Here's the thing. Nothing is worse for Disney than a huge outbreak on a ship. With the Delta variant, that means you have to have confidence that everyone is going to follow the protocol and mask, effectively. As the other cruise lines have concluded, the price is too high to take that risk. I think that the contagious nature of the variant is going to be the deciding factor, and ultimately they will have to go vaccinated only.
Here's the thing. We are almost to the end of summer anyway. There are not ships full of children under 12 between September and the holidays, generally, especially since they won't sail full anyway for distancing. It is currently anticipated that the vaccine will be approved for kids 6 to 12 by October or November, and that there's a very good possibility they could get to fully vaccinated (except for 2 and under) by the holidays. All they have to do is
run out the clock until kids can be vaccinated, while making as much money and not having a major outbreak in the interim. I think ship-based transmission of the virus has got to be avoidable at all costs. They don't want to be in the headlines for some kid on a ventilator because they caught COVID on
DCL.