DVCNews March 2025 direct sales data

[intamin]

I can't get over all those direct VGF contracts! 43 deeds totaling 4,748 points?! Average of 110 points? Wow! I just assumed people would do small add-ons after the 150 point fire sale. I bet median would show that more if I looked all 43 up.

I have to wonder if Disney regrets selling VGF at 161 per point after MB during the firesale when they can see how much demand there still is for the resort. I mean, it's pretty much outpacing CFW without incentives isn't it?

 

[PolyRob]

Yeah that's a struggle too. DH has held firm about no more add on's, atleast until our youngest is done with college. She saved us a ton by getting her AA while still in high school which our county paid for so it was easier to justify the PIT add on when she was asking for it. The funny part was it started as a 75 point CCV add on and then the two bathrooms in a 1bderoom at PIT swung DD toward PIT and 100pts. I am glad it worked out that way because had we bought the CCV points instead of the PIT and VGF came back as an option I would have been much more upset.

I don't blame you! Island Tower is basically in the VGF1 parking lot plus you get an extra bathroom in the 1-bedroom. Nice to have another home resort in the 11-month window.

 

[PolyRob]

I have to wonder if Disney regrets selling VGF at 161 per point after MB during the firesale when they can see how much demand there still is for the resort. I mean, it's pretty much outpacing CFW without incentives isn't it?

Probably! It must have underestimated the demand, but it didn't cap it like OKW so I guess it was worth it at the time. It pains me to see what VGF is getting taken at knowing how low it was direct in 2023.

 

[supercarrie]

Agree. Even the April data may only reflect a couple weeks of impact.
The majority of tariffs were announced April 2. The most recent palm just a quick glance at April 16th county deeds and the recent palm tree dates are April 4.

What percentage of deeds signed April 2-4 were by people fully aware of the tariffs? Maybe they were on vacation having a good time? Maybe they knew about the tariffs and are not concerned?

Perhaps deeds with palm tree dates after April 9th (week after announcement) will be a better indication?

We were on vacation during this time, and even as someone who follows politics and the economy very closely, I can say with confidence I don't think the realization had crept in yet. We were following the news and our draining 401ks, but the dopamine hit of being there softens it a bit. The reality really hit on the 8th, the day we came home.

I'm very curious to see where DVC is a quarter from now. I know for us - and we are quite cautious fiscally - as much as I want to add on (and we have the cash to do it), my husband is at a start up, and I'm holding off. The lack of decent incentives helps, too. But hey, clearly we may be an outlier, given the strong sales.

 

[PolyRob]

We were on vacation during this time, and even as someone who follows politics and the economy very closely, I can say with confidence I don't think the realization had crept in yet. We were following the news and our draining 401ks, but the dopamine hit of being there softens it a bit. The reality really hit on the 8th, the day we came home.

I'm very curious to see where DVC is a quarter from now. I know for us - and we are quite cautious fiscally - as much as I want to add on (and we have the cash to do it), my husband is at a start up, and I'm holding off. The lack of decent incentives helps, too. But hey, clearly we may be an outlier, given the strong sales.

This is where I am at. Lots of uncertainty, but I would be very tempted by PIT direct below $200 direct before Magical Beginnings.

 

[Spivey378]

Who in the world bought VB direct??? There's six deeds.

Welcome me home!!!!

 

[DonkeyHoTay]

Island Tower is basically in the VGF1 parking lot plus you get an extra bathroom in the 1-bedroom.

This is the combo that forced me to buy a fixed week in a 1 bdrm TPV at the Tower. I can enjoy all the VGF amenities within an absurdly short walk, and stay in a 2 bathroom villa that is comfortable for DW and I to use every week #50.

I bought an extra 200 points direct at Poly during the cycle before this one, and almost bought more this cycle because of magical beginnings they offered this cycle. I wonder if they improve Poly incentives again? I wasn't expecting them to improve Poly incentives this cycle and then they did....

 

[davidhr]

Retailers are having a hard time these past few weeks/month. People have been saying we’re heading to a recession since the pandemic, but I work with this data and this is the first time I’ve seen signs of one. That doesn’t necessarily mean we’ll have one, but if there’s no course correction soon we’ll have one.

As there’s a delay in recording and people who can spend $30k-$40k in a luxury purchase start feeling the pain later than the average person, I wouldn’t say that a good month is a sign that sales are going to continue this way if things stay like this with the economy.

 

[AstroBlasters]

Retailers are having a hard time these past few weeks/month. People have been saying we’re heading to a recession since the pandemic, but I work with this data and this is the first time I’ve seen signs of one. That doesn’t necessarily mean we’ll have one, but if there’s no course correction soon we’ll have one.

As there’s a delay in recording and people who can spend $30k-$40k in a luxury purchase start feeling the pain later than the average person, I wouldn’t say that a good month is a sign that sales are going to continue this way if things stay like this with the economy.

Back half of the year is going to be interesting…..

 

[davidhr]

Back half of the year is going to be interesting…..

Definitely not looking forward to see how it’s going to look

I’ve been “out of the market” since Reflections was announced and waiting for that. By that time things should look better (I hope), but was entertaining the idea of adding a FW for Riviera. A couple weeks ago I decided this is not the time for that. Too many red flags going around.

Now, if there’s a fire sale at $150 per point, I might consider it and make an unwise decision

 

[intamin]

This is the combo that forced me to buy a fixed week in a 1 bdrm TPV at the Tower. I can enjoy all the VGF amenities within an absurdly short walk, and stay in a 2 bathroom villa that is comfortable for DW and I to use every week #50.

I bought an extra 200 points direct at Poly during the cycle before this one, and almost bought more this cycle because of magical beginnings they offered this cycle. I wonder if they improve Poly incentives again? I wasn't expecting them to improve Poly incentives this cycle and then they did....

Are you at 3000 points yet?

 

[MartyParty]

I feel like with everyone of these reports, it becomes ever more likely the CFW will be rolled into Lakeshore

Remember CFW is part of the new trust setup. Lakeshore likely will be in the same trust as well. Lots of threads describing how that works via other time share systems. I guess will see once Lakeshore opens.

 

[DonkeyHoTay]

Are you at 3000 points yet?

3026

 

[intamin]

3026

8k when?

 

[hhisc16]

I still see the 2042s selling direct.
About 2400 points, but none for BRV?
(about $500k sold of 2042s in March)

 

[PolyRob]

This is the combo that forced me to buy a fixed week in a 1 bdrm TPV at the Tower. I can enjoy all the VGF amenities within an absurdly short walk, and stay in a 2 bathroom villa that is comfortable for DW and I to use every week #50.

I bought an extra 200 points direct at Poly during the cycle before this one, and almost bought more this cycle because of magical beginnings they offered this cycle. I wonder if they improve Poly incentives again? I wasn't expecting them to improve Poly incentives this cycle and then they did....

That's a beautiful room and what I plan on booking if I dive into PIT! I know the more expensive one bedrooms usually stay open in the 7-month window, but I would feel more comfortable having PIT for the home booking window, especially for a spring break trip.

I didn't expect incentives to improve either which is why I am hopeful it continues to happen. Summer WDW bookings look soft and that is probably when DVD will feel the effect of all these economic changes so I am guessing that is when we see some more enticing offers. It would be nice to see Welcome Home and "free" developer points return! I keep telling myself the longer I put off purchasing, the less dues I pay. Magical Beginnings was a nice addition and would work great while I am still in my 2024 UY.

 

[DanCali]

I believe this is also the first full month since they added MB at PIT?

Certainly seems to have made a difference relative to high 70k's points sold in February.

 

[vnovabri]

Probably! It must have underestimated the demand, but it didn't cap it like OKW so I guess it was worth it at the time. It pains me to see what VGF is getting taken at knowing how low it was direct in 2023.

I'm glad to see that the 2023 incentives still hold strong. We bought GF direct in 2022 and when that sale happened I just had to add on...haven't followed the promotions since out of self preservation.

 

[Girlstar30]

I'm glad to see that the 2023 incentives still hold strong. We bought GF direct in 2022 and when that sale happened I just had to add on...haven't followed the promotions since out of self preservation.

There's new incentives coming out in one week

 

[Cfabar1]

really good incentives are about the only thing that could convince us to buy right now. Resale is likely where we would buy anyways, and we don't want that many more points.... and there's a lot of resale for sale right now so direct would almost need to beat resale or be very close to inspire us to buy