>As a sidenote, Disney just bought the biggest cruise ship ever built for the Asian market. I suspect interesting things are afoot there. It reminds me a bit o

>As a sidenote, Disney just bought the biggest cruise ship ever built for the Asian market. I suspect interesting things are afoot there. It reminds me a bit of KFC, which for a variety of reasons has left it's North-American presence to flounder while focusing on the rest of the world and Asia in particular. This has been effective so far thanks to their existing scale and being one of the first fried chicken joint to enter the market, but has gone on other domestic and local brands have entered. I have to wonder if Disney is maybe 10 years earlier on this curve and is starting to cash out on NA to some extent. Also as a point of pedantry the Global Dream was intended to be the largest ship by passenger count at 9000, but is being scaled back to 6000 by Disney. By tonnage it will 7th, close behind Royal Caribbean's Oasis class ships and MSC's new world class so while it is quite large, the industry in general seems to be moving that way also. https://robbreport.com/motors/marine/disney-global-dream-seventh-largest-cruise-ship-1234775073/ https://robbreport.com/motors/marine/disney-global-dream-sev...