What an insightful rundown. I worked at a company in CA with some disney fanatics. They were very much the target demo that you referred to above. Not sure their kids match the same level of fanaticism especially considering they will undoubtedly be poorer than their parents and weren’t on any trajectory to be able to afford the price gouging trends. With no capacity growth or significant competition (Six Flags is worse), Disney appreciates, as every corporation and landlord in America does, that limited supply means they can do less while making more. All it takes is for the top 2-5% income earning families to continue patronizing them at higher and higher price points and they’ll never need to adhere to the values that earned that loyalty over the course of 25 years.
What an insightful rundown. I worked at a company in CA with some disney fanatics. They were very much the target demo that you referred to above. Not sure their kids match the same level of fanaticism especially considering they will undoubtedly be poorer than their parents and weren’t on any trajectory to be able to afford the price gouging trends. With no capacity growth or significant competition (Six Flags is worse), Disney appreciates, as every corporation and landlord in America does, that limited supply means they can do less while making more. All it takes is for the top 2-5% income earning families to continue patronizing them at higher and higher price points and they’ll never need to adhere to the values that earned that loyalty over the course of 25 years.