Here's the thing. I don't doubt "demand", but I doubt location. Your value resort guests are typically your "bed and a shower" kind of people or they're extremely limited on budget. They are also usually more prone to the DDP than other categories. Again, budget. However, are people who book value looking to leave the parks and spend their DDP credit at their "value" resort? Usually, the first places they book up are BOG, Chef Mickey's, Ohana, etc., where the "perceived value" of their DDP credit is higher.
Tell me, if you're staying at Grand Floridian, are you going over to AS for a TS? So, where is the demand coming from? All Star guests? I doubt it since these are the same people booking BOG on their
free dining plan.
I don't doubt that Disney is using
MDE data to follow their guests. What I doubt is that this isn't price inflation related vs demand related.