laceltris3
DIS Veteran
- Joined
- Oct 23, 2013
- Messages
- 607
While I agree that they seem to have been able to fill Japan quite easily, they don't hit it out of the park every time. Remember the WDW trips that they scheduled like 30 of and then cancelled all of them? They surely lost money on that effort. They just cancelled Montana and DC/Philly trips this summer, and those are only the ones we know about here because someone posted about it. They usually end up discounting the Danube trips in the spring, so those aren't exactly selling out either.
If you look at Disney the company, the stock is underperforming the S&P 500 (down 5% vs. flat for the S&P), and the Parks/Cruise/ABD division is making money that offsets what TV/ESPN is losing. They are milking the profitable businesses for what they are worth, but I think that if they laid off the dynamic pricing and added in additional Japan itineraries as the trips filled up, they'd probably make more money off their investment in designing the trip.
But whatever, it's their business, they can run it the way they want. They won't have a motivation to change it until it hits their bottom line. I have the choice of not purchasing the product if I don't see the "value".
If you look at Disney the company, the stock is underperforming the S&P 500 (down 5% vs. flat for the S&P), and the Parks/Cruise/ABD division is making money that offsets what TV/ESPN is losing. They are milking the profitable businesses for what they are worth, but I think that if they laid off the dynamic pricing and added in additional Japan itineraries as the trips filled up, they'd probably make more money off their investment in designing the trip.
But whatever, it's their business, they can run it the way they want. They won't have a motivation to change it until it hits their bottom line. I have the choice of not purchasing the product if I don't see the "value".