Interesting article talking about the shift in dynmaics, and how Disney might get hurt, as folks start to visit off-property places. Could the Hotels also get hurt.
Will LEGOLAND Florida Hurt or Help Disney? (DIS)
Should be interesting to see how Disney responds if a lot of folks start to shift from just Disney to a more diverse vacation of non-Disney parks, restaurants and hotels as part of the mix.
Disney's master plan has been to flesh out its themed hotels, keeping them filled with tourists paying premium rates.
One can always argue that Disney has already faced down the arrival -- and enhancements -- of several area parks. However, those parks have usually popped up several years apart. The Wizarding World of Harry Potter and LEGOLAND Florida are hitting central Florida in back-to-back years. Tourists who hit Orlando once every few years will have surprisingly long checklists of non-Disney things to do in two years.
Disney can no longer rest on its laurels, and its planned improvements may not be aggressive enough.