Direct DVC September Sales

[Girlstar30]

Amazing thank you

Youre welcome!

 

[HyperspaceMountainPilot]

Amazing thank you

Another thing I would add is that you can get really good Indian food on special request (no charge) and if you tell your server day 1 you like it, they’ll come chat with you about arranging it—I would assume the vast majority of those options can be done vegetarian and hopefully vegan.

 

[VGCgroupie]

Another thing I would add is that you can get really good Indian food on special request (no charge) and if you tell your server day 1 you like it, they’ll come chat with you about arranging it—I would assume the vast majority of those options can be done vegetarian and hopefully vegan.

Thanks! Indian food is often vegan without even getting any modifications done.

 

[VGCgroupie]

I mean people were on here saying there were hotel deals so people clearly weren't spending on Disney vacations due to current climate politically/economically. Then the earnings report came out and Disney was doing just fine. Then more people came on here and said that the parks were slow so that means they would for sure increase incentives Oct 1 because nobody was buying into DVC. That didn't happen and to top that off parks were in the news for having reached capacity in a way that hadn't been seen before or in recent times. Now we see DVC sales trending up across the last 4 months. I think many think they know how the economy is impacting people but they dont actually know as seen by park attendance and these sales reports.

Just replying to myself to share this info.

https://www.wdwinfo.com/news-stories/disney-parks-post-record-10b-profit-in-2025/

 

[HyperspaceMountainPilot]

Just replying to myself to share this info.

https://www.wdwinfo.com/news-stories/disney-parks-post-record-10b-profit-in-2025/View attachment 1024330

Parks Attendance & Guest Spending​

Despite record profitability, overall attendance at Disney’s domestic theme parks was down 1% in 2025 compared to a 1% increase in 2024, proving flat visitation trends over the past two years.

International attendance, however, continued to grow with a 1% in 2025 following a 9% increase in 2024, driven by strong demand in Asia and Europe.


While attendance dipped slightly, guest spending continues to rise, allowing Disney to achieve higher income with fewer visitors. Domestically, per-guest spending increased 5% year-over-year, up from a 3% gain in 2024, fueled by regularly increased prices on tickets, parking, dining, and merchandise. Internationally, per-capita spending grew 2%, following a 4% increase the previous year.

 

[VGCgroupie]

Parks Attendance & Guest Spending​

Despite record profitability, overall attendance at Disney’s domestic theme parks was down 1% in 2025 compared to a 1% increase in 2024, proving flat visitation trends over the past two years.

International attendance, however, continued to grow with a 1% in 2025 following a 9% increase in 2024, driven by strong demand in Asia and Europe.


While attendance dipped slightly, guest spending continues to rise, allowing Disney to achieve higher income with fewer visitors. Domestically, per-guest spending increased 5% year-over-year, up from a 3% gain in 2024, fueled by regularly increased prices on tickets, parking, dining, and merchandise. Internationally, per-capita spending grew 2%, following a 4% increase the previous year.

Just saying Disney isn’t hurting. Many here speculate that they are and using that as way to a predict future incentives. Attendance being down 1% isn’t really what people were saying was happening when they posted “the park was empty so I see big incentives coming next round” also many speculated international travel would effect Disney in a big way and that would lead to incentives. That didn’t happen either.

 

[Brian Noble]

Fewer people at higher collective spending (and profit) is pretty much the optimal outcome.

 

[Sandisw]

Fewer people at higher collective spending (and profit) is pretty much the optimal outcome.

Not to mention that those that were there may have enjoyed a better experience which fueled a bit more spending!

 

[HyperspaceMountainPilot]

Fewer people at higher collective spending (and profit) is pretty much the optimal outcome.

I agree that it’s ideal for Disney and the higher spending guests…but I’m not as convinced that the median time share buyer (even DVC timeshare buyer) is far enough up the economic ladder to be doing great in a “K-shaped economy” or at least well enough they want to spend $40k to get direct points…so far the sales have been modest, so Disney feels better about their consumers than I do!

@VGCgroupie I will concede that the attendance dropoff of 1% is much lower than I anticipated and Disney has done better than I predicted overall —but foreign tourism is actually down significantly more than that.

My theory after reading earnings is that Disney actually did have to make much heavier discounts to get a lot of people to the resort, BUT it offset that by charging them more for (basically everything) once they arrived, and they also targeted their higher spending guests with LLPP for the first time… also, LLSP seem be selling out days in advance every day for Tron and Cosmic Rewind when I was there for a week in August.

Overall, about the same number of people came, everything got more expensive overall, the people in the top 10-25% had a lot more stuff they could spend more on, and there was probably more aggressive discounting in the bottom 10-25% of guest demographics to get attendance roughly flat with 2024.

 

[Brian Noble]

By “ideal” I meant “for the Parks division”. It may or may not also be good for DVC.

so far the sales have been modest, so Disney feels better about their consumers than I do!

By “sales” you mean incentives, tight?

Because the pace at which they are selling points seems to be just fine though I haven’t done the YoY comparison to be sure. So evidently there are still enough people willing to spend low- to mid-five figures on a timeshare.

 

[HyperspaceMountainPilot]

By “ideal” I meant “for the Parks division”. It may or may not also be good for DVC.

By “sales” you mean incentives, tight?

Yes, by sales I mean incentives, could definitely have been clearer.

 

[Girlstar30]

I just read an article where the CFO was talking about dynamic ticketing pricing which is coming in the near future and he literally said they were targeting higher income people at their parks and that those people were doing pretty well.

They are not hurting and are pretty blatant about the fact that their target audience is the ones that have $$$ lol. And im sure well aware that the ones that dont have the $$$ will go into debt to be there.