CastAStone
Business nerd. Good at math. Bad at spelling.
- Joined
- Jun 25, 2019
- Messages
- 5,954
Love that show. Sad.Italy juggler performer has been ended as well.
Love that show. Sad.Italy juggler performer has been ended as well.
I think this is right. The next 2 quarters will be catastrophic. But attendance after that will include a lot of pent up demand.I don't think they will be hit longer than 9/11. Travel after 9/11 was terrible for years. I do think that people will be coming back, maybe not in droves, but large numbers, as soon as stuff seems to calm down. Money numbers-wise, I don't know if the impact will be worse than 9/11. I don't think so, due to the length of time that 9/11 affected stuff. Right now there are a lot more things that are getting hit; however, all public things, including movies, declined drastically for a while after 9/11.
I'm hopeful that's the case.I don't think they will be hit longer than 9/11. Travel after 9/11 was terrible for years. I do think that people will be coming back, maybe not in droves, but large numbers, as soon as stuff seems to calm down. Money numbers-wise, I don't know if the impact will be worse than 9/11. I don't think so, due to the length of time that 9/11 affected stuff. Right now there are a lot more things that are getting hit; however, all public things, including movies, declined drastically for a while after 9/11.
Good point. Sometimes it's better to not know ya know. I do think we know they'll scale back maybe quite heavily but leaves me the opportunity to still be excited about what they announceI also think they will really minimize what they are doing with WDW's 50th celebration now too. I am sure they are glad they really hadn't announced much about it yet.
This is what I basically was trying to say. The short term for Disney is going to be much harder than the previous two instances, but it won’t last as long.I think this is right. The next 2 quarters will be catastrophic. But attendance after that will include a lot of pent up demand.
this is ridiculous.
I'd expect them to work on little things that won't cost much in materials, but they are paying their maintenance crews anyways, might as well get something productive out of them.My expectation as of right now is things move as planned. If anything I expect slowdowns. Disney isn’t going to throw more money at projects when no money is coming in.
I'd expect them to work on little things that won't cost much in materials, but they are paying their maintenance crews anyways, might as well get something productive out of them.
I don't see them accelerating anything that will result in major material or vendor costs, though.
If they could do it, as in it's feasible and the risk of exposure for the workers, is minimal, it would be the best time to do some of this stuff. No guests in the parks, no working around park hours and fireworks and parades, etc.I did see one blogger (not sure if it is one we trust) post that he had sources saying Disney will double their construction efforts during the shut down ... I mean, maybe this just means things that are in progress (Tron, Guardians, etc.) get some extra effort and accelerated a bit but I would think other larger projects get pushed back. Even like Spaceship Earth, maybe that gets delayed, and things like Mary Poppins get cancelled
I saw that, too. However, it seems unlikely just given the state of things especially with so much lost revenue.I did see one blogger (not sure if it is one we trust) post that he had sources saying Disney will double their construction efforts during the shut down ... I mean, maybe this just means things that are in progress (Tron, Guardians, etc.) get some extra effort and accelerated a bit but I would think other larger projects get pushed back. Even like Spaceship Earth, maybe that gets delayed, and things like Mary Poppins get cancelled
From what my husband just read it's not the the restaurant is shut down but rather no patrons can be inside. So some of the restaurants will be fine to go to delivery based but some may not be able to operate in such a way.IL has just shut down all dine in restaurants at least until the end of the month.
Again, if I ran TWDC, I’d double down because my next two quarters are shot anyway, so may as well pile on, and because I could do everything a lot cheaper now so it’s better in the long run. Iger seems to think that way. No idea if Chapek does.I did see one blogger (not sure if it is one we trust) post that he had sources saying Disney will double their construction efforts during the shut down ... I mean, maybe this just means things that are in progress (Tron, Guardians, etc.) get some extra effort and accelerated a bit but I would think other larger projects get pushed back. Even like Spaceship Earth, maybe that gets delayed, and things like Mary Poppins get cancelled
Carry out and delivery are still fine. No dine in.IL has just shut down all dine in restaurants at least until the end of the month.