DVCNews article on August 2025 Direct Sales

[maui22]

https://dvcnews.com/dvc-program-men...es-help-boost-dvc-direct-sales-in-august-2025

 

[DisnEElove]

Last Look for Riviera! The Poly tower selling through by mid 2028 is fast, but not as fast as I originally thought it would go.

 

[disneylandtour]

I'd say the prices on the Cabins were decent for Welcome Home Weeks. But it seems nothing it going to move the needle on Cabin sales. Also, I can't imagine that a sell-out date of summer 2028 is what DVD was hoping for with Poly Tower. It'll be interesting to see what the next round of incentives are, especially as I think the current political problems (concerning Kimmel) are going to cause lower engagement with (and purchasing from) Disney overall in the months ahead.

 

[DisnEElove]

I'd say the prices on the Cabins were decent for Welcome Home Weeks. But it seems nothing it going to move the needle on Cabin sales. Also, I can't imagine that a sell-out date of summer 2028 is what DVD was hoping for with Poly Tower. It'll be interesting to see what the next round of incentives are, especially as I think the current political problems (concerning Kimmel) are going to cause lower engagement with (and purchasing from) Disney overall in the months ahead.

I was thinking Poly would be wrapping up around 2027 so the focus could be on LSL and they could make another resort opening announcement around 2028. It's definitely time to ramp up the incentives there. I'm on the cusp of adding on right now, but was really looking for a little bit more...Bring back the easy developer credit for $1k -$1.5k on top of something like the $500 Disney+ credit. IDK. The welcome weeks incentives are a good start though.

 

[BayTower2010]

Big news to me is Riviera is selling at a rate that will have it sold out by the time the new resort will be ready for sale. Do not believe the Kimmel thing will have any impact on DVC sales. He just was not that popular, TV ratings of 0.16. In a couple of months this will be a forgotten story.

 

[maui22]

2025 sales data by month using @wdrl articles.

• January 192,850
• February 171,508
• March 180,168
• April 139,116
• May 132,919
• June 137,275
• July 144,781
• August 169,535

Puts it on pace for 1,902,228 points sold.
That’s below the previous three years.

 

[atthebeachclub]

Big news to me is Riviera is selling at a rate that will have it sold out by the time the new resort will be ready for sale. Do not believe the Kimmel thing will have any impact on DVC sales. He just was not that popular, TV ratings of 0.16. In a couple of months this will be a forgotten story.

It's going to be interesting to see what effects recent changes have on DVC. There's been a lot going on; some involving Disney and some not involving Disney but just involving Florida, and I'm wondering if it is affecting DVC sales or not.

 

[Mouseforward]

I think they are finding the price points that will drive sales for RIV and PIT . We should see a strong September as well with the welcome home deals. The cabins are showing that they will have to do more than just lower the price of the points.

I also do not think external Florida factors affect DVC purchases to any real extent. It seems to be affecting home sales which makes more sense since you are actually affected as a resident , unlike as a Disney Bubble visitor.

 

[Sandisw]

Let’s be sure that posts don’t go down the rabbit hole of controversial topics, politics, etc.

I think the increase of RUv and VDH given the increased incentives IMO supports that when DVD finds a good price points, people will consider the resort.

PVB seems to be staying steady in terms of sales.

 

[hhisc16]

Still a surprise for 2042s and also with akv in 4th place this month.
Was there an incentive for akv?

 

[hhisc16]

Was august the first month of 25 point add ons for all resorts?

 

[maui22]

Based on data 9/1-9/24 (9/23 and 9/24 are not proofed by comptroller. if they find they incorrectly entered some DVD deeds for those dates, numbers could increase).

I used the numbers for the past Thursday, Friday, Monday-today (Wednesday). For September…
These may be wildly off because data varies significantly week-week, day to day, etc.

Looks like RIV will be around 65k (Already at 52,467).
Looks like PVB will be around 80k (Already at 63,615)
Looks like CFW will exceed 14k for another best month. (Already at 11,170)

 

[Kenito]

How many CFW points need to be sold before declaration #2?

 

[Sandisw]

How many CFW points need to be sold before declaration #2?

They have already done a second one. The first was 30 cabins and the others was 33..

Total points assigned to those is around 447k…so I think it will be quite a bit before we see more.

 

[DanCali]

I was thinking Poly would be wrapping up around 2027 so the focus could be on LSL and they could make another resort opening announcement around 2028. It's definitely time to ramp up the incentives there. I'm on the cusp of adding on right now, but was really looking for a little bit more...Bring back the easy developer credit for $1k -$1.5k on top of something like the $500 Disney+ credit. IDK. The welcome weeks incentives are a good start though.

I think they need to around $200/pt (before MB), or just below that, for the sales to increase to over 100K points per month. When they start at $235, that's pretty hard.... You're just selling to the least price sensitive crowd and can only reach so many of them in a given month.

All the pricing they had since they launched PIT sales almost 1 year ago has been rearranging the deck chairs without much actual price improvement. Started at $225 with no MB, then up to $235 with MB, adding one incentive but removing another and so on...

If I can get it at around $180 after MB (similar to RIV pricing), I'd definitely consider adding some PIT even though adding on is absolutely not in the plans right now!

Lastly, it's worth pointing out that PIT prices are about 10% higher than RIV, but PIT is still selling 30% more points per month... Restrictions do matter (a lot) even when it comes to how much pricing power the developer has. It's hard to see how developer prices can continue to increase in a world where DVD sells only restricted resorts that continually depreciate on the resale market...

 

[DisnEElove]

Lastly, it's worth pointing out that PIT prices are about 10% higher than RIV, but PIT is still selling 30% more points per month... Restrictions do matter (a lot) even when it comes to how much pricing power the developer has. It's hard to see how developer prices can continue to increase in a world where DVD sells only restricted resorts that continually depreciate on the resale market...

I just signed a contract at POLY, and there's a good number of people like me who aren't really thinking about restrictions as much as just wanting to own where we'd really want to stay. Our guide a couple of years back tried to entice us over to RIV with the great pricing incentives, but I really didn't hesitate to decide upon GFV - it was where I knew I'd be happy to stay year after year.

I think resorts with restrictions will be great ways for price-conscious buyers to get introduced to the world of DVC; and maybe Disney is banking on the addonitis bug to influence those buyers to buy later at a different restricted resort, or buy direct into the palmetto trust.