Disney's Long Term DVC Strategy

[Disneydad14]

Perhaps better than others but look how far riveria has already fallen and it’s practically brand new and a well like resort.

I think it was a missed opportunity for the dvc community to push back against what could be a existential threat to the overall product that we all
Love.

 

[AstroBlasters]

DVC’s long term strategy- Make goal this quarter to hit bonus and incentive share targets. Repeat next quarter.

 

[TheDailyMoo]

I personally hope Disney differentiates even harder so I can keep racking up resale points as cheap as possible. Give me 2042 resorts as close to zero as possible and I'll be a happy camper just paying dues for the next 17 years and staying on a ton of points. That's a pipe dream of course there's no chance of prices dropping out like that (although I'm looking at you VB). Many buyers understand the game DVC is playing and have to be ok trading away perks in order to maximize points per dollar spent. If perks are important you pony up the direct pricing. If you want to or need to save money then you go resale. Or a hybrid. But no matter the choice DVC has clearly laid out the rules of their game and we have to abide by them if we want to play...and let's be frank...this game is fun to play!

 

[HyperspaceMountainPilot]

So many interesting points raised on this thread— but one thing I haven’t seen yet is how Disney continuing to build out *DVC capacity* much faster than it’s building out park capacity — yes, there are a lot of us Disney diehards—but are there enough to absorb another thousand units every few years? I think this is where Disney may be wiser to keep resale members (and mixed members) feeling appreciated, especially if it costs them nothing and they may even profit. @DonkeyHoTay gave a great example of MMB— I seriously doubt it costs Disney money, like yes, they are selling points a bit cheaper but they are also getting more people to visit more, and buy more of the park tickets, or perhaps plan extra trips to enjoy memory maker, etc. Offering MMB (and lounge access on slower period times?) for a higher premium might be a win-win, or perhaps letting them buy up to 40 premium OTUP to spend a night or two checking out RIV or VDH in hopes they might buy there?

We started as Y card owners (200 points) and then realized it was “just a bit more” to buy sorcerers passes instead of 4 day tickets, then we had passes and decided we needed more points because we couldn’t stretch 200 points to 2 full trips, and then suddenly we owned another 125 resale points, before scooping up another 150 VGF during their big close out blow out. I absolutely think they could do something to target resale owners with a good values that feels like rewarding loyalty but actually helps them get people in parks/resorts at slower periods.

I think the best part is being able to book at 11 months and the ability to switch out at 7 if you want to. Knowing where you will be gives you the ability to tailor make each trip. We've stayed at most of the DVC resorts and enjoyed all of them. The ease of selling and high resale gives peace of mind IMO.

It’s funny because we all think about our own situation and forget there are many different types of buyers DVC needs to attract if they’re going to keep putting up towers every few years— for our family, needing to know when we will travel 9-11mo out is a significant headache. We would own much more VGC, and maybe even VDH, if we felt that we had any chance of getting in 8 weeks out— instead, we own about 1/3 the points we actually want on the assumption we have to guess, only book during the first 3/4 of the UY, and then cancel and bank if plans fall through.

I do think one thing almost all of us have in common is finding the 7mo switch out if you want to be very valuable— I’m still concerned that locking a significant percentage of points into home resorts is going to make it much harder to trade in— probably not for the first 10 years a restricted resort goes on sale, but increasingly as time goes on and more resorts are restricted.

We own at BCV and I’m interested in buying what comes next (even though we will be senior citizens by the time BCV is gone)— but I would be reluctant to buy a large contract that will outlive me by decades if I’m not confident the resale market stays healthy enough for my kids to easily discard it if they want to.