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Wouldn't it be great if they built the Venetian Resort?

I'm skeptical they need more Deluxe cash rooms, but they probably have more data on that than I do...

I think they need more Moderates personally... and if they were to build more hotels, experiment with a new Deluxe+ category...
You mean like Deluxe, but with a park entrance attached? ;)
#VilliansLand
 
I'm skeptical they need more Deluxe cash rooms, but they probably have more data on that than I do...
It's a departure, that's for sure. If memory serves, the only new cash rooms they've opened since 9/11 were AoA and the Destino Tower. The former had actually gone vertical prior to 9/11 and paused for several years, so I am not sure it counts. The latter is in service of the convention business at CSR.

Over that same time frame they removed cash inventory from: CR (became BLT), WL (became CCV), AKL (became Jambo), CBR (became Riviera), GF (became Big Pine Key), Poly (Became PVB), and the Disney Institute (became SSR).

I think that's all of them, but don't quote me.

On the other hand, during that time Marriott saw fit to expand Swolphin capacity, the Four Seasons became a thing, Western Way happened, the Bonnet Creek parcel was finally completed, and Evermore seems to be doing well. So, it's not like there were no new cash rooms at a variety of price points in/near the boundaries of RCID/CFTOD.
 
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Wouldn't it be great if they built the Venetian Resort?

I'm skeptical they need more Deluxe cash rooms, but they probably have more data on that than I do...

I think they need more Moderates personally... and if they were to build more hotels, experiment with a new Deluxe+ category...

I don't know if a new moderate or value resort will ever be built honestly, because DVC won't pay for it. I don't think given the failure of CFW they will try convincing DVC members to buy a moderate resort again.
 
It's a departure, that's for sure. If memory serves, the only new cash rooms they've opened since 9/11 were AoA and the Destino Tower. The former had actually gone vertical prior to 9/11 and paused for several years, so I am not sure it counts. The latter is in service of the convention business at CSR.

I don't know if a new moderate or value resort will ever be built honestly, because DVC won't pay for it. I don't think given the failure of CFW they will try convincing DVC members to buy a moderate resort again.
It is an interesting proposition. Perhaps the strategy is to reduce overall capacity at a moderate resort like CBR again for future DVC expansion in that area, as they did with Riviera. Doing so keeps the overall number of cash rooms relatively static while potentially increasing the revenue per room, assuming cash rates at LSL are higher than CBR. That would also align with WDW's goal of increasing per-family spend.

But that's purely a wild guess........
 
I don't know if a new moderate or value resort will ever be built honestly, because DVC won't pay for it. I don't think given the failure of CFW they will try convincing DVC members to buy a moderate resort again.
Ehh I also think CFW is a bad example too, its a fairly niche accommodation type. They might try another "moderate" level again for a more normal resort.
 
Right…. but this will be IN ADDITION to all of those resorts that are already under constraint….

They've been adding bus stop capacity at AK and Epcot in preparation. They have enough at Studios and Magic already. Maybe they'll add some more ferry boats for the boat dock, I don't know how many they have in rotation already. I don't think it'll be a huge issue. The main bottleneck is the water bridge at Magic Kingdom. That prevents them from widening World Drive. I don't think we are to the point where they need to talk about rebuilding that though. But I could see it happen in another few years if they have more bus resorts in the pipeline.
 
I don't know if a new moderate or value resort will ever be built honestly, because DVC won't pay for it. I don't think given the failure of CFW they will try convincing DVC members to buy a moderate resort again.
Idk... a studio flip at PO Resort with September season starting at 5 or 6 points per night would probably do the trick... Especially if they could keep dues low since they'd have cash operations to offset it...
Right…. but this will be IN ADDITION to all of those resorts that are already under constraint….
Exactly.... And the notion that it all magically works is just not true... not that this is the exact same thing, but anyone trying to get on board a GF monorail at 8:30 AM will tell you a different story...
 
Idk... a studio flip at PO Resort with September season starting at 5 or 6 points per night would probably do the trick... Especially if they could keep dues low since they'd have cash operations to offset it...

Exactly.... And the notion that it all magically works is just not true... not that this is the exact same thing, but anyone trying to get on board a GF monorail at 8:30 AM will tell you a different story...

Unless I've been totally unplugged, LSL is not on the monorail loop. They can spin up or spin down bus counts as needed for busy times. They only have 12 monorail trains for 3 routes, and that's all they will ever have more than likely.
 











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