I can't help but think that on some level, the lack of Disney's ability to deliver a new offering quickly is going to impact their 2015 performance. How many families will be putting off a trip in 2015 just to wait until 2016 when Frozen is operational? Maybe not a significant number, but even if it is a few percent, that would be huge. EPCOT will be down a ride for all of 2015. DTD will still be a complete mess. Nothing new will coming to HS, and rumors of more rides coming off-line appear imminent. AK will still have construction walls everywhere. I just don't see too many tweenies clamoring at the notion of visiting the expanded MK hub anytime soon...
You're hitting on that "stick in the anthill". Things are churning without an obvious rhyme, reason or any continuity with each other. So, what is it?
Is Uni the stick? Or something in the current and/or future numbers that's got them moving?
Don't know. But there's more activity right now than we've seen in a long time.
All of it without that patented Disney "dog and pony" show they're so good at - Exec's with models, fancy artwork, etc.
There's just no evident plan, as you point out. Disjointed projects everywhere
Let's not forget that this is the group that mastered the "Five Year Plan" NFL, Avatar, etc. Lots of pictures and info - but slow progress
It just reeks of a group that's not used to the hurry up. A group that now has to execute with a "blue sky" that hasn't seen the light of day in awhile.
Activity for activity's sake rarely works. And half this stuff could stay vacant for quite awhile.
But I have no doubt that the 3D model and pretty picture folks are working overtime to get something together that makes sense by EOY and the Earnings Call.
At least a 50,000 ft level grand plan that's perfect for the street.