Really good question!!!!!
In Tacoma, the original Tacoma guitars were finished in poly, but they introduced lacquer when Guild was brought in. They had some issues getting that right, as I recall, since they didn't have a lot of experience with lacquer.
In NH, at the first LMG, Frank Untermyer rolled up on his bicycle on Saturday as we were having a small cookout with Graham, Carl, and a few others of us who stuck around, and Frank asked us straight up if we thought that lacquer was a required part of the Traditional series guitars. I think we had some mixed answers to that question. Here we are telling the GM how to build our guitars??
Ultimately, the Traditional series was not mucked with at all and always took a long time to get through the finish process. I think this has always been a sore point for folks who want to introduce more efficiency in the process. Then, a couple of years in, the Standard series was a bit of an experiment to speed things up... Stil a lacquer finish, but some synthetic filler was used in the process which reduced curing time. Also, add to this that Standard series necks and bodies were finished separately, and I think they cut the time down rather significantly (compared with the Tradiitonal series). Those Traditionals always took a long time to get through finish.
Cordova may have to change the finishing process for Guilds, but Ren is a pretty old-school guy. I wonder what'll happen. If they go poly, I guarantee you Ren Ferguson will make sure it's the thinnest, least impacting finish you ever saw!