lockedoutlogic
DIS Veteran
- Joined
- Apr 26, 2007
I certainly don't disagree with the overall thought process/concerns here. I definitely think Disney has become to near-term focused - as as much as I know and accept they need to make the shareholders happy, at the end of the day the DIS stock is a long term play not a growth stock/day trading stock and part of the value is in the name and franchise and loyalty of the customer - and negatively impacting that will negatively impact the stock long term.
The challenge for them in the parks is that one of the biggest complaints is the crowd levels - so how do they address that? Adding in more parts of the day is one way to do that and to provide an experience for those that truly view the crowds as a deterrent. What would you realistically do to address the crowds? And yes, we can say they should have built three more theme parks and starting expanding DHS and EPCOT 20 years ago - but they didn't and we are where we are and they are addressing it now (at least to some extent). What else can they do? Cap the number of people in the park and double the price?
To me the bigger concern is the drop in quality that is already being seen and the potential for it to drop further when you hear about them eliminating staffing, etc. You see things like the monorail failing apart, overflowing trash cans, Traditions being reduced from 3 days to less than 1 - those are more warning signs to me than costs or trying to figure out other ways to make more revenue. I see Disney as a luxury brand and the experience needs to match that. It used to - I know when we went as kids the one thing my mother always commented on was how clean the place was - not sure she would say that anymore. And so now if you have first timers go and they dont' see the "magic" and go back and mention the negative things to their neighbors who were considering a first trip, maybe now they don't take it.
I can concede all your points...though I don't have to because I agree with them.
Here's where I point out the duality of after hours magic.
First - and most importantly - they are during slow times (yes...I know...nothing is as slow as it was 20 years ago...but that's DISNEYs fault...and you should call them on it)
So it's a 10 hour operating day- 9-7...then they "add" 3 hours (which can be 6 if you don't hop that day which is unlikely in the misdirected, disney dominated, travel agent world).
They've added NOTHING. Because the prime comment I see "you can get more done in that 3 hours than the whole day" is not correct.
If the crowd required only a 9-7 day...then it is below the bar. They don't turn down revenue, so limiting the hours indicates there isn't enough being generated to justify the operational cost. Therefore the argument to spend $120 is invalid. If the day was 8-11 and they added 3 hours - then the place was packed and you have a better argument.
The calendars are set to try to accommodate crowds - because happy crowds spend more. Some things have changed - That hasn't.
Let's call this for what it is: people - like we here at the dis - not having the self control to say "no" and further screwing everyone in the process.
If you're a one and doner, and you want to splurge...I don't have a problem with that.
But...Why is the offset pricing targeted specifically at dvc?
Ask yourself...
First, because Florida residents would call BS And they know it.
Second, it's because dvc might bite so they can "go to the parks like their first 20 years - when it didn't suck"
Thinly veiled psychology there...it doesn't take Freud.
That is igers fault! Haven't added to the parks while attendance has gone up like 8 million per year and has promo'ed/couponed the place into oblivion while STILL pricing out much of the core market (the entire us economy is partially to blame for that as well)
UGH! What did Nancy Reagan use to say about cocaine?