Cruise and Theme Park Operational Updates due to Coronavirus

[e_yerger]

oh hey bob here we go

 

[Bibbobboo2u]

capacity - not going to give any specific number but it will be a function of the 6-ft guidance - calculation. Anyone know square footage of parks???

 

[SierraT]

I am not surprised by the reservation system. I mentioned on here I thought they might put it in after I heard 6 flags was doing it. I know it stinks as a guest but the truth is for the theme park it is a good move. It will be much easier to control capacity. I was actually surprised that universal and sea world are not. I think it will be very difficult trying to navigate telling people they can't get in that day.

I know we don't have any answers on resorts yet but I have a feeling resorts might open a little later. I honestly think this is a way for them to open up to locals first. This will help with capacity for experimentation. I agree I think they were going to open later but Universal threw them off.

Not a FL resident but I think one of the nice benefits of living in Central FL is being able to go to the theme parks whenever you want. It’s a nice idea (and logical one) to allow the FL residents the opportunity to go there first. Some work in the parks, nearby establishments and pay taxes. Also, from what I hear the FL annual pass isn’t all that great of a deal.

I hope they do open the parks to the people of FL first. May not be a popular opinion with some, but it makes sense.

 

[courtney1188]

Capacity (per Bob) - They won't give a specific number/percentage, but it will be based on how many people they feel they can have while safely maintaining social distancing.

(Jinx - sorry Bibbobboo - your post wasn't there yet when I wrote this.)

 

[e_yerger]

"we want to provide a quintessential Disney Experience for people that come to the parks"

 

[Krandor]

They think there is trust in the brand which is one reason for tje July 11th date.

 

[Bibbobboo2u]

she tried to get him to say capacity a couple of ways, but no give. Asked about what level to be profitable variable costs must be covered for park opening and work them incrementally at getting more people in parks

 

[RamblingMad]

"we want to provide a quintessential Disney Experience for people that come to the parks"

CNBC is where you go to sell your stock. Don’t expect more than a fluff piece.

 

[courtney1188]

I hope they do open the parks to the people of FL first. May not be a popular opinion with some, but it makes sense.

There's no reason to believe that is going to happen - none of the proposed plans have included FL residents getting to go first.

 

[Mit88]

Its very smart of Disney to not give out major details on the reservation system and the resorts (though those werent going to be part of the parks proposal), but it also sucks. I’d like to reschedule to the end of July, but because I dont know what resorts will be open, or who would be guaranteed, ex AP/DVC/Resort Guests (if any exist) to be welcomed into the parks with reservations when they open. And to not offer those will reduce the amount of phone calls and website being overwhelmed.

 

[Bibbobboo2u]

demand question - rules discourage people? He does not think so - referenced large number of reservations and response in shanghai and disney springs

 

[elle21]

It will be open in August!

Just have to make do with the restrictions and such due to Covid, but you had to know that was going to happen.

I know it will he open, but the restrictions (Masks, etc.) and cancellations will make the trip...not a vacation...and certainly not the type of Disney trip we had planned and were looking forward to. Parades, characters, and fireworks are a big deal for us. I’m sure people who go every year won’t care as much. We are not those people. And I’m not willing to spend thousands of dollars on a reduced experience.
Maybe if all the trends continue with the virus they’ll realize they can add some of those things but my fear is they won’t because it reduces their cost.

 

[Raggou]

demand question - rules discourage people? He does not think so - referenced large number of reservations and response in shanghai and disney springs

Dopes anyone know if Shanghai Resort Guests are guaranteed entry?

 

[e_yerger]

demand question - rules discourage people? He does not think so - referenced large number of reservations and response in shanghai and disney springs

i hope this means that resort reservations, FPs and ADRs account towards capacity reservation systems.

 

[SierraT]

No info on water parks, right? UO had to announce Volcano Bay - these are still parks. Did Disney say anything?

Seaworld mentioned their water park today. He cited CDC statistics in that there is no evidence covid spreads in water but reiterated that they would take extra precautions to clean. I don’t think they expect people to wear masks in water, frankly it would be ridiculous to attempt wearing one in a pool.

 

[Bibbobboo2u]

shanghai - where at? 3 ft social distancing still in effect - 20,000 per day now - lots of room to go

 

[StephenM84]

I have a July 18th check in and I just snagged a Hyatt Place Lake Buena Vista for $93 a night. For the July people it might be smart to grab a backup hotel offsite while the prices are really low today (most hotels are closed).

 

[Farro]

I know it will he open, but the restrictions (Masks, etc.) and cancellations will make the trip...not a vacation...and certainly not the type of Disney trip we had planned and were looking forward to. Parades, characters, and fireworks are a big deal for us. I’m sure people who go every year won’t care as much. We are not those people. And I’m not willing to spend thousands of dollars on a reduced experience.
Maybe if all the trends continue with the virus they’ll realize they can add some of those things but my fear is they won’t because it reduces their cost.

I understand, we wouldn't go either if we were scheduled.

 

[DGsAtBLT]

It would be nice to see the December 15th tickets extended now that we know there is only a 5 month window to use them, and a much smaller (if any) window where they can be used on the actual park experience they were purchased for, due to all the modifications.

 

[JacknSally]

CNBC with Chapek

what made you pick july 11, more than a month after the rest of orlando?
- chapek: we want to make sure what we present after opening is a quintessential disney experience and though we'll have a substantially lower number of guests we want to make sure we do it in a responsible way

what kind of capacity? 30% like shanghai?
- not giving specific numbers bc there's no government guidance as to how dense they can be. capacity will be a function of the 6 foot social distancing guidance from the cdc bc they will always strive to maintain social distancing

are you expecting to get guidance on capacity from the gov?
- we do not expect that but TWDC has a long history of being very responsible

at what level of capacity do you expect the park to be profitable?
- i said before we won't reopen until we believe we can make a positive contribution to revenue. we expect we will be able to cover our costs. we'll slowly but surely make baby steps while improving the number of guests we allow in while making sure we operate responsibly.

do you think masks will discourage your biggest fans from coming?
- there are several data points we find encouraging. number one, we still have a large number of future reservations on our books. also, demand at disney springs has been really encouraging.

how is shanghai going so far? how is capacity?
- right now still within the 3ft social distancing guidelines set up by chinese gov. right now at about 20,000 people per day in the park. guests in china have been spectacular in respecting social distancing and i expect the exact same thing to happen in orlando when we reopen.