re: Bloomberg - Star Wars Is Struggling to Win Over the Next Generation of Kids

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The true test will be Disney World and I think it will do amazing there. Not because it is Star Wars, but because of the loyal following of Keeping up with the Jones’s those parks attract. People go nuts about WDW and they will spend the money to make sure their friends on Facebook see they went to Galaxy’s Edge.

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Disney's park attendance has dropped at WDW despite new lands such as Pandora and Toy Story. Disney has been asleep at the wheel for too long and has neglected so many of their WDW parks. A few ~12 acre expansions to some of them isn't enough to move the needle. Walk through Toy Story land and you'll realize how small and cheap it feels. Galaxy's Edge at Hollywood Studios could have been massive and amazing - instead, Disney went cheap and replicated every element of Galaxy's Edge from Disneyland to put in Hollywood Studios so that it's the exact same experience. The simple fact is that most of Disney's parks are old, neglected, and fail to deliver big ticket attractions that bring and keep people in the parks.

Meanwhile, Universal's park growth has been extraordinary over the past 8 years. Universal is constantly updating their parks and is delivering on constructing big E-ticket attractions that lure people in.

And now, they've announced an entirely new park (Epic Universe), which will almost double their footprint in Orlando to continue to eat into Disney's park revenue. The land they're currently developing for this park is over 500 acres, and the park itself will feature lands such as Super Mario World, Classic Monsters, How to Train Your Dragon, and Fantastic Beasts. Meanwhile, Epcot still has buildings everywhere that were built in the 80s...and haven't been touched since.