- May 26, 2010
- 6,220
- 18,678
I'm not sure if it will change forever, but it will certainly be super different until a vaccine is available. I'm not convinced the theme park business is even tenable until potent therapeutics are approved and wildly available.
I think Universal's strategy of (so far) not stopping construction and pushing for EU to still open in 2023 could possibly lead to the balance of power in Orlando shifting even further, especially if Disney does end up cutting projects that aren't already well into construction. But that also depends on the company continuing construction along with the economy bouncing back by 2023, which of course is a complete wild card.
The thing is, Comcast can afford to take that gamble and are angling to take a real decisive bite out of Walt Disney World's business, especially as the needless complexity of vacation planning makes visiting the resort less than enviable.