News Disney CFO Hugh Johnston Says Dynamic Pricing Is Coming to the Parks

[Sirwalterraleigh]

Anytime you start hitting C-Suite levels of a major company you are dealing with a lot of ego so I think most of them find it difficult to walk away but I still think next year is his last.

We will have to see it. He already pulled the switch once. That’s now a pattern.

Unfortunately, no matter who is next, revenue streams from things like LL and after hours aren't going anywhere and all the downside that comes with, but hopefully whoever it is can at least push for better quality and fit (at least in the parks).

Well…it really depends on the economic climate and whether they can maintain “growth” through price increases?

It’s no longer in their control. I don’t consume the news blips with the fervor I once did (had a near death that changed perspective a bit)…but what I do pick up on the radar has been all about cost, debt and corporate gambling with increasing frequency.
Disney is a frivolous product in the end. That doesn’t leave them well positioned in storms

 

[jah4955]

Anytime you start hitting C-Suite levels of a major company you are dealing with a lot of ego so I think most of them find it difficult to walk away but I still think next year is his last.

Unfortunately, no matter who is next, revenue streams from things like LL and after hours aren't going anywhere and all the downside that comes with, but hopefully whoever it is can at least push for better quality and fit (at least in the parks).

The mouselets just did a great recap with (literal) receipts to prove Disney's not going back...they've made hundreds of millions of dollars just on LLs.

 

[Sirwalterraleigh]

The mouselets just did a great recap with (literal) receipts to prove Disney's not going back...they've made hundreds of millions of dollars just on LLs.

Well my suspicions…and it’s just that…is that…they are hiding an “event horizon” on that

Gaining revenue with line skips (mostly unnecessary and vanity fueled…don’t tell anyone)…is forcing customers away and making those there choose them over other revenue sources…which may be closing the profit gap.

Just hunch…and I’m often wrong

Though not Nearly as often that don’t want to hear it think…often shown with a laugh emoji as a response to a theory. It’s why I’m so loved. I’ll bear that mantle

 

[BrianLo]

1. I don't think so. I think the 95% is for "someone - anyone - is in the room", so not necessarily DVC owners.

Interesting follow up.

DVC just clarified at their condo association meeting that program wide 20% of rooms/points are rented by them through their revenue pool. Due to breakage and exchanges. Then a mysterious number of owners renting out to non-owners on top.

Owner occupied units might be closer to 70%, which is lower than I would have guessed.

 

[Nubs70]

Interesting follow up.

DVC just clarified at their condo association meeting that program wide 20% of rooms/points are rented by them through their revenue pool. Due to breakage and exchanges. Then a mysterious number of owners renting out to non-owners on top.

Owner occupied units might be closer to 70%, which is lower than I would have guessed.

If one buys into DVC with the expectation of attending the parks on a more frequent basis and purchase AP's, then AP's are hit with "Not Good to Go Days" (or Stay Out Days).

Why would someone not want to sell off points?