Saturday, May 23, 2020

A follow up about Disney parks.

Disney world has been taking reservations along the way, always starting about one month out, and looking beyond that, into the future. There's a lot of aspiration in the idea of booking in the near-ish future. And I'm sure as a company they are assuming/hoping they can reopen shortly.

But things are very fluid. Disney has no crystal ball and can't see the future. And honestly anyone who is now booking a trip for the immediate future is a fool.

Yes disney is the bubble. The happiest place on earth. A place where you leave your troubles behind. And that's all fine and well.

Except that this virus affects *everyone* and in a crowded space like theme parks, such a thing can run rampant and affect scores of people.

So disney is balancing costs, losses, good will, safety, perception, and the risk of liability.

So as we move along through the pandemic, about 2-3 weeks prior to arrival dates, they send a message to the families with bookings (whether it's new or something you booked last year) and say "sorry we're still closed. Here's a refund on what you paid. Check back soon to rebook a future vacation"

And in April and May they've come along in the last week of the month and said they won't be accepting new reservations for another month further out, so right now you can not book anything new in June.

But here's the thing. The dunderheads of the world overreact. "You've been closed for a while now. I want a vacation in the happiest place. You need to reopen" or "I keep having to rebook and worry about flights and taking time off work. When will this end?"

Or they take umbrage with the policies for when they do reopen "masks? No way man this america! You lost my business"

And what seems lost in here is the very real possibility that Disney will change in some fundamental ways. People want things to "go back to normal" and simply can't be bothered to care that it will be different.

Disney has been seeking a way to tweak their business model for a while now. Keep attendance at a point where they like it, and be more exclusive. Cater to the wealthy more. Put limits on those of us who don't spend as much. Here's the perfect chance. Will they take it?

I mean this can't be easy. There's no one-size-fits-all answer. The dopes in the Oval Office and Tallahassee can say and do whatever stupid things they want. Though of course they shouldn't. Disney will act in their own best interests. And will continue to balance all the things I mentioned above.

A couple of industry analysts were asked to weigh in and speculate on opening dates for the theme parks Disney owns.

While a few were optimistic and suggested late summer (Labor Day seemed to a target), several others thought maybe the fall. And a few just said "we're prepared for it to be 2021."

And that goes right back to the idea of the nba setting the stage for opening.

There is expected to be an announcement in a week or so. Stay tuned.

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