The occupancy has actually been really strong lately. I went through the numbers in the 10K in another thread and they show a pretty healthy year over year growth in actual rooms occupied which cannot be manipulated by taking rooms out of service.
In another thread recently
@ParentsOf4 posted this:
And this:
Based on all of this, even if the occupancy number is reduced by 4 to 5% by taking rooms out of service or DVC conversions it's still a healthy number above 85% occupancy. The thinking that hotel occupancy was suffering but being masked by manipulation is largely untrue. The truth is they simply don't have enough hotel rooms today and you can bet demand will grow even stronger with Pandora and Star Wars opening soon too.
If you look at what they are doing so far they are adding DVC to CBR and some addition higher end rooms to CSR. The focus is definitely on drawing in more per room money. They won't be adding more All Stars anytime soon. The parks will also get more crowded with these new additions so that makes perks like EMHs and advanced FP+ bookings even more valuable. If you go to see Star Wars Land when it opens you want to make sure you get on the new rides.