I'm thinking that there was too long an interval with Iger in charge. It got to the point where the Disney Parks are being hollowed out to support everything else, primarily the stock price (and thus the ever increasing executive bonuses) and Iger's "legacy" with Shanghai and turning the company into a media giant with acquisition after overpriced acquisition.
The domestic parks and especially WDW paid a heavy price for that with not much in return. When the stock price wasn't hitting it's target, the food prices along with many other things were increased to prop up that bottom line, which went hand in hand with a ton of stuff disappearing.
This transportation standoff with Mears is the ultimate in hubris on Disney's part. Disney has pulled something that the guests have found that they are unwilling to live without. I doubt that Disney, who outsources as much as they can, is willing to take on the Magical express service themselves, and, commensurate with that, any luggage delivery service that the guests have come to expect. (I'm fairly certain that Luggage service is not Mears and is outsourced as well).
I'd bet that these things will return as Ala (luggage*) cart (*pun) options at some ridiculously high price, which will simply be Disney taking the lion's share of the pricing and poorly paying the lowest bidder stupid enough to subcontract with them.
I think that this is the Disney 'wave of the future' under Bean Counter Chapek. Charge premium prices for inferior, subcontracted out crap, all while more and more beloved Disney essence is obliterated.
I think the backlash will be there. Remember, a Disney Parks vacation involves a significant amount of time standing in long lines, in the Florida heat and humidity, while significantly over paying for every aspect of that experience. I'm not seeing too many 1st timers that are clamoring to do that in the absence of a Frozen type blockbuster that their kids have fallen for.
Disney has constantly been poking the bear regarding it's park loyalists and that demographic has had just about enough of the ever upwards price increases and the disappearance of this or that.
The quality, which loyalists are acutely aware of, has also taken a noticeable dive. Rides break down frequently. Staffing has been reduced leading to longer waits. You get the joy of experiencing all that at premium prices.
I really think that this direction is a serious miscalculation on the part of Disney management. I'm just wondering which one of these many miscalculations is going to be the one that breaks the camel's back. The economy is going to take a long time to recover. Covid is continuing to be a bumpy road. Disney is not the value it used to be. Prices are too high already and getting higher.
This will not end well and management is placing their bets on a lame horse.
~NM