Cruise and Theme Park Operational Updates due to Coronavirus

[hertamaniac]

I really don't think this is something that should scare anyone, the analyst likely has no inside information that most other investors don't have. The scenario we have is that Disney has cut costs by trimming out entertainment, jobs, and other offerings that cost the company money but don't return anything. Just because DL does something it does not automatically mean that WDW is gonna go "You know what, that's a good idea", especially since they have different AP markets/structure than DL, it's not a cookie cutter scenario.

A vlogger recently posted an estimate that DL has ~1.5 million AP CA holders (specifically cited a concern of a sizeable AP community that visits sometime daily far exceeding the WDW AP community).

It's just a gut feeling, but I don't think WDW has close to that many AP holders.

 

[Sarahslay]

A vlogger recently posted an estimate that DL has ~1.5 million AP holders (specifically cited a concern of a sizeable AP community that visits sometime daily far exceeding the WDW AP community).

It's just a gut feeling, but I don't think WDW has close to that many AP holders.

WDW does have a sizeable amount, but unlike DL a lot of them are out of state so aren't there as often (I think a lot of that is due in part to DVC). I guess we'll have to see what they do, Disney does like to hit us with a sucker punch every now and then.

 

[hertamaniac]

WDW does have a sizeable amount, but unlike DL a lot of them are out of state so aren't there as often (I think a lot of that is due in part to DVC). I guess we'll have to see what they do, Disney does like to hit us with a sucker punch every now and then.

Correct. I edited my post to reflect the estimate is for California residents only. Also the vlogger noted that DL is roughly 1/2 the size in square footage as WDW parks.

 

[TheMaxRebo]

especially considering that many good neighbor hotels, that are sometimes the same or less as a value (and certainly a mod in most cases, unless you're lookin at four seasons), get the same "perks" as onsite resorts. If I were on a tight budget at this point I would say "You know what, I think it's time to check out some other options", and really consider an offisite villa or hotel. They are going to have to step it up in that budget category big time IMO.

or even check out the budget hotels at Universal

 

[Funfire240]

I think POP and Art of Animation will fill more then the All Stars just because of the skyliner access. We mainly stay at POP and honestly I don't think we will change. Of course, now that I tried the skyliner I'm hooked but even before. We stay on property because of the transportation to and from the parks. We like that we don't have to drive anywhere. To me, that's the biggest perk of staying anywhere on site.

 

[firefly_ris]

or even check out the budget hotels at Universal

Those new family suites look great and they are way cheaper than a suite at AoA. If I'm already renting a car because no more ME, why not.

 

[yulilin3]

Peoplemover's refurb extended through Feb 28th

 

[osufeth24]

Peoplemover's refurb extended through Feb 28th

nnooooooo. Was hoping that'd be a nice birthday treat

 

[Farro]

Peoplemover's refurb extended through Feb 28th

Wow!

At this point I hope it's open by my October trip!

 

[JoeA]

or even check out the budget hotels at Universal

We have a trip planned for late Sept and the first half will be spent at Universal hotel and parks (staying at Sapphire Falls). Even though we're DVC we decided Disney just isn't that big of a draw right now. Sure, we'll move to a DVC resort on points (just to save money, primarily) but we will likely only spend one WDW park day (EPCOT, assuming RAT and GotG are open, if not - all pool and rum days!).

 

[TheMaxRebo]

We have a trip planned for late Sept and the first half will be spent at Universal hotel and parks (staying at Sapphire Falls). Even though we're DVC we decided Disney just isn't that big of a draw right now. Sure, we'll move to a DVC resort on points (just to save money, primarily) but we will likely only spend one WDW park day (EPCOT, assuming RAT and GotG are open, if not - all pool and rum days!).

We have a short trip booked for WDW around the 50th but toying with the idea of going down early and doing the first few days at Universal to check out those new family suites (and I just haven't been to Universal since 2000 - I understand there are a few changes since the )

Rat should definitely be open by then but I don't expect Guardians until 2022, but who knows at this point

 

[Eric Smith]

I think what it does is "lock in" these discounts for people no matter what (or any) "Membership" they buy in the future. So if they pick a pass that comes with 10% discount on merch, they still will get 30% going forward anyway due to this legacy pass, whereas new passholders would just get the 10%

It's locks the discounts in until Disney rolls out the new AP or membership program.

 

[Eric Smith]

I actually think it will be harder for them to fill the mods and values due to not having the 60 day FP kind of perk. I may be wrong but I don’t think 60 day FP was necessarily a make or break selling point for people booking deluxe, but I think it did definitely help people choose a Disney value or mod over an off site option.

I think people will continue to pay the deluxe prices for prime location/convenience to a park & amenities. Resorts on the skyliner will probably be ok since that is a convenience selling point now.

But I really think the no 60 day FP will impact how full the values/mods are more than the deluxes though.

I agree with you here. I don't think the majority of guests who are staying at Deluxe resorts are using cost as their primary reason for determining where to stay. It'll be hard to entice people to stay at Moderates or Values without many on site perks because you can stay at nicer hotels close to property for a lower cost. Most of the Deluxe resorts have the biggest perk imaginable, location. Animal Kingdom Lodge doesn't have a great location, but it makes up for that with the animals.

 

[rpb718]

Peoplemover's refurb extended through Feb 28th

As I mentioned last week after that video of the bumping, I was just waiting for the delay announcement. And even if last week's action was a test of the emergency stoppage systems, that obviously failed since it should stop all vehicles - not just one.

 

[TikiTikiFan]

I think POP and Art of Animation will fill more then the All Stars just because of the skyliner access. We mainly stay at POP and honestly I don't think we will change. Of course, now that I tried the skyliner I'm hooked but even before. We stay on property because of the transportation to and from the parks. We like that we don't have to drive anywhere. To me, that's the biggest perk of staying anywhere on site.

I agree! I also think people that are relatively new to visiting WDW will continue to stay on site. That’s half the experience is coming to be in the bubble. The idea of staying off site was overwhelming to me because I don’t know the area well and I don’t want to rent a car. I prefer to be close and use Disney’s transportation. So we’re doing All Star movies this summer- I still think it’s worth it primarily for that convenience but maybe I’m the exception...

I do think the average guest (not us DISfolks) isn’t going to notice the change in perks as much as we do though.

 

[tink2424]

I agree! I also think people that are relatively new to visiting WDW will continue to stay on site. That’s half the experience is coming to be in the bubble. The idea of staying off site was overwhelming to me because I don’t know the area well and I don’t want to rent a car. I prefer to be close and use Disney’s transportation. So we’re doing All Star movies this summer- I still think it’s worth it primarily for that convenience but maybe I’m the exception...

I do think the average guest (not us DISfolks) isn’t going to notice the change in perks as much as we do though.

Possibly but I will tell you that when I went to Disney the first time as an adult in the early 2000s I only stayed on site due to the perks. I stayed at a value resort because I couldn't afford the more expensive hotels and if they didn't have the perks I wouldn't have stayed on-site as I could have gotten a cheaper room and rented a car and still came out ahead.

I do think Disney will have a problem filling all of their hotels rooms without some serious perks. There is just too much competition and lets face it - the Disney transportation has not improved over time but gotten worse. So it isn't as much of a value for people as it was in the beginning.

 

[osufeth24]

Ashley Eckstein just posted she'd doing a signing at Disney Spring in the marketplace co-op store Monday for the release of Ahsoka stuff for those new Disney plushes (nuiMO)

Don't care to have one, but may buy one just to finally get something signed LOL

 

[Jroceagles]

nnooooooo. Was hoping that'd be a nice birthday treat

we get there on Feb 6th. kids will be disappointed....they love it

 

[rteetz]

As I mentioned last week after that video of the bumping, I was just waiting for the delay announcement. And even if last week's action was a test of the emergency stoppage systems, that obviously failed since it should stop all vehicles - not just one.

E stop on the people mover is different than many other rides. The system runs on magnets and when it stops it can still rock between magnets. Even before the closure the bumping or crashing as some want to call it is rather normal. Even CMs from the attraction will say such.

 

[hereforthechurros]

A vlogger recently posted an estimate that DL has ~1.5 million AP CA holders (specifically cited a concern of a sizeable AP community that visits sometime daily far exceeding the WDW AP community).

It's just a gut feeling, but I don't think WDW has close to that many AP holders.

Local pass holders probably not but APs overall including out of state holders? I wouldn't be shocked.