I think that reduced capacity prior to February 21 played a part in higher wait times in both WDW and DLR. I think the economy and hurricane-rescheduled trips also contributed equally, and our models missed those (Universal wait times were up during the same days, not as much as Disney's). Pandora is driving crowds at Animal Kingdom in a way that we haven't seen from new attractions in over a decade, and our models missed that, too.
We didn't arrive at a cause of reduced capacity until the first week of February, when we started counting riders. View the numbers below with some skepticism. Also, we focused on headliners with high capacity, so changes at attractions like Mad Tea Party wouldn't be picked up through rider counts.
Seven Dwarfs Mine Train Average Riders/Hour After 2/21: 1,443 Before 2/21: 1,103 (-24%)
Big Thunder (WDW) After 2/21: 1,570 Before: 1,232 (-22%)
Buzz Lightyear (WDW) After 2/21: 1,813 Before: 1,351 (-25%)
Space Mountain (WDW) After 2/21: 1,620 Before: 1,443 (-11%)
Those numbers exclude obvious breakdowns, of which this week has been notable. It includes wheelchair stops, which seem to be consistent.
Rides that seem about the same: Haunted Mansion (WDW and DLR), Small World (DLR), Dinosaur, Expedition Everest, Pirates (WDW and DLR), Star Tours (WDW and DLR), Toy Story (WDW at 2/3rds capacity), Soarin' (WDW), and Jungle Cruise (DLR).
Capacities at Rock 'n' Roller Coaster and Space Mountain (DLR) haven't been consistent, and we're trying to figure out why. Splash (WDW) wasn't up enough to measure.
In the case of 7DMT, BTMRR, and Space (WDW), the reduced capacity was from running fewer ride vehicles on the track, which is fairly easy to see. For 7DMT, where people line up an hour before the park opens, it's hard to come up with a good reason ever to run the ride at less than 100% capacity. To see 3 trains running instead of 5 should raise some questions.
It's possible that those older rides (especially Space) were running at reduced capacity simply because they break down too often when run at 100% capacity for days on end. Space, Tower, and Test Track are among the most breakdown-prone in WDW. Management might look at 85% capacity all day as better than 0% capacity for an hour - the chaos from rescheduled FP+ reservations alone would probably be enough to make that decision, especially at Epcot and DHS, which have fewer headliners to spread out crowds.
Like I said, we could be wrong.
In general,
wait times seem to have increased much faster than attendance for the past few years, across all of WDW.
I'm simply not buying Len's theory. In fact, I have a theory about Len's theory. We all know that book sales are not what they used to be, being we have the interweb and the information super highway. And, most of the information you pay for on his site can be found here for free (thanks disboards). This is factual. My theory is that Len's book sales are hurting and he's trying to drum up media attention to increase revenue and profits.
Income from book sales and media/interview referrals are rounding errors in the overall scheme of things - not more than 1% of revenue since the earliest days of the site. I was going to figure out whether I spend more than that at La Cava every year, and then I decided not to do that analysis.
