Sirwalterraleigh
Premium Member
Timeshares are not “growth”…And Poly Island Tower, and phase 2/3 of Saratoga.
Riviera and Bay Lake were both net positive.
Lakeshore lodge is forthcoming.
I don’t demean your point that hotel growth has been glacially slow compared to the past. Though arguably that was a criticism of Eisner’s hotel growth strategy the resort needed to catch up to. The proceeding decades grew hotel inventory too quickly.
Take a look at the resell market…and it hasn’t even gotten “bad” yet
They’re getting pretty damn close to the end of the runway here.
And the Eisner strategy worked…those rooms would be 99% filled…if not for 20 years of terrible park strategy…to compliment 20 years of bad media strategy.
I thought it would take at least 10 years after the heart monitor flatlined on Bob for most to realize that my “insane” prophecies were true…
…it’s well ahead of that curve.
You can’t build your foundation on quicksand…and that’s what he’s doing