You feeling alright?It’s possible?…len would have a better opinion.
My thought is what the complete mishandling of APs (more on that later) has done is reduce the frequency of repeat visits by their core clientele in more damaging fashion
I know DVCs that now burn points on room sizes they don’t need for less trips.
Or go for 5-7 days and get 2 or 3 days of tickets.
Fools like Stupor will say “good for Disney…higher revenue each day”
False. No, no, no, no, no and no.
The point of DVC was not to make bank at the gate. It’s to get you into crystal palace or your 4th $11 beer at hurling suitcase or at world of Disney.
I worked with a dvc GM. Period.
So a decline in any attendance has shockwaves. Include dvc sales and frequency of visits.
But the real issue with APs…one of my biggest pet peeves in a volume of them…is that they need them RIGHT NOW and the sales are bad.
And why? Because they planned it this way long ago. They said internally and to TAs, etc as far back as 10 years ago that the discounting was going away.
And why? The brand loyalty made them irrelevant.
Ahhh…smart business, right?
The problem is the MINUTE demand went down at all that theory was done. Over. FAIL.
And as we see…if you go too far…you don’t always get a walk back.
My estimate is to reverse the attendance trend they will need 40% discounts on most things and maybe as much as 60%.
They are not doing well here. But let’s gloss it - shall we?
Do you need to lay down?
Maybe an $18 Rose Gold Earadecent Margarita?
They aren't capable of any of those things you coughed up.
Bad word of mouth hurt them and continues to hurt them with the normies and the fed-up. No amount of blue sky nonsense, fake PR, and a D23 dog and pony show will bring back the ones that walked away.