I've posted this elsewhere.. but I think this answers the OP's question pretty resoundingly..
WDW Resort attendance which is usually at LEAST around 87% for the first three weeks of July (and sometimes in the 92-95% range.. ) ... is hovering around 65% occupancy for the first three weeks of July.
Normally certain resorts are sold out this time of year and for the past three weeks, they haven't even been using all the available buildings .. Now the sources I have who are very well placed to know these numbers do indicate that the attendance picks up a bit next week.. but still doesn't crack the 80% occupancy level.
For this time of year.. that's bad... bordering on disastrous. June & July are Disney's 'bread and butter' months to a large degree and the guests are just not there.
And when you add to that significant drop in attendance, Disney is paying almost TWICE as much in fuel costs to run all those DME buses, almost twice to run the intra-park/resort buses, almost twice to run the parking lot trams ... than they were in August of 2007.
Then.. factor in that the costs for raw ingredients for the restaurants have been on a steady climb, fed mostly by increased transportation costs; and resort laundry and other areas of the parks are facing increased energy usage costs.
Disney got slammed in 2008 with all the increased costs that are directly attributable to the price of oil.. and no way to recoup those hard costs beyond raising
stroller rentals and the 'holiday' dining surcharge.
And remember that a 22% to 30% drop in resort bookings can mean a MUCH larger drop in park purchases and food bills ... in part because those who do bother to make the trip are much most price sensitive and consider carefully every expenditure; often forgoing a TS meal or a souvenir that they might have otherwise bought if their own personal budget wasn't also under many of the same strains as above.
Just something to think about... especially as we near August 1st and what is very likely to be a major ticket structure realignment.. and yes, at the very least.. probably a price increase for comparable entitlements...
To sum up - Yeah, it's affecting Disney big time.
Knox