Disney's Long Term DVC Strategy

[Sandisw]

Not in favor of giving non home resort direct purchasers priority booking over non home resort resale owners. You’ve created a delta between resale and direct with everything you’ve already done and sufficiently differentiated the two products. Congrats. Do you really need to do more to diminish resale? It’s like stomping on an animal once it’s already dead. Enough already! Eventually you tank the resale product so much you can’t help but realize they really clobbered their direct buyer by making sure they take an absolute bath when they need to sell.

If they decide to continue with a trust model, and put every resort in their own RTU planc they can create that type of booking situation fairly easily

You have a home resort; priority booking at other trust properties and then trading via BVTC for the rest.

But, I’m not sure whether they woood do that are not.