Part 8/10:
Despite the ambitious $60 billion figure, the presentation reveals little about groundbreaking new rides or fully new parks—especially in Orlando, where the most significant revenue is generated. The absence of concrete plans for major park expansions suggests that Disney might be either uncertain about where to allocate these funds or hesitant to pursue large-scale projects amid various controversies and political pressures, particularly in Florida.
In contrast, Universal’s aggressive expansion with new IP-based lands and bigger rides demonstrates a more direct approach to attracting visitors and boosting attendance. Disney’s strategy seems to focus on incremental hotel and timeshare expansions rather than creating the kind of flagship attractions that drive long-term visitation growth.