I think they like that the park reservations system is allowing them to control attendance differently than before they had it,
So, it sounds like to me, the goal is to keep crowds at a lower level than before so the guest experience is not compromised in their eyes.
And, I believe that revenue is still up as prices are now higher than before, so they have what they see as system that allows them to do things they couldn’t before and that is to limit AP holders.
The statement at the end says it all. When demand goes down, then they will know they need to change things.
Obviously, they will lose some guests along the way who won’t go back out of principle, but I doubt it would be enough to make a huge difference.
All it would take for many is to offer a very attractively priced AP to Earn back some of those who they lost with this strategy.
Yes, what you say is correct.
In his statement he says "But at the same time,
we’ve got to make sure that there’s room in the park for the family from Denver that comes once every five years. We didn’t have a reservation system and we didn’t control the number of annual passes we distributed and frankly, the annual pass as a value was so great that people were literally coming all the time and the accessibility of the park was unlimited to them and
that family from Denver would get to the park and not be let in."
He is saying that the reason that the family cannot get into the park is because there is not enough room in the park... in other words the park is at FULL capacity based solely on attendance.
But that is not the case at all, by their own data.
When you say "they like that the park reservations system is allowing them to control attendance differently than before they had it", you are correct, it is about control.
Now, we all love it when the lines are shorter.
For the guest, it means they get on the ride quicker.
For Disney, it means the guests get off the rides quicker, allowing more time for in park shopping and eating.
When you say "the goal is to keep crowds at a lower level than before", you are correct.
So when that family cannot get in, it is because Disney has lowered the level of access, not that demand maxed out the park capacity.
You are correct when you say "that revenue is still up as prices are now higher than before, so they have what they see as system that allows them to do things they couldn’t before..."
What they have done is lower the supply, which artificially increases the demand, thus allowing them to increase the prices.
So even if the family can get in, they have to pay a higher price. They may have to change from once every 5 years to once every 7 or 8 years.
When you say "The statement at the end says it all. When demand goes down, then they will know they need to change things." you are correct.
But in the context of his statement, the "demand" is purposely implied to be about attendance.
The actual "demand" is about the guests who are willing to pay more for less.
When the guests stop paying, "then they will know they need to change things."
So, just a long way of saying that everything he said was correct,
except the narrative that the problem is that there is no room in the park.
Under the current system, if anyone cannot get into the park, that is solely because Disney is controlling the access and lowering the supply.
I fully understand it from a business perspective, but not from a customer service perspective.
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