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.

 

[DanCali]

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.

Some people don't care about the restrictions and will buy RIV or Poly because that's where they want to stay year after year.

However, I would then ask those with existing DVC-Y status (since it sounds you are already DVC-Y due to a prior VGF direct purchase) - why buy anything direct going forward? If you just want points to stay at that one resort year after year after year, then just buy PVB resale (which actually gives you access to 14 resorts) or even RIV resale (and save 50% vs direct) if that's where your heart was.

Regardless of that, there seems to be not an insignificant group of (potential) direct buyers who care about resale values. They may buy direct if the price difference vs resale is not "too big" either to more easily justify the purchase or reassure themselves about a potentially smaller capital loss in the event of a sale. RIV and PIT and both very high end "Deluxe" resorts in highly desirable locations. That fact that the latter sells for 10% more in price and also 30% more in quantity implies it's much more desirable, and it's probably not due to location or amenities. It's most likely attributable to that added resale restriction that makes RIV a much less effective timeshare to a subsequent buyer, and thus also worth much less on the resale market.

 

[airjay75]

However, I would then ask those with existing DVC-Y status (since it sounds you are already DVC-Y due to a prior VGF direct purchase) - why buy anything direct going forward? If you just want points to stay at that one resort year after year after year, then just buy PVB resale (which actually gives you access to 14 resorts) or even RIV resale (and save 50% vs direct) if that's where your heart was.

Now that I have a really good chunk of direct points, I'm pretty much with you here. I see no benefit right now to buying more direct points when resale points can be bought so much cheaper and, if you find a good deal, used for as long as you want and likely sold without taking much loss, if any. Resale is a great way to get more points without paying the upfront price tag and sunk costs (especially with restricted resorts). Because Poly isn't restricted and will likely be the last resort with active sales to sell without the full-blown resale restrictions, I could see an argument for buying direct over resale there in case you want more points to be used at RIV/CFW/VDH and new resorts going forward.

Regardless of that, there seems to be not an insignificant group of (potential) direct buyers who care about resale values. They may buy direct if the price difference vs resale is not "too big" either to more easily justify the purchase or reassure themselves about a potentially smaller capital loss in the event of a sale. RIV and PIT and both very high end "Deluxe" resorts in highly desirable locations. That fact that the latter sells for 10% more in price and also 30% more in quantity implies it's much more desirable, and it's probably not due to location or amenities. It's most likely attributable to that added resale restriction that makes RIV a much less effective timeshare to a subsequent buyer, and thus also worth much less on the resale market.

Without a doubt, there are people who might be interested in a direct purchase without the resale restrictions. But, if those resale restrictions didn't exist, there would also be buyers who have bought direct and would have just waited for resale. I bought all my direct points at RIV - if I could have gotten RIV resale at, say, $150/point and those resale points could be used anywhere, I might have bought 150 points direct and picked up whatever else I wanted resale. But, because I want direct points that can be used at anywhere and going forward with new resorts, I decided to open up my wallet.

As to whether RIV sales are lower than Poly currently because of the resale restrictions, I just don't think that's a good test case - RIV is 6 years old, PIT is brand new. If they were both brand new and PIT was still outselling RIV, then it's a much more clear test case. Personally, looking at the full historical data on RIV since it opened, I have a hard time concluding that resale restrictions have had any meaningful impact on RIV sales. I think this bookmarked post and some other parts of the thread is a very good one for anyone who is interested in more of the RIV sales history: https://www.disboards.com/threads/first-riviera-rofr.3971706/page-12#post-66328828

 

[atthebeachclub]

Some people don't care about the restrictions and will buy RIV or Poly because that's where they want to stay year after year.

However, I would then ask those with existing DVC-Y status (since it sounds you are already DVC-Y due to a prior VGF direct purchase) - why buy anything direct going forward? If you just want points to stay at that one resort year after year after year, then just buy PVB resale (which actually gives you access to 14 resorts) or even RIV resale (and save 50% vs direct) if that's where your heart was.

Regardless of that, there seems to be not an insignificant group of (potential) direct buyers who care about resale values. They may buy direct if the price difference vs resale is not "too big" either to more easily justify the purchase or reassure themselves about a potentially smaller capital loss in the event of a sale. RIV and PIT and both very high end "Deluxe" resorts in highly desirable locations. That fact that the latter sells for 10% more in price and also 30% more in quantity implies it's much more desirable, and it's probably not due to location or amenities. It's most likely attributable to that added resale restriction that makes RIV a much less effective timeshare to a subsequent buyer, and thus also worth much less on the resale market.

I agree with you often, and it’s true again here.

 

[DisnEElove]

However, I would then ask those with existing DVC-Y status (since it sounds you are already DVC-Y due to a prior VGF direct purchase) - why buy anything direct going forward? If you just want points to stay at that one resort year after year after year, then just buy PVB resale (which actually gives you access to 14 resorts) or even RIV resale (and save 50% vs direct) if that's where your heart was.

Good question. I am still in my 10-day recission period, and the idea of buying resale instead did briefly cross my mind. But my reasoning for buying direct with the Poly contract is muti-fold:
1. Convenience - After buying a mini resale contract early this year, I realized I didn't really like how slow the process is, and the idea of ROFR. I wanted to buy with ease, and having points within an hour is addictive.

2. The extra year of points awarded with Disney direct is a big draw as we gear up to plan our Fall & Christmas 2026 trips. It coincides with reason #1 in that I don't have to spend more time looking for that unicorn contract that is fully loaded; nor do I need to pay extra in annual dues by getting a bigger, not-loaded resale contract to cover those extra points I want.

3. Flexibility in the future. I anticipate more restrictions coming down the pike as they build more new properties and as the 2042 properties expire. I'd like to have a comfy # of direct points that my family can continue to stay where we desire into the future.

All these together make it more worth it to pay ~$40-$50 more a point