Absolutely true. Disney is distinctly average as a hotelier. Hotels are not Disney's core business--even in the Parks and Experiences segment. Viewed strictly as hotels, they are a notch or two below a better business-class brand (e.g. Westin) but above the leisure midscale brands of e.g. Holiday Inn.
Many people point to Disney's "service." In my experience they are very good at smiling and doing routine things mostly correctly, but as soon as you have to go off-script, things can get difficult in a hurry. The person checking me in at the Westin might not put on the saccharine smile, but if something is wrong with the room or the reservation it gets fixed and fixed quickly.
And that's without even considering what a truly service-oriented property can do. I had a taxi drop me off at the Four Seasons in DC, where the bellman opened the door and welcomed me by name. To this day, I am not entirely sure how he did it.
Lowes, on the other hand, is a hotel company*. That's what they do. Perhaps more importantly they are an upscale brand, so their "value" properties look more like the better ones than the other way around.
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Technically, the hotel business is part of a larger conglomerate, but it is structured as a subsidiary, not a unit within a larger corporate structure.