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Yeah…but on 8/27 it was already known that delta at least had recked travel this fall.  The actual business predictions were out there…it just doesn’t always get play inside our bubble.  Disney is not invincible…reports of that are GREATLY exaggerated.


Well that’s the question?  How much of the rather embarrassing underwhelm now is due to which factors?

1. Delta/health disruption

2. Economics - ie the labor issues and prioritizing of travelers

3. Overpricing/reductions/tactics by TWDC


they’ll tell you #3 isn’t possible…because these hacks from Burbank go to their investors and tell them it’s NOT possible…but they never really know.


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