Major Room Discounts Coming for Early Summer and Late Spring 2025

[lentesta]

They already have prices based on dates.

And that will change. It might be the base price.

 

[Sirwalterraleigh]

This I can agree with. Tickets have risen the most over the last decade. Hotels and Food are relatively flat for the most part, especially over the last 3-4 years.

Flat…way above price index.

They always were to a certain extent…but the push to “maintain pricing” when more aggressive discounts are warranted is Bob Iger blue ocean CRAP.

He’s costing his stock holders money…in the end

 

[Sirwalterraleigh]

Anybody else feel the need to take a shower when they hear “yield management”

A vacation compound built on peddling candy to children via their grandparents

 

[TheMaxRebo]

They already have prices based on dates.

But currently for ticket prices on e they are set, they are what they are

This change would mean if today I buy a ticket for a park day in October and then 3 months from now someone else buys the same type of ticket for the same park day in October it would / could be a different price - maybe higher, maybe lower, depending on demand is going

 

[lentesta]

Not to mention the palpable, growing distaste for elaborate, limited line skip schemes created from an intentional construction of supply

MK Premier Passes sold out every day last week.

I spoke with a quant over the summer who said Lightning Lane was underpriced during busy days. I think they were right.

 

[lentesta]

Anybody else feel the need to take a shower when they hear “yield management”

A vacation compound built on peddling candy to children via their grandparents

"Activation" grinds my gears.

 

[Sirwalterraleigh]

The difference between 35% and 40% off of a $900 Rack Rate Deluxe room over 5 nights is $225 which is not insignificant.

The real question is, how can they be still making money on a room listed for $900 that they're discounting to $540?....Unless....

@Sirwalterraleigh you have an answer?

Oh oh…let Me try!!!

Cause the rooms never made the money…nor did the tickets…they offset overhead and allowed the real money:

Every “ca-Ching” at Disneys days of Christmas

Brought to you at a 95% rate by the people’s republic of China and indentured servants from American colleges and universities

 

[Sirwalterraleigh]

MK Premier Passes sold out every day last week.

I spoke with a quant over the summer who said Lightning Lane was underpriced during busy days. I think they were right.

But what’s that number?

They’ll never let it out

And how many people have said “…no way in hell” When considering booking since they announced that one?

It’s a growing number…rest assured

 

[HauntedPirate]

As part of an upcoming blog post I looked at WDW ticket, hotel, and food prices in 2011, 2018, and 2025.

A couple of interesting points (all prices adjusted for inflation):

• Ticketprices are up 33% since 2011 and 24% since 2018. (That's 33% above inflation.)
  • Also, Magic Kingdom wait times over Christmas were the lowest we've seen since 2010
• Value Resort hotel prices are up 29% since 2011 but flat since 2018
• Food prices are down 3% since 2018

It looks like Disney found its peak pricing around 2018 for food and hotels. They've not been able to increase prices faster than inflation since then.

It looks like they may have hit a pricing limit on tickets this year.

I know they care about revenue, not attendance. But that assumes they can increase prices at a ratio higher than attendance drops. And not for nothing, but small drops in attendance are magnified in lost revenue then.

That said, it looks like there's still room to raise Lightning Lane prices during peak times.

And there's always more DVC sales.

But wow, you have to wonder where additional WDW revenue streams are going to come from.

Interesting. Very interesting. This is probably a dumb question, but - Did you analyze moderate and deluxe room pricing as well? I can wait for the blog post to find out, as well.

 

[lentesta]

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

 

[monothingie]

"Activation" grinds my gears.

Thank you.

It's used by dumb people who think repeating corporate buzz words generated by morons will make them look smart.

 

[Sirwalterraleigh]

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

Honest question: what busy days?

I’ve been on major holidays - only actually - the last 3 years and the crowds reek of 2002/2009 to me

 

[lentesta]

Interesting. Very interesting. This is probably a dumb question, but - Did you analyze moderate and deluxe room pricing as well? I can wait for the blog post to find out, as well.

I'll look at mods and deluxes. The blog post is at ~45 pages, which is borderline "manifesto" at this point.

 

[HauntedPirate]

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

…which allows them the continued facade of “Ticket prices start at $109-119 per day!!!” So Bob can continue to pretend he’s “listening” about pricing concerns.

 

[lentesta]

Honest question: what busy days?

I’ve been on major holidays - only actually - the last 3 years and the crowds reek of 2002/2009 to me

Christmas (which sold out of LLPP), Presidents Day/Mardi Gras, peak Spring Break, July 4, maybe Thanksgiving?

 

[JD80]

I'll look at mods and deluxes. The blog post is at ~45 pages, which is borderline "manifesto" at this point.

Ooooh that was the manifesto.

 

[monothingie]

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

Honest question: what busy days?

I’ve been on major holidays - only actually - the last 3 years and the crowds reek of 2002/2009 to me

Make it more complicated and expensive to plan your vacation! What a sure fire way to tick off the very segment you want to try to win back.

Is Disney secretly run by the same people who run Spirit Airlines?

 

[monothingie]

Christmas (which sold out of LLPP), Presidents Day/Mardi Gras, peak Spring Break, July 4, maybe Thanksgiving?

Jersey Week. I think that was your busiest time of the year in 2024?

 

[TheMaxRebo]

I wouldn't be surprised to see 25-50% price increases in 2025 for busy days.

Which if they want to spread crowds can be an effective way to do it and people who can only go certain times will suck it up and pay it or just not go

 

[Sirwalterraleigh]

Christmas (which sold out of LLPP), Presidents Day/Mardi Gras, peak Spring Break, July 4, maybe Thanksgiving?

The “sold out of LLPP” is the break here

Selling product to many Disney customers is like selling ice to the eskimos

That doesn’t tell the story about the shrinking crowds

Christmas…new years…memorial day…July 4…mine eyes tell me what’s amiss

…to be fair…I do hit my head a lot