For myself I have figured it out, don't spend my career in a low wage position but that's not the point.
1) yes they need more workers. Yet not only are the functioning they are thriving.
2) they're getting ready to layoff thousands more, now not sure how many in the parks will be effected but last number I saw was they're laying off 7k
3) people are still visiting. Didn't the last earnings call say the parks were probably the most profitable division in the company
4) as you mentioned before due to supply and demand it's not looking like rents are going to stabilize any time soon
Now to me that's handwriting on the wall that I'm not in a great bargaining position
1- Yep
2- Other than Covid, layoffs and furloughs at Disney have always salaried leadership, not front line cast. Disney is still hiring front line CMs for its parks.
3- Oh yeah. And Disney is taking notes of guest complaints and content criticizing the lack of perceived value and negative experiences.
4- Nope.
To me that's a sign that Disney's staffing shortages at the park are going to get worse. If people can't afford to live and work there, eventually they will leave.
Unless Disney intends to go 100% CP/IP for staffing. Which is both genius and evil.