I think Disney is minimally affected by tourists on the basis of political views at this time.. People just are unlikely to change their vacation habits voluntarily. I think it it just more about inflation and the money running out combined with a lack of incentives that are good enough at the parks. Disney hasn't really done cheap convention tickets for years now to as a source to pump numbers anyways.I would also like to remind everyone of the political climate in Florida. Convention centers are losing cons, tourist centers are down up and down the state. There are issued travel advisories for many people. Not saying that’s the only thing that’s happening; most of what Jarrod said is also true.
I do find it fascinating that Disney’s attendance is what’s dominating the news cycle and not the realities of Florida.
I think Disney raised prices so much during covid that they are afraid to lower them enough to push the volume they really want because they would spook investors too hard.
I at one point considered moving to Florida but the political climate, insurance costs, and housing compared to low wages make it is now one of the most unattractive places in America to move to unless you are not already wealthy and don't work. When you are younger you want to move to a place you think has some kind of positive future or investment. Florida ain't it.
I think the real problem for Disney is going to be finding workers especially since so many of them currently are progressive and lgbtq. And while the Orlando market might be progressive, Florida is having problems staffing teachers because of the new laws which will affect Orlando area teachers to also leave.