WDW Expansion - DVC Resorts

[DisnEElove]

They announced over 13k new hotel rooms with the WDW expansion over the next 20 yrs? Sooo many more DVC rooms I'm sure. Let's have some fun speculating resort themes, locations, sizes, etc.

 

[RivShore]

FYI, those are just maximums allowed, not necessarily what will be built.

 

[SL6827]

Most likely, DVC will all Disney will build from now on.

 

[DisnEElove]

FYI, those are just maximums allowed, not necessarily what will be built.

Uh yeah. There's no guarantee any of this would actually come to fruition. This is just to discuss their plans.

 

[DisnEElove]

Most likely, DVC will all Disney will build from now on.

You think so? It would make sense but I was kind of thinking more hybrids, with regular hotel rooms and DVC sections/buildings. I'm wondering if they'll stick to modeling after places around the world, or if they'll start theming by IP, like having a Villan's resort, or a Fab Five resort.

 

[SL6827]

You think so? It would make sense but I was kind of thinking more hybrids, with regular hotel rooms and DVC sections/buildings. I'm wondering if they'll stick to modeling after places around the world, or if they'll start theming by IP, like having a Villan's resort, or a Fab Five resort.

Ya, hybrids might be a good possibility.

 

[maui22]

I hope they build a 5th park. If so, build a hotel and DVC near it.

 

[SugarSweetLee]

I hope they build a 5th park. If so, build a hotel and DVC near it.

That's part of the plan, isn't it? Along with two "sub-parks" and a messload of other stuff.

 

[CastAStone]

I would be surprised to see more hybrids. They have too many already. It was a huge expense for them to have to open them all up with no hotel side revenue post-Covid. And yes that was a generational event but it was also the second time they’ve had to shut down entire resorts due to external events this century. They should anticipate more awful things will happen now and then and plan accordingly.

Better to build hotels that you can mothball entirely, and separately, DVCs you can open entirely.

 

[Kailunkat]

I would be surprised to see more hybrids. They have too many already. It was a huge expense for them to have to open them all up with no hotel side revenue post-Covid. And yes that was a generational event but it was also the second time they’ve had to shut down entire resorts due to external events this century. They should anticipate more awful things will happen now and then and plan accordingly.

Better to build hotels that you can mothball entirely, and separately, DVCs you can open entirely.

But aren't the cash bookings where Disney really makes the money? They clear more profit but have more fluctuation in cash sales it seems like, so having DVC is good to keep a constant revenue source, but it doesn't have profit growth unless it's in active sales.

I like hybrid because it seems like the cash rooms/hotel sides of DVC tend to subsidize (or at least stabilize) the DVC dues for a resort. Plus, I think the hybrid model helps to keep TS restaurants and to a lesser extend QS restaurants in demand at the resorts. Guests who aren't certain when their next Disney trip will be are more likely to splurge on meals and merch too IMO. So I'm all in favor of it. More hybrids please, I think it keeps the resort more healthy/resilient overall.

Also - Where was this info released? I saw a number of people talking about it today but no source material.

 

[The Jackal]

But aren't the cash bookings where Disney really makes the money? They clear more profit but have more fluctuation in cash sales it seems like, so having DVC is good to keep a constant revenue source, but it doesn't have profit growth unless it's in active sales.

I like hybrid because it seems like the cash rooms/hotel sides of DVC tend to subsidize (or at least stabilize) the DVC dues for a resort. Plus, I think the hybrid model helps to keep TS restaurants and to a lesser extend QS restaurants in demand at the resorts. Guests who aren't certain when their next Disney trip will be are more likely to splurge on meals and merch too IMO. So I'm all in favor of it. More hybrids please, I think it keeps the resort more healthy/resilient overall.

Also - Where was this info released? I saw a number of people talking about it today but no source material.

I don’t think anything has been released. People are just going with what RCID approved for WDW right before CFTOD took over.

 

[Cfabar1]

I struggle to see other than, perhaps in very high demand resort areas, why they would do cash hotels at this point. I think RIV is the model forward for them....

They can't fill their current cash rooms - which is why they've been converting Disney Deluxe hotels - specifically on the monorail to DVC.... Even with that, look at some of the discounts they've been running this summer..... Yes, cash is profitable, but that's because Disney has priced it with margins through the roof... and has decided they are oversupplied and will let the rooms sit empty or convert them to DVC at a certain point rather than price to fill the rooms.

But personally, I think they have enough for now, and after Poly tower should slow down for a little while....

 

[WilsonFlyer]

Don't ignore the need for 'moderates' and 'values,' certainly over the long haul. It isn't all about the 'deluxes' ya know. ;-)

 

[tom1944]

I would guess a new park with ultimately 3 DVC resorts/hotels built in proximity.

 

[CastAStone]

But aren't the cash bookings where Disney really makes the money?

I think Disney has raised DVC prices to the point where it’s very likely that their internal metrics say they make more on DVC. I think that because businesses tend to use high discount rates, which favors immediate revenue over future revenue. I also think that is true based on Disney’s actual behavior; Disney hasn’t broke ground on a new hotel that wasn’t all DVC since 1999. They wouldn’t be doing that if they made more money on hotel rooms.

I like hybrid because it seems like the cash rooms/hotel sides of DVC tend to subsidize (or at least stabilize) the DVC dues for a resort

I think the opposite is true, and that owners pay more than their fair share of the resort costs. There’s a few reasons for this, including how the structure of dues favors Disney. But also, why wouldn’t Disney overcharge owners by a few percent? an owner sued, how could they prove what the real allocation of security or bus costs should have been? Disney has every incentive to tuck a few extra percent into dues.

 

[iwannabdduck]

Disney is going to do what Disney is going to do. But FWIW, I hope they increase the resort's supporting accommodations along with all those added DVC rooms. We were at the Poly last week, and it was packed! I've never seen it like this before. I got a bad feeling as I sat in the lobby an hour waiting for our room to be available watching all the other people pouring thru the front doors to check in. Sort of like the "standing room only" waiting area for Ohana's restaurant. Yes, the restaurant was that full ... from opening till closing. And forget about doing the "monorail bar crawl." There were no open seats at Tambu Lounge after 2 PM any day that I ever saw when we walked by. Both pools were packed too. Dido for Capt. Cooks quick service. I've understood the reality of Trader Sam's waiting list for years. But last week it seemed that waitng list concept applied to EVERYTHING at the Poly, even waiting for the monorail once in awhile. In spite of all my complaining, Kona Cafe let me & the misses have a seat for dinner one night when we did not have an ADR.

Sorry for the rant, but based on last week's experience I just hope Disney has the forsight to increase resturant, lounge, pool capacity, front desk staff, etc., to accommodate all the added guests these expanded DVC rooms will generate at these various resort locations.

 

[SugarSweetLee]

Also - Where was this info released? I saw a number of people talking about it today but no source material.

There are many news sources (both Disney and Florida- WESH TV and Orlando Sentinel amongst them) covering it with quotes from the Central Florida Tourism Oversight District representative, though I'm not clear on who first reported it. If you do a Google News search for 'Disney 5th park' you'll find a bunch of them.

 

[CarolynFH]

I think the opposite is true, and that owners pay more than their fair share of the resort costs. There’s a few reasons for this, including how the structure of dues favors Disney. But also, why wouldn’t Disney overcharge owners by a few percent? an owner sued, how could they prove what the real allocation of security or bus costs should have been? Disney has every incentive to tuck a few extra percent into dues.

There's a tickle in the far back reaches of my brain, something about BCV owners challenging cost allocations for transportation or something between BCV, BC, and YC quite a few years ago. And they had a positive result, at least that's what the tickle says. I'll try to find it later, although as I said it was quite some time ago.

 

[MerlinandtheMouse]

Disney is going to do what Disney is going to do. But FWIW, I hope they increase the resort's supporting accommodations along with all those added DVC rooms. We were at the Poly last week, and it was packed! I've never seen it like this before. I got a bad feeling as I sat in the lobby an hour waiting for our room to be available watching all the other people pouring thru the front doors to check in. Sort of like the "standing room only" waiting area for Ohana's restaurant. Yes, the restaurant was that full ... from opening till closing. And forget about doing the "monorail bar crawl." There were no open seats at Tambu Lounge after 2 PM any day that I ever saw when we walked by. Both pools were packed too. Dido for Capt. Cooks quick service. I've understood the reality of Trader Sam's waiting list for years. But last week it seemed that waitng list concept applied to EVERYTHING at the Poly, even waiting for the monorail once in awhile. In spite of all my complaining, Kona Cafe let me & the misses have a seat for dinner one night when we did not have an ADR.

Sorry for the rant, but based on last week's experience I just hope Disney has the forsight to increase resturant, lounge, pool capacity, front desk staff, etc., to accommodate all the added guests these expanded DVC rooms will generate at these various resort locations.

I think it’s both and a blessing and a curse that Disney influencers exist. I’ve learned a lot of interesting and fun things from them (and obviously they feed my daily disney fix) but I do think they are partly, if not majorly, to blame for things like this. They’ve created a lot of exposure and FOMO for many of the things that were once less common and visited. They’ve also taught people how to take advantage of and bypass the few measures Disney put in place to stop an over abundance of people taking over a hotel spaces. Not sure we can stop it unless Disney find its troublesome but I agree, I hope Disney creates more infrastructure and amenities to cover the greater influx of interest.

 

[CastAStone]

I think it’s a both and a blessing and a curse that Disney influencers exist. I’ve learned a lot of interesting and fun things from them (and obviously they feed my daily disney fix) but I do think they are partly, if not majorly, to blame for things like this. They’ve created a lot of exposure and FOMO for many of the things that were once less common and visited. They’ve also taught people how to take advantage of and bypass the few measures Disney put in place to stop an over abundance of people taking over a hotel spaces. Not sure we can stop it unless Disney find its troublesome but I agree, I hope Disney creates more infrastructure and amenities to cover the greater influx of interest.

I blame Disney though.

If Disney didn’t make it so unbelievably hard to successfully visit WDW, these sites / influencers wouldn’t have ever built up a tenth the traffic. There’s not a pile of subscription services promising to help people make the most of their trip to Club Med. it’s hard to find more than a basic overview of like Oasis of the Seas. There’s not even a fifth the content around Disneyland. This whole world exists because it’s so easy to spend $10K at WDW and still be miserable the whole time. And people want to avoid that. IMHO.