News Disney World Hits All-Time High Revenue in Q3 2025, Strong Bookings Continue into Q4

[Touchdown]

Also I feel Vegas is even more reliant on foreign money than WDW. Our new tactics and of closely scrutinizing anyone with a hint of melanin in their skin at the border and denying entry, increasing visa fees and getting our closest Caucasian neighbors to boycot has dramatically dropped our foreign tourists. Disney has held on thanks to the upper middle class still having spending power, with those new tariffs kicking in and estimated to cost households a $2400 a year we’ll see how long that lasts.

 

[Sirwalterraleigh]

Also I feel Vegas is even more reliant on foreign money than WDW. Our new tactics and of closely scrutinizing anyone with a hint of melanin in their skin at the border and denying entry, increasing visa fees and getting our closest Caucasian neighbors to boycot has dramatically dropped our foreign tourists. Disney has held on thanks to the upper middle class still having spending power, with those new tariffs kicking in and estimated to cost households a $2400 a year we’ll see how long that lasts.

Wdw is not “reliant” on foreign. It’s a strong segment…but a relatively small one.

That’s another myth…high numbers of internationals around the calendar. It’s more “pockets and spurts”

Wdw…as well as Disneyland…is reliant on the AMERICAN MIDDLE CLASS.

It was conceived, designed and has been operated that way since day one with little overall variation.

What could be wrong with that?

 

[Sirwalterraleigh]

What I was being told in 2024 about 2025 travel, tourism and hospitality in general

Do you agree with that assessment?

 

[BrianLo]

Nor was it meant to be any of that…as you well know. My “value” proposition has a fixed point that many if not most here can’t duplicate…

But you know that. Out of pocket spending ain’t absolute. It doesn’t excuse the realities. But I’ll give you credit for throwing meat to a few usual lions in the cage. I expect more of you…but I’ll take it.

Think of that one particular thing. So I read people say with self soothing confidence (for years) how it is “smart” to have not gotten dvc because of a vairrry of excuse…

I do and DVC makes way more sense than a lot of cash rate consumption we’ve witnessed. It has occasionally been used as the defacto excuse for sticking with WDW.

The other funny thing I observe is saying the product was worth it previously but now it isn’t. That also doesn’t quite track. If the product is selling too high and you own it, the reaction would be to sell it. So clearly it is still worth keeping in some format.

The reality is DVC is actually still a good deal within certain longer O14 resale contracts and a poorer deal direct. Everyone talks about the good ol’ days with a 60$ Old Key West Contracts. But you can buy the new Wilderness Lodge (Copper Creek) one for about the same post inflationary cost on resale these days. The points charts are even still preserved. We’re actually in a value lull right now.

 

[Sirwalterraleigh]

I do and DVC makes way more sense than a lot of cash rate consumption we’ve witnessed. It has occasionally been used as the defacto excuse for sticking with WDW.

The other funny thing I observe is saying the product was worth it previously but now it isn’t. That also doesn’t quite track. If the product is selling too high and you own it, the reaction would be to sell it. So clearly it is still worth keeping in some format.

The reality is DVC is actually still a good deal within certain longer O14 resale contracts and a poorer deal direct. Everyone talks about the good ol’ days with a 60$ Old Key West Contracts. But you can buy the new Wilderness Lodge (Copper Creek) one for about the same post inflationary cost on resale these days. The points charts are even still preserved. We’re actually in a value lull right now.

I will concede it’s semantics:

I’m not saying “worth” as much as the idea that the value proposition/results has declined ALOT in this reign. It’s a fine line between the two…I know.

But it doesn’t have to be so vague and lost in the self serving opinion sphere…

Is a $200 hallomajigy ticket in 2025 the same value as the $37 one (around there with dvc “illegal” discount ) I had for 10/30/10?

You decide.

 

[Sirwalterraleigh]

As long as there are sufficient people willing to pay the higher prices and find it to be a good use of their money/find value in it - which apparently there are!

So demand is going up/supply is going down to spur the price increases, right?

That’s how economics works!!!

 

[Sirwalterraleigh]

I do and DVC makes way more sense than a lot of cash rate consumption we’ve witnessed. It has occasionally been used as the defacto excuse for sticking with WDW.

Not an excuse. The fact. And I’m guilty of that as well as about a million others. Not looking to give myself excuse…I have none. I got the hook in my mouth and I swim with it

The other funny thing I observe is saying the product was worth it previously but now it isn’t. That also doesn’t quite track. If the product is selling too high and you own it, the reaction would be to sell it. So clearly it is still worth keeping in some format.

Again true. Guilty as charged. This is where the nostalgia takes hold. I’d guess most fall in this bucket?
It’s part lazy…we know it…we do it. No surprises…no brain cramps. Ironic because most infrequent travelers seem
To find the trips Incredibly Mentally taxing…honeslty i can shut my brain down there as much or more than if im watching the weather channel at home. True story.

The nostalgia is strong. Is it a tad boring…yeah…but my upper teens have spent a significant period of their lives there…maybe a year all in?…so the tug to just keep it going is strong. We do other things too…but lazy in this regard.

The reality is DVC is actually still a good deal within certain longer O14 resale contracts and a poorer deal direct. Everyone talks about the good ol’ days with a 60$ Old Key West Contracts. But you can buy the new Wilderness Lodge (Copper Creek) one for about the same post inflationary cost on resale these days. The points charts are even still preserved. We’re actually in a value lull right now.

Not quite…a used contract at 4x the price can’t be shrunk down to that $60 one new long ago…and also the perks - most definitely admission - where a vastly better value then.

So the value proposition has fallen there too.

 

[TrainsOfDisney]

It’s part lazy…we know it…we do it. No surprises…no brain cramps. Ironic because most infrequent travelers seem
To find the trips Incredibly Mentally taxing…honeslty i can shut my brain down there as much or more than if im watching the weather channel at home. True story.

This is 100% one of the reasons I enjoy visiting Disney. You don’t have to check bus, monorail, or even hotel check in hours.

Wherever you go there will be a relatively clean restroom nearby. There will always be somewhere you can hang out in if weather gets bad.

You’ll always be able to find a decent food or beverage item for a decent price.

And…. Provided you have an AP or length of stay ticket… unlimited entertainment options. If I’m in New Orleans and walk by the aquarium, I can’t just pop in and look for 20 minutes. i have to pay $35. If I’m at Epcot…. Sure let’s see if the turtle is out and about.

 

[Sirwalterraleigh]

It’s interesting that Disney is doing great when Vegas is apparently down. I’m not sure what that means for the economy at large.

I’m hoping Disney and Orlando tourism stays healthy.

Disney is not doing great…that’s the flaw in this line of thought

 

[Touchdown]

Yup you can only rely on per capita going up for so long, eventually the bottom is going to fall out and you will suffer a sudden much larger drop in attendance (as opposed to the slow decline you had previously) with a large drop in per cap spending which is when your stock swan dives (see Six Flags Q2 2025.)

 

[BrianLo]

Not quite…a used contract at 4x the price can’t be shrunk down to that $60 one new long ago…and also the perks - most definitely admission - where a vastly better value then.

So the value proposition has fallen there too.

The introductory perks were frankly amazing.

But copper creek is going for 130 now. It works out to the same post inflation. It came down a ton.

 

[Touchdown]

You guys can have your DVC, I don’t want hassle, I go when you all go (October, early December, late Jan/early February, May, October) that reservations would be a pain, I have to put in my vacation time for the following year in August so I’m not flexible and every 3 years going 6 times doesn’t really work for that system.

 

[Sirwalterraleigh]

The introductory perks were frankly amazing.

But copper creek is going for 130 now. It works out to the same post inflation. It came down a ton.

Not even the introductory perks…they only basically eliminated the perks under the comedy duo of Bob and Bob

Like now they want you to pay for “exclusive access” to upsells nobody really wants

$130?

Woah…getting pretty bad. That almost represents a market tanking.

 

[Sirwalterraleigh]

You guys can have your DVC, I don’t want hassle, I go when you all go (October, early December, late Jan/early February, May, October) that reservations would be a pain, I have to put in my vacation time for the following year in August so I’m not flexible and every 3 years going 6 times doesn’t really work for that system.

You stepped right into what I said…

You missed it. It’s ok…but you missed it.

It’s not “a pain” to have avoided the years of incessant cost escalation…it requires minimal effort and a tad more flexibility to plan and use effectively

If you go twice a year…it’s a no brainer for you.
If what B says is true…and the prices are in free fall…might want to pick it up when it bottoms out? It would work for you then

 

[BrianLo]

You guys can have your DVC, I don’t want hassle, I go when you all go (October, early December, late Jan/early February, May, October) that reservations would be a pain, I have to put in my vacation time for the following year in August so I’m not flexible and every 3 years going 6 times doesn’t really work for that system.

It definitely doesn't work well with such limited booking window. I Locum exclusively for that reason, ultimate flexibility and the fortune of being extremely needed with my sheer neurotic love of planning has my rough draft schedule already out to 2027.

My DVC usage plans for when various friends have kids at acceptable park ages extends to 2030.

 

[Vegas Disney Fan]

Also I feel Vegas is even more reliant on foreign money than WDW. Our new tactics and of closely scrutinizing anyone with a hint of melanin in their skin at the border and denying entry, increasing visa fees and getting our closest Caucasian neighbors to boycot has dramatically dropped our foreign tourists. Disney has held on thanks to the upper middle class still having spending power, with those new tariffs kicking in and estimated to cost households a $2400 a year we’ll see how long that lasts.

It’s actually the opposite, only about 12% of the visitors to Vegas are foreign, compared to about 23% of WDWs visitors.

Foreign guests very likely contribute higher spending per capita but ultimately we depend on CA, they make up almost 1/3 of our total guests. DL is probably a closer comparison to Vegas than WDW since both are so heavily reliant on local tourism.

 

[Touchdown]

It definitely doesn't work well with such limited booking window. I Locum exclusively for that reason, ultimate flexibility and the fortune of being extremely needed with my sheer neurotic love of planning has my rough draft schedule already out to 2027.

My DVC usage plans for when various friends have kids at acceptable park ages extends to 2030.

Vacations currently fully planned and booked through May, scheduled and partially booked through the end of next year, vague ideas for 2027 and beyond WDW AP moving to DL (LA Olympics in 28, want to go) Alaska Cruise in May/June 2027

 

[Vegas Disney Fan]

Vacations currently fully planned and booked through May, scheduled and partially booked through the end of next year, vague ideas for 2027 and beyond WDW AP moving to DL (LA Olympics in 28, want to go) Alaska Cruise in May/June 2027

We’re the same, our big trips are already booked through Dec 2026, we’re already looking at destinations for 2027, and we’ve already got a wish list for smaller trips to fill in the gaps in 26.

That said we consider WDW a fairly simple trip to plan so we often book it only a couple months in advance as a filler trip with friends or family. Even with all the planning involved Disney is easy compared to most trips simply because we’ve been so many times.

 

[Sirwalterraleigh]

Vacations currently fully planned and booked through May, scheduled and partially booked through the end of next year, vague ideas for 2027 and beyond WDW AP moving to DL (LA Olympics in 28, want to go) Alaska Cruise in May/June 2027

So if you’re a long term planner…it would work out better for you than 90% of the little fishies in the sea of dvc

Would work at Disneyland too!

 

[Touchdown]

So if you’re a long term planner…it would work out better for you than 90% of the little fishies in the sea of dvc

Would work at Disneyland too!

No it wouldn’t, you can’t book those rooms unless that’s your home resort.