Naplesgolfer
Well-Known Member
Yes there are too many hotels and too much focus on them.
The DVC bubble will pop at some point. DVCs are essentially free money to Disney bc the are a one-off revenue stream. After subtracting the building costs, Disney doesn’t have to worry about much else as fees cover maintenance, etc. Disney should know to limit this type of income, as it cannot be sustained forever, but they get used to seeing it there year after year.
Demand will go down once people continually see neglected parks and operational issues. It hasn’t happened yet, but it eventually will.
Disney just has to build a new DVC every 4 years till 2042 and then they have 6 resorts expiring to re-sell . They will have to extend some of those 6 to ladder them out for re-sale purposes. then they could just have a revolving DVC re sale every 4 years forever.