemed to want to be very cautious. Government in China is allowing 30%, they want to go less than that.

Shanghai Disneyland Reopens with Controlled Capacity on May 11 - May 06, 2020

Shanghai Disneyland theme park will officially reopen to the public on May 11, 2020. The initial park reopening will demonstrate a deliberate approach, drawing on the experience from the successful reopening of Disneytown, Wishing Star Park and Shanghai Disneyland Hotel in early March, and implement enhanced health and safety measures.

During this initial reopening phase, the park will institute new measures and procedures, including opening with limited attendance and required advanced ticketing and reservations, accommodating social distancing in queues, restaurants, ride vehicles and other facilities throughout the park, and implementing increased frequency of sanitization and disinfection.

Ticket sales will be available via the resort’s official online channels and official travel partners’ channels beginning on May 8 at 8:00 a.m., with a limited number of tickets available each day during the initial reopening. Guests are required to purchase dated admission tickets prior to their arrival, and Annual Pass holders must make a reservation for their visit date and time through the resort’s official online channels before their visit to the park. During this “Advanced Reservation Period,” General Admission tickets for Shanghai Disneyland will not be accepted.

Please read the press release for detailed operation measures and ticketing information by clicking here.

 

[anthony2k7]

Not really what I believe it’s what is true. They don’t

Less then 200 people according to this CNBC article

https://www.cnbc.com/amp/2020/04/12...nion-workers-during-coronavirus-shutdown.html

Are security part of that 200? If so they are probably a huge chunk of that 200. Doesn't leave much else.

 

[rteetz]

That sounds like just barely enough to care for the animals at AK and AKL/AKV

Each park has employees. Mainly security but there are essential cast in each. Obviously AK needs more than normal.

 

[RamblingMad]

Each park has employees. Mainly security but there are essential cast in each. Obviously AK needs more than normal.

And food for all of the animals.

 

[Quackers600]

That 200 number is only for the employees of that union/lines of business within it. Other lines of business such as maintenance and security have different unions that picked who would stay out of their groups separately based on need and most likely, seniority.

 

[Jroceagles]

I wouldn't be surprised the 14 quarantine upon will be in effect for awhile or at least til the U.S. cases come down more

I think that will lift when FL hits phase 2 possibly phase 3 at the latest....and if those states are in Phase 1 and close to Phase 2