First Riviera ROFR

[AstroBlasters]

We were at a Padres game last weekend on the first night of our exchange at Wyndham Harbour Lights--the Pads got shelled by the Red Sox, I mean shelled. Plus, it was just bad baseball.

The person I was with noted that, despite the situation, everyone was smiling and chill. "Well sure." I said, "They live in San Diego."

America’s Finest City

 

[muppets3d]

By someone who has never been outside of the Midwest or South?

No I think it was Jay Leno, actually.

 

[Patmcpsu]

Disney is also happy to move offsite guests onsite. Even if they don’t get a single new guest year-over-year, if they can convert some offsite guests to onsite, fine.

Offsite guests primarily stay offsite to save money. To get this crowd, Disney would either need to build value accommodations (which Disney has demonstrated no appetite for), or lower hotel rates across the board (it seems to be the route they're currently going, surprisingly).

At some point DVD needs to change whatever strategy they have. IMO they are currently building and selling new resorts. But for how long can they do that? It’s not as Disney owns endless acres of land - they will run out - is that now, in 5 years or 10 years i don’t know. But before they do they will change the strategy, maybe into buying and flipping.

Disney could demolish existing resorts, which I don't think they've ever done before. I won't name names, but some resorts in the value and moderate categories seem like they've lived a full life to me.

 

[airjay75]

Disney could demolish existing resorts, which I don't think they've ever done before. I won't name names, but some resorts in the value and moderate categories seem like they've lived a full life to me.

Which, as I understand it, is exactly what they did to build RIV - tore down one of the Caribbean Beach villages. To the extent Disney wants another Epcot area resort before 2042, one of the resorts (or part of one) along the Skyliner could make sense.

 

[tx911]

You aren’t discussing. You are arguing to be right from a fixed position.

These are the kinds of pearls that keep me coming back to the boards.

I will use this on my wife at the first available opportunity

 

[Brianstl]

 

[byurick]

These are the kinds of pearls that keep me coming back to the boards.

I will use this on my wife at the first available opportunity

Hope your couch is super comfy you'll be there a while.

 

[Brian Noble]

Offsite guests primarily stay offsite to save money.

Tell that to the people who buy in Marriot's systemt. Or stay at the Ritz-Carlton. Or the Waldorf. None of them are spending less than it costs to buy DVC or stay onsite.

Not everyone is offsite to save money. Some are offsite because the service level is better---and that's a different problem for Disney, but one that is more easily surmounted given the business model.

Which, as I understand it, is exactly what they did to build RIV - tore down one of the Caribbean Beach villages.

This is not the first. They also bulldozed one of the Garden Wings to build BLT, and SSR is built on the bones of the old DIsney Institute.

 

[VGCgroupie]

We were at a Padres game last weekend on the first night of our exchange at Wyndham Harbour Lights--the Pads got shelled by the Red Sox, I mean shelled. Plus, it was just bad baseball.

The person I was with noted that, despite the situation, everyone was smiling and chill. "Well sure." I said, "They live in San Diego."

Born and raised in San Diego. The weather is great year round, but I found it boring to always be 70-75.

 

[Brian Noble]

The summer I moved to Palo Alto, I was bummed that much of the vegetation was dead. By the second summer, the Golden Hills were beautiful.

My son is a West LA denizen (he technically lives in Brentwood, so Bob Iger is his neighbor). He does not miss winter, complains that LA can be cold when it is overcast, but he does miss fall.

 

[AstroBlasters]

Born and raised in San Diego. The weather is great year round, but I found it boring to always be 70-75.

it’s probably my wife’s first choice for retirement. It’s where she lived when I met her… and then she moved to Seattle with me when I got my first big promotion…. talk about a life change! We’ll take beautiful and boring…

 

[disneylandtour]

Disney could demolish existing resorts, which I don't think they've ever done before. I won't name names, but some resorts in the value and moderate categories seem like they've lived a full life to me.

The all-stars serve a purpose. They are entry-level on-property accommodations for families starting out. (Hey, we stayed there one Thanksgiving when the kids were really young! Actually, now that I think about it, we may have stayed there twice.). More significantly, the All-Stars are low-cost accommodations for the gazillions of school groups who come through each year (as sports teams, cheer units, youth imagination campus, etc., etc., etc.). That's a big chunk of the resorts overall income--as those groups also buy tickets, eat on property, and pay for various activities, such as to play at the Wide World of Sports complex.