Here is my theory.
People want to go to Florida the first thing they think of is Disney, or I would be so bold as to think maybe 80% of travelers. With that line of thinking how many stay at a Disney resort? If they are staying at a Disney resort, they are buying tickets.
So to itemize for argument sake:
Florida vacation 7 days 6 nights.
6 nights at Disney resort.
7 days of tickets.
How is Disney losing money if someone goes to Universal for a day or two when they are already staying on property and they have bought tickets for those days as well? If you don't go to the Disney parks, you still bought the tickets. I have never met the person who did not buy more days than they could possibly need because when you get to day 6 or 7 you're spending a couple dollars to add those days. Thats how they hook you and gives you flexibility to go back to Disney parks after you visit other attractions. I know I do this myself. I don't know or can think of a valid reason why people would not.
You can make the same argument for people staying off property as well, its not as concrete as people staying on property, but its completely valid.
Universal's only lifeline in this is having people stay at their resorts instead of Disney, which is asking a lot for the vacation traveler. Of course you will have those that only want to do Universal, but that's an incredibily small segment at this time its really not mentionable. Until Universal can offer a complete all in one vacation, they will be feeding on the scraps Disney gives them, 2 parks, no matter how much Potter is in them, simply just don't cut it.
Jimmy Thick- I could say Universal is on its way when both parks can outdraw MK, until then....Nah.
You may not be concerned about people going off property to see other things, but it clear that Disney is from the Iger quote concerning My Magic+:
"We have for years had in place products that are available only to hotel guests. And actually, one thing that I think Jay alluded to, didn't say specifically, is the My Magic Plus will definitely encourage people to stay more on-property than off-property.
Jay was talking about essentially by being able to plan ahead, people will basically have more plans with us, and that will in effect discourage them from doing other things. I think it will also encourage them to stay more in our hotels. And so I think you have to look at that as an additional value to My Magic Plus."
If Disney isn't considering Uni competition, then why this statement from Iger:
"We have for years had in place products that are available only to hotel guests. And actually, one thing that I think Jay alluded to, didn't say specifically, is the My Magic Plus will definitely encourage people to stay more on-property than off-property.
Jay was talking about essentially by being able to plan ahead, people will basically have more plans with us, and that will in effect discourage them from doing other things. I think it will also encourage them to stay more in our hotels. And so I think you have to look at that as an additional value to My Magic Plus."
If there is no competition, then why would Disney even be concerned about people "doing other things"?
If Disney isn't considering Uni competition, then why this statement from Iger:
"We have for years had in place products that are available only to hotel guests. And actually, one thing that I think Jay alluded to, didn't say specifically, is the My Magic Plus will definitely encourage people to stay more on-property than off-property.
Jay was talking about essentially by being able to plan ahead, people will basically have more plans with us, and that will in effect discourage them from doing other things. I think it will also encourage them to stay more in our hotels. And so I think you have to look at that as an additional value to My Magic Plus."
If there is no competition, then why would Disney even be concerned about people "doing other things"?