The VGF 2 pricing thread

[BWV Dreamin]

I wonder if concerns over the new variant Omicron will have an impact on the release date? Travel make take yet another hit. No need to rush to open up sales if occupancy takes a dive.

 

[nuhusky123]

domestic demand for Disney has remained relatively strong during covid, I’d expect most dvc buyers to be domestic. Also the reality is we are going to have variants continue to pose threats, new normal. Unless this becomes covid 1.0 I’d expect gfv to move forward.

I do think international travel is at risk again either through reduced interest or flight restrictions I’d wager fewer international visitors for a while now

all those uk punters who love Disney, may be seeing a delay to their travel plans shortly

i think this further solidifies the notion of selling dvc to international buyers. Why risk buying if you get into anther lockdown. I think for a long time people will vacation closer to home. why Risk a lock down on the other side of the world right now

dvc I am sure know their pool of buyers is now mostly domestic

 

[nuhusky123]

Without the advantage of dvc data, now that I think of it, probably explains why gfv conversion vs new building. Domestic demand is strong enough to sell an existing building but the numbers don’t support a new resort

until Disney is overrun again with Brazilians and brits there will be no new resorts built and no new dvc buildings save the conversions of existing rooms

 

[Nabas]

Without the advantage of dvc data, now that I think of it, probably explains why gfv conversion vs new building.

Here is a chart of DVC direct sales at the WDW active resorts, through October 2021:

 

[nuhusky123]

Great chart, doubt this exists but how about data on domestic vs international sales?

 

[nuhusky123]

Here is a chart of DVC direct sales at the WDW active resorts, through October 2021:

View attachment 626469

its really interesting how gfv had a massive spike during the initial sale then sales really fell off to levels below Polly and copper.

im sure this chart weighs heavily on dvc execs on pricing of gfv2. this is actually why I can’t see gfv2 costing more than riv. Riv sales are depressed, gfv1 didn’t have a gang busters sale post initial launch. Overprice gfv2 and you can bet sales will under perform well below that of riv which itself is already underperforming

those of us excited about gfv2 will create another initial wave of gfv2 sales followed by probably a near identical sales chart albeit at lower levels to account for covid. Call it a month over month sales of gfv2 in the 50k range. If gfv2 does 50,000 units a month that’s 40 months to sell out. lets say month 1 they do 100,000 units but still 40 months or so to sell out is pretty bad and that’s at riv pricing. Over price and gfv2 sits on the market for 50-100 months. No way investors are pleased with that

i expect dvc projections want avg mom sales in the 100,000 range, to achieve that pricing has to be priced accordingly.

 

[nuhusky123]

2023 point charts are out including resort rooms.

resort rooms have 3 categories

standard, lake and theme park

standard and lake points identical to deluxe studio. Theme park more expensive



https://cdn2.parksmedia.wdprapps.disney.com/media/dvc/catalog/resorts/dvc-resorts/VGF_2023.pdf

 

[JETSDAD]

2023 point charts are out including resort rooms.

resort rooms have 3 categories

standard, lake and theme park

standard and lake points identical to deluxe studio. Theme park more expensive



https://cdn2.parksmedia.wdprapps.disney.com/media/dvc/catalog/resorts/dvc-resorts/VGF_2023.pdf

I think it's great that they are the same point requirement as regular studios. There are pros and cons to each so that makes sense. Hoping for 7 month availability!! lol

 

[davidl81]

2023 point charts are out including resort rooms.

resort rooms have 3 categories

standard, lake and theme park

standard and lake points identical to deluxe studio. Theme park more expensive



https://cdn2.parksmedia.wdprapps.disney.com/media/dvc/catalog/resorts/dvc-resorts/VGF_2023.pdf

This seems very …….. reasonable

 

[nuhusky123]

I was hoping standard and lake be 1 point less than deluxe but I think this is a good result

 

[KTownRaider]

I was hoping standard and lake be 1 point less than deluxe but I think this is a good result

I agree. 1-2 points less would have protected the VGF1 studios since they're about to be outnumbered 4 to 1. At the same time, I think I've been conditioned to expecting the worst, and this is (thankfully) far from that.

 

[nuhusky123]

I will say I think theme park views are insanely priced. having a view of the theme park to me is not worth the points

 

[Paul Stupin]

I agree. 1-2 points less would have protected the VGF1 studios since they're about to be outnumbered 4 to 1. At the same time, I think I've been conditioned to expecting the worst, and this is (thankfully) far from that.

Agreed. Also happy that one bedrooms haven’t really changed.

 

[nuhusky123]

So now points are out when does Disney announce pricing. I’d assume since points are set they must be planning something soon

 

[Airb330]

I will say I think theme park views are insanely priced. having a view of the theme park to me is not worth the points

Yeah I didn't want a third view category at all. They are very very high; I predict they'll be the last rooms to go.

Also it feels like more travel periods. I haven't looked at points charts since that debacle a few years ago...with the pandemic we've had plenty so I have just been booking things. But wow, most times we go are really far down on that list!

 

[Nabas]

2023 point charts are out including resort rooms.

resort rooms have 3 categories

standard, lake and theme park

standard and lake points identical to deluxe studio. Theme park more expensive



https://cdn2.parksmedia.wdprapps.disney.com/media/dvc/catalog/resorts/dvc-resorts/VGF_2023.pdf

Yay! It looks like they went with my preference.

Quoting my earlier post:

Sure, that’s a possibility but VGF2 rooms are larger, so that’s an argument to charge more for VGF2.

My preferred solution is to do something similar to Jambo/Kidani and have 5 categories of Studios:

1. VGF1 Standard View (x points per night)
2. VGF2 Standard View (also x points)
3. VGF1 Water View (y points)
4. VGF2 Water View (also y points)
5. VGF2 Theme Park View (z points)

VGF2 is closer to the main building and quiet pool.

VGF1 is closer to parking and is easier to drop off and pick up luggage.

VGF2 rooms are larger and have 2 queen beds.

VGF1 rooms have sinks and microwaves (I.e. kitchenette).

By making similar view rooms the same number of points per night, people will book what works best for them rather than book what’s cheapest, which is what happens at every other DVC resort.

Really, the closest comparison is Jambo and Kidani. Studios at Jambo tend to book first but there are fewer of them.

My guess is that if the two resorts are the same number of points, VGF1 Studios will book first. But this primarily is because there are only 47 VGF1 Studios.

You don’t hear much complaining from AKV owners. Emulating it just seems the way to go.

 

[Sandisw]

Yeah I didn't want a third view category at all. They are very very high; I predict they'll be the last rooms to go.

Also it feels like more travel periods. I haven't looked at points charts since that debacle a few years ago...with the pandemic we've had plenty so I have just been booking things. But wow, most times we go are really far down on that list!

There have been 7 travel periods for the last few years.

 

[mort1331]

TP will go b4 LV,,,just like BLT views.

 

[KAT4DISNEY]

TP will go b4 LV,,,just like BLT views.

Very likely since there ought to be fewer of them. Standard view 1st then TPV and then LV.

I think it's a good decision to make the requirements identical.

 

[Epcot Forever Forever]

This seems very …….. reasonable

As will be the pricing