The thing that's confused me a little about this from the start is that Disney was taking what is essentially a mass market brand (Star Wars) and building this super-exclusive expensive thing around it that would be intentionally exclusionary not just in price but in availability and plopping it down in the busiest resort in the world.
They're pointing a spotlight on something most people will never get to do, even if they want to.
Now that more details have begun to emerge, who the potential audience they're planning to cater to seems to whittle down even more. The matrix of people who can afford this, who want to do this and who will be impressed and happy with the specific offerings seems limited.
So why even bother?
I'm now starting to think that our guest-centric approach to looking at this whole situation is entirely out of wack for how Disney may be approaching it and I think that they'll treat this like Disney+ where they will publicly not talk about the profit it is or isn't making and instead frame success on other metrics they probably won't want to discuss because it would tip their hand on a marketing strategy most consumers don't recognize.
We like to think sometimes that we know better than Disney, one of the largest and most successful brands on earth, how to market something when in truth, we're usually talking more about what we, ourselves want.
It's true, on the Florida property, we've seen them cheap out again and again. We've seen them cut things back, take away experiences to lock behind pay-walls, try to make cupcakes seem like luxury, etc. but this clearly isn't that.
It's not a simple money grab.
I think Disney may be playing a longer game with this offering which of course is still about money and market position but not the way we're all talking about.
There is what I found to be a really interesting book that discusses in detail, a tactic in retail that is used again and again to establish price and "value" for products where no obvious existing pricing might apply. Think the biggest burger at McDonalds or the top-end Lexus with all the features at the highest price but also think about really, really top of high end luxury purses, $500 cups of ice cream fearting toppings like gold flakes, maybe a solid gold Apple watch - things that almost nobody buys but that play an important role in the marketing strategy of the company offering them. Disney is no stranger to the practice at the McDs and Lexus level and this may be them toying with the the gold flake topping level:
Bob may not be a theme park guy but obviously, he knows a thing or two about retail. This may be a play intended to boost overall resort attendance, create a new frame of reference for what the high price of a vacation with Disney can look like and to also try to promote the notion that Disney is the premier destination in Florida - all without having to do major additional work in the existing parks or resorts to make that case.
The way they want to frame this - not as a resort, not as an attraction but completely as an "experiment" with no frame of reference for outside observers to compare it to makes me lean strongly towards this notion.
It's really kind of a genius move, if so, because they're creating a path with this that their competition can't really follow them down no matter how many e-ticket caliber attractions said competition adds.
This does nothing to improve the resort for average guests but it has the potential to benefit Disney quite a bit by clearing the runway for future price increases and ending all debate about who is on top in central Florida.
In the grand scheme of things, this specific offering being a financial success or failure may, for Disney, not even be relevant.
Certainly, with the botique nature of this offering, 100% occupancy isn't going to result in business-changing success so what other reason would there be for them to lean so heavily into something that, by its very nature has no real growth opportunity for them?