Wall Street is nervous with the Price Leveraging strategy employed by Disney over the last few years. It's one of the reasons they keep asking about MyMagic+; to see that WDW is doing
anything to generate new revenue besides just raising prices.
They've already seen the impact of higher prices (actually, less generous discounts) on hotel occupancy, dropping from 89% in 2008 to 79% last year. Keep in mind that WDW hotel occupancy was 76% in the 12 months immediately after 9/11, and that was an abysmal time for WDW.
They know theme park prices can go up only so far until there will be an impact on attendance.
Just keep in mind this chart that I've posted before. WDW really is pushing the limits.
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