Major Room Discounts Coming for Early Summer and Late Spring 2025

[Sirwalterraleigh]

You love to make up statistics…

Only what the computer told…long before your time, Pete

 

[Sirwalterraleigh]

when the rack rate is $800+ a night discounts are needed. With the discounts the room still comes out more than offsite hotels and more from the previous year. They are making loads of money on the rooms.

What idiot little man in a sweater set those rates?

But to your point…discounts are absolutely needed

Bigger ones. The standard 25-30% schtick isn’t working

There were tons of empty rooms in the land of magical dreams and wishes in the “high season” the last few weeks

Sheer stupidity from the top

 

[peter11435]

Only what the computer told…long before your time, Pete

You know nothing about me or my time.

It doesn’t matter what you claim to have seen on the computer. Years of financial filings prove you wrong.

 

[jennab55]

What time will the promos go live tomorrow? Is it 6am EST?

 

[JD80]

Disputing they are having problems filling rooms doesn't equate to being a harbinger of doom.

Yes Universal is struggling too but Orlando isn't the only place that have parks. There is more parks that have resorts outside of the swamp.

Hotel occupancy for the last few years with very similar inventory is at roughly 85%. Peak WDW in 2019 was 90% with the previous years before that hovering between 87% and 89%.

There is no problem filling up rooms. There is an effort to fill up the last few percentages.

Edit: this is from SEC filings.

Edit2: Discounts are the same as always, the main difference is their availability earlier and with increased inventory.

 

[Sirwalterraleigh]

You know nothing about me or my time.

It doesn’t matter what you claim to have seen on the computer. Years of financial filings prove you wrong.

You have amazing insight, but say nothing of substance.

The “innuendo game”.

Old and tired

 

[Sirwalterraleigh]

Sure, but that’s not really how we got started — the topic was discounts being a harbinger of doom. If that were the case, it’s not just Disney who is struggling.

As an aside, I’d love to know how occupancy looked this year.

Let’s be clear: there’s no “doom”

Wdw - in particular - is a cash cow.

But that’s the problem…it’s too big of one…too big of a slice of the pie

So they’ve begun squeezing it at every seam. That’s how you get empty rooms at prices that aren’t reflective of the demand.

“Holding the line”

Who cares, right?

All of us…because the money is not negotiable. Every other product is squeezed to account for those shortfalls

It’s been an epidemic for the last few years and brought on from just and incorrect philosophy.

Ask Pete to get out his annual report and explain it to you

 

[TheMaxRebo]

Hotel occupancy for the last few years with very similar inventory is at roughly 85%. Peak WDW in 2019 was 90% with the previous years before that hovering between 87% and 89%.

There is no problem filling up rooms. There is an effort to fill up the last few percentages.

Edit: this is from SEC filings.

Edit2: Discounts are the same as always, the main difference is their availability earlier and with increased inventory.

And grouping moderates with Deluxe

So some small differences bit largely in line with past offerings - nothing significantly higher/different/better

 

[Sirwalterraleigh]

That’s fair, but I think it’s very hard to find a parallel situation from a theme park perspective. There’s very little like Orlando in the world and it’s why I think Vegas is a more apt comparison.

Cruise lines are the best comp

Prior to Covid…the big carriers carriers were down and had to offer great rates to fill births…

Now…in large part to the robber baron policies (called “inflation” by the press )…cruises are boomin and can maintain their prices - for now

Their value is better than the Orlando theme parks. Except dcl…that’s an enigma

The 2022 “swinging good times” of bob Chapek ended…and they are firing the same bait and switch promotions blindly to get It back

How’s it going?

 

[Sirwalterraleigh]

And grouping moderates with Deluxe

So some small differences bit largely in line with past offerings - nothing significantly higher/different/better

Doing large conversions of rack into dvc…and having significant blocks of OOO …is not a minor difference with demand and occupancy.

Empty rooms do not translate to easy profits.

 

[Sirwalterraleigh]

That’s is not correct.

Moderate and some Deluxes are underperforming. The late spring early summer promotions are more generous than previous summers and have lumped the moderates in with Deluxes in the higher discount category.

The AP discounts alone are a complete opposite of 2022/2023 where the discounts were not as generous and had limited inventory. This is solely designed to get more of the most loyal guests on property and in Disney Parks this summer.

Insider Pete is gonna smack you over the head with Thor’s hammer…for this anti-Orlando blasphemy you spew

 

[James Alucobond]

You have amazing insight, but say nothing of substance.

The “innuendo game”.

Old and tired

 

[Sirwalterraleigh]

View attachment 834138

I love that you’re thinking of me

 

[monothingie]

One of the bigger takeaways is the incentivizing of longer stays via larger discounts, especially on moderates to force guests who may consider USO but want to split their time to stay and play at Disney longer. I don’t think, just like free dining it will work. You still have to play the over inflated discount rate, meanwhile USOs hotels are still cheaper and offer more value to their guests.

 

[Sirwalterraleigh]

One of the bigger takeaways is the incentivizing of longer stays via larger discounts, especially on moderates to force guests who may consider USO but want to split their time to stay and play at Disney longer. I don’t think, just like free dining it will work. You still have to play the over inflated discount rate, meanwhile USOs hotels are still cheaper and offer more value to their guests.

…that sticks out

Think they’ll finally get their heads out of their cans and offer the ticket incentives that were used for decades to keep people on property?

…nah…just so crazy it could work.

 

[monothingie]

…that sticks out

Think they’ll finally get their heads out of their cans and offer the ticket incentives that were used for decades to keep people on property?

…nah…just so crazy it could work.

The resorts and dining underperformance is a symptom of the larger problem. In the scheme of things the discount promotions are like trying to use a child’s water pistol to put out a dumpster fire.

 

[Jrb1979]

The resorts and dining underperformance is a symptom of the larger problem. In the scheme of things the discount promotions are like trying to use a child’s water pistol to put out a dumpster fire.

The worst part is they don't see the problem. The won't lower prices or give people enough incentive to come. They continue to think the brand is enough of a draw.

 

[peter11435]

Insider Pete is gonna smack you over the head with Thor’s hammer…for this anti-Orlando blasphemy you spew

lol. I never said hotel bookings weren’t down in Orlando. They are…

I don’t have a problem with anti-Orlando comments. I have a problem with anti-factual information.

 

[monothingie]

The worst part is they don't see the problem. The won't lower prices or give people enough incentive to come. They continue to think the brand is enough of a draw.

The Disney Adults, pixie dusters, and DVC members are not enough to sustain things right now. Normies have figured out that are many more travel options available for the equivalent or lesser cost of a WDW vacation.

The problem is you may not get those normies back.

 

[surfsupdon]

These are not deep discounts. Nothing aggressive.