97% occupancy rate. They are doing something right.
Agreed, from a shareholder point of view, something very right.
What some people want to forget is that Disney as a business cares about (and should) profits. That's not a dirty word but part of our capitalistic system. And if Disney can sell (and one can't have it both ways, either its gotten much more expensive or its not) at higher prices 97% occupancy (and forget the myth of cast member discounts adds appreciably to that) versus sell at lower prices at 100%, well, that's a win for Disney. Higher profits with fewer resources.
This whole thread is full of anecdotes because people are torn between what they want, and what they see leading them to support some really strange positions with anecdotes. Anecdotes are fine when considering micro systems but this is a general discussion on a larger topic.
For example the anecdote that the cruises aren't selling out as fast as they used to... no one has presented actual numbers on this but it seems to be accepted as 100% fact (to me fact is provable and based on data that can be shared). And compared to.. when? are we talking when there were only two ships and the prices were lower as disney built their brand, or are we talking recently. Unclear. Bring back the good ole years is not a new thing and is often filled with conformational bias and rose colored glasses.
Presented as evidence to support this position (which even if true, so what?) is the number of cruises with cabins put on Guaranteed Rates (with all the limitations that include). But how big of a deal of this? From the
Disney Cruise website, there are currently 19 cruises listed with Guaranteed Rates. During the same time frame Disney has 165 total cruises available for a booking. That doesn't include cruises already sold out (and here people debate what sold out means, for now let's accept it means you can't book that cruise). But how big of a 'problem' is 19/165? 12%. Those numbers change daily, but whether it's 12% or 15% or 9%, it's just not a majority of cruises. Not a big deal. I would argue people should want to see some cruises going on sale in this manner, gives the bargain hunters something to feel good about.
I think the answer to the question, 'if its true that Disney is not selling out as fast as in the past ' is 'because they are working on their price model to optimize profits, selling out fast means missed opportunity.'
But, hey, that doesn't match the narrative so...