Direct Sales Feb 2025

[Sandisw]

https://dvcnews.com/dvc-program-men...ary-for-dvc-sales-despite-month-to-month-slip

Looks like buyers are closer to being evenly split right now between PVB and RIV.

Poor CFW.

 

[VGCgroupie]

For a second I thought CFW outsold VDH and was like Then I realized VDH wasnt accounted for here.

 

[maui22]

https://dvcnews.com/dvc-program-men...ary-for-dvc-sales-despite-month-to-month-slip

Looks like buyers are closer to being evenly split right now between PVB and RIV.

Poor CFW.

Feb 11 price hike wouldn't impact county February deed data much. May actually have resulted in an increase for Feb and early March data as people bought before the increase.

Through the first 18 days of March, number are very similar to the data for Feb (through the 18th) for PVB.

CFW March data (through the 18th) is slower than it was in February, but I think that's because of delayed closings from December sales for CFW.

Going to be interesting to see how things finish March and then April data. That may reflect more of the post Feb 11 price hike and the stock market correction.

 

[maui22]

With PVB having limited dedicated 2BRs, might we be seeing people who want 2BRs buying RVA?

RVA = 187.2
PVB = 158.5

 

[Girlstar30]

https://dvcnews.com/dvc-program-men...ary-for-dvc-sales-despite-month-to-month-slip

Looks like buyers are closer to being evenly split right now between PVB and RIV.

Poor CFW.

Thanks for posting this, I've been waiting to see how price hike has affected sales, but looks like I won't fully know until the next one! Still makes me happy though to see Riv isn't in danger of being sold out yet, don't want to take the plunge until there's hopefully better incentives

 

[hhisc16]

Still surprised at the 2042 direct sales.
BCV,BRV,BWV,HHI,VB

 

[AstroBlasters]

So, Poly outsold RIV even with the higher RIV incentives…. and people are buying small VGF contracts again.

 

[VGCgroupie]

So, Poly outsold RIV even with the higher RIV incentives…. and people are buying small VGF contracts again.

Restrictions. Will DVD realize this and care? Probably not.

 

[Tatebeck]

Yeah I am surprised Riviera is selling as well as it is compared to Poly right now. With the restrictions, built up demand for Poly since it is the newest thing, and the fact that they were just selling RIV points with promos that made it about $25 cheaper per point than it is right now late last year

 

[Girlstar30]

Yeah I am surprised Riviera is selling as well as it is compared to Poly right now. With the restrictions, built up demand for Poly since it is the newest thing, and the fact that they were just selling RIV points with promos that made it about $25 cheaper per point than it is right now late last year

They would sell out much quicker if they'd lower the price

 

[pzw90]

They would sell out much quicker if they'd lower the price

Absolutely would. Simple economics.

But do they want to?
Unsold points/rooms are cash booking income.
Higher prices lead to the principle on the loans to be higher, resulting in higher interest payments (feel like the average consumer they snatch at a booth or in the park would go this route).
Higher $/p results in maybe a smaller sized buy-in, then you realize it’s not enough points, and add-on-itis hits, then you’ve got the sunk cost of the initial contract so you buy more.
The next big resort isn’t until 2027, want to space the sales out until then.

 

[maui22]

Quick check of occompt website using the advanced search makes me think March is going to show a bigger difference in resort sales.

February - notice this search comes very close to Wil's data that shows RIV and PVB selling similar points.

• 2/1/25-2/28/25 with the Document type set to Deed, Either Party set to Disney, and Legal Remarks set to Riviera shows 388 deeds. (Slightly higher than Wil's data, but it's probably 3 deeds coming back to Disney ownership).
• 2/1/25-2/28/25 same info, but Legal Remarks set to Polynesian shows 503 deeds. Again, close to Wil's data.

Compare March 1-20 (wider gap)

• 3/1/25-3/20/25 with the Document type set to Deed, Either Party set to Disney, and Legal Remarks set to Riviera shows 224 deeds.
• 3/1/25-3/20/25 same info, but Legal Remarks set to Polynesian shows 372 deeds.

Divide by 20 days of data then multiply by 31
Riviera is on pace for 347.2 deeds
PVB is on pace for 576.6 deeds

It's possible RIV data for rest of March will be better than PVB, but right now something seems to have happened compared to February.

 

[Sandisw]

Restrictions. Will DVD realize this and care? Probably not.

I’m not sure a 6k to 7k difference is enough for DVD that restrictions are a problem for RIV sales.

PVB is PVB…just like VGF is VGF…and do you really believe that those buying those two resorts did so just because they lacked restrictions?

Or, is it because they are MK resorts worth paying extra for? Maybe Lack of restrictions could be seen as a bonus for those that would buy PVN anyway?

Looking at average, PVB tower is averaging about 10k more a month since sales started than RIV since it did…it will be interesting to see what happens when we get to a year in

So far, I think RIV has done well enough from DVDs perspective to support the model of restrictions.

 

[BrianLo]

I’m surprised at the narrative still being clung to here with what we are blantantly looking at.

The sales pace of RIV at this similar juncture was an average of 110k per month, versus Poly’s current 78k.

Restrictions drive direct purchases and drive down the perceived value of the resale market. It’s the whole rationale behind it.

As is they are essentially on par already while PIT is barely 3 months old (and gorgeous! and overpriced!)

 

[Girlstar30]

There's good and bad to everything. Yes Riv has restrictions, but PIT has a really high point chart among other things people might not like (same with Riv)... so then it goes back to where people actually want to stay and both are really nice so for me personally it goes back to buy where you want to stay between these two

 

[Sandisw]

There's good and bad to everything. Yes Riv has restrictions, but PIT has a really high point chart among other things people might not like (same with Riv)... so then it goes back to where people actually want to stay and both are really nice so for me personally it goes back to buy where you want to stay between these two

I think that is what we have to keep in mind that there are a lot of variables that make someone choose.

Restrictions are simply one of them…and I’d bet a lot of money that DVDs went in expecting that they would have some impact on sales…but believed in the long term, it would balance out.

Now, we can definitely see the impact on resale, now that it’s been selling for so long and more contracts have hit the market .

But, that was the whole point…make the product in the resale market less valuable to move the needle direct. And, once it’s sold out, and people want it, you may see them do what these people paying direct prices for the 2042, VGf, etc.

 

[Girlstar30]

I think that is what we have to keep in mind that there are a lot of variables that make someone choose.

Restrictions are simply one of them…and I’d bet a lot of money that DVDs went in expecting that they would have some impact on sales…but believed in the long term, it would balance out.

Now, we can definitely see the impact on resale, now that it’s been selling for so long and more contracts have hit the market .

But, that was the whole point…make the product in the resale market less valuable to move the needle direct. And, once it’s sold out, and people want it, you may see them do what these people paying direct prices for the 2042, VGf, etc.

I would sell every other contract i have before the one that has restrictions, if other people think like this that could make the resale price go up as well, but I already argued this to death in another thread

 

[AstroBlasters]

I would sell every other contract i have before the one that has restrictions, if other people think like this that could make the resale price go up as well, but I already argued this to death in another thread

It a very nice Caribbean Beach area resort surrounded by other Moderates….

 

[Girlstar30]

It a very nice Caribbean Beach area resort surrounded by other Moderates….

Speaking of, what are the chances I can pool hop into that carribbean beach pool

 

[atthebeachclub]

Speaking of, what are the chances I can pool hop into that carribbean beach pool

Zero….I’ve heard CB has a great pool! And they guard it somewhat!