News and notes from around the interweb:
- Disney theme park cost increases are pricing out many families. There’s enough demand that Disney can increase theme park revenue this way. The risk, though, is that they could damage their broader ecosystem of films and toys and streaming content in the process (make more money on the parks, but turn off people from Disney generally in the process).
“I think Disney’s worst nightmare is if Walt Disney World isn’t considered an aspirational destination for most Americans, but if it’s instead viewed as Ibiza — something that rich people go to,” Testa said
- The fleet development manager for Ukranian charter carrier Windrose has had to escape from Russian forces – twice.
- American AAdvantage sent out an email to co-brand cardholders touting card benefits (such as they are) but leading with Mastercard Priceless Experiences. These are under-touted, and most people never look for them. You’d have to go to a site, sift them, and find the thing that happens to appeal to you in a city you happen to be going when you’re going there.
Cardmember data and ticket data should tell them where you’re going to be and when. And spend data should tell them what you’re likely to be interested in so they can push opportunities to you. I was mildly impressed that they at least led with an opportunity at a restaurant in my home town!
The lead item isn’t actionable. It says ‘check back’ but doesn’t tell me where to check (a future email?) or when to check or when the event will be. If this interests me (and it potentially does – Uchiko is broadly overrated, but it’s also the first meal I ever ate in Austin, a dinner with Summer Hull and her husband) I don’t know what to do with this interest and there’s a reasonable chance I’ll miss out, either because I’ll miss the followup or because the opportunity will be gone when it comes.
- Visa and Mastercard are increasing merchant swipe fees next month a move first announced for April 2020 but put off due to the pandemic. Most coverage misses that the increase is largely for accepting non-rewards cards – so much for non-rewards customers subsidizing rewards – and that small merchants (under $250,000 a year in volume) will see lower fees. Many of the largest merchants have directly negotiated rates as well.
- Avianca confirmed order for 88 Airbus A320neos with options for 50 more to be delivered between 2025 and 2031.