Magic Feather
Well-Known Member
DCL is in a very unique situation. Prior to the closure, DCL had a huge excess of demand wit not enough supply. That is one of the main reasons why Disney is one of if not the most expensive in the Cruise Line industry (alongside its luxury perception and great reputation). It is one of the few aspects where I wouldn't be surprised to see prices jump after they begin to reopen as capacity is forced to become even lower, limiting supply further. This entire concept is why Disney took the opportunity to up their order from two to three ships, and, to my knowledge, it is very far down on the totem pole for capex cuts. DCL projects might even be the most insulated from COVID fallout throughout DPEP.