Actually the more I think on it, if I am purely looking at the daily revenue contribution per guest (as also guided by the park reservation system in taking up a spot at the park for that day), the impact of AP holders could be pretty steep in the bottom line to the expected return of shifting to dynamic pricing - especially for more popular dates (I think this is key).
In saying this, there are many cohorts of AP holders from local to out of state to actual park attendance days per year. Only Disney knows the percent mix, but if I start to play with some extremes:
- An AP holder ($1,300 unlimited) that attends 20+ park days, and likely not to book
Genie+ (and Park Hopper Included!) is effectively representing a $65 (or lower) revenue contribution on a per guest / day for just their "Ticket".
- This is opposed to non-AP -$64 (with the cheapest 10 day, multi-day discount and Park Hopper applied) - this is the lowest possible cost option and gets steeper based on more popular dates / less days of ticket - best case example for Disney.
- Start tweaking the cohorts, factoring the lower level AP types, more daily attendance and the differences only steepen outside of Disney's favor - as it would for more popular times of the year (except for the blackout specific dates - but seasonality still applies)
- And, this is before Genie+ purchases, food, beverage, merch, and lodging options - all of which can vary