andyman8
DIS Veteran and WDW Passholder
- Joined
- Mar 17, 2011
- Messages
- 4,664
Oh boy, “pent up demand” again. Yes, the first 4-6 weeks will likely be busy/sold out, because of people like us on this thread and all the locals who want to “report” on the reopening. Come September, I don’t think that continues. Looking at responses to the reopening in the larger public, it’s a lot of “meh,” not outrage but no rush to go. While I think there certainly is a desire amongst many for a vacation at some point this year, I’m not sure there’s a substantial appetite right now for a crowded theme park (even operating at limited capacity) or any sort of “mass gathering” vacation experience.
Add to that the substantial economic effects of this pandemic, reduced experiences, and Disney likely being able to slightly increase capacity by that point (I.e. increasing supply and demand wavers) and I think there will be a very different narrative by September, barring any sort of (unlikely) major breakthrough treatment or vaccine by then.
Spoiler alert: I don’t actually think Chapek thinks there’s as much “pent up demand” as he leads on, just like I think he knows that waits aren’t going to be drastically shorter. He’s trying to drum up excitement amongst investors and the public.
Add to that the substantial economic effects of this pandemic, reduced experiences, and Disney likely being able to slightly increase capacity by that point (I.e. increasing supply and demand wavers) and I think there will be a very different narrative by September, barring any sort of (unlikely) major breakthrough treatment or vaccine by then.
Spoiler alert: I don’t actually think Chapek thinks there’s as much “pent up demand” as he leads on, just like I think he knows that waits aren’t going to be drastically shorter. He’s trying to drum up excitement amongst investors and the public.