Possible scenario
Demand Elasticity Returns
25% Chance
The price increase proves harder to pass through as middle-income households cut back on expensive vacations. Disney sees weaker shoulder-season booking trends and responds with promotions, resident offers, or more aggressive bundling.
Secondary impacts
- Consumer Services -0.3%
Tickers
- DIS-1.9%
- PRKS-0.4%
- CMCSA-0.2%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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