I'm with you a little bit. It does seem counter-intuitive to a good business plan. However, perhaps they are thinking they'll get more of these off-site guests to spend more time at WDW instead of the other things Orlando has to offer. I don't know. I say it's a gamble for them.
Disney does NOTHING unless there is cash involved, one way or another.
There could be many reasons for why they are doing this but guarantee it's all about income.
Just a few thoughts .... possibilities.
- EMH offer is only until Dec 2018, is this possibly temporary during the construction.
- Reduced inventory due to construction/renovation at CSR, CBR, POP .... guests are moving OFFsite.
- Disney has no interest in expanding the moderate/value level of hotels. DS does that for them.
- Gondola, room upgrades, towers .......... possible big uptick in resort rates, preparing for how to keep those guests fully engaged.
- Whenever guests stay offsite the rest of Orlando potentially calls their name and money, especially dining.
- For Disney to keep your money they need to keep you at properties with Disney commit.
- Disney Springs is hurting, some shop turnover, never issues with ADRs or Walk-up at most restaurants, DS hotels are walking distance.
- Disney negotiated kickbacks from these resorts for this perk, maybe they are having trouble filling up.
- Disney packages can be booked at these hotels .... Dining Plan ... brings money into restaurants.
- I still haven't seen anything that says FP+ is available for room only guests. Their own statement says packages. We do know that stays can be booked via travel agents. If packages are required, that changes the control Disney will have over the room rates.
- Probably more that it's just too early to think about.
This could be just the beginning ... of Disney weaving themselves with off property hotels. Why? Universal is on their heels. Another hotel coming online, the announcement of hotel complex coming to Wet & Wild property and the HUGE property they have bought that is likely several new parks and hotel complex. All these properties are spitting distance to International Drive which is also getting new additions all the time. They build faster than Disney and these new parks could be more attractive to young families depending on what they built. They are on Disney's heals so Disney needs to start partnering with other off property businesses to find ways to get more of the guests money.