Part 4/10:
As impressive as the dollar figures sound, a closer look reveals a lack of concrete plans for breathtaking new theme parks or major attractions—especially in critical markets like Disneyland in California or Disney World in Orlando. The presentation highlights ongoing developments, including existing projects like the Disney Vacation Club resorts set to open soon and international parks like Shanghai Disney, which recently experienced record growth.
Yet, the projections for the next decade seem vague. The presentation mainly showcases projects already underway or completed, with scant details on future large-scale additions. The question remains: where is the substantial new park infrastructure that justifies a $60 billion investment? The answer appears to be: not explicitly clear.