Q3: Direct Sales Down, Contribute to Lower Operating Income at WDW

[Epcot Forever Forever]

I was thinking the same thing. Eisner went off the rails when Frank Wells passed.

WWED…WFWWSA

What would Eisner do…when frank wells was still alive

 

[PolyRob]

What would Eisner do…when frank wells was still alive

I totally missed that! I agree 100%

 

[matt_in_nh]

Well it depends on how Disney looks at it - you are properly right but sometimes you need to spend money to make money.

They could have a sale on some of the popular 2042 resorts. If they can ROFR the points for $100-$130 and sell them for $200-$220 then its still money in the bank and if the mouse need money that would be a way to get it.

People are not buying VGF with incentives, why would they pay 200-220 for 18 years?

 

[matt_in_nh]

No company would change anything on a YOY downswing of 3%. My company barely looks at YOY trends, 3 year/5 year trends make way more sense. Then with basically 2 years of covid mixed in I see no reason they change anything. Wishful thinking.

What do things look like moving forward though? Interest rates continue to rise, credit card debt is at an all time high and rising....people have spend their covid reserves. I think there is general economic pain ahead, not just for Disney or DVC.

 

[matt_in_nh]

Yes, and he mentioned explicitly something Wall Street has known for years - that Hulu - with its very mature ad supported model - is profitable.

He also mentioned park investment again as a source of future growth; I mean I guess we’ll see. It seems obvious to me that they could open a new site - call it Disney Galaxy - in like Omaha tomorrow and make another bazillion dollars. I’m actually kinda stumped as to why they haven’t.

I would say it would take patrons away from WDW. I don't doubt there would be a net revenue increase but you would also have the expense of another park.

 

[CarolMN]

Let's keep this discussion about DVC Q3 SALES, please.

Those of you who want to discuss the earnings call or other Disney business issues may do so on the Rumors and News Forum. Thank you.

 

[RivShore]

Let's keep this discussion about DVC Q3 SALES, please.

Those of you who want to discuss the earnings call or other Disney business issues may do so on the Rumors and News Forum. Thank you.

Or come on over to our Stock thread to discuss the general business of Disney:

https://www.disboards.com/threads/dis-shareholders-and-stock-info-only.3881254/page-186

 

[mamaofsix]

Does anyone have a link to how direct sales did in June or July? Last I can find it May 2023.

Sitting on the fence about adding on more VGF points, but would like to know what percentage has already been sold (and estimate how long before they sell out).

 

[AstroBlasters]

What would Eisner do…when frank wells was still alive

Disney Wars… great book!

 

[ocdb8r1]

Does anyone have a link to how direct sales did in June or July? Last I can find it May 2023.

Sitting on the fence about adding on more VGF points, but would like to know what percentage has already been sold (and estimate how long before they sell out).

June is here: https://dvcnews.com/dvc-program-men...in-strong-grand-floridian-surges-in-june-2023

July should be reported any day now....