We’ve been - collectively (though many don’t realize it

) - trying to figure out what exactly is happening?
The Covid travel “delay” season officially ended on 4/14/23…it seems. It’s rare a hard date hits in travel…but it seems clear that was the end of the backlog.
But there’s more. Disney TAs were warning this 6 months ago.
Airlines have been relatively cheap…as has rental cars.
Lots of rooms available. Lots
Hence discounts at higher frequency/percentage/availability than we have scene in a LONG time
Dvc sales are really, really low…like yikes level…is the rumor?
And then…what is the real problem: the economy is not is position to sustain higher rate of middle class travels now. All the indicators are off…
Guess what Disney feeds on?
So it’s gonna be an interesting year.
The next sign will be DVC annual passes for a huge discount in like august…watch it play.
Fascinating nonetheless. Good time to go.
And then that doesn’t even cover how bad of a spot they are in with Comcast