News Round Up 2017

[rteetz]

Quick question - are the figures above just for the quarter or for the last 12 months?

Either way interesting that attendance is up at the domestic parts vs a year ago

I believe it's just for the quarter.

 

[TheMaxRebo]

One last thing on the new "brew pub" ... I think whoever in F&B at WDW that oversees this kinda of stuff took a look at the pitches from all the distributors that they have major contracts with (AB InBev, Constellation, Sapporo, MillerCoors, etc.) along with smaller distributors and the overwhelming presence was that these portfolios keep snapping up California craft breweries - I mean, within the last 12-18 months it's been Ballast Point (for like a kajillion dollars), Lagunitas, Anchor Steam, Golden Road, etc., so it became an easy concept to develop - they make all the distributors happy, they make the craft beer peeps happy (because, have you see F&G and F&W for craft beer? There's definitely a property-wide market inefficiency for craft beer outside of Disney Springs).

21st Ammendment is another possibility as it has national distribution (HellOrHigh Watermelon? YES PLEASE!!), just like Stone and Sierra Nevada.

And obviously Karl Strauss because it basically contract-brews for Disney.

Cigar City will still have Jai Alai and Florida Cracker, and maybe Maduro Brown around - but if you want more local selections (better Funky Buddha, Crooked Can, more Orlando Brewing, etc.), hit Disney Spring where the selections are everywhere.

/beertalk

One last side note - if you like watermelon beers I highly recommend the watermelon gose from terrapin (which is another brewery we should have on the Disney list given they brew the Pandora beers)

 

[Phicinfan]

You always got juice left in the glass, huh?

You think the money people are gonna be confident about this?

...they just conceded the end of their cable empire and now are gonna try to sell things than nobody ever paid for directly before in 35 years...

There's a word for that: volatility

I think the bamtech acquisition (the only thing bob can do) is a good move but it might be 5 years too late. They stayed on the gravy train too long...

What's espn worth to you a month/year? How about disney channel?

I agree here, this is way...to late. With drops in ESPN for years, they waited much, much too long to get here, and they aren't even there yet.

 

[lockedoutlogic]

I agree here, this is way...to late. With drops in ESPN for years, they waited much, much too long to get here, and they aren't even there yet.

And this is the main reason why I have called for iger's ouster...along with pricing the middle class out of disney parks.

The street and analysts have been practically begging disney to "do something" about espn for years because that's where the money is made...and he continued to pivot to Star Wars or marvel or china or whatever.

People aren't that stupid...cable was NEVER gonna recover after everything went wireless and apple started ruling the world with iTunes...the die was cast in about 2005.

Laying off Chris Berman is kinda a weak response.

 

[HuskieJohn]

Every. Single. Movie. I've ever tried to watch on DMA has stopped around 12-13 minutes in and will not start again. You have to close out and reopen then move the scrubber dot past that area and it works fine for the rest of the video. Happened on every platform I tried to watch on and on different networks. I was so happy when they let you watch them on Amazon.

But yes, it sounds separate. Even launching in different years.

I have a Roku 2 and 3mb/sec internet and have never had an issues playing anything on DMA.

WATCHESPN however is a different story.

 

[splash327]

I believe it's just for the quarter.

It was just the quarter and Easter was included in this quarter where it wasn't last year, so comparing this year's quarter to last year's quarter is difficult. I was there at Easter and it was the busiest I've ever seen it.

 

[Phicinfan]

And this is the main reason why I have called for iger's ouster...along with pricing the middle class out of disney parks.

The street and analysts have been practically begging disney to "do something" about espn for years because that's where the money is made...and he continued to pivot to Star Wars or marvel or china or whatever.

People aren't that stupid...cable was NEVER gonna recover after everything went wireless and apple started ruling the world with iTunes...the die was cast in about 2005.

Laying off Chris Berman is kinda a weak response.

Here is something to think about as well.

There has long, long been rumors of NFL and some other sports going to a "pay per view" format, no longer getting the big bucks from public broadcasting. With this move, Disney and ABC/ESPN could help foster that and move the NFL at least off of cable and to more of a internet broadcast. Look for Sunday or thursday night games going to pay per view broad band launch in the next few years, then eventually see broadcast TV start to fold

 

[TheMaxRebo]

It was just the quarter and Easter was included in this quarter where it wasn't last year, so comparing this year's quarter to last year's quarter is difficult. I was there at Easter and it was the busiest I've ever seen it.

Thanks, and good point. This quarter this year also had Pandora open

 

[danikoski]

That would involve sharing the bucks though, right?

This is 100% about money. The reckoning that big shot bob has been putting off is here.

HBO and several others have tried to do stand alone, and it doesn't appear to work so well, hence why several have joined up with Hulu and Amazon to offer subscription service through them.

And I said if Disney is smart. As you've said, they are already behind the curve on this. Because of that, it'd behoove them to learn from other's mistakes. But will they? That's the multi-million, or maybe billion, dollar question.

 

[rteetz]

News

Jingle bell Jingle BAM! Dessert party is back

https://disneyparks.disney.go.com/blog/2017/08/jingle-bell-jingle-bam-holiday-dessert-party-is-back/

 

[Mackenzie Click-Mickelson]

Attendance at domestic parks was up 8%, spending up 2%

This is one of the reasons I wished we were privy to per park per month attendance and spending figures. Wishful thinking of course but I would really like to fully understand things.

 

[rteetz]

Photo update

Wine Bar George in Disney Springs

http://blogmickey.com/2017/08/photos-wine-bar-george-construction-rises-walls/

 

[rteetz]

This is one of the reasons I wished we were privy to per park per month attendance and spending figures. Wishful thinking of course but I would really like to fully understand things.

I can't see Disney ever doing that.

 

[TwoMisfits]

I'm just a fresh college graduate that enjoys Disney, House of Cards and Game of Thrones. Since I have no use for ESPN or Disney Channel, it better be good if they expect me to spend my hard earned money in yet another streaming service.

Kind of dissapointing that you have to pay for 5 different services if you want to see your favorite content. I do like the idea of having a bunch of Disney content in the same place though.



I can imagine that being a deal breaker for many. I think they would be safer by including those properties in the service.

My friend pays for 1 month a year for each service and then cancels (and occasionally gets these months free)...I see more folks doing that if it's "pay each channel $5.99/month" b/c there just won't be enough tv you can watch per month that would make holding 4-5 at the same time smart...

I plan to do this for CBS once they get their crap up and running...and if I need to do it for the Netflix Marvel shows on this new Disney network, I'll do that, too. I'll probably antenna or keep VERY basic cable just to keep my NFL games and over-air weekend sports...

 

[Mackenzie Click-Mickelson]

I can't see Disney ever doing that.

*sigh* I know. A girl can dream you know?

 

[amberpi]

And this is the main reason why I have called for iger's ouster...along with pricing the middle class out of disney parks.

I don't think that Disney has priced out the middle class - its just shrunk considerably and most don't want to acknowledge it yet...or the definition of middle class has changed.

 

[amberpi]

Photo update

Wine Bar George in Disney Springs

http://blogmickey.com/2017/08/photos-wine-bar-george-construction-rises-walls/

The concept of this place is my jam. Its like a huge scale of the one I walk to several times a week in my neighborhood. This makes me so happy to see. Maybe they'll be open after like 11:00pm. #lesigh

 

[wareagle57]

I don't think that Disney has priced out the middle class - its just shrunk considerably and most don't want to acknowledge it yet...or the definition of middle class has changed.

It's hard to argue they haven't priced out the middle class when you look at the numbers. I also am not sure I can really blame Disney, and I don't know what the answer is. How was Disney both more affordable and less crowded 20 years ago, yet Disney still (I would assume) turned a major profit? Even in the last 5 years Disney has become overcrowded, and that's with ridiculous price increases. I don't want to think about how bad they would be if hotels and parks were priced consistent with inflation over the last 20 years.

 

[Keels]

One last side note - if you like watermelon beers I highly recommend the watermelon gose from terrapin (which is another brewery we should have on the Disney list given they brew the Pandora beers)

Terrapin has some good stuff! Unfortunately, I'm 100-percent anti-gose ... next to sours, it's like my least favorite style of beer.

 

[lockedoutlogic]

I don't think that Disney has priced out the middle class - its just shrunk considerably and most don't want to acknowledge it yet...or the definition of middle class has changed.

Yes...but just like the fall of the espn empire...the outcome is not in question