I have so many thoughts on this and I think some may be conflicting, but anyways…
(1) I don’t think this is intended to compete with the VIP tour guide market, with the exception of those who were more bothered by the need to tour with a stranger than they were in need of the true flexibility of a VIP tour. I think VIP guides are the product for price insensitive guests, not this new pass.
(2) Going hand in hand with my first point, due to the huge drop in flexibility from a VIP tour to this pass, largely driven by the inability to re-ride, hop, and the forcing of the bundling of attractions that never need LL with the exception of 1-2 days a year, I think this is going to be marketed as a splurge purchase for groups that could not justify VIP tours previously. Meaning - I disagree with the notion that it’s being marketed at a fraction of a fraction of guests.
(2b) This is being priced like a DIY after hours event during regular park hours (requiring a premium above those hard
ticket prices for convenience of it being usable at whatever time of day you’d like), in my opinion, and again in my opinion that target markets will be more similar to that of the hard ticket events than VIP tour guides.
(3) I can see the appeal of this product for the right group make ups and the right kind of trip. With some exceptions, I don’t think this intended to be a product people who go often will be purchasing. This is in my opinion again a ‘what’s the difference if we spend $1000 more on our once in a lifetime trip’ and ‘im so overwhelmed by (or despise) any form of planning/schedules’ kind of product. But again, I do think this a product for guests who largely couldn’t justify the VIP guide costs. Therefore I do think there is an aspect of calculating the value of the purchase here.
(3b) The pricing makes sense to me. The premium on the cost per entry is pretty much in line with what I would expect them to be for losing the need to schedule or plan.
(4) I think this will without a doubt impact either the standby lines by way of a larger crowd in the LL, LLMP guests and the availability they have to work with, or a bit of both if at all successful. There’s no other way, unless this new product doesn’t sell which it will. I think Disney will push this out to as many guests as possible if this initial rollout is successful without cannibalizing sales of LLMP and LLSP too greatly.
(5) I don’t think there’s a scenario where this is ever included in the purchase of the rooms. The gap between regular deluxe rooms and club level rooms is small enough (RELATIVELY small lol) that it would be an incredibly easy upgrade to Disney math your way into, in rooms that I don’t believe Disney currently struggles to fill any more than their regular deluxe rooms. My guess is they’d much prefer guests booking a standard room and paying for the Premier Pass upgrade.
(6) Disney has always been more expensive than the other big players in the theme park world. I can’t remember a time where you couldn’t get more for your money at other destinations, quantity wise. They could do this, and still can to an extent because they are largely accepted as a superior destination to Sea World, Six Flags, and even Universal. Disney had and I hope still has the intangibles going for it. It tracks that their line skip services are less user friendly, more expensive, or both compared to their other theme park counterparts.
Sorry that’s so long, I’ve been trying to keep up and finally reached the end and wanted to add my 2 cents too