Rodan75
Well-Known Member
The reconciling item is new hotels. Infrastructure that also generates revenue and increases capacity.
Agreed, but new hotels would require more roads and busses and related infrastructure...and then folks will still want to go to the MK. So anything that increases overall WDW attendance would also have to equate to MK expansion (and improvements to get folks to leverage current capacity). So I think anything at this point that would grow revenue would keep margins flat at best.
It is an interesting puzzle that TWDC needs to figure out...and I think a big reason why we don't know more about what is happening at DHS yet.
They know they can increase attendance at WDW, but I'm not sure if they have decided yet if they want to see double digit growth. They are doing the bare minimum (even with major projects underway at every park) to keep attendance and re-balance attendance but aren't doing things to drive attendance.