Disney 4th wish class ship

[JM_97]

After the 5th Wish ship DCL is having 3 smaller ships (larger than the Magic but smaller than the Dream).

By 2031 we will have 2 Magic class ships, 2 Dream class ship, 5 Wish class ship, 1 Adventure class ships and then 3 of these new mid sized ships

I'm interested in what the new "smaller" ships will have and look like. And if they are earmarked to eventually replace the Magic/Wonder since I think those days are sooner rather than later.

 

[OKW Lover]

And if they are earmarked to eventually replace the Magic/Wonder since I think those days are sooner rather than later.

I'm thinking that DCL will reposition the Magic/Wonder to the smaller markets. They are probably all paid off by now so they only need to recoup their operating costs. They can do that from home ports with less demand and stop at places that don't get as much traffic.

 

[cruisingtheseas]

I'm thinking that DCL will reposition the Magic/Wonder to the smaller markets. They are probably all paid off by now so they only need to recoup their operating costs. They can do that from home ports with less demand and stop at places that don't get as much traffic.

Once the new Meridan class is up and going, the Magic/Wonders days are counting down. They are becoming more and more expensive to operate and upkeep.

 

[Cfabar1]

I think the bigger issue for the Magic and Wonder is where travel demand will be and how this Wish-class gamble goes. Disney will be stuck with the Wish boats for decades and between the wish and the new adventure class ships they have increased the number of beds available on DCL by a staggering number!

If demand softens on the travel market, or Disney realizes they have too much margin erosion with a larger fleet, the Magic class boats will be gone sooner than if they can charge top dollar for DCL generally. Another open question is how viable will DCL be long term in markets that are not Florida. My view is that Disney knows they are a premium product in the amusement park space and a premium product in the Cruise Line space. They have to maintain that experience, which requires large margins to be able to do successfully over time.

The intersection of these items coupled with the maintenance costs will be the retirement date for the magic and wonder.

 

[jwalk03]

I think the bigger issue for the Magic and Wonder is where travel demand will be and how this Wish-class gamble goes. Disney will be stuck with the Wish boats for decades and between the wish and the new adventure class ships they have increased the number of beds available on DCL by a staggering number!

If demand softens on the travel market, or Disney realizes they have too much margin erosion with a larger fleet, the Magic class boats will be gone sooner than if they can charge top dollar for DCL generally. Another open question is how viable will DCL be long term in markets that are not Florida. My view is that Disney knows they are a premium product in the amusement park space and a premium product in the Cruise Line space. They have to maintain that experience, which requires large margins to be able to do successfully over time.

The intersection of these items coupled with the maintenance costs will be the retirement date for the magic and wonder.

Macro economics can certainly hasten a ships demise. Look at all the ships that got retired during Covid that never came back for various lines.