I will confess that I'm thinking about this in more detail because my son is taking his quantitative methods sequence this year.
If working only off of averages you can easily alienate a core you didn't even realize was in reality extremely important and providing more than the simple average model info provides.
Yep, that's true. But Disney is
also fanatical about measuring customer sentiment, because they actively consider goodwill as an asset. They know that there is a balancing act, and that's something that Bob 1.0/3.0 talked about in the most recent conference call.
You and I have been around these boards for a minute. Every single time some price is raised, some service is discontinued, or something else changes for the worse, the response is predictable: "This time they've gone too far! It's the straw that will break the camel's back!"
And, yes, some people do leave. But there are always new guests to take their place. That's partly because the planet keeps making families with school-aged children, and many of those families consider a Disney trip a rite of passage. As long as Disney manages the rate of departures and it is low enough while they increase prices or decrease costs, they win. They've been playing this game in the theme parks for almost 70 years, and they haven't irrevocably screwed it up yet. They've made mistakes, but those have all been easily correctable with a few discount-bones thrown to the masses. Will this be the moment in which they screw it up more seriously?
Maybe.
Past performance is not a guarantee of future results. But at the same time this is a company that has shown that they
know what they are doing. So, the odds are good that they know what they are doing now. That's true even though some of us are upset, and upset enough to sell our
DVC holdings and stop coming. Because the "families from Denver"
with the 1.94 children ages 5-7 are coming, and some of them will find the experience so magical that they will keep coming back for a decade or so, only to be replaced by another one, and so on. Is it as magical as it was when I first went? Probably not. They don't know that.
I will readily admit, I would prefer that they were wrong about this, because I like a discount just as much as the next person, and frankly it hurts a little bit to be told "We'd prefer it if you not come back as often." But, if I were playing the odds, my money would be on the Mouse holding all that cheese.