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Let's take your post for the sake of example.I am saying they made the choice to accept a "barely break even" scenario. (Sidebar - Chapek but the "positive contribution" marker down publicly, so break even plus $1 would technically do that. It would cover fixed cost carry plus show a return.) They might not like it, but they choose to accept it. I am of course again making the assumption that they could find demand if they pulled certain levers (lowered prices, changed restrictions, gave away a free mickey bar, etc) because I do not believe the demand is gone. It is just depressed. Underlying economic data supports my assumption fairly well. I can break those economic indicators down but that would get us a little off topic.Second, if they have in fact increased AP reservations recently (did they or do they just appear to be more easily secured - genuinely do not know), then they are starting to pull new levers as part of their strategy choices.
Let's take your post for the sake of example.
I am saying they made the choice to accept a "barely break even" scenario. (Sidebar - Chapek but the "positive contribution" marker down publicly, so break even plus $1 would technically do that. It would cover fixed cost carry plus show a return.) They might not like it, but they choose to accept it. I am of course again making the assumption that they could find demand if they pulled certain levers (lowered prices, changed restrictions, gave away a free mickey bar, etc) because I do not believe the demand is gone. It is just depressed. Underlying economic data supports my assumption fairly well. I can break those economic indicators down but that would get us a little off topic.
Second, if they have in fact increased AP reservations recently (did they or do they just appear to be more easily secured - genuinely do not know), then they are starting to pull new levers as part of their strategy choices.
