Disney says Zika concerns not impacting attendance in Florida

I am fairly certain that the press and analysts have no idea about anything. I'm frustrated that most of the world seems to have already forgotten about the Pulse shooting, and some suggest that has some impact on travel here.

I've heard the same thing about the downturn in attendance having more to do with the Pulse shooting than anything else, from people inside the company. While there has been some minor panic in the Wynwood area of Miami I have people packing my parks every single night and I have had exactly one phone call over the past two months asking if we were spraying.

Assuming that the results they've reported are contextual, the minor drop in attendance is what they expected because of the higher pricing. Iger said last year he was OK with less people if they spent more in aggregate, because it would be a better experience for people. Plus, room bookings are up, not down.

Rick M at Motley Fool must be under a deadline or must be under quota. He's been pimping the "lower attendance" metrics in several articles this month, and totally missing the higher per cap revenue/spending numbers. I used to think he was smarter than that, but he's making me revisit my analysis.

Yeah, we had an email exchange last month about that, and he acknowledged the per caps.