Riveria closeout

[muppets3d]

I wouldn't expect a blowout sale on Riviera or PIT at this point.

With very rare exception, buying direct will never be cheaper than it is today.

If you wait for a fire sale that may never come, you may end up paying more and have less time on the deed to enjoy your points.

 

[Brian Noble]

So if they want to hit 95% in 2026, they will need somewhat better incentives to improve their sales pace.

Not necessarily.

Timeshare is a product that is sold, not bought. If the Guides are told tomorrow to push RIV, (and assuming they are not being told that today) then I would expect the volume there to increase.

 

[Chili327]

With very rare exception, buying direct will never be cheaper than it is today.

Truer words have never been spoken.

If you wait for a fire sale that may never come, you may end up paying more and have less time on the deed to enjoy your points.

Exactly, that is the biggest understatement I know of with D\/C. Paying more for years of less points. It’s insanity.

 

[Cfabar1]

Exactly, that is the biggest understatement I know of with D\/C. Paying more for years of less points. It’s insanity.

It does make you wonder how sustainable the future of DVC is truly.... Personally, I think LSL is going to be extremely telling on that front...

 

[muppets3d]

It does make you wonder how sustainable the future of DVC is truly.... Personally, I think LSL is going to be extremely telling on that front...

As long as Disney's parks and resorts are among the most desirable vacation destinations on the planet, there will always be demand for the product.

 

[disneylandtour]

If the Guides are told tomorrow to push RIV, (and assuming they are not being told that today) then I would expect the volume there to increase.

Based on the--for lack of a better work--pushiness of some guides recently, I think they were told to really push the product a while ago.

 

[AstroBlasters]

It does make you wonder how sustainable the future of DVC is truly.... Personally, I think LSL is going to be extremely telling on that front...

It’s going to have a gazillion points to sell at a not ideal location from a transportation perspective.

Also, Disney seems to have built up a lot of lodging capacity without expanding the theme park capacity at the same time….

It will be interesting…..

 

[HyperspaceMountainPilot]

I think it's more likely that PIT will have a fire sale--than RIV. I can't imagine that DVD is thrilled at the prospect of having two MK area properties actively on sale at the same time. The RIV/PIT split made a little sense ("so does your family want easy access to EPCOT/STUDIOS or MK?"). But having two big MK-area towers (I'm guessing with rooms that look pretty similar) will be more difficult to manage (and might even produce fewer sales) than focusing all sales power on LSL. It'll be even more messy if there's a meaningful difference in the point charts.

I was also thinking along these lines…but then I was thinking if LSL lags PVB, they might just raise PVB pricing instead to help them promote LSL as a great value.

 

[HyperspaceMountainPilot]

As long as Disney's parks and resorts are among the most desirable vacation destinations on the planet, there will always be demand for the product.

I agree there will always be some demand…but pricing is a combination of supply and demand…resale prices have been (at best!) stagnant over the past few years so bringing a giant new resort online will dramatically increase the supply of points— will there be new demand to match it or will price decline?

Relatedly— do we have any idea how much of LSL will be DVC? My guess would have been all but it sounded like people with more information than me thought some will be hotel?

Bringing myself back on topic— I do not expect a big close out sale at RIV, though I do think Disney would be smart to incentivize big contracts (that are not broken up in to 50-100 chunks) to (a) better balance demand at a restricted resort and (b) make it easier for them to ROFR big contracts at lower prices down the line.

 

[juliebee]

I was also thinking along these lines…but then I was thinking if LSL lags PVB, they might just raise PVB pricing instead to help them promote LSL as a great value.

They are already raising Poly points $8 on Feb 10, where as VDH is only being raised $3 point, so you might be on to something.

 

[juliebee]

And Riviera is being raised $8 a point too

 

[Dodgerburt8]

And Riviera is being raised $8 a point too

Currently the existing member incentive delta between RIV and POLY is $13 (150 pts) and $14 (200 pts) per point. With them both receiving an 8 dollar starting price increase, DVD could conceivably just bump the RIV incentive by $7 point. That would increase the discount to Poly to $20/21 per point. The guides would talk about how great a deal it is and technically the fire sale would be $1 per point more expensive than current but a direct RiV purchase would look about $3k cheaper than Poly versus the current $2k difference. I’m not sure this would sell more total points, but it could shift the mix towards RIV to help it sell out faster.