Lightning Lane at Walt Disney World

[Sirwalterraleigh]

Guess depend what you mean by "don't care" ... Guess there are some that will pay whatever but I do think most guests have a budget and determine what fits into it and will decide if things are worth it at the increased price or not

They just haven't gotten to that point where enough people that "do care" have reached that point yet to where the system can't handle more increases. Maybe this is it, maybe not. At some point they will reach that intersection point though (other than inflation related increases)

You’re giving the customer base in Florida far more credit for thought and self control than they’ve come close to earning

 

[Sirwalterraleigh]

So you are basically agreeing with me that they are simply milking the people who dont care and will pay anything model…

That’s actually the more “benign” of the takes…

I worry it’s actively pushing your most valuable resource past its limit with no concern for how to replace or rebuild it

 

[TheMaxRebo]

You’re giving the customer base in Florida far more credit for thought and self control than they’ve come close to earning

Guess just giving myself more credit how j think of things and maybe (falsely) assuming many other guests think similarly and have a budget and choose where to direct it ... Think many have steered money from travel service to think like lightning lanes as an example .... But Disney would know better than me

But I am sure also people that forget about the budget a bit while there and the "Disney feels" take over and you have some impulse buys and ignore the pricing

 

[Splash4eva]

Guess depend what you mean by "don't care" ... Guess there are some that will pay whatever but I do think most guests have a budget and determine what fits into it and will decide if things are worth it at the increased price or not

They just haven't gotten to that point where enough people that "do care" have reached that point yet to where the system can't handle more increases. Maybe this is it, maybe not. At some point they will reach that intersection point though (other than inflation related increases)

Its clear Disney’s recent model are those that dont care and basically have no budget and will pay for these up charges. They have tons and tons of data on who spends and who has disposable income to basically throw away. Heck they even ask it in their surveys. So yes im not denying their revenue stream may increase by doing this but its going to provide no better experience for guests and the model is a risky one but one im sure they will keep pushing

 

[Splash4eva]

That’s actually the more “benign” of the takes…

I worry it’d actively pushing your most valuable resource past its limit with no concern for how to replace or rebuild it

I feel a certain sector of individuals who go simply are not going to care. Sadly i know a decent amount who fall into that category heck i know some who loved when they introduced the Premium Pass okay i can pay X and just walk on a ride. Perfect. Now like you said there is no concern agreed i feel
They will cross that bridge when it comes and simply offer every discount around but with new lands and expansions coming in the next 2-3 years they are hoping to bridge that gap to the finish line.

 

[Sirwalterraleigh]

Guess just giving myself more credit how j think of things and maybe (falsely) assuming many other guests think similarly and have a budget and choose where to direct it ... Think many have steered money from travel service to think like lightning lanes as an example .... But Disney would know better than me

But I am sure also people that forget about the budget a bit while there and the "Disney feels" take over and you have some impulse buys and ignore the pricing

On a personal level Im sure you’re right…no doubt
En masse?….ehhh…it doesn’t actually play.

Wdw customers are not smart customers. Loyal…absolutely…but not particularly impressive.

They are very easily manipulated…vote with their wallet in the immediate against their own interests…as guilty of group think as anybody

It’s just what history has written

The entire campaign behind LL is dependent on easily sold customers believing “everyone is doing it”

FOMO…in other words.

 

[Splash4eva]

Guess just giving myself more credit how j think of things and maybe (falsely) assuming many other guests think similarly and have a budget and choose where to direct it ... Think many have steered money from travel service to think like lightning lanes as an example .... But Disney would know better than me

But I am sure also people that forget about the budget a bit while there and the "Disney feels" take over and you have some impulse buys and ignore the pricing

I would argue people no longer have “vacation budgets” set aside. They simply use the charge now pay/worry about it later model.

 

[Sirwalterraleigh]

I would argue people no longer have “vacation budgets” set aside. They simply use the charge now pay/worry about it later model.

…a lot more than many of us want to believe here…at a minimum

 

[TheMaxRebo]

I would argue people no longer have “vacation budgets” set aside. They simply use the charge now pay/worry about it later model.

Some for sure but vast majority I interact with do have a budget and talk about this sort of stuff

I am sure Disney would prefer more of the guests you are talking about

 

[Splash4eva]

…a lot more than many of us want to believe here…at a minimum

I personally have a “budget” set aside for money i anticipate travel will cost based on past history but its far from a hard cap and also one im lucky enough can easily be adjusted but i feel
Im definitely in a minority here who does this and sits down as a family and says okay we have X amount to spend. Where are we going

 

[Sirwalterraleigh]

I feel a certain sector of individuals who go simply are not going to care. Sadly i know a decent amount who fall into that category heck i know some who loved when they introduced the Premium Pass okay i can pay X and just walk on a ride. Perfect. Now like you said there is no concern agreed i feel
They will cross that bridge when it comes and simply offer every discount around but with new lands and expansions coming in the next 2-3 years they are hoping to bridge that gap to the finish line.

New builds don’t drive attendance…because the prices are a barrier to bringing people new into the market.

That’s the problem after the asteroid crosses zero barrier. Can’t nuke it now

 

[Sirwalterraleigh]

I personally have a “budget” set aside for money i anticipate travel will cost based on past history but its far from a hard cap and also one im lucky enough can easily be adjusted but i feel
Im definitely in a minority here who does this and sits down as a family and says okay we have X amount to spend. Where are we going

I think a lot of us do…or at least have a reasonably proven planning method…

But the problem is it’s not a boutique…it’s a Walmart. They need masses…it’s not optional…so they can’t wait for money on the street to catch up to their pricing to allow their market to stabilize. It’s not an option…so the push will be to extend the divide

 

[Splash4eva]

Some for sure but vast majority I interact with do have a budget and talk about this sort of stuff

I am sure Disney would prefer more of the guests you are talking about

Im sure we can find people to fall into both groups but i truly feel people are still relying on debt to finance a trip and dont have hard caps on what they can afford or spend

 

[Sirwalterraleigh]

Some for sure but vast majority I interact with do have a budget and talk about this sort of stuff

That’s good. The issue is I’m quite certain their data shows that “pool” is drying up…so slash and burn is more the tactic

I am sure Disney would prefer more of the guests you are talking about

It’s not good enough. The product has a reasonable value that it will never exceed.

It’s not “luxury”…that’s a fools fantasy

 

[Splash4eva]

That’s good. The issue is I’m quite certain their data shows that “pool” is drying up…so slash and burn is more the tactic


It’s not good enough. The product has a reasonable value that it will never exceed.

It’s not “luxury”…that’s a fools fantasy

And lets face it. It is NOT a vacation by any means. Never was and definitely not close to being one now either.

 

[Splash4eva]

New builds don’t drive attendance…because the prices are a barrier to bringing people new into the market.

That’s the problem after the asteroid crosses zero barrier. Can’t nuke it now

You dont think once these lands are built if and a big if built properly people will come back and have a solid attendance push? Maybe im wrong but barring a recession and yes thats another big if a few years from now i think people will somewhat “flock“ back to the parks

 

[Chi84]

Oh no, we caused another price increase at Disney!

 

[Sirwalterraleigh]

You dont think once these lands are built if and a big if built properly people will come back and have a solid attendance push? Maybe im wrong but barring a recession and yes thats another big if a few years from now i think people will somewhat “flock“ back to the parks

No…not all

The delta since really Dak has opened doesn’t show any “spikes”…
Travel volume increases across the board - barring economic disruption - organically

That’s been consistent since Japan surrendered…
And what plays out in wdw is it’s not a “spike”…it’s a pull from the other parks…mgm goes “up” as Epcot and dak stagnated…that’s just churn.

It’s also a compound that is somewhere in the 5-10 million range DOWN from where it would Have been since 2019. The graveyard nobody talks about as they whistle past

More people travel and more people travel to Orlando every year…all things being equal. Thats society…

But spikes? No.

You think epic caused a spike? Likely no…but they will spin it as being true no matter what to preserve the concept it is possible…to maintain a sense of fomo

 

[Splash4eva]

No…not all

The delta since really Dak has opened doesn’t show any “spikes”…
Travel volume increases across the board - barring economic disruption - organically

That’s been consistent since Japan surrendered…
And what plays out in wdw is it’s not a “spike”…it’s a pull from the other parks…mgm goes “up” we Epcot and dak stagnated…that’s just churn.

It’s also a comping that is somewhere in the 5-10 million range from where it would
Have been since 2019. The graveyard nobody talks about as they whistle past

All fair and valid points you make and i agree it will pull from other parks but with expansion/new attractions planned for 3 of them it can only pull from one. I can see people who have fatigue from the same old Disney and said im going elsewhere come back when these are finished and get back to levels they want. Trust me in no way am i saying Disney is breaking attendance numbers i just think they will get a decent influx and at the prices they charge will be a significant profit investors will love

 

[Sirwalterraleigh]

All fair and valid points you make and i agree it will pull from other parks but with expansion/new attractions planned for 3 of them it can only pull from one. I can see people who have fatigue from the same old Disney and said im going elsewhere come back when these are finished and get back to levels they want. Trust me in no way am i saying Disney is breaking attendance numbers i just think they will get a decent influx and at the prices they charge will be a significant profit investors will love

A cars ride and overlays to dinoland and rockinroller coaster isn’t gonna line em up…

We tend to act like that’s reasonable because we go to much and
We are BORED…but it’s not based in truth.