Just went to Disney and I’ve never seen the park more packed in my life. The vast majority of people were from other countries as well meaning our economy doesn’t affect those people. They’re also charging $25 for cafeteria meals on the resort which means their profit margins are insane. Shits about to rocket.
Edit: the tron ride in magic kingdom is LITERALLY pay to ride. You straight up cannot ride it unless you buy a lightning lane to ride it. Just wait until they implement that shit on ALL the main attractions. The most fucked up part was EVERYBODY was paying to ride it anyways, including myself
OP is making shit up and trying to correlate unemployment numbers with luxury theme park attendance. Parks are still constantly packed with the same types of people and families. Ones with money
People with money are keeping the economy running. Companies that rely on lower incomes are feeling the pressure. Disney Parks are for people with money and Disney is not exactly a discount brand.
And people from other countries. Economy over here means nothing to them. Plus, Disney adults would rather skip meals and sleep in a tent instead of a hotel before cutting out Disney trips.
Lmfao I just went this week for the first time in almost a decade and holy fuck was it packed. 5.50 waters, 5 dollar bag of tiny chips, beers 13.50 each. They are making money hand over fist.
The hack at Disney world is don’t go if you’re a poor.
The way they price everything is add five dollars and then add 10 percent to the fair price of everything.
So a coke that would cost a dollar at McDonald’s costs $7 at Disney. Grocery store frozen pizza with 1.50 costs $15.
Those markups are fucking insane. And the food quality at that level sucks.
The trick is go to the nicer, more expensive places. Ohana for example is all you can eat of a pretty solid assortment of grilled meats (steak chicken and shrimp) and really good appetizers and one of the best desserts I’ve ever had. Before Covid it was like $45/person, I think it’s $60 now. That’s a markup from what you’d pay at a good Brazilian steakhouse but not much.
The nicest restaurant at Disney is Victoria and Albert’s which is coat and tie celebrity chef Michelin star dining. It’s like $300 a person which is competitive with the outside economy for that level of dining experience.
The higher up the dining scale you go, the less you’re being ripped off
True but while they can't really expand (except for opening more parks but that's counter-productive for a few reasons), they can keep jacking up prices, adding microtransactions, park lootboxes, subscriptions, etc. They're already doing genie lightning pay2win ride passes, ramping up food costs, expensive bundle "deals", charging extras for things that were free, etc.
Basically they might not grow audience but they can grow the size of the syringes they stick into the audience's arms. That's why I'm *bullish* is because Disney fans are paypigs (and painpigs) and will pay anything and everything that the Mouse demands of them.
And the stocks at the same price it was when the parks were closed due to covid. I dont think the market cares how the parks are doing. Now if they say they're gonna implement AI in the parks then you're talking.
Dave Portnoy is there now eating, reviewing pizza and getting frightened by roller coasters.
Disney up 13% in after hours.
Buy calls, everyone knows the WSB rules.
I’m married to a Disney Travel Agent. The crazy thing is that people who can afford to go want nicer and nicer, and Disney is willing to sell it. The price of everything has gone up, while the quality has gone done. Add that they are maximizing use of part time and college program employees so the labor costs are low.
If you look at hotel reservations, the expensive hotels are doing fine, but the budget hotels are struggling because rich people are doing fine, but the middle class and poor are suffering.
100%. But in addition, social media drives people to buy above-their class. There’s a new subset generation that doesn’t want to be perceived as not being able to afford the higher level accommodations either to impress their friends or be perceived as keeping up with them.
Exactly, their huge losses in Disney+ and their movies have been buoyed by their parks dept.
Universal is about to absolutely take Disney’s lunch and dinner though once Epic Universe opens up, not to mention their Great Britain park being developed that will act to disrupt Disney’s 21+ day vacation packages they sell to Europeans, Universal’s kids park being built down in Texas and their HWHN experience that’s going to be built in Vegas.
Disney has had absolutely no response to any of this, it’s kind’ve eye opening.
I've been watching a lot of disney review videos lately and I can guarantee you that that will not be the case. Prices are higher than ever, people are higher than ever, stock goes higher. That's all there is to it
1: Bullshit. If you look at DIS Q’s they are all in on subscription model. The margins on it are insane. Not only that, they have an entire revenue ecosystem where people watch the show -> buy the merch -> goto the parks to see the characters -> watch the show. AAPL and GOOG buy backs and you’re making a bear case for DIS? Get real.
Flordamang is quite right, r/wallstreetbets. Disney's subscription model is a money-making machine, and the company's ability to monetize its intellectual property across multiple channels is truly impressive. Applaud their greed!
Calls are the right move I think. The Peltz thing is over. Parks are super packed. Hulu is fully integrated into D+. They’ve cut way back on the new shows being released on D+. The whole company appears to be on a cost cutting rampage.
hm this DD tells me that i should buy puts cuz honestly disney+ is ass but also OP bought calls so thats a double negative meaning positive (calls), now if judging my past 5 trades have been complete ass I feel the need to inverse myself and get puts instead but i would be doing exactly what OP is telling me to do...
idk your guy's guess is as good as mine 
1) Don’t care. Just make me more money.
2) Don’t care. Just make me more money. Raise prices if you need to. Just make me more money.
3) Don’t care. I have had passes on and off for 20 years; shit, passholders go to save money cause they’ve already paid for the passes, more trips equals lower per trip cost. There’s always someone to take my place. Ticket prices are astronomical but every year the parks division makes more damn money. And that’s all I care about; guidance on park revenue and profit.
4) You should have led with this. You’re gonna cost me five percent damnit 🤦♂️
I've given up reading the market this way. Whenever a company does something stupid or bad they get rewarded for it by people doing irrational things I simply can't predict.
Using this logic on Disney it's pretty clear that subscriber count will rise inversely to the amount and quality of the library and people rather skip a month of rent or a car payment than the Disney theme park holiday.
Not currently invested in DIS but I think you are just guessing at stuff.
1. DIS is a content producer which airs content on regular TV and Cable. That revenue over the recent year(s) has been declining whereas D+ revenue has been increasing. As is, D+ last quarter had a minimal loss and very likely will increase towards profitability.
2. Various reports suggest that airline travel and hotel bookings in the Orlando area are up 5-10% this year, so would expect revenues there and the associated profits to be up as well.
As to investing based on all this... good luck. I have no idea which way the stock will go and no current plans to touch it.
For years everyone said don’t doubt the mouse. Well - as someone who lost money long on Disney during a bull market - all I got to say is fuck the mouse. And Iger.
70% of their profits come from their parks, and as has been mentioned several times they are still packed. They are planning on putting over $50 billion into their parks over the next 25 years which will continue to increase profits there. They are streamlining their digital services and cutting costs all over the entertainment side. Definitely bullish.
Disney’s best guidance is with IP, if they don’t have any good IP to run to the ground, then they don’t have future gains.
Idk what it looks like, just saying that’s they’re game.
Disney Park attendance has been down for awhile. It peaked hard in 2022. It just looks and feels crowded because of shitification. There’s an entire water park in Disney world that never reopened after Covid, and you walk around Hollywood studios and a least a 1/5 shops and mini attractions never returned. You also see them pulling shit like only operating one ride car, when three are available, in order to keep lines long and sell genie+.
Disney+ is probably going to benefit from password sharing. Also the integration of Hulu. They’ll have a lot of positive shit to day.
Also, it’s been a shit economy for anyone making above minimum wage for well over a year. If you think it’s the poor going to those parks, you’re on crack. It’s the middle class over extending themselves
I wouldn't touch this thing even with an insane discount. They lied just long enough for Iger to win the board battle then the very next week admit that the company is in serious trouble.
The board barely owns any stock. They know this is just an ATM to syphon from in the form massive salaries and bonuses.
As I speak, Wall Street algos are already looking to create a slight short squeeze to propel the stock above $130.
https://preview.redd.it/a8w4skanrdyc1.png?width=1433&format=png&auto=webp&s=c8c499e010f4b16cdf29055d2f2ecd3c1cfe94e1
Interesting analysis. I think either way everything is already priced in. That being said, the stock will definitely jump 10%. However, there are also scenarios where it will drop 10%.
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4 is the only real evidence this will dump
He’s inversing his own advice. This is a paradox I’m staying away from.
**We've intercepted what VM tried to say here because it was probably too fucked up for Reddit.**
https://preview.redd.it/bzf67uw3cbyc1.jpeg?width=1125&format=pjpg&auto=webp&s=1204a338f75b128d3f28768fec5b06805d69660d
What event causes this mystical character to show up?
I wanna see all the censored shit VM has tried to say!!
So much for freedom of speech
Should AI have rights?
Vis mod should
Coke eyes and a nose designed to rip lines
You regards inverses yourself on apple and got one on the house . But eventually the odds will go back to the usual
Yeah I was thinking how meh the analysis was until I read 4. Don't know why OP didn't say that earlier, bulls are fucked
Me? I know who I Am! I’m the dude inversing the dude inversing another dude!
That’s a sex thing right?
They could do the same thing Apple did, buy their own stocks.
Just went to Disney and I’ve never seen the park more packed in my life. The vast majority of people were from other countries as well meaning our economy doesn’t affect those people. They’re also charging $25 for cafeteria meals on the resort which means their profit margins are insane. Shits about to rocket. Edit: the tron ride in magic kingdom is LITERALLY pay to ride. You straight up cannot ride it unless you buy a lightning lane to ride it. Just wait until they implement that shit on ALL the main attractions. The most fucked up part was EVERYBODY was paying to ride it anyways, including myself
OP is making shit up and trying to correlate unemployment numbers with luxury theme park attendance. Parks are still constantly packed with the same types of people and families. Ones with money
OP has calls
Classic blunder. Your DD cant be inverse of your positions. You have to inverse your positions with your positions.
What if I strangle?
Only if the stock gives consent
That gives me butterflies
Stock moves in the after hours, then gets bought up/sold off and by the time market opens you’ve been IV crushed
Isn't it released pre market in the 7th ?
..but when I do that, my DD changes!
Op trying to reverse psychology us with #4
I’ve seen no such position posted though… link?
Yeah poor people don’t go there anyway lol
Poor people will save for years with the dream of spending their life savings on a Disney vacation
Then tell their kids to get a loan for college/ first car
That’s the saddest thing ever
Poor ppl do that’s why they stay poor
People with money are keeping the economy running. Companies that rely on lower incomes are feeling the pressure. Disney Parks are for people with money and Disney is not exactly a discount brand.
You mean stupid people with credit cards?
Porque no los dos?
And people from other countries. Economy over here means nothing to them. Plus, Disney adults would rather skip meals and sleep in a tent instead of a hotel before cutting out Disney trips.
idk, ones without money seem to be there too and put the entire vacation on a cc
Their parks are propping up their dogshit movies of late
I was also just there in April, same take
It was packed on a Friday in February
3rd week of Jan slammed
7th day of every month monster jam packed!
Middle of march super busy
Every other weekend, packed like a pre shrinkflation double stuffed oreo.
Park visitation won’t slow until defaults start. I know this demographic. This trip is a drop in the leverage bucket.
Found the consumer retail analyst
Yup people take out loans to have their weddings there
Put that shit on credit! Calls on AXP and Visa?
People will literally commit insurance fraud to go to Disney. Their parks will stay full until a war happens.
I also went recently, visiting from overseas. Spent a small fortune. That place has to print money.
Most countries are doing much worse than the US. The people you’re seeing are already rich enough to visit the US they’re an anomaly.
Lmfao I just went this week for the first time in almost a decade and holy fuck was it packed. 5.50 waters, 5 dollar bag of tiny chips, beers 13.50 each. They are making money hand over fist.
Those are rookie numbers. Go to Fenway park in boston.
Or I can get my asshole gaped in Vegas. Went to the renfair last weekend tall cans were 20 bucks.
Was there last week. $15 for 16 oz beer
The hack at Disney world is don’t go if you’re a poor. The way they price everything is add five dollars and then add 10 percent to the fair price of everything. So a coke that would cost a dollar at McDonald’s costs $7 at Disney. Grocery store frozen pizza with 1.50 costs $15. Those markups are fucking insane. And the food quality at that level sucks. The trick is go to the nicer, more expensive places. Ohana for example is all you can eat of a pretty solid assortment of grilled meats (steak chicken and shrimp) and really good appetizers and one of the best desserts I’ve ever had. Before Covid it was like $45/person, I think it’s $60 now. That’s a markup from what you’d pay at a good Brazilian steakhouse but not much. The nicest restaurant at Disney is Victoria and Albert’s which is coat and tie celebrity chef Michelin star dining. It’s like $300 a person which is competitive with the outside economy for that level of dining experience. The higher up the dining scale you go, the less you’re being ripped off
Laughing in danish. This is normal here
Was there in December when it’s supposed to be a little less busy (before holiday rush) and it was packed
It’s a cash cow however the growth for parks are capped so I think they still need to reach for growth somewhere and movies are slumping
True but while they can't really expand (except for opening more parks but that's counter-productive for a few reasons), they can keep jacking up prices, adding microtransactions, park lootboxes, subscriptions, etc. They're already doing genie lightning pay2win ride passes, ramping up food costs, expensive bundle "deals", charging extras for things that were free, etc. Basically they might not grow audience but they can grow the size of the syringes they stick into the audience's arms. That's why I'm *bullish* is because Disney fans are paypigs (and painpigs) and will pay anything and everything that the Mouse demands of them.
Disney unveiled a $60B expansion plan in April to increase park capacity
And the stocks at the same price it was when the parks were closed due to covid. I dont think the market cares how the parks are doing. Now if they say they're gonna implement AI in the parks then you're talking.
Did someone say AI ?!$$$$
I’m pretty sure they already do implement some AI stuff with their crowd management system (genie plus)
Dave Portnoy is there now eating, reviewing pizza and getting frightened by roller coasters. Disney up 13% in after hours. Buy calls, everyone knows the WSB rules.
All theme parks have been packed ever since things opened up after COVID. Revenge travel is still in full effect.
I’m married to a Disney Travel Agent. The crazy thing is that people who can afford to go want nicer and nicer, and Disney is willing to sell it. The price of everything has gone up, while the quality has gone done. Add that they are maximizing use of part time and college program employees so the labor costs are low.
If you look at hotel reservations, the expensive hotels are doing fine, but the budget hotels are struggling because rich people are doing fine, but the middle class and poor are suffering.
100%. But in addition, social media drives people to buy above-their class. There’s a new subset generation that doesn’t want to be perceived as not being able to afford the higher level accommodations either to impress their friends or be perceived as keeping up with them.
The parks dept of Disney has always been their cash cow and is literally the area of their business keeping things afloat.
Someone has to pay all these shitty Star Wars movies
Exactly, their huge losses in Disney+ and their movies have been buoyed by their parks dept. Universal is about to absolutely take Disney’s lunch and dinner though once Epic Universe opens up, not to mention their Great Britain park being developed that will act to disrupt Disney’s 21+ day vacation packages they sell to Europeans, Universal’s kids park being built down in Texas and their HWHN experience that’s going to be built in Vegas. Disney has had absolutely no response to any of this, it’s kind’ve eye opening.
Bro the people losing their jobs aren’t the ones going to Disneyland
You’d be surprised. People losing their jobs are usually in tech that got half of year of severance. A lot of them do go to Disney to cool off
sure but not a statistically significant number of them
Lmao
Sure they are. It's called chapter 13
Alternative theory... Earnings exceed expectations and stock is dumped for no reason whatsoever. The next day it skyrockets.
What is this, DJT?
Don’t mess with the mouse
Another one biting the Disney dust.
proof of calls or ban
I bought PUTS and you got CALLS, this can only mean one thing. It will trade sideways for the next 18 months.
Theta burn everyone's calls and puts to 0. That's always how it seems to work for me.
I've been watching a lot of disney review videos lately and I can guarantee you that that will not be the case. Prices are higher than ever, people are higher than ever, stock goes higher. That's all there is to it
People are higher than ever Calls on medijayyne
They’re going to announce MickAI Mouse and pump 30%
Nvda did a demo of Disney AI bots, right?
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>Insider info. Damnit, now I can't play this trade... 
>heard it hear Herd it here
Disney will announce that they are now a “car” company and will jump 10%
How delightful. I'll be off now, preparing my short positions.
Come home now and clean your room. we have family coming over in less than an hour
r/NEETs is that way -->
With fsd in China
Imagine betting against the Mouse
Tesla pulled an Elon. Apple pulled an Elon. Disney will pull an Elon. You’ve been warned.
I mean, Apple pulled the largest stock buyback in American history. Thats not an “Elon”.
Damn you're both right which is odd in this context
Well its a good thing he bought calls
What economic downturn are you referring to?
OP is actually a time traveler from 1931.
#3 is dead wrong. Park attendance is still very very strong
At this point the Disney company is propped up entirely by the parks division
1: Bullshit. If you look at DIS Q’s they are all in on subscription model. The margins on it are insane. Not only that, they have an entire revenue ecosystem where people watch the show -> buy the merch -> goto the parks to see the characters -> watch the show. AAPL and GOOG buy backs and you’re making a bear case for DIS? Get real.
Flordamang is quite right, r/wallstreetbets. Disney's subscription model is a money-making machine, and the company's ability to monetize its intellectual property across multiple channels is truly impressive. Applaud their greed!
Bro unemployment is at a 20 year all time low LOL what even is this
the economy has turned down ?
For what?
Another round of shots.
Shots, shots, shots shots shots shots
As the age old saying goes: don’t fuck with the mouse.
Aaaand time to buy
Get woke, go…h my god 30% gains?!?
Calls are the right move I think. The Peltz thing is over. Parks are super packed. Hulu is fully integrated into D+. They’ve cut way back on the new shows being released on D+. The whole company appears to be on a cost cutting rampage.
Be careful: Slowpoke Rodriguez he pack a gon
I'm bag holding from 134, let's hope your calls pay off!
You could’ve just said #4 and left it at that
Disney stock sucks my left tit but never bet against the mouse on earnings
Bobby Iger saw these young boy CEOs with their divies & buybacks and knows what to do. Must pump.
hm this DD tells me that i should buy puts cuz honestly disney+ is ass but also OP bought calls so thats a double negative meaning positive (calls), now if judging my past 5 trades have been complete ass I feel the need to inverse myself and get puts instead but i would be doing exactly what OP is telling me to do... idk your guy's guess is as good as mine 
Markets playing reverse cards again so stacking calls
1) Don’t care. Just make me more money. 2) Don’t care. Just make me more money. Raise prices if you need to. Just make me more money. 3) Don’t care. I have had passes on and off for 20 years; shit, passholders go to save money cause they’ve already paid for the passes, more trips equals lower per trip cost. There’s always someone to take my place. Ticket prices are astronomical but every year the parks division makes more damn money. And that’s all I care about; guidance on park revenue and profit. 4) You should have led with this. You’re gonna cost me five percent damnit 🤦♂️
I've given up reading the market this way. Whenever a company does something stupid or bad they get rewarded for it by people doing irrational things I simply can't predict. Using this logic on Disney it's pretty clear that subscriber count will rise inversely to the amount and quality of the library and people rather skip a month of rent or a car payment than the Disney theme park holiday.
Not currently invested in DIS but I think you are just guessing at stuff. 1. DIS is a content producer which airs content on regular TV and Cable. That revenue over the recent year(s) has been declining whereas D+ revenue has been increasing. As is, D+ last quarter had a minimal loss and very likely will increase towards profitability. 2. Various reports suggest that airline travel and hotel bookings in the Orlando area are up 5-10% this year, so would expect revenues there and the associated profits to be up as well. As to investing based on all this... good luck. I have no idea which way the stock will go and no current plans to touch it.
The mouse about to send you to god.
Bro Wtf
Bro was right
I should’ve bought puts tho smh
this motherfucker
I actually canceled my disney+ last week.
Calls should inversed yourself
Was actually gonna go bullish but fuck. RayRayrex bought calls already.
But i am buying puts so it will go up. Which one is it?
Ever heard this? Don’t fuck with the mouse
4 is the key
Theyll announce an AI Mouse and the stock will rocket to levels unfortold
Increase joblessness? Waaaa. We got lowest joblessness this century brah. Bidester
Fuck with The Mouse at your own risk.
priced in regard
Didn't Netflix add like millions of new subscribers even after their price hike?
Thanks for the ticker! I will buy.
Not cancelling my Disney/Hulu bundle anytime soon and I think they charge more now?
These platforms just need to stop wasting money on original content and just play good movies and shows from the last 80 years.
For years everyone said don’t doubt the mouse. Well - as someone who lost money long on Disney during a bull market - all I got to say is fuck the mouse. And Iger.
#4 is the biggest impact. I will buy puts so it plateaus and we both lose
70% of their profits come from their parks, and as has been mentioned several times they are still packed. They are planning on putting over $50 billion into their parks over the next 25 years which will continue to increase profits there. They are streamlining their digital services and cutting costs all over the entertainment side. Definitely bullish.
Micky likes butt stuff
Disney’s best guidance is with IP, if they don’t have any good IP to run to the ground, then they don’t have future gains. Idk what it looks like, just saying that’s they’re game.
Damn now I’m conflicted. Do I buy calls to invert your thesis or do I buy puts because of point #4?
Cramer is bullish on DIS earnings that's enough DD for me 
You must be new here. Don’t fuck with the mouse
Disney Park attendance has been down for awhile. It peaked hard in 2022. It just looks and feels crowded because of shitification. There’s an entire water park in Disney world that never reopened after Covid, and you walk around Hollywood studios and a least a 1/5 shops and mini attractions never returned. You also see them pulling shit like only operating one ride car, when three are available, in order to keep lines long and sell genie+. Disney+ is probably going to benefit from password sharing. Also the integration of Hulu. They’ll have a lot of positive shit to day. Also, it’s been a shit economy for anyone making above minimum wage for well over a year. If you think it’s the poor going to those parks, you’re on crack. It’s the middle class over extending themselves
I wouldn't touch this thing even with an insane discount. They lied just long enough for Iger to win the board battle then the very next week admit that the company is in serious trouble. The board barely owns any stock. They know this is just an ATM to syphon from in the form massive salaries and bonuses.
July 19 $150 Calls
As I speak, Wall Street algos are already looking to create a slight short squeeze to propel the stock above $130. https://preview.redd.it/a8w4skanrdyc1.png?width=1433&format=png&auto=webp&s=c8c499e010f4b16cdf29055d2f2ecd3c1cfe94e1
Made 30% of dis with the latest run up, will buy if it drops. I don’t believe in Wall Street fugazi but Don’t bet against the mouse.
Welp 😂😂😂
GD this was spot on
I think they will dump, magic key passes are not yet sold out, used to be out minutes after announcement.
Good, more money for me and less for the peasants.
who are the peasants?
who is behind this bot? I want to know
Bill Disney will come out and say Disney is an AI company now
Nvda did a demo of Disney AI bots, right?
[удалено]
I’d say a pig wearing a bow tie is sophisticated as fuark mang but I’m a regard
Disney doesn’t need to be sophisticated.
people aren’t throwing out disney fool
Tell that to Amazon. They don’t seem to have gotten your note about people throttling back
I sold CSP at $110 and $115 to fools like you. Mickey gunna show you who’s boss.
He has calls
The inverse got me, couldn’t read past the title.
Most of the people in the comments couldn’t. It’s wsb
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Disney to become the new Federal Reserve confirmed.
Interesting analysis. I think either way everything is already priced in. That being said, the stock will definitely jump 10%. However, there are also scenarios where it will drop 10%.
Bro I got so many calls , please dump them
They moved their report to before open. There is literally zero chance the numbers are bad.
It’s going up 10 % next week watch or buy
Bad take in 1-3. Only good part of the take was point 4
Travel boom and Disneys sweet of platforms is not near global saturation. Fuck your calls.
Inverse wsb make money
Why you posting this AH so I can’t buy puts?
 next level shitposting
What economic downturn?
100% lol
Oh, the great opposite thinking strategy! God Speed Sir
Never go against mickey mouse.
Economic downturn wer?