Disney domestic experiences revenue up 22% in quarter, income up 10%

I thought anecdotally that maybe attendance was down, based on my experience around Independence Day. I wouldn't suggest that the parks aren't "crowded," but I think we're over pandemic revenge travel.

I kept hearing how Epic Universe was decimating WDW attendance. Maybe not?

I guess they found the missing money that Six Flags dropped on the way out of the bank.

Re: "Feels like" crowds--

The data geeks over at Unofficial Guide have noted that the ratio of LL to standby has gone down significantly over a recent-ish period. Some of that is attributed to the reduction in disability access, and some to the fact that Disney seems to be willing to let the LL returns wait a little longer to board.

https://www.disboards.com/t...t-66269743

My observations are more centered on, "It doesn't seem as crowded walking though the pinch point in Mexico at Epcot." 😊

They are still riding that increase in per capita spend (with small decrease in attendance) train to profits. We all know how that ends eventually. For now their loss in attendance seems driven by “the poors” who stay offsite and don’t buy the up charges. I don’t understand why anyone buys those MLL passes at WDW, between the tiers, prebooking, and less attractions that truely need it your at best getting 3 quality tickets out of it, and mostly netting 2. That’s not enough return for me and I just rope drop. Meanwhile when I’m out in California I buy the MLL every day because I typically net 5-7 quality tickets.

I don't agree. For the decade plus that I've been here, they're really good at sitting in the pocket and adjusting as necessary. Attendance will fluctuate a little, and they'll get the mix right. For example, the slight boost in occupancy I suspect is because of the deals they offered during the quarter, which don't always happen. And DCL is essentially printing money. Using my cruise last week as reference, I suspect their per caps per day are well north of $400 when you account for the fare and onboard spending.

Re: Pinch point. Let's hear it for Diet Epcot! It will be interesting to see what happens there when Food and Wine kicks in. For those who don't know what I mean, this is Epcot's calendar:

• Art and Food and Wine
• Plants and Food and Wine
• Diet Epcot
• Food and Wine
• Santa and Food and Wine

Close but no:

January/February: Art and Wine

March-May: Flowers and Wine

Sept-Nov: Food and Wine

Nov-Dec: Cookies and Wine

Diet Epcot sucks. I don't know why they shortened F&W.

I wish they would move F&W earlier so that Epcot could go on Holiday Mode sooner. The Festival of the Holidays is my favorite. I imagine they don’t due not wanting to extend Candlelight. My second favorite festival is the Arts Festival which is also extremely short there is a huge drop off in quality between those two winter festivals and the other two.

For the decade plus that I've been here, they're really good at sitting in the pocket and adjusting as necessary. Attendance will fluctuate a little, and they'll get the mix right.

I am sure eventually the Trump effect on international travel will hit Disney in some way, now will hit as hard as Vegas? Probably not, but it will have an effect.

Also you can only increase cost to a smaller and smaller pie so much. I saw a study that only the wealthiest 20% of Americans are driving growth. But another giant DVC resort messing with a great original WDW resort layout is proof there is still gold in the hills.