ArwenMarie
DIS Veteran
- Joined
- Apr 10, 2013
This makes an assumption that Disney can increase their occupancy rates faster than off-site guests are cancelling their trips. It's not like WDW has been floundering at 50 or 60% occupancy rates. Disney is "capped" with how many off-site guests they can transition to on-site. In the busy season, Disney might only have about 5% occupancy to play with. It seems like there is not an insignificant risk, during these periods, for more off-site people to stop visiting than Disney could possibly absorb.
Disney will hope that people will rebook their off-site July trip to on-site in January, but that ignores that many people are limited by their children's and their own vacation time, many people simply can't move their travel dates. So the potential remains for a lot of simply cancelled off-site visits.
The things we need to know:
Ratio of on-site to off-site guests
Unused hotel capacity available at WDW
Percentage of guests "aware" of the changing conditions and are at risk of changing travel plans
Repeat vs First time guests
If most off-site people aren't aware of the difficulties in securing a seat on a popular ride until after their vacation has started, there is no potential loss of a cancellation. If most people aren't repeat guests than the potential loss of upset people never returning is small; they were never coming back anyway. But in an age where social media is ever growing, I would start to think that all the "so why won't you go back to WDW?" answers would start to build up to the point where they do start to affect the bookings of First time guests.
People say it's 50/50 onsite/offsite in the parks.
But the other number you need is how much profit per-day-per-guest the average onsite customer generates for Disney versus offsite.
Disney doesn't want more people in its parks, they want more people in their hotels. They are in the hotel business, the parks are just a way to fill up rooms and restaurants.