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Disney History Institute Podcast

DHI 324 - The Disney Update - November 2025

Disney History Institute Podcast

Todd James Pierce

Tv & Film, Arts, Performing Arts

4.7606 Ratings

🗓️ 24 November 2025

⏱️ 41 minutes

🧾️ Download transcript

Summary

Our monthly news and analysis episode.  In this Update:

- Possible changes to the Tiki Room
- Surge pricing on tickets
- An unusual new store at Disney Springs
- A new attraction opens at Animal Kingdom
- and more

 

Bandcamp subscriptions:

dhipodcast.bandcamp.com


Making Mary Poppins (book):

Amazon: amzn.to/4mhHUaU

Independent Booksellers: shorturl.at/qTosR


Event Links:

December 1 - Los Angeles – Book Soup – Link: booksoup.com/events/2025/12

December 7 – Miami – Books and Books - shop.booksandbooks.com/event/2025-12-07/making-mary-poppins-evening-todd-james-pierce

Transcript

Click on a timestamp to play from that location

0:00.0

So today on the podcast, we begin another round of news and analysis stories, and we have a lot to cover.

0:08.2

From a new attraction at Animal Kingdom to an unusual store that just opened over at Disney Springs,

0:15.8

to a shift from a demand-centered model for selling theme park tickets to possibly a yield-focused model,

0:24.4

in which Disney follows, at least some other companies, into strategies that focus on more profitable

0:31.3

sales to upper-end customers who are presently benefiting from a very hot stock market.

0:38.5

As the market tends to move in cycles,

0:41.7

I'm guessing that this yield strategy will also be part of a cycle as well.

0:47.6

Once the hot stock market goes away,

0:50.8

Disney will likely need to readjust its strategies again. But this yield strategy may get Disney

1:00.1

through a very rough patch at the parks when there's very little new of merit to offer guests

1:07.7

and when demand is clearly lower than it was before the pandemic. But by saying

1:12.6

all that, I'm already starting to move into the material for today. So let's just jump into the

1:18.6

stories. Let's start this episode with some walk-around news, focused on Walt Disney World.

1:33.7

And let me put this up front.

1:36.2

I'm recording this segment here late on Wednesday night.

1:40.3

Right before I go out to Florida, I'll be in Florida to attend IAPA and to walk through the resort to see what's changed over the last few weeks.

1:50.4

I will add at least one segment, maybe two after I get there, but let's start with this news here first.

1:59.5

Disney has recently filed a new permit for work on the enchanted

2:03.7

Tiki Room at the Magic Kingdom. It would probably be worth mentioning that it's with a

2:09.8

company that tends to do larger projects. This company redid Planet Hollywood at

2:16.7

Disney Springs. They created the multi-room restaurant,

2:21.2

Takumi Thai at Epcot, and they are presently involved with the demo of Muppet's Courtyard,

...

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