I've been told that travel agencies are seeing ~20-25% drops in WDW volume. And that's carrying over to Universal Orlando, so it's not just WDW.
I would bet a lot of money that that number is accurate, based on what we're seeing with our site. I'm almost certain it's true.
DCL passenger volume at Port Canaveral is up YOY, so that's a bright spot. And DLR hasn't dropped as much.
For WDW, it's a combination of two things, according to Disney's own internal surveys:
- Young families are priced out
- Some of the "Over 50" demographic is put off by the Disney/DeSantis thing