Disney to sell their DVC unit?

[Brianstl]

According to the last latest Disney Dish show it is being explored.

 

[Sandisw]

Well that’s an interesting development if true. And is it DVCMC or DVD?

 

[AvidDisReader]

If true, that would really put a whole different spin on what will happen when the 2042 contracts expire.

 

[Prince John Robin Hood]

I'd be curious to hear that plan. Would they be looking to turn it over to another timeshare company? I just find it difficult to wrap my head around with so many DVC resorts sharing buildings with the hotels.

 

[hayesdvc]

I found the talk fascinating. Appears Bob Capek is truly large and in charge…… sports betting is coming. How long will it be before you will be able to gamble with the Mouse as you cruise?

 

[RoseGold]

I could actually feel my heartrate increase as I listened to this.

Not gonna lie, this does have me thinking about selling at these crazy high rates. If I wanted major hotel timeshare points, I would have bought those. I'm scared for resale value.

This rumor is a good cure for addonitis!

 

[kilik64]

Anyone got a timestamp of when that part starts? Dont care to listen to whole hour to find it lol

 

[Debbru]

Can anyone provide a link to this show. Can’t find it anywhere. TY

 

[kilik64]

Can anyone provide a link to this show. Can’t find it anywhere. TY

Did you google disney dish? its a podcast, comes up on apple and other networks.

 

[RoseGold]

Anyone got a timestamp of when that part starts? Dont care to listen to whole hour to find it lol

It's towards the end. It should be pretty obvious if they are talking about food or DVC.

 

[Brianstl]

Did you google disney dish? its a podcast, comes up on apple and other networks.

About the 51 minute mark.

 

[kilik64]

It's towards the end. It should be pretty obvious if they are talking about food or DVC.

Thanks, starts around 16 mins left mark for anyone else wondering.

 

[parmley88]

How reliable is this podcast? I've never heard of them before.

 

[Brianstl]

How reliable is this podcast? I've never heard of them before.

It is usually among the most reliable. Also, it wasn't claimed that this is going to happen. Just that it was something that is being talked about.

 

[Prince John Robin Hood]

I found and listened as well. Just speculation and it seems highly unlikely they would sell and integrate with another Timeshare company. Branding is very important and having Hilton or Marriott running things isn't ideal long term.

 

[RoseGold]

Branding is very important and having Hilton or Marriott running things isn't ideal long term.

Wait for three hours for someone to answer the phone and tell me DVC cares about branding. Hit those dwarves again and think about how that website is doing for the branding. Check out that sweet $0 Incredipass discount and tell me they care about DVC. I got quoted 7 days to combine reservations.

This rumor makes sense to me in the context of DVC's obvious service decline and complete gutting of things like TOTW and Moonlight Magic.

Marriott runs the Swolphin and a massive timeshare operation. I'm sure they could figure out how to make a website, hire someone to answer the phone and the emails, and run DVC better than the current level. The suggestion was not even that it would be permanent, just a temporary handover. That makes me even more nervous about the value of my contracts.

 

[kilik64]

Ehhh it seems pretty specious to me. The main reason they give for selling it is the glut of banked points? Thats an issue sure, but an insurmountable one to where you'd want to sell the division I dont think.

Unless you're Bob2 and want to have cash to buy a sports betting outfit for the synergies that provides with ESPN, but really I dont think Disney would need to drum up that much cash to do that deal, sports betting is still in its infancy for being legal in more and more states, surely an all stock deal would get that done without the need for any actual cash to change hands.

 

[buzzrelly]

I just listened to the show and came here to see what people were thinking about.

This rumor is a good cure for addonitis!

That was my thought too!

 

[hhisc16]

This rumor makes me worry about resale value and the future of DVC.

 

[RoseGold]

Ehhh it seems pretty specious to me. The main reason they give for selling it is the glut of banked points? Thats an issue sure, but an insurmountable one to where you'd want to sell the division I dont think.

Yes, I disagreed with their analysis of the banked points, who cares, and also the argument that there is a ceiling on buyers. Resale shows that isn't what is happening right now at all.

But I did find the other arguments more compelling about the overall corporate finances and DVC's recent behavior and income streams.

I would feel a lot better if Reflections 2026 was announced. There's a reason nothing is announced beyond the small VGF building plan.