Search results

Good point. I was looking at All-Stars, since that's the cheapest.

Christmas (which sold out of LLPP), Presidents Day/Mardi Gras, peak Spring Break, July 4, maybe Thanksgiving?

I'll look at mods and deluxes. The blog post is at ~45 pages, which is borderline "manifesto" at this point.

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

"Activation" grinds my gears.

MK Premier Passes sold out every day last week. I spoke with a quant over the summer who said Lightning Lane was underpriced during busy days. I think they were right.

And that will change. It might be the base price.

I'm pretty sure Yield Management is working on multi-phase projects to bring dynamic ticket and hotel pricing to WDW and DLR.

As part of an upcoming blog post I looked at WDW ticket, hotel, and food prices in 2011, 2018, and 2025. A couple of interesting points (all prices adjusted for inflation): Ticket prices are up 33% since 2011 and 24% since 2018. (That's 33% above inflation.) Also, Magic Kingdom wait times...

I've updated our analysis with wait times through yesterday (Sunday): Orlando had heavy rains for much of Sunday. That definitely affected crowds. The Magic Kingdom's average waits were the lowest they've been at non-pandemic Christmas since December 29, 2013, a day also with a lot of rain...

Thank you for that context. The 4x thing comes directly from a WDW third party. The margins are a ballpark from someone in the industry.

The part of me that thinks that is fighting with the part of me says park ops relies heavily on young adults who aren’t trained to manage that kind of daily variability. So I don’t know.

I don't, although I'm working on an analysis of that for a manifesto ... I MEAN BLOG POST ... that should be out next week. I'm told Disney's restaurant margins are > 50%. I believe (because I was told) that third parties have a general rule where the cost to produce an item can't be more...

It's probably $700MM/year domestically at this point.

I looked at WDW and UOR wait times through yesterday - they're trending about the same.

Ahh, yeah, okay - I remember those comments. Thanks. I was looking at 10-Ks and didn't see anything.

I think it’s a combination of pricing and DAS. I don’t remember how many APs need to make reservations now. That might be part of it. Still, the $191 line is interesting.

Disneys full-year 10-K for 2024 says domestic attendance was up. Post links to what you see, please. I’d love to figure this out.

Here's a look at average posted mid-day waits at key Orlando attractions for Dec 23, 24, 25, and 26 as compared to same dates in 2023. A couple of things: As others have said, DAS changes are probably reducing standby waits at WDW parks Parks with single-day ticket prices > $191 are showing...

I was working with a media org earlier this year on a story about theme park pricing. They relayed to me the following story, which never made it into print. One of their sources was a data analyst for a park. The source said that every few months execs would call a meeting to discuss how to...