AP sales…

[Disney mac]

Hey I just said if you want him gone and problems brought to a head how to do it. The problems are only going to increase the next year…as was said morale is bad and going to get worse before it improves.

 

[Prince John Robin Hood]

At 90 I would buy a lot of Disney stock.

Get ready, might get there soon

 

[DL1WDW2]

I think the pricing of DVC is the only “stock” price Disney “values” and controls.

 

[nuhusky123]

So the big questions is now that we are officially in a bear market with a recession likely to follow. Will Disney react

raising prices will be daft as consumers will already be hesitant to spend on expensive vacations.

I am predicting a pause on any plans Disney may have had to eliminate ap and will return shortly with a new program. Might not be the same thing but I’m now very confident economic conditions will require Disney to shore up revenue and ap are low hanging fruit.

this I believe will be a painful recession given inflation and everyone is feeling the pain on their wallets. The avg family if picking to pay for monthly expenses or go on a $5k Disney vacation, I just don’t see Disney coming out on top of this one. I think this is going to be 2009 bad for Disney If not worse

 

[MakiraMarlena]

When the attendance drops, they'll do something about it. Not before then. Could happen soon.

 

[Ms Bibbidi]

.

 

[Madame]

The international guests will be coming next. CDC dropped Covid requirements this week.

The cynic in me says the looming economic downturn is *why* they decided to drop them now since nothing has changed otherwise.

 

[nuhusky123]

I’m not so confident international travel will rebound. Yes there is demand but flights are expensive, fuel prices internationally are way higher than even the US. Roughly $9 a gallon for fuel in the UK

inflation is getting worse

i just don’t see people spending 10% of their income or more on a vacation right now

i think a tectonic shift is about to hit

 

[DeeBee3]

I'm almost scared to check stocks this entire week. It's not going to be good. I don't think there is a good solution either as so many "options" have been taken off the table, so to speak.

Get ready for a wild thread of discussion!

 

[artesian]

The cynic in me says the looming economic downturn is *why* they decided to drop them now since nothing has changed otherwise.

Depends from where. My friends from UK see the dollar as being a bit strong on the exchange rate and are holding off coming over anytime soon. I def think there maybe a bump in international visitors but think it'll be short lived.

 

[Madame]

Depends from where. My friends from UK see the dollar as being a bit strong on the exchange rate and are holding off coming over anytime soon. I def think there maybe a bump in international visitors but think it'll be short lived.

Definitely. I was implying that the US knows it will need to do whatever it needs to to entice international travellers to come given the economic forecast. The testing on top of the downturn wouldn’t help, so away it went.

 

[Brian Noble]

I'm almost scared to check stocks this entire week.

I never check. I don’t even open the quarterly statements. Nothing is going to change; I’ll keep putting aside my monthly amount in the low-fee index funds we have, come bull or bear.

In some ways, a bear is good news, because I’m still a buyer.

 

[Azndjdude]

I never check. I don’t even open the quarterly statements. Nothing is going to change; I’ll keep putting aside my monthly amount in the low-fee index funds we have, come bull or bear.

In some ways, a bear is good news, because I’m still a buyer.

I do the same thing. Low-fee index fund, keep putting money aside, and keep moving forward. I'm trying to find ways to contribute more to take advantage of the bear market. Although I'm like in a weird situation of buy more points, buy more index funds...

 

[Ms.Minnie]

My DFIL once to my DH that you don't lose anything unless you cash in your investment. Of course, there are exceptions to that like if a stock totally tanks but I think there is wisdom in what he was saying. Stocks go up and down and hopefully up again.

 

[AvidDisReader]

When the attendance drops, they'll do something about it. Not before then. Could happen soon.

I agree, hope this will spur the return of the Dining Plans.

 

[Robbie Cottam]

With all the out side factors, That attendance drop we are all waiting for might be sooner than anyone thinks.

 

[nuhusky123]

With all the out side factors, That attendance drop we are all waiting for might be sooner than anyone thinks.

I think q3 and q4 are going to get real and attendance levels to drop significantly

wed the fed will announce significant rate hikes. Companies are already laying off 10%+ of their workforce in prep for a prolonged downturn

my crystal ball

international travel will fall off a cliff

domestic travel will decline dramatically

wdw park attendance will decline dramatically as its just too damn expensive for normal people

dvc sales will slow dramatically. Who buys a time share during a recession and such uncertainty. Anyone who might have financed dvc will now be priced out with rates going up

as families tighten their belts, Disney+ will be first to go along with other streaming services

q3 Disney will take a small hit

q4 Disney will take a bath

 

[Disney mac]

I think q3 and q4 are going to get real and attendance levels to drop significantly

wed the fed will announce significant rate hikes. Companies are already laying off 10%+ of their workforce in prep for a prolonged downturn

And yet everywhere I turn people are still hiring. It’s a weird situation for sure. And as I walk through Disney springs, it’s insanely packed and people are spending like crazy.

 

[nuhusky123]

And yet everywhere I turn people are still hiring. It’s a weird situation for sure. And as I walk through Disney springs, it’s insanely packed and people are spending like crazy.

100% very unusual situation. I think q3 and q4 will be very different unfortunately

 

[MamaBelle4]

as families tighten their belts, Disney+ will be first to go along with other streaming services

I would cancel every other one of my streaming services before I cancelled Disney+ to be perfectly honest. I've got 5 kids and we all find plenty to watch on Disney+. Only other streaming service I use is Discovery+ and that's to watch my garbage tv