Broyhill – Moats, Whales, Sharks & Remoras

The author discusses SeaWorld's position in the amusement park industry and its strategy for competing with giants like Disney and Universal. The author highlights that SeaWorld does not need to compete head to head with these giants.

Broyhill – Moats, Whales, Sharks & Remoras - ValueXVail 2015
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The author discusses SeaWorld’s position in the amusement park industry and its strategy for competing with giants like Disney and Universal. The author highlights that SeaWorld does not need to compete head to head with these giants, but instead, it can create a unique experience by offering rides and animal encounters that connect guests with the natural world. The author also mentions that SeaWorld benefits from the scraps left behind by Disney, such as the passenger traffic into Orlando, which represents a potential pool of park visitors.

The passage introduces SeaWorld’s new CEO, Joel Manby, who is described as a home run for the company. Manby’s experience and success in growing Herschend Family Entertainment, a privately owned theme park company, are seen as assets for SeaWorld. The author believes that Manby understands SeaWorld’s situation, appreciates the board set up, and is ready for the challenge of rebuilding the historic brand.

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