This week we analyze Herschend's strategic acquisition of Palace Entertainment's U.S. properties, potentially establishing them as a major third-place challenger in the theme park industry. Unlike the public Six Flags-Cedar Fair merger, this private company acquisition brings a different approach—emphasizing people-first culture, regional park identity, and quality entertainment experiences. With annual visitors projected to reach 20 million, Herschend is positioning itself alongside industry giants while maintaining its commitment to employee development and local communities. Plus, we explore Disney's new velvet rope experiences: an adults-only lounge in Epcot and a third exclusive DVC member retreat. Is consolidation the future of themed entertainment, or does Herschend's regional focus offer a different path forward?
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00:00 Intro
00:55 Herschend to Acquire Palace Entertainment’s U.S. Attractions from Parques Reunidos
26:40 Spaceship Earth lounge: The first adults-only space in a Disney theme park?
27:56 Inside the new DVC lounge at Magic Kingdom: McKim’s Mile House
