If they’re breaking even (or doing a bit better than that) with their current staffing levels, then I bet we’ll continue to see lots of extra CMs for the foreseeable future.
Someone just asked if the reason for less-than-expected WDW revenue is because demand for the parks wasn't where they thought it would be.
Chapek said this is a highly uncertain time and they could tell from reservations that they had ample demand 6 weeks before reopening WDW to go above the social distancing guidelines. When COVID numbers in FL started going up, long distance travelers were scared off. 50% of their guest base currently is traveling in from out of state but 50% is local/in-state. He did say they've had high numbers of cancellations because of the increase in FL COVID cases, and they're yielding their daily park availability to try to accommodate that.
They're happy with their current positive net contribution.
Christine clarified that they are generating revenue that exceeds variable costs, though it is to a lesser extent than previously anticipated directly because of the current COVID situation in Florida. As that abates, they expect demand to pick up. While demand is not currently where they expected, it's enough to achieve positive contribution. They're confident demand will go up when FL cases decline.