Food isn't "magical", let someone else do it.
Retail isn't special, let someone else do it.
Many "Disney" restaurants aren't really Disney restaurants at all.. many of them never ever have been. They are restaurants contracted by specialist suppliers. This has been a standing arrangement for years. Few know this or recognize it.
Some of the Epcot restaurants are great examples of this. If you work at Le Cellier in Epcot (or anywhere in the Canada pavillion); you don't work for Disney. You work for the company that has contracted to supply the retail and restaurant services to Disney standards.. for that pavilllion. It's been that way for YEARS. Long before Iger. Maybe even from opening if I recall correctly.
Certainly there are more and cheaper experts out there on rides, so let someone else do it.
As for the rides part.. Disney has been quietly buying rollercoasters on the "black market" for a while now. Rockin Roller Coaster is an off the shelf design from Europe.. just placed inside a building and themed to Disney standards. Disney won't admit that.. but it is. You can ride the same track layout .. outside.. at a park in Europe. The cars aren't themed .. there's no soundsystem for each rider .. no music back story.. etc. That storytelling and theming is the Disney touch.
The mechanicals and underlying gear for Expedition Everest come from yet another roller coaster company. Again - storytelling and theming done by Disney.
Despite knowing those two coasters aren't completely unique... I feel safe in saying there are no two other coasters in the world quite like them. (outside of Disney properties)
Dumbo, Aladdins Royal Carpets.. the core mechanicals were bought from an amusement ride company that supplies the same company that does your state fair.. and the product was themed to Disney standards.
Space Mountain? Disney didn't build it from scratch. They took core competencies from outside suppliers and melded them with their storytelling and theming abilities.
Soarin is a very unique ride .. even the concept for this attraction was completely designed by Disney. Awesome. The core mechanicals for this were very custom. But still supplied by outside sources to Disney specfications. Is it better than RnR or EE. I don't particularly think it's better or worse personally. It's another good Disney attraction. Altho I still find the queue area theming and storyline needs BIGTIME bolstering.
Incorporating the best of other suppliers into your product mix AND knowing what you can do yourself is smart business.
Well - you say hotels aren't special, let someone else do it.
Disney does what it does with their hotel line-up pretty well. To leave the extreme high-end and extreme low-end to others isn't giving up. It's recognizing your core competencies and limits. Same as not building a coaster from scratch .. except on a bigger scale.
The Four Seasons concept if attempted by Disney would require a COMPLETELY different service superstructure for the underlying requirements of the resort from everything else they have. For example, to meet 5 star standards, they would need a unique call center staff of five star resort specialists separate from their existing reservations staff. That staff would have to meet 5 star standards for answering calls, handling requests, time on hold.. everything that comes along with 5 star properties.
For one resort.
Four Seasons already has those people trained and meeting those standards ; AND already in place at various call centers around the country etc...
For Disney to build the five star resort.. would mean service duplication and inefficency. Four Seasons specializes in five star stand alone resort properties. That's what they do. They have the infrastructure, systems, suppliers, procedures, and policies, training programs .. the works.. already done and in the can to create this resort
at the five star level on day one of opening..
Same goes probably for the budget suppliers on the Western Development on the 1.5 or 2 star level.
Disney couldn't build Rock N Roller Coaster on their own without TREMENDOUS expense. So they buy the track, mechanicals, computerized control systems and other underlying GEAR from a specialist supplier and customize it to their needs. Their core competency is how that attraction looks and feels and the storyline around it. I think they did alright on this one. But they didn't do it all from scratch.
Disney contracts with suppliers for everything. Those turkey legs? Disney didn't raise the turkeys. They bought the product from a supplier and cook it. In some cases, they dont' even cook them. A supplier does that too; to Disney specifications. That stuffed Mickey doll -- Made in China to Disney specifications by a supplier... It's been this way forever.
I'm not saying they should outsource everything. But outsourcing the extremes of the resort spectrum (below "Value" Level accommodations and above their "Deluxe" level)... or certain products, services and experiences at WDW isn't the end of "The World". It's been going on for years.. many years. Many people just weren't aware.
I fail to see other than the land de-annexation... how this deal differs significantly from the Starwood deal for the Swan and Dolphin; or the outright sale of Shades of Green... which was once a Disney owned resort... or the deals for the Downtown Disney hotels for that matter. The one way I see this is different than most of those properties.. is that this property really doesn't compete with Disney owned properties.
These projects are - I'm convinced - part of a larger plan that we are not yet privy to seeing the whole picture. Yes.. that's assuming facts not in evidence.. But only time will tell if that's true or not.
As with everything that any large organization does.. the devil will be in the details and implementation for these new plans. I can see how the Western Development and the Four Seasons Development COULD both turn out well and both be smart deals for Disney.
And yes.... I can see where they BOTH could go horribly wrong... although I doubt very much that the Four Seasons product will suffer that fate.
Epcot turned out ok with it's underlying suppliers. EE and RnR are ok in my book. DCA didn't turn out so well..
Disneyland Paris -- not so great initially.. but getting better. Disney Tokyo -- on the other hand seems to be doing fine.
I'm waiting to see how these new developments turn out... I don't think all is lost.
Knox