WDW will offer some form of FP+ to everyone but does access mean equal access?
There will be MagicBand-only experiences and, as Disney has stated publically, MagicBand will be an upsell for offsite vacationers. Onsite guests also have EMH so WDW has set a precedent to provide onsite guests with special benefits.
Let's recall CEO Bob Iger's words from 6 months ago:
"We have for years had in place products that are available only to hotel guests. And actually, one thing that I think Jay alluded to, didn't say specifically, is the My Magic Plus will definitely encourage people to stay more on-property than off-property. Jay was talking about essentially by being able to plan ahead, people will basically have more plans with us, and that will in effect discourage them from doing other things. I think it will also encourage them to stay more in our hotels. And so I think you have to look at that as an additional value to My Magic Plus."
If FP+ is offered equally to onsite and offsite guests, exactly how does that encourage more onsite guests?
Excluding S&D and Shades of Green, WDW has about 4300 DVC, 5700 Deluxe, 7500 Moderate, and 10,600 Value Resort rooms. Despite the larger numbers for Value Resorts, profits realized on DVC sales and Deluxe Resort Cash Only Rooms (CRO) are astronomical. Potential profits from additional DVC and Deluxe Resorts sales far outpace anything they could ever hope to achieve with the approximate 18,100 combined Moderate & Value Rooms. (And even those have impressive margins.)
Occupancy rates for the Value Resorts are pretty good. It's why the last two non-DVC resorts to open (AOA in 2012 and POP in 2003) have been Value Resorts.
However, Deluxe Resort room prices have simply become so insane (a basic 450 sq ft Theme Park View room at the Grand Floridian is over $1000/night this Christmas) that their occupancy rates have been declining for years. They represent a tremendous loss of profit opportunities. Disney has to do something to get their occupancy rates back up and, internally, suggesting they should lower prices is a non-starter.
Meanwhile, they've spent over $2B on the grossly over budget NextGen initiative. They need to take some dramatic steps to justify its cost or heads will roll. No executive wants their career to be saddled with a NextGen failure.
Corporate leadership has become so obsessed with squeezing pennies out of guests that they've largely ignored improvements to what guests are there for; the parks themselves. FP+ provides Disney with an incredible opportunity to influence each guest's experience within those theme parks, to influence how good of an experience each guest receives. For Disney to not take advantage of the control gained through FP+ to improve Deluxe Resort occupancy rates would be to miss a golden opportunity for enhanced revenue performance. As several have suggested; Universal already does it, why not Disney?
Given NextGen's budget overruns, their Deluxe Resort's occupancy problems, and a corporate culture bent on squeezing out every last cent, it would be naïve to image executives at Disney not using FP+ to pursue further revenue improvements. The only thing being debated within the halls of Burbank right now is which go-forward plan results in the biggest profit gains.