Sirwalterraleigh
Premium Member
I value your opinion…but the only one that matters is Disneys analystsI would disagree...
Looking at POP 2018 rates Average rate was $182
Compared to All star movies (I think the most expensive all star) $162
So $20 per night OR ~12.3% increase for Pop vs movies
Now we can take POP 2025 Average rate of $294
vs All Star Movie 2025 Average of $230 per night
So $64 per night or ~12.8% increase for Pop vs movies
If we assume without the skyline, people were willing to pay $20 more per room per night. The skyliner added $44 per room per night*2,880 rooms*365 days per year = $46,252,800 per year for just POP by adding the skyliner
The more conservative approach (and probably more accurate) would say it added .5% increase which still =$1.47*2880 rooms*365 days a year still $1,545,264 per year in extra revenue by addinging the skyliner.
Now tack on AoA, Caribbean beach, and Rivera and Disney is pulling in Millions of dollars extra.
Knowing what they do now…they don’t build the skyliner
$20? That’s less than a mug or popcorn bucket…which is 90% Chinese fueled profit
I’ll make it easy: it’s not enough for TWDC with a collapsing tv business and flat stock performanceAdjusted for inflation, All-Star is cheaper in 2025 than it was in 2018.
I haven't done the math on how much incremental cost Disney's been able to pass on at the Skyliner resorts. But I would definitely be interested in seeing it.
IIRC the Skyliner cost was $250MM.