I'm curious what percentage of excess guests actually are "stacked" AU users. I can't imagine it being significant by the numbers, but it should definitely help crowding before it hurts it.
About 4/5 times of my previous lounge visits, my SO had a bagel and a coffee. I enjoy my meal and cocktail, but it wouldn't be the end of the world if I cut out the cocktail. These lounges are becoming more and more expensive and mediocre to enjoy "free" stuff.
Also with this cut, they cut one of the best entertainment credits (at least IMO) with Audible.