This is very true, if DVC members en mass start doing resort stays and going to Universal, SeaWorld, Busch Gardens, Legoland, etc. Instead of Disney, Disney would have to reevaluate things.Not necessarily. True, DVC is a captive audience, but that works both ways. If DVC is full of members taking resort only trips or worse, using their rooms as springboards to Universal, there’s nothing Disney can do but watch those opportunities for more income float away.
They can take away much, and reduce the experience greatly, but what they can not do is reduce the absolute right of members to use the facilities. A DVC membership that doesn’t consume the product would be devastating.
We may be a captive audience, but we also hold captive a large chunk of on-site spending potential.
This is one of the ways DVC has miscalculated on their view of resales, in my opinion. Or rather, it’s silo thinking. DVD believes that because resales make them no money, they are horrible tolerances that detract from their direct sales. Nothing could be further from reality:
DVC resales replace tired (non-spending) owners with new owners eager to throw their dollars at the mouse. That’s a great benefit to Disney if not DVC.
But to the point, Disney can’t just replace disaffected DVC members because we still own the keys to the buildings. The issue isn’t whether we’ll come, it’s whether will spend money at the mouse - and how much - while we’re here.
Catering to the DVC crowd isn’t bad business - it really comes down to whom is holding whom hostage?
For example, I will admit we are tempted to take a day or two and do Universal on our trip in about a week just because we don't have to wear masks there at all. That is up to two days of lost revenue for Disney. We are even considering a day at SeaWorld since we have Platinum passes for the one by us which gets us in there and again no masks required at any time.
Now a single party doing this for two or three days isn't making a huge dent, but if 80% of those staying at DVC did so, it becomes a bigger issue. Now what if that 80% decided not to do Disney at all because they can't get APs, but can for Universal, etc. And you can see where it really would become a problem for Disney.