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00:00:00,520 --> 00:00:04,040
I'd like to chalk this opening 
up as random things you find 

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00:00:04,040 --> 00:00:06,800
after DVC Fan Summerfest in your
room. 

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On today's display, we have this
lovely cowboy hat someone might 

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00:00:13,680 --> 00:00:16,280
be missing. 
I know that hat. 

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00:00:17,760 --> 00:00:20,080
Could you explain it a little 
bit more, 'cause I don't think 

6
00:00:20,080 --> 00:00:23,280
we got the explanation for why 
you have a Miller High life? 

7
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Cowboy hat because I've, I've, 
I've had it now, I think going 

8
00:00:28,440 --> 00:00:32,840
on 76 years. 
So I bought it a long, long time

9
00:00:32,840 --> 00:00:34,760
ago. 
At the same time, you bought 

10
00:00:34,760 --> 00:00:38,320
this bag as well because it 
looks about 76 years old also. 

11
00:00:39,240 --> 00:00:41,160
Yeah, that's a grocery bag from 
Asheville. 

12
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And there's some gum that just 
fell out of the bag. 

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I know why he needs the hat. 
I didn't until this started. 

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You guys didn't see it. 
Can you come forward again, 

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Derek, so we can see the 
forehead? 

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00:00:53,320 --> 00:00:55,120
That's why he needs that. 
No, no. 

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00:00:55,120 --> 00:00:55,920
Why? 
Didn't make fun of it. 

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It just took up the whole Oh my 
God. 

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That's why we need that. 
It's a beautiful forehead. 

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If I do say I. 
Got the hat a long, long time 

21
00:01:03,640 --> 00:01:05,000
ago. 
I thought it was really cool. 

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Plus that used to be my favorite
beer was Miller High Life, the 

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champagne of beer. 
So I found a place that made 

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cowboy hats out of old cases of 
beer and it was a slam dunk. 

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And now it's a family heirloom 
that'll pass on to my kids and 

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their kids and their kids so. 
I'm glad, I glad I took it from 

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the cabin and I really hope 
Miller's listening to this 

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because we're still looking for 
a nice sponsor to this show, so.

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It'll go great with the Mexican 
pizza from. 

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00:01:32,080 --> 00:01:32,680
Dead to us? 
Who is it? 

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00:01:33,640 --> 00:01:36,440
Red Baron hates us. 
We've moved on to Totino's. 

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00:01:46,470 --> 00:01:49,070
Hey everybody, and welcome to 
this week's episode of The DVC 

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00:01:49,070 --> 00:01:51,270
Show. 
I am Your host Paul Krieger 

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00:01:51,270 --> 00:01:54,630
joined as always. 
You never you don't know what to

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00:01:54,630 --> 00:01:55,950
do during those openings, do 
you? 

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00:01:55,950 --> 00:01:56,190
I. 
Don't. 

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00:01:56,310 --> 00:01:58,430
I'm just. 
Along for the ride. 

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00:01:58,430 --> 00:02:02,230
Yeah, pretty much Amy Krieger. 
Ladies and gentlemen, we've got 

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00:02:02,230 --> 00:02:03,990
Josh Kerry, Big Fat Panda with 
us. 

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00:02:04,790 --> 00:02:08,160
Welcome home everyone. 
Senior sales associate for 

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00:02:08,160 --> 00:02:13,200
Miller High Life Derek de Boer. 
Hey now, happy Monday everybody,

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00:02:13,480 --> 00:02:16,360
and go nose. 
The Honorable Jeff Haslam. 

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00:02:17,200 --> 00:02:19,480
Hey everybody, I just thought I 
was laughing. 

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00:02:19,480 --> 00:02:22,720
Sorry because every so often I 
can't tell if it's Emerson 

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00:02:22,720 --> 00:02:25,520
behind you or Cinders, but. 
His head just keeps popping up 

46
00:02:25,560 --> 00:02:27,160
over the couch. 
And then back down again. 

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00:02:27,320 --> 00:02:29,920
It was Emerson. 
Yeah, definitely. 

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00:02:29,920 --> 00:02:33,440
Emerson, for those of you that 
miss the dogs from our from our 

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00:02:33,440 --> 00:02:36,280
previous setup, there are three 
beds on each side of us. 

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00:02:36,280 --> 00:02:39,720
And they do, they do still make 
their way in and out of the 

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camera. 
Well, hey, happy Monday, 

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00:02:41,560 --> 00:02:42,560
everyone. 
Welcome. 

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00:02:42,560 --> 00:02:44,600
This week's episode of the DVC 
show Panda. 

54
00:02:44,600 --> 00:02:46,560
Welcome back. 
Welcome. 

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00:02:47,440 --> 00:02:49,040
I was. 
I'm a real life boy again. 

56
00:02:49,360 --> 00:02:52,960
Yeah, we've made-up about 10 
different ways that, you know, 

57
00:02:52,960 --> 00:02:55,960
you disappeared from this show 
and people don't believe any of 

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00:02:55,960 --> 00:02:57,720
them. 
I I feel like you should just 

59
00:02:57,720 --> 00:03:00,040
make up another one as to like 
where you disappeared for the 

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00:03:00,040 --> 00:03:03,480
the past month. 
I I was at a DVC hotel when I 

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00:03:03,480 --> 00:03:04,600
was just staying there. 
I don't know that. 

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00:03:06,440 --> 00:03:08,440
Would that would I do? 
I get that I get to do that 

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00:03:08,440 --> 00:03:09,840
tomorrow though, so I'm pretty 
excited. 

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00:03:09,920 --> 00:03:11,040
Yeah, you're staying at Bay 
Lake. 

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00:03:11,720 --> 00:03:14,880
Bay Lake for one night and then 
the Poly tower which I literally

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00:03:14,880 --> 00:03:16,280
haven't seen yet. 
I can't wait. 

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00:03:16,880 --> 00:03:17,480
Oh. 
That's. 

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00:03:17,640 --> 00:03:19,320
Awesome. 2 bedroom in each one, 
Yeah. 

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00:03:19,760 --> 00:03:21,440
Oh, that'll be really. 
You'll have to report back. 

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00:03:22,320 --> 00:03:24,120
Is that? 
Is that your points for that? 

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00:03:25,160 --> 00:03:28,440
For the Polly Tower? 
Yes, my friend Donna Marie for 

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00:03:28,440 --> 00:03:30,640
the Contemporary. 
Nice. 

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00:03:30,760 --> 00:03:31,880
Are we just? 
Yeah, I'm. 

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00:03:32,800 --> 00:03:34,840
Excited to hear. 
Your thoughts Share and share 

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00:03:34,840 --> 00:03:37,560
alike. 
Halloween party in 100°. 

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00:03:37,800 --> 00:03:38,960
Yeah. 
What are you going as? 

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00:03:39,720 --> 00:03:41,760
Myself. 
I don't do the costume. 

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00:03:43,680 --> 00:03:47,400
I mean, when I go with you guys,
I become a a Ewok or something 

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00:03:47,400 --> 00:03:51,960
like that, yeah. 
I thought as a fashion model 

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00:03:51,960 --> 00:03:55,240
with perfect teeth, after two 
months of getting them fixed, 

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00:03:55,240 --> 00:03:56,880
those teeth are Immaculate. 
Look at them. 

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00:03:57,720 --> 00:04:00,560
And now the Immaculate beard, 
thanks to hammer and Nails. 

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00:04:01,200 --> 00:04:04,240
Oh boy. 
Oh, I can't even grow a beard. 

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00:04:06,360 --> 00:04:07,640
Well, this week we are. 
Talking. 

85
00:04:08,320 --> 00:04:12,200
We are talking all things Disney
and BBC News this week. 

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00:04:12,880 --> 00:04:15,440
There have been a couple big 
things that have happened since 

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00:04:15,440 --> 00:04:18,240
the last time we all got 
together and kind of chatted the

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00:04:18,240 --> 00:04:22,120
news as well as some things that
are coming up in the Disney and 

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00:04:22,120 --> 00:04:25,080
DVC space. 
So we thought why not come 

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00:04:25,080 --> 00:04:28,320
together, chat about them. 
You guys listen to us for some 

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00:04:28,320 --> 00:04:30,080
reason and we love you for doing
so. 

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00:04:30,520 --> 00:04:34,040
So hey, as always, if you do 
love this show, please hit that 

93
00:04:34,040 --> 00:04:36,600
thumbs up button like and 
subscribe to the DVC Fan YouTube

94
00:04:36,600 --> 00:04:38,240
channel. 
But most importantly, show some 

95
00:04:38,240 --> 00:04:42,560
love for our sponsors over at 
the World of DVC, DVC Resale 

96
00:04:42,560 --> 00:04:45,640
Market where you can buy or sell
that Disney Vacation Club 

97
00:04:45,640 --> 00:04:48,640
contract. 
Monera Financial who will assist

98
00:04:48,640 --> 00:04:50,880
in financing that DVC resale 
contract. 

99
00:04:50,880 --> 00:04:54,040
Purchase the DVC rental store 
where you can try before you 

100
00:04:54,040 --> 00:04:58,120
buy, rent some points or rent 
out to your own points for cash.

101
00:04:58,560 --> 00:05:02,080
An unlocked Magic where you can 
save on Disney World and 

102
00:05:02,080 --> 00:05:05,400
Universal tickets as well as 
specialty party tickets like 

103
00:05:05,400 --> 00:05:08,120
Halloween party, Christmas 
party, Jollywood nights. 

104
00:05:08,320 --> 00:05:12,960
Head to unlockedmagic.com/DBC 
fan. 

105
00:05:13,760 --> 00:05:17,320
It's getting longer every time. 
I try to, I try to speed it up, 

106
00:05:18,040 --> 00:05:21,240
I try to do the best I can. 
Now I've lost all sense of like 

107
00:05:21,240 --> 00:05:23,720
where things are and what 
screens I got Magic. 

108
00:05:24,960 --> 00:05:27,760
Worked for our very own Mary. 
She got a discount off some 

109
00:05:27,760 --> 00:05:29,520
Christmas party tickets. 
She was very happy with it. 

110
00:05:30,000 --> 00:05:32,960
Oh, Mary, Mary that you're going
to a Christmas party with, 

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00:05:32,960 --> 00:05:34,800
correct? 
So excited. 

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00:05:34,840 --> 00:05:36,480
Yeah, I really am. 
I mean, I'm excited for the 

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00:05:36,480 --> 00:05:39,560
Christmas party, but I'm doubly 
excited to just see Mary's face 

114
00:05:39,560 --> 00:05:40,200
in it. 
Yeah. 

115
00:05:40,760 --> 00:05:41,800
Yeah. 
I cannot wait. 

116
00:05:42,080 --> 00:05:44,680
Derek. 
Derek looks sad and disappointed

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00:05:44,680 --> 00:05:47,720
he wasn't invited. 
She would love if he came. 

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00:05:47,720 --> 00:05:52,240
You know that she would love. 
It you guys are besties since 

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00:05:52,240 --> 00:05:54,360
you went to go see Wicked 
together, now you're in 

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00:05:54,400 --> 00:05:57,760
separate. 
And we will see Wicked for Good 

121
00:05:57,760 --> 00:06:01,000
Part 2 for sure. 
That'll be awesome. 

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00:06:01,600 --> 00:06:05,080
Well, I think best place to kick
off this week's kind of DVC and 

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00:06:05,080 --> 00:06:07,480
Disney news is the most recent 
thing that happened really in 

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00:06:07,480 --> 00:06:11,320
the Disney Vacation Club space, 
which is something that I don't 

125
00:06:11,320 --> 00:06:14,320
think any of us had on our radar
for 2025. 

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00:06:15,160 --> 00:06:20,480
Riviera Resort had its first 
contract, Roeford, so basically 

127
00:06:20,480 --> 00:06:23,920
bought back by Disney. 
If anyone is unfamiliar watching

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00:06:23,920 --> 00:06:27,040
this show for the first time, 
Roefer or write a first refusal 

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00:06:27,040 --> 00:06:31,200
is the act in which if you say 
I'm going to sell my Disney 

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00:06:31,200 --> 00:06:34,160
Vacation Club contract, you find
a buyer, that buyer agrees to 

131
00:06:34,160 --> 00:06:36,520
buy that contract. 
Disney does have the first 

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00:06:36,520 --> 00:06:39,840
option to essentially choose to 
buy that contract back 

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00:06:39,840 --> 00:06:42,520
themselves for that same 
contracted price. 

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00:06:43,160 --> 00:06:46,280
And in the instance of this 
Riviera contract, it was quite a

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00:06:46,280 --> 00:06:52,000
no brainer as to why they did so
because it was dirt cheap, $89 

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00:06:52,000 --> 00:06:56,760
per point for a 400 point 
Riviera contract selling on the 

137
00:06:56,760 --> 00:06:59,960
resale market. 
I like to give a disclaimer when

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00:06:59,960 --> 00:07:02,120
we talk about this contract, you
know, obviously there are 

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00:07:02,120 --> 00:07:05,160
probably reasons that it was 
priced so low. 

140
00:07:05,480 --> 00:07:09,200
Typically, you know, sellers in 
that situation have to kind of 

141
00:07:09,200 --> 00:07:11,440
sell quickly for for one reason 
or another. 

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00:07:11,720 --> 00:07:15,720
And so you know, it is it was 
definitely priced to sell. 

143
00:07:15,760 --> 00:07:18,720
It did sell. 
And then Disney said, yes, Sir, 

144
00:07:18,720 --> 00:07:20,840
we will take that contract for 
that price. 

145
00:07:21,360 --> 00:07:25,840
And yeah, I just first thoughts 
on on the Riviera roofer. 

146
00:07:26,200 --> 00:07:31,320
I feel like so we used to have 
this list before of resorts. 

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00:07:31,320 --> 00:07:35,320
They were a safe bet they would 
not ever get, you know, Roefer 

148
00:07:35,320 --> 00:07:38,360
from Disney and those were 
things like Faro Beach and 

149
00:07:38,640 --> 00:07:43,160
Aulani and you know, Grand Cow 
and Riviera. 

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00:07:43,160 --> 00:07:47,960
But I feel like anymore, you 
know, if the price is right, if 

151
00:07:47,960 --> 00:07:50,440
the conditions are right, 
they'll they'll take anything. 

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00:07:50,440 --> 00:07:54,280
So keep that in mind. 
Panda is a Riviera owner, are 

153
00:07:54,280 --> 00:07:55,720
you? 
Are you happy to hear that the 

154
00:07:55,720 --> 00:07:57,880
roofer monster ETA Riviera 
contractor? 

155
00:07:58,520 --> 00:08:02,120
I'm sad for the buyer, but happy
because it just made the Riviera

156
00:08:02,120 --> 00:08:05,640
feel more important to me. 
It is getting close to selling 

157
00:08:05,640 --> 00:08:07,960
out right? 
We are getting closer. 

158
00:08:07,960 --> 00:08:12,520
I would say what we are inside 
probably 12 months in which you 

159
00:08:12,520 --> 00:08:15,560
know at some point Disney, they 
technically could do it at any 

160
00:08:15,560 --> 00:08:20,560
time claim that Riviera is at 
its sell out point or it's kind 

161
00:08:20,560 --> 00:08:22,920
of on its last sale selling out 
soon. 

162
00:08:23,120 --> 00:08:26,960
We're in that final probably 20%
or so of points that they have 

163
00:08:26,960 --> 00:08:30,040
themselves based off of the 
current, you know trends that 

164
00:08:30,040 --> 00:08:32,840
we're seeing and also the 
timeline for things that are 

165
00:08:32,840 --> 00:08:36,360
coming down the Pike. 2027 
Lakeshore Lodge comes online, 

166
00:08:36,919 --> 00:08:40,320
you know, it's, I think they're 
anticipating it at least being 

167
00:08:40,320 --> 00:08:43,159
sold out before then. 
So I would imagine you know mid 

168
00:08:43,159 --> 00:08:46,360
next year or third quarter of 
2026 for sure. 

169
00:08:46,400 --> 00:08:48,240
I would have been disappointed 
if they didn't take that 

170
00:08:48,240 --> 00:08:50,880
contract. 
Yeah, if it if it got by that, 

171
00:08:51,520 --> 00:08:55,000
yeah. 
Yeah. 

172
00:08:55,080 --> 00:08:58,360
And in that, in that final sales
push of it, you can count on it 

173
00:08:58,360 --> 00:09:01,640
like death and like taxes. 
They're going to raise the price

174
00:09:01,640 --> 00:09:04,000
again. 
So they will say we're going to 

175
00:09:04,000 --> 00:09:06,480
raise the price effective On 
this date. 

176
00:09:06,480 --> 00:09:08,960
So this is your last time 
because the price is going up 5 

177
00:09:08,960 --> 00:09:10,760
bucks a point. 
It's going up 10 bucks a point. 

178
00:09:10,960 --> 00:09:13,320
So they're getting people in the
door, they're getting members to

179
00:09:13,320 --> 00:09:15,840
add on, they're getting new 
people to join before the price 

180
00:09:15,840 --> 00:09:17,360
goes up. 
That's what they do with every 

181
00:09:17,360 --> 00:09:20,520
single resort before it 
officially sells out is the last

182
00:09:20,840 --> 00:09:22,840
minute. 
Get your points while you can 

183
00:09:22,840 --> 00:09:27,200
because the price is going. 
Do you think that the getting 

184
00:09:27,200 --> 00:09:30,360
close to selling out helps them?
Like do you think we're going to

185
00:09:30,360 --> 00:09:33,440
see more even if the price isn't
great, that they're going to get

186
00:09:33,440 --> 00:09:36,680
more Riviera just to extend the 
sales period? 

187
00:09:36,680 --> 00:09:37,920
No, that's not a thing. 
Okay. 

188
00:09:39,080 --> 00:09:42,920
I don't, I just think that this 
one was just so blatantly, 

189
00:09:43,360 --> 00:09:48,600
ridiculously, cartoonishly low 
that they they had to take it. 

190
00:09:48,600 --> 00:09:51,840
Because if they didn't take it, 
it really, it really would make 

191
00:09:51,840 --> 00:09:54,840
you question what are they doing
in that roofer room? 

192
00:09:55,000 --> 00:09:58,560
Like, how could they possibly 
let you know an 80 some dollar 

193
00:09:58,560 --> 00:10:01,000
point Riviera? 
Because again, the important 

194
00:10:01,000 --> 00:10:03,920
point to know is that again, 
Disney doesn't have bottomless 

195
00:10:03,920 --> 00:10:05,520
buckets of money. 
And we've talked about this when

196
00:10:05,520 --> 00:10:08,120
it comes to roofer, they're 
given a budget every year and 

197
00:10:08,120 --> 00:10:09,680
they're giving it. 
OK, you've got this much to 

198
00:10:09,680 --> 00:10:11,280
spend. 
How you spend it throughout the 

199
00:10:11,280 --> 00:10:14,160
whole year is up to you. 
So they're going to look, well, 

200
00:10:14,160 --> 00:10:16,160
how can we spend it? 
Turn around, flip it and make 

201
00:10:16,160 --> 00:10:18,360
the most possible. 
So, you know, I think Paul 

202
00:10:18,360 --> 00:10:20,640
covered it in his blog too, 
which is perfect. 

203
00:10:20,640 --> 00:10:23,240
It's like, OK, if I got to spend
80, whatever we're selling 

204
00:10:23,240 --> 00:10:28,160
Riviera at 2:35, I could flip it
and it's a 400 point contract. 

205
00:10:28,160 --> 00:10:29,520
So I could break it up if I 
want. 

206
00:10:29,800 --> 00:10:32,560
And do you know 4 or 100 
pointers if needed. 

207
00:10:32,560 --> 00:10:36,120
So for them that you know, 
return on investment, you know 

208
00:10:36,120 --> 00:10:39,840
for them for that contract like 
that, I don't see them doing it 

209
00:10:39,840 --> 00:10:45,000
because normally RIB sells them 
that you know, 120 1:10, 1/21/25

210
00:10:45,000 --> 00:10:47,760
range. 
So I don't see them snatching up

211
00:10:48,200 --> 00:10:50,240
Riviera. 
No, not at all. 

212
00:10:50,240 --> 00:10:54,520
Yeah, yeah, yeah. 89 books. 
I would have executed my right 

213
00:10:54,520 --> 00:10:58,320
to 1st year. 
I would like that please. 

214
00:10:58,520 --> 00:11:02,560
I mentioned in the article to 
Derricks point, you know, 

215
00:11:02,680 --> 00:11:06,240
potential profit on this 
contract alone, a low estimate 

216
00:11:06,240 --> 00:11:10,120
if they were to just resell it 
at that 400 point as just a 

217
00:11:10,120 --> 00:11:14,640
single 400 point contract, they 
stand to make around $47,000. 

218
00:11:14,920 --> 00:11:17,640
And like Derek said, if you 
piece this thing out, it's like 

219
00:11:17,640 --> 00:11:21,080
50 point contracts or even you 
know, a couple 150 point 

220
00:11:21,080 --> 00:11:23,840
contracts and 100 point 
contract, you're you could 

221
00:11:23,920 --> 00:11:27,720
probably make upwards of $50,000
just from this single 

222
00:11:27,720 --> 00:11:30,280
transaction that they elected to
buy back. 

223
00:11:30,280 --> 00:11:33,600
So it is, it's like when you 
play the stock market and you 

224
00:11:33,600 --> 00:11:37,000
know that the like that this 
thing's just going to fly off 

225
00:11:37,000 --> 00:11:39,640
the charts, you know, buy, buy 
now. 

226
00:11:39,640 --> 00:11:42,160
Yes, yes, because tomorrow 
you're going to you're going to 

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00:11:42,240 --> 00:11:46,160
quadruple your money and and 
that and that purchase, Jeff. 

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00:11:46,520 --> 00:11:47,800
Thoughts. 
Real, real question. 

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00:11:47,840 --> 00:11:50,120
Oh, I'm sorry, Jeff, just let me
ask Derek a real question. 

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00:11:50,480 --> 00:11:54,760
If a, a seller comes to you with
that sale, do you automatically 

231
00:11:54,760 --> 00:11:58,040
like advise them, hey, you're 
not going to or the buyer, 

232
00:11:58,240 --> 00:12:01,760
you're not going to get this? 
Like, do you advise them that 

233
00:12:01,760 --> 00:12:03,920
that something like that's not 
going to fly? 

234
00:12:03,920 --> 00:12:05,360
Like Disney's probably going to 
take it? 

235
00:12:05,920 --> 00:12:07,720
Yeah. 
I mean, no, I mean, in a case 

236
00:12:07,720 --> 00:12:11,160
like that, I don't know the 
buyer's situation, so I'm not 

237
00:12:11,160 --> 00:12:14,680
sure maybe if it was part of our
instant sale program or if maybe

238
00:12:14,680 --> 00:12:17,160
it was, you know, sold to a 
buyer. 

239
00:12:17,320 --> 00:12:22,720
I think like Amy said, it's 
always, it's so rare that we 

240
00:12:22,800 --> 00:12:25,640
always tell people, you know, 
listen, you're going to be fine.

241
00:12:25,640 --> 00:12:28,840
Disney doesn't buy back Live 
inventory, as always. 

242
00:12:28,840 --> 00:12:31,400
You know the motto, you know, 
they don't buy back money, they 

243
00:12:31,400 --> 00:12:34,320
don't buy back Riviera. 
So the odds of you getting this 

244
00:12:34,320 --> 00:12:37,720
contract, no matter of the price
would be really, really strong. 

245
00:12:38,200 --> 00:12:41,640
In that case though I think like
I said, it's just a one off. 

246
00:12:41,640 --> 00:12:45,360
Like I don't see Riviera plus 
it's huge, right? 

247
00:12:45,360 --> 00:12:48,240
So I mean, a normal, you know, 
the bigger the contract, the 

248
00:12:48,240 --> 00:12:52,560
less it's going to be anyway per
point to a body. 

249
00:12:52,920 --> 00:12:55,240
So the bigger the ones are 
always going to be less per 

250
00:12:55,240 --> 00:12:57,040
point. 
So this one just stood out as 

251
00:12:57,040 --> 00:12:59,720
just so almost, you know, 
flagrant, like they had to do 

252
00:12:59,880 --> 00:13:02,520
something on it. 
If it's depends, you know, right

253
00:13:02,520 --> 00:13:06,440
now roofers, you know, active, 
very specific resorts. 

254
00:13:06,440 --> 00:13:08,520
You know, I think I don't have 
it in front of me. 

255
00:13:08,520 --> 00:13:10,760
I think at the top of my head, I
was talking to someone today 

256
00:13:10,760 --> 00:13:14,120
that was buying a Copper Creek 
and then they were worried like,

257
00:13:14,120 --> 00:13:15,720
oh God, are they going to buy 
Copper Creek? 

258
00:13:15,720 --> 00:13:18,280
Because I know roofers been 
active lately and I'm always 

259
00:13:18,280 --> 00:13:19,800
like, you got to look at the 
stats. 

260
00:13:20,080 --> 00:13:22,280
I mean, that's why Paul does 
such a great job of, you know, 

261
00:13:22,280 --> 00:13:25,440
having those each and every 
month because when she looks, 

262
00:13:25,440 --> 00:13:29,520
she goes, oh, so they bought 
back literally less than 1% of 

263
00:13:29,520 --> 00:13:32,080
all Copper Creek contracts for 
this year. 

264
00:13:32,240 --> 00:13:34,160
So they bought back one 
contract. 

265
00:13:34,160 --> 00:13:38,520
So I said odds are statistically
you'd probably, you know, won't 

266
00:13:38,520 --> 00:13:42,760
lose much sleep knowing that 
less than 1% verse like a old 

267
00:13:42,760 --> 00:13:44,400
Key West person. 
You know, they're buying back 

268
00:13:44,400 --> 00:13:48,120
around like 1213% of old Key 
West contracts. 

269
00:13:48,120 --> 00:13:50,880
So again, it's just very 
specific this year. 

270
00:13:50,880 --> 00:13:53,480
So yeah, I mean, I'm not afraid 
to tell people and say, listen, 

271
00:13:53,480 --> 00:13:56,000
you got to go for it. 
If it's a great deal, no matter 

272
00:13:56,000 --> 00:13:58,680
what, you're not going to be out
any money, right? 

273
00:13:58,680 --> 00:14:01,280
Because at the end of the day, 
you know, you're either getting 

274
00:14:01,280 --> 00:14:02,880
that contract or Disney's going 
to get it. 

275
00:14:02,880 --> 00:14:06,080
If you if Disney buys it back, 
you don't lose your escrow. 

276
00:14:06,320 --> 00:14:09,720
So buyers are all the time say 
buyers all the time say, you 

277
00:14:09,720 --> 00:14:12,640
know what, I have to go for it. 
Even when I've told people this 

278
00:14:12,640 --> 00:14:14,640
year the hey, your Grand 
Floridian contract bought back. 

279
00:14:14,640 --> 00:14:16,360
They're like, yeah, I totally 
get it. 

280
00:14:16,360 --> 00:14:18,320
But Derek, I I had to take a 
stab at it. 

281
00:14:18,320 --> 00:14:22,120
I got I got nothing to lose by 
by trying to get one because 

282
00:14:22,120 --> 00:14:25,760
they can't write back everything
they can't buy back at. 

283
00:14:26,200 --> 00:14:29,480
Everything and this blog along 
with our our monthly reports are

284
00:14:29,480 --> 00:14:32,000
up on the DVC Resale Market 
website. 

285
00:14:32,000 --> 00:14:35,640
So if you do want to deep dive 
into this information a bit 

286
00:14:35,640 --> 00:14:39,200
further, head to the DVC Resale 
Market website. 

287
00:14:39,200 --> 00:14:43,040
We'll put a link to the specific
Riviera instance in the comments

288
00:14:43,040 --> 00:14:46,720
here. 
But there's, I feel like I, I 

289
00:14:46,720 --> 00:14:49,200
every month write these reports 
and I have to find something to 

290
00:14:49,200 --> 00:14:51,280
write about. 
It is something like Derek said,

291
00:14:51,280 --> 00:14:54,400
that many buyers and sellers are
interested in what kind of 

292
00:14:54,400 --> 00:14:57,520
market movement is happening. 
But at the same time, when we 

293
00:14:57,520 --> 00:15:00,560
look at the overall percentage 
of things we're still talking 

294
00:15:00,560 --> 00:15:05,640
about, I think less than 3% or 3
to 4% of all contracts have been

295
00:15:05,640 --> 00:15:09,400
bought back this year that have 
been sold by the DVC resale 

296
00:15:09,400 --> 00:15:10,880
market. 
And that is the only metric that

297
00:15:10,880 --> 00:15:13,240
we do track. 
We, we track DVC resale market 

298
00:15:13,240 --> 00:15:16,000
sales And we imagine that, you 
know, that, that kind of 

299
00:15:16,000 --> 00:15:18,840
represents the whole or the 
average of the entire resale 

300
00:15:18,840 --> 00:15:21,240
market. 
But that is such a small 

301
00:15:21,240 --> 00:15:24,840
percentage overall. 
And I think people I, I, I don't

302
00:15:24,840 --> 00:15:27,760
want to over hype this. 
I want to hype down this 

303
00:15:27,760 --> 00:15:31,280
conversation if anything, 
because thank you, Derek. 

304
00:15:31,280 --> 00:15:35,520
Like you said, you know, it is 
something where there are so few

305
00:15:35,520 --> 00:15:39,240
of these that buyers still are 
not in a position in which this 

306
00:15:39,240 --> 00:15:42,360
needs to be part of that 
conversation like it once was. 

307
00:15:42,800 --> 00:15:49,280
When when you compare July of 
2025 to July of like 2022 or 

308
00:15:49,280 --> 00:15:52,800
2023, we're talking it was our 
biggest Roefer month that we've 

309
00:15:52,800 --> 00:15:57,760
seen in the past year, yes, of 
around 25 or so contracts, 

310
00:15:57,960 --> 00:16:04,920
whereas 2-3 years ago that month
alone had 120 to 130 contracts 

311
00:16:04,920 --> 00:16:07,480
bought back. 
So we're talking like that's 

312
00:16:07,600 --> 00:16:10,040
that's the two variables that 
we're talking. 

313
00:16:10,040 --> 00:16:14,320
So if we would see Disney push 
into 5075 a hundred contracts a 

314
00:16:14,320 --> 00:16:17,720
month, then I think we have much
more of a story to talk about 

315
00:16:17,720 --> 00:16:20,440
and it should be then maybe a 
consideration from buying 

316
00:16:20,440 --> 00:16:22,680
perspective. 
But right now it is, there are 

317
00:16:22,680 --> 00:16:26,160
good deals and I think what 
we've hoped Roefer would always 

318
00:16:26,160 --> 00:16:29,160
be is. 
Keeping the bottom from falling 

319
00:16:29,160 --> 00:16:30,840
out. 
Exactly, Yeah. 

320
00:16:31,880 --> 00:16:38,240
Again, 96% of contracts find a 
new happy home with an owner, 

321
00:16:38,320 --> 00:16:43,280
96% are welcome with open arms 
and beautiful families all over 

322
00:16:43,280 --> 00:16:46,640
the whole entire world. 
And there's 4% this year that 

323
00:16:46,640 --> 00:16:48,920
were bought back. 
But you know what I'd like to 

324
00:16:48,920 --> 00:16:52,000
know because I guarantee because
I know some of them of those 4% 

325
00:16:52,000 --> 00:16:54,840
bought back, they simply went, 
tried again, moved over their 

326
00:16:54,840 --> 00:16:59,640
escrow and they got, they're 
listening good 96%. 

327
00:16:59,640 --> 00:17:00,680
Still a win. 
Win. 

328
00:17:00,760 --> 00:17:03,320
Yeah. 
Well, don't fall for, you know, 

329
00:17:03,320 --> 00:17:06,160
some of the tab line, you know, 
tabloid stuff. 

330
00:17:06,160 --> 00:17:09,960
You know, Roefer monster 
unleashed bloody car for the 

331
00:17:10,079 --> 00:17:13,520
street timeshare. 
Like, come on, yes. 

332
00:17:13,520 --> 00:17:16,920
Is it weird they bought back one
dirt cheap Riviera contract? 

333
00:17:17,079 --> 00:17:21,280
Sure, it's weird what 96% made 
it through where Paul was 

334
00:17:21,280 --> 00:17:22,599
talking even a couple of years 
ago. 

335
00:17:22,800 --> 00:17:25,440
Dude there's people. 
Bay Lake tower was like at 30. 

336
00:17:25,440 --> 00:17:30,680
Almost 40% of every Bay lake. 
Tower like a coin flip almost. 

337
00:17:31,160 --> 00:17:33,000
Ridiculous. 
Ridiculous. 

338
00:17:33,000 --> 00:17:35,760
So yeah, everybody calm down. 
Just really quick you guys have 

339
00:17:35,760 --> 00:17:37,960
covered I don't need to add 
anything to this, but I just 

340
00:17:37,960 --> 00:17:41,160
wanted to comment and something 
that's adjacent to this as I saw

341
00:17:41,520 --> 00:17:45,360
cuz I'm deep into the DVC resale
market app now cuz I've got my 

342
00:17:45,360 --> 00:17:47,840
eye on some contracts. 
I'm texting Derek a little bit. 

343
00:17:47,840 --> 00:17:51,840
Did you guys see the another 
cabins at Fort Wilderness came 

344
00:17:51,840 --> 00:17:57,160
through? 
No, and it was right after 

345
00:17:57,560 --> 00:18:02,440
Summerfest and it went faster 
than anyone that I've been 

346
00:18:02,440 --> 00:18:04,640
watching in the last week. 
Like it was listed on the 12th 

347
00:18:04,640 --> 00:18:07,520
and it's already under contract.
Like, I just thought that was 

348
00:18:07,520 --> 00:18:10,360
interesting that I'm going to 
say that's our fault because we 

349
00:18:10,360 --> 00:18:12,560
had such a great time at 
Summerfest this year that 

350
00:18:12,920 --> 00:18:14,440
somebody. 
Wanted. 

351
00:18:14,520 --> 00:18:16,960
That contract. 
In a big way, so. 

352
00:18:17,200 --> 00:18:19,280
Someone watched all of our, all 
of our. 

353
00:18:19,360 --> 00:18:20,880
They've not seen all of our 
content yet. 

354
00:18:20,880 --> 00:18:24,280
We still got the behind. 
The scenes like maybe if I buy 

355
00:18:24,280 --> 00:18:27,880
this I will see the honorable 
Jeff Haslam zooming around in a 

356
00:18:27,880 --> 00:18:33,280
golf cart at the Fort Wilderness
with his dogs. 

357
00:18:33,400 --> 00:18:37,800
So I, I want to take this now 
one step further in this 

358
00:18:37,800 --> 00:18:40,320
conversation, really kind of 
just go very blue sky. 

359
00:18:40,320 --> 00:18:44,320
I did this in the article that I
wrote related to this Riviera 

360
00:18:44,320 --> 00:18:45,880
resale. 
But I want to think down the 

361
00:18:45,880 --> 00:18:48,440
road a little bit. 
We've mentioned Riviera, 

362
00:18:48,440 --> 00:18:53,840
Riviera's the first restricted 
property that Disney has put 

363
00:18:53,840 --> 00:18:56,040
some stronger resale 
restrictions on. 

364
00:18:56,040 --> 00:18:59,440
What that means is that if you 
buy a Riviera contract via the 

365
00:18:59,440 --> 00:19:03,200
resale market, you can only use 
those points at Riviera. 

366
00:19:03,840 --> 00:19:06,480
So that is going to be the case 
for Riviera. 

367
00:19:06,480 --> 00:19:09,560
We know it's going to be the 
case for Disneyland Hotel and we

368
00:19:09,560 --> 00:19:11,880
know it's going to be the case 
for the cabins at Fort 

369
00:19:11,880 --> 00:19:13,720
Wilderness, which Jeff just 
spoke to. 

370
00:19:13,960 --> 00:19:19,080
So for that person that bought 
that one cabins contract, that 

371
00:19:19,080 --> 00:19:23,000
makes sense to me because it's a
steal compared to the direct 

372
00:19:23,000 --> 00:19:25,600
price. 
And the cabins people are, are 

373
00:19:25,600 --> 00:19:28,160
loyal to the cabins, you know, 
the, the Fort Wilderness 

374
00:19:28,160 --> 00:19:30,720
campgrounds, they have always 
been loyal to that. 

375
00:19:30,720 --> 00:19:34,360
I think most were kind of upset 
when it was announced that this 

376
00:19:34,360 --> 00:19:37,400
was switching over to DVC. 
But if they can get their 

377
00:19:37,400 --> 00:19:41,000
historic camp campsite that 
they've had or their historic 

378
00:19:41,000 --> 00:19:44,040
cabin that they've had for the 
past 30 years for their 

379
00:19:44,040 --> 00:19:47,280
Halloween vacation or for their 
Christmas week vacation, then 

380
00:19:47,280 --> 00:19:50,440
they're going to definitely try 
to scoop that set up for, you 

381
00:19:50,440 --> 00:19:52,840
know, maybe half the price as 
compared to what they were 

382
00:19:52,840 --> 00:19:55,480
paying direct when they were 
booking it via cash. 

383
00:19:55,880 --> 00:19:59,960
So it it's very lucrative to 
that point. 

384
00:20:00,320 --> 00:20:05,240
My question is, does Disney 
strategy change when it comes to

385
00:20:05,240 --> 00:20:07,360
some of these restricted 
resorts? 

386
00:20:07,640 --> 00:20:10,360
Does Disney strategy almost go 
away from what we've 

387
00:20:10,360 --> 00:20:14,320
historically called the sold out
perspective and start? 

388
00:20:15,080 --> 00:20:19,840
Maybe never claiming fully that 
a resort is sold out, but having

389
00:20:19,840 --> 00:20:23,680
these limited time offers like 
we've seen with Animal Kingdom 

390
00:20:23,680 --> 00:20:26,920
Lodge, like we've seen with Old 
Key West or Saratoga on 

391
00:20:26,920 --> 00:20:30,080
occasion, but doing it more 
frequently with a property like 

392
00:20:30,080 --> 00:20:32,920
Riviera. 
It really just depends on where 

393
00:20:32,920 --> 00:20:35,840
the resale value goes. 
But I could see maybe another 

394
00:20:35,840 --> 00:20:38,560
different angle that they could 
take because of these 

395
00:20:38,560 --> 00:20:40,600
restrictions that they've put in
place. 

396
00:20:41,400 --> 00:20:43,920
Does that make sense? 
Yeah. 

397
00:20:45,280 --> 00:20:50,920
You know, I just, I, I have to 
wonder the longevity of, of this

398
00:20:50,920 --> 00:20:55,440
philosophy of theirs because as 
we all know, 2042 is a big year 

399
00:20:55,440 --> 00:20:57,600
in Disney Vacation Club. 
That's when six of the resorts 

400
00:20:57,600 --> 00:21:01,000
expire at some point. 
And I don't know when that 

401
00:21:01,000 --> 00:21:04,040
pendulum is going to swing the 
other way, but if they keep 

402
00:21:04,040 --> 00:21:09,320
restricting new properties at 
some point in the future, we're 

403
00:21:09,320 --> 00:21:10,720
going to be at a point where 
they're all going to be 

404
00:21:10,720 --> 00:21:16,400
restricted and you can only use 
your resale points at one DVC 

405
00:21:16,400 --> 00:21:17,800
resort ever, you know what I 
mean? 

406
00:21:17,800 --> 00:21:20,920
So I mean, yeah, we're 30-40 
years away from that, and maybe 

407
00:21:20,920 --> 00:21:22,080
they have a solution down the 
road. 

408
00:21:22,080 --> 00:21:24,320
I don't think anybody's thought 
that far ahead yet. 

409
00:21:24,320 --> 00:21:27,920
But at some point they're going 
to have to fix the problem 

410
00:21:27,920 --> 00:21:30,880
they've created. 
And I don't know if this is a 

411
00:21:30,880 --> 00:21:35,320
step in that direction or not. 
Yeah, I feel like I always think

412
00:21:35,320 --> 00:21:38,800
about this and I, I just don't 
think, I think we just aren't 

413
00:21:38,800 --> 00:21:40,880
going to know what things are 
going to be like. 

414
00:21:40,880 --> 00:21:44,760
And you know what, 8, we got 18 
years till 17. 

415
00:21:44,760 --> 00:21:48,720
Yeah, but but you're right. 
So let's say that you bought 

416
00:21:48,720 --> 00:21:53,160
Copper Creek on the resale 
market, so you can use it at all

417
00:21:53,160 --> 00:21:58,040
15 resorts, but then 2042 rolls 
around and you do you're losing 

418
00:21:58,560 --> 00:22:01,120
5. 
I would say OQS probably not, 

419
00:22:01,560 --> 00:22:03,600
but you're losing five of those 
resorts. 

420
00:22:04,520 --> 00:22:06,880
So it is going to start getting 
more and more restrictive, which

421
00:22:06,880 --> 00:22:10,320
does kind of devalue the product
in general because you need a 

422
00:22:10,320 --> 00:22:14,880
vibrant resale market. 
You know, for for the direct to 

423
00:22:14,880 --> 00:22:18,520
have that value, you still need 
a vibrant resale market. 

424
00:22:18,520 --> 00:22:22,880
You still need to know that if I
buy this contract and something 

425
00:22:22,880 --> 00:22:26,880
happens in in within a year and 
I got to sell it or whatever, 

426
00:22:27,120 --> 00:22:29,760
that I'm not trying to pay 
someone to take it away from me.

427
00:22:29,840 --> 00:22:31,760
You know what I mean? 
Like that's what gives it the 

428
00:22:31,760 --> 00:22:34,440
value of being different from 
other timeshares. 

429
00:22:34,440 --> 00:22:37,960
So yeah, I don't know. 
I think we'll see, think we'll 

430
00:22:37,960 --> 00:22:41,320
see changes when we get closer 
to those resorts expiring. 

431
00:22:41,440 --> 00:22:45,360
It all reflects just changes in 
the thought process from Disney 

432
00:22:45,360 --> 00:22:48,640
Vacation Club leadership to the 
direction that that, you know 

433
00:22:49,800 --> 00:22:52,520
those people at the top of the 
organization have. 

434
00:22:52,520 --> 00:22:55,560
I think if you would really look
back in time, you could probably

435
00:22:55,560 --> 00:22:58,720
trace some of the roofer 
differences back to when Bill 

436
00:22:58,720 --> 00:23:04,080
Dirksen took over as, as the 
person in charge of Disney 

437
00:23:04,080 --> 00:23:07,080
Vacation Club. 
You know, the the same can be 

438
00:23:07,080 --> 00:23:11,040
said for any company when like 
leadership changes that mindset 

439
00:23:11,040 --> 00:23:14,560
of, you know, how, how, how are 
we going to drive these revenue 

440
00:23:14,560 --> 00:23:16,600
streams change. 
And so I don't think that 

441
00:23:16,600 --> 00:23:19,600
leadership is in place right now
that's going to be making those 

442
00:23:19,600 --> 00:23:21,240
decisions. 
No, you're right, They might not

443
00:23:21,240 --> 00:23:23,600
even, you know they. 
Might not even be out of 

444
00:23:23,600 --> 00:23:24,920
college. 
Yeah, not yeah, we. 

445
00:23:25,400 --> 00:23:28,080
Just don't know but. 
And I was not to chime in and 

446
00:23:28,080 --> 00:23:30,680
say the same thing because I, I 
keep asking in the old Key West 

447
00:23:30,680 --> 00:23:33,960
condo meetings about the 
20422057 problem. 

448
00:23:34,320 --> 00:23:36,160
I'm not going to mention names 
because I don't want to get that

449
00:23:36,160 --> 00:23:38,360
person in trouble. 
But I was told by one of the 

450
00:23:38,360 --> 00:23:41,960
executives that said, you know, 
we've talked about this a lot, 

451
00:23:42,240 --> 00:23:44,200
but we look around the room and 
say, well, who's going to be 

452
00:23:44,200 --> 00:23:46,000
here when this problem has to be
fixed? 

453
00:23:46,000 --> 00:23:47,600
And it's nobody sitting at the 
table. 

454
00:23:47,880 --> 00:23:50,360
So I don't think they're really 
thinking down. 

455
00:23:50,760 --> 00:23:52,680
They're they're that. 
They're pushing that boulder 

456
00:23:52,680 --> 00:23:53,560
down the hill. 
Yeah. 

457
00:23:53,800 --> 00:23:57,120
And I mean that that's, that's 
the comedy of, you know, all of 

458
00:23:57,120 --> 00:24:01,520
us in this kind of sphere of 
Disney Vacation Club, we all 

459
00:24:01,520 --> 00:24:04,760
have these questions and we all 
have thought about this, you 

460
00:24:04,760 --> 00:24:08,640
know, 20 ways from Sunday as to 
how we would do it 20 years from

461
00:24:08,640 --> 00:24:11,240
now. 
But in corporate America, it's 

462
00:24:11,240 --> 00:24:14,640
really all about shareholders. 
It's really all about this year.

463
00:24:14,800 --> 00:24:16,440
How do we hit this year's 
numbers? 

464
00:24:16,440 --> 00:24:20,080
This is our budget this year. 
So what do we do this year to do

465
00:24:20,080 --> 00:24:21,400
this? 
And maybe there's a five year 

466
00:24:21,480 --> 00:24:23,080
plan. 
And yes, there's probably a 10 

467
00:24:23,080 --> 00:24:26,640
year plan. 
But yeah, very, I would, I would

468
00:24:26,640 --> 00:24:30,640
find it hard to believe that 
anyone has that 17 year plan 

469
00:24:30,960 --> 00:24:33,720
looking out at 2042. 
Yes, they've probably talked 

470
00:24:33,720 --> 00:24:35,800
about it, but at the end of the 
day, they're just kind of like 

471
00:24:36,560 --> 00:24:38,240
it'll be someone else's problem 
down the road. 

472
00:24:40,240 --> 00:24:43,680
Well, moving away from our 
conversation, but also staying 

473
00:24:43,680 --> 00:24:48,160
kind of with numbers with 
Disney, I did want to quickly 

474
00:24:48,160 --> 00:24:53,920
highlight and have a little bit 
of a discussion about the Q32025

475
00:24:53,920 --> 00:24:56,120
earnings report for the Walt 
Disney Company. 

476
00:24:56,320 --> 00:24:57,920
That had a couple cool 
takeaways. 

477
00:24:58,320 --> 00:25:00,800
For those of you that never 
followed this. 

478
00:25:00,800 --> 00:25:03,440
Essentially, it's a quarterly 
earnings report for the entire 

479
00:25:03,440 --> 00:25:05,800
Walt Disney Company. 
So that includes parks and 

480
00:25:05,800 --> 00:25:08,640
resorts, but also their media 
and entertainment divisions, 

481
00:25:08,640 --> 00:25:11,880
which includes Disney Plus, 
ESPN, their movies and 

482
00:25:11,880 --> 00:25:16,080
everything. 
Total segment income. 

483
00:25:16,080 --> 00:25:19,800
So income for Disney 
experiences, which includes 

484
00:25:19,800 --> 00:25:23,760
parks and experiences. 
They're they, they reported 2.5 

485
00:25:23,760 --> 00:25:29,000
billion in operating income for 
quarter three, up $294,000,000 

486
00:25:29,000 --> 00:25:33,320
year over year. 
Domestic parks, so here in the 

487
00:25:33,640 --> 00:25:39,120
US saw growth of 22%, reaching 
1.7 billion in operating income.

488
00:25:39,520 --> 00:25:45,120
Long story short, it was a very,
very good quarter for the Walt 

489
00:25:45,120 --> 00:25:48,280
Disney Company, Walt Disney 
World and Disneyland specific. 

490
00:25:48,880 --> 00:25:51,520
What's interesting, two 
different points and then I want

491
00:25:51,520 --> 00:25:54,680
to get your thoughts. 
One, this is the same quarter in

492
00:25:54,680 --> 00:25:59,040
which Epic Universe opened, very
interesting to see Disney do so 

493
00:25:59,040 --> 00:26:03,640
well in that period. 
But also the big number for me 

494
00:26:03,640 --> 00:26:06,520
that was the largest take away 
from from this earnings call. 

495
00:26:06,880 --> 00:26:10,560
Attendance year over year flat, 
no gross. 

496
00:26:11,800 --> 00:26:15,520
You're charging more. 
Per capita guests, yeah, up 8%, 

497
00:26:15,520 --> 00:26:18,760
of course. 
Yeah, they're doing more with 

498
00:26:18,760 --> 00:26:21,560
less. 
That's crazy and it's working. 

499
00:26:21,720 --> 00:26:22,480
But everything. 
But we. 

500
00:26:22,480 --> 00:26:24,760
Feel it. 
Yeah, it's everything though. 

501
00:26:24,760 --> 00:26:26,640
It's, it's a bottle of water in 
the parks. 

502
00:26:26,640 --> 00:26:32,080
It's, you know, it's your 
chicken tenders or you know your

503
00:26:32,080 --> 00:26:37,120
spirit Jersey, like everything 
is, has gone up. $0.50 to use 

504
00:26:37,120 --> 00:26:38,320
the restroom. 
Yeah, it's all. 

505
00:26:38,320 --> 00:26:41,200
I don't know. 
It's coming, it's coming. 

506
00:26:42,240 --> 00:26:46,480
Are we? 
I think we, I think my big take 

507
00:26:46,480 --> 00:26:51,640
away from this is I, I think we 
all in a way, because we miss 

508
00:26:51,640 --> 00:26:54,880
the nostalgia and we miss, we've
talked over and over again about

509
00:26:55,160 --> 00:26:58,000
we miss Magic Express, we miss 
that, we miss this, we miss free

510
00:26:58,000 --> 00:27:01,960
fast passes. 
So we want them to fail so that 

511
00:27:01,960 --> 00:27:04,720
we can get some of that back and
say, ha, ha, we told you so 

512
00:27:04,800 --> 00:27:06,680
people stopped coming because 
you took away too much. 

513
00:27:07,640 --> 00:27:10,880
It's clearly not going our way. 
And it's hard to blame them for 

514
00:27:10,880 --> 00:27:12,360
a winning strategy. 
You know what I mean? 

515
00:27:12,360 --> 00:27:17,200
Like I, I, I don't want it, I 
don't like it, but it is 

516
00:27:17,200 --> 00:27:18,800
working. 
People are spending more now. 

517
00:27:18,800 --> 00:27:23,960
I do think it'll be interesting 
to see if this, you know, flat 

518
00:27:23,960 --> 00:27:30,280
line continues because typically
we see an increase in in park 

519
00:27:30,320 --> 00:27:33,880
attendance year over year. 
If we're remaining flat from 

520
00:27:34,320 --> 00:27:38,000
this time last year, are we 
starting to see that scale tip, 

521
00:27:38,160 --> 00:27:39,520
even though they've made more 
money? 

522
00:27:40,400 --> 00:27:42,840
Are people going to start 
withholding as the economy gets 

523
00:27:42,840 --> 00:27:44,400
questionable in some of those 
kinds of things? 

524
00:27:44,400 --> 00:27:46,840
And are they going to have to 
back off of some of these in the

525
00:27:46,840 --> 00:27:50,720
future or are they just going to
raise prices more to keep the 

526
00:27:50,720 --> 00:27:52,840
costs and the operational income
the same? 

527
00:27:53,000 --> 00:27:56,280
That's, that's my big take away.
I don't know, you know, we don't

528
00:27:56,280 --> 00:27:59,960
have a crystal ball. 
I still don't think they've felt

529
00:28:00,080 --> 00:28:05,120
the full brunt of of maybe 
what's coming yet, but we'll 

530
00:28:05,120 --> 00:28:06,520
see. 
Yeah. 

531
00:28:06,520 --> 00:28:09,280
I think you, you look at these 
numbers, they're going to have 

532
00:28:09,280 --> 00:28:13,280
to really see a sharp attendance
tank for them to actually move 

533
00:28:13,280 --> 00:28:15,040
away from this strategy at this 
point. 

534
00:28:15,960 --> 00:28:20,400
And it's, you know, per capita 
guest spending up 8%. 

535
00:28:20,400 --> 00:28:22,560
So you're looking at maybe an 
attendance tank that would have 

536
00:28:22,560 --> 00:28:26,960
to be greater than 10%, which 
would just be unheard of like 

537
00:28:26,960 --> 00:28:30,480
which I think everyone would 
basically kind of very quickly, 

538
00:28:30,480 --> 00:28:33,800
you know, push the stop button 
and go, what's wrong? 

539
00:28:33,800 --> 00:28:37,280
Well, one of the biggest 
complaints at Disney for guests 

540
00:28:37,280 --> 00:28:42,040
are crowds. 
So you know, yeah, it the part 

541
00:28:42,040 --> 00:28:44,320
where we have to spend more, 
that part sucks. 

542
00:28:44,640 --> 00:28:47,440
But at the same time, is that 
managing the crowd levels? 

543
00:28:47,440 --> 00:28:51,680
Is that making it more, you 
know, a reasonable wait times? 

544
00:28:52,520 --> 00:28:55,080
And from everything that we're 
hearing, we recently had 

545
00:28:55,200 --> 00:28:57,800
friends, Mandy and Josh were 
down here with their girls 

546
00:28:58,040 --> 00:29:00,640
having a Disney vacation. 
Jeff, you've had some people 

547
00:29:00,640 --> 00:29:02,800
that have been here beat 
recently in the parks. 

548
00:29:03,240 --> 00:29:06,280
The parks are very reasonable 
for the summer. 

549
00:29:06,280 --> 00:29:09,880
This year it was a very mild, I 
would call it a milder summer 

550
00:29:10,120 --> 00:29:14,000
for the Disney World parks. 
Yeah, it definitely has been 

551
00:29:14,600 --> 00:29:16,240
lighter. 
Even people that left our 

552
00:29:16,240 --> 00:29:18,920
Patreon thing at Summerfest and 
went into Magic Kingdom that 

553
00:29:18,920 --> 00:29:23,160
same day were reporting really, 
really low crowds, which I think

554
00:29:23,160 --> 00:29:24,760
that's a better experience 
overall. 

555
00:29:24,760 --> 00:29:27,480
And and maybe all the things 
that we've been harping against 

556
00:29:27,480 --> 00:29:31,400
are the answer, like I was 
saying before, but there's also 

557
00:29:31,400 --> 00:29:35,640
some very interesting deals as 
far as hotel rooms, Disney Plus 

558
00:29:35,640 --> 00:29:39,240
offerings that we'd never seen 
before, dining plan for three 

559
00:29:39,240 --> 00:29:41,320
and unders kind of been back, 
you know what I mean? 

560
00:29:41,520 --> 00:29:43,440
Yeah, there's I saw that one. 
Yep. 

561
00:29:43,480 --> 00:29:46,360
Yeah, that surprised me. 
So. 

562
00:29:46,880 --> 00:29:49,640
It just makes me think like what
Jeff said, that they're getting 

563
00:29:49,640 --> 00:29:51,640
a little. 
Worried maybe there's a lot of 

564
00:29:51,640 --> 00:29:54,480
behind the scenes that are 
trying to, you know, cover the 

565
00:29:54,480 --> 00:29:56,840
spread maybe a little bit. 
And that's why I'm, I'm 

566
00:29:57,440 --> 00:29:59,840
wondering if we've seen the full
impact of this. 

567
00:29:59,840 --> 00:30:02,920
This has been a great quarter. 
I think a lot of, I think Disney

568
00:30:02,920 --> 00:30:07,360
World has been benefiting from 
Epic Universe opening rather 

569
00:30:07,360 --> 00:30:09,720
than hurting from it. 
People are adding on, doing 

570
00:30:09,720 --> 00:30:12,280
multiple vacations, you know, 
some of those kinds of things 

571
00:30:13,000 --> 00:30:14,600
come January, February next 
year. 

572
00:30:14,600 --> 00:30:16,840
I'm really interested to see how
that quarter behaves. 

573
00:30:17,920 --> 00:30:22,320
So, so Panda, you were just 
holding up the new, it was a new

574
00:30:22,320 --> 00:30:25,880
annual pass offer that if you 
purchased a Disney annual pass, 

575
00:30:25,880 --> 00:30:27,800
not renewing, right, It had to 
be a new pass. 

576
00:30:28,280 --> 00:30:30,920
Then you got $100 Disney gift 
card. 

577
00:30:31,440 --> 00:30:32,840
Yeah. 
So remember we were talking 

578
00:30:32,840 --> 00:30:36,320
about that. 
How we think that maybe, you 

579
00:30:36,320 --> 00:30:41,840
know, is it and this is just 
speculation, but we're hoping to

580
00:30:41,840 --> 00:30:47,880
hear from Universal on Epic 
Universe becoming an annual pass

581
00:30:47,880 --> 00:30:50,240
option. 
And that is something that we 

582
00:30:50,240 --> 00:30:52,560
plan to to probably jump on 
right away. 

583
00:30:52,560 --> 00:30:56,320
You know, we live in like 26 
minutes away and just love the 

584
00:30:56,320 --> 00:31:01,600
park obviously, but wondering if
Disney's trying to grab, you 

585
00:31:01,600 --> 00:31:03,480
know, if you're, if you're 
thinking about buying annual 

586
00:31:03,480 --> 00:31:06,400
pass, a lot of people sometimes 
will only do one or the other. 

587
00:31:06,400 --> 00:31:11,160
It is expensive to have both 
annual pass at Universal and at 

588
00:31:11,160 --> 00:31:12,960
Disney. 
As a matter of fact, we actually

589
00:31:13,360 --> 00:31:16,720
had let our Universal annual 
pass lapse and we weren't going 

590
00:31:16,720 --> 00:31:19,200
to renew it for a long time. 
But then in order to get into 

591
00:31:19,200 --> 00:31:21,440
the epic previews, we had to 
have one. 

592
00:31:21,440 --> 00:31:25,160
So, so I get it like only 
holding one at a time. 

593
00:31:25,160 --> 00:31:29,080
So maybe Disney's trying to grab
those people to get passes at 

594
00:31:29,080 --> 00:31:32,560
Disney before Epic announces 
anything, so that you know 

595
00:31:32,560 --> 00:31:35,880
you've already spent kind of 
your annual pass allotment funds

596
00:31:35,880 --> 00:31:38,440
for the year. 
Yeah, and it's coming too, 

597
00:31:38,440 --> 00:31:40,440
because I just saw a news 
article the other day and I was 

598
00:31:40,440 --> 00:31:44,160
talking to a friend of mine that
works at Universal that, you 

599
00:31:44,160 --> 00:31:47,640
know, they get a certain number 
of free tickets as an employee 

600
00:31:47,960 --> 00:31:49,960
that they've been blocked out of
Epic. 

601
00:31:50,600 --> 00:31:52,000
That's they're no longer blocked
out. 

602
00:31:52,240 --> 00:31:55,480
They have, they can use one a 
month or two a month. 

603
00:31:55,480 --> 00:31:59,000
I can't remember the numbers, 
but you know, so you're going to

604
00:31:59,000 --> 00:32:02,000
see the annual pass 
announcement, I would say before

605
00:32:02,000 --> 00:32:05,480
Halloween Horror Nights Ends 
would be my guess, but we'll 

606
00:32:05,480 --> 00:32:07,400
see. 
It would be, yeah. 

607
00:32:07,400 --> 00:32:10,080
I mean, the, the quicker they 
put it out, the the more money 

608
00:32:10,080 --> 00:32:12,000
they're going to grab from 
people because I think a lot of 

609
00:32:12,000 --> 00:32:14,600
people like us have been kind of
just sitting that money aside. 

610
00:32:15,040 --> 00:32:18,800
But I mean, like you said, Amy, 
we had that, we, we discussed 

611
00:32:18,800 --> 00:32:22,400
exactly that scenario where it's
like these people that maybe 

612
00:32:22,400 --> 00:32:26,120
were balking on a, on a Disney 
World pass, see, there's $100 

613
00:32:26,120 --> 00:32:28,160
off offer. 
And they're like, oh, well, I 

614
00:32:28,160 --> 00:32:30,400
could get that today. 
And you know, who knows if 

615
00:32:30,400 --> 00:32:33,320
Universal is going to announce 
this, maybe they'll all of 2026,

616
00:32:33,320 --> 00:32:36,200
they'll, they'll never announce 
Epic as part of annual pass. 

617
00:32:36,200 --> 00:32:39,400
We just don't know. 
So it'd be interesting to see if

618
00:32:39,400 --> 00:32:42,560
that was maybe just part of the 
reason that they kind of did 

619
00:32:42,560 --> 00:32:44,600
this. 
But All in all, a great quarter.

620
00:32:44,600 --> 00:32:46,600
Derek, any comments on the, on 
the earnings? 

621
00:32:47,000 --> 00:32:48,280
The Mouse is making a lot of 
money. 

622
00:32:49,440 --> 00:32:52,600
Yeah, no. 
And I mean, I think Jeff summed 

623
00:32:52,600 --> 00:32:55,920
it up perfectly when he said all
people do and we all do. 

624
00:32:55,920 --> 00:32:59,280
It is whenever they announce, 
hey, here's Mickey's not so 

625
00:32:59,280 --> 00:33:01,760
scary tickets and there's a 
price increase. 

626
00:33:01,760 --> 00:33:05,200
Here's the not so whatever 
Christmas party tickets. 

627
00:33:05,200 --> 00:33:06,680
And here's the here's the 
Jollywood ticket. 

628
00:33:06,680 --> 00:33:10,480
It always comes with a Oh my 
God, it's so much more money 

629
00:33:10,480 --> 00:33:12,200
than it was. 
I can't believe they raised the 

630
00:33:12,200 --> 00:33:14,440
prices so much. 
Walt would be rolling over in 

631
00:33:14,440 --> 00:33:16,680
his grave. 
Next thing you know, you go 

632
00:33:16,680 --> 00:33:18,360
online, you look every day, it's
sold out. 

633
00:33:19,040 --> 00:33:25,080
So until people stop buying 
them, until you stop doing all 

634
00:33:25,080 --> 00:33:27,800
of this, they're going to keep 
raising the prices. 

635
00:33:27,800 --> 00:33:30,520
So that will never change 
because just like Jeff said, 

636
00:33:30,800 --> 00:33:32,200
what? 
Why would they? 

637
00:33:32,800 --> 00:33:37,200
Why, why people are gobbling up 
the overpriced holiday party 

638
00:33:37,200 --> 00:33:40,080
tickets in record time. 
Dates are sold out. 

639
00:33:40,080 --> 00:33:43,120
I think the Halloween stuff sold
out through like 2029. 

640
00:33:43,480 --> 00:33:47,920
I mean, it's already like 
incredibly, incredibly popular. 

641
00:33:48,160 --> 00:33:51,240
And again, it's more money. 
But until people stop buying 

642
00:33:51,240 --> 00:33:54,240
them, until you can go online to
look to say, hey look, there's 

643
00:33:54,240 --> 00:33:57,720
still tickets available for the 
Halloween party 2 days from now,

644
00:33:58,080 --> 00:34:00,200
they're they're not going to 
change because they have no 

645
00:34:00,200 --> 00:34:04,000
reason, no reason to change. 
What Derek just said just 

646
00:34:04,000 --> 00:34:05,720
brought something up just in my 
head. 

647
00:34:05,720 --> 00:34:08,920
I was at the movie theater the 
other day and a dad with like 3 

648
00:34:08,920 --> 00:34:13,080
kids was complaining that after 
the candy in the movies the 

649
00:34:13,080 --> 00:34:16,360
whole day cost them like $200 
literally for a movie. 

650
00:34:17,159 --> 00:34:20,320
And that made me think as much 
as these tickets cost, that was 

651
00:34:20,320 --> 00:34:22,639
two hours. 
Disney, you're getting a whole 

652
00:34:22,639 --> 00:34:24,440
day. 
The value is still there, I 

653
00:34:24,440 --> 00:34:26,679
think, for these families, and 
that's why we're buying these 

654
00:34:27,040 --> 00:34:30,600
these crazy tickets. 
I've seen, I've seen people use 

655
00:34:30,600 --> 00:34:35,480
similar comparisons in, in the 
DVC fan group saying, you know, 

656
00:34:35,600 --> 00:34:39,480
a concert ticket to a lot of 
concert tickets are very, very 

657
00:34:39,480 --> 00:34:41,520
expensive anymore. 
And then you take, you know, the

658
00:34:41,520 --> 00:34:45,320
per hour entertainment and 
divide that up and and Disney 

659
00:34:45,320 --> 00:34:48,400
does hold its value when you 
look at it like that, you know, 

660
00:34:48,400 --> 00:34:51,480
you get a whole day for for the 
cost. 

661
00:34:52,120 --> 00:34:55,920
I think it's always good to take
a step back to and we've, we've 

662
00:34:55,920 --> 00:34:58,520
been critical of kind of Disney 
leadership in the past. 

663
00:34:59,000 --> 00:35:01,880
I think, you know, anyone that 
has been on this show knows 

664
00:35:01,880 --> 00:35:05,520
that, you know, Bob Japek, he, 
you know, he was a penny 

665
00:35:05,520 --> 00:35:07,360
pincher. 
But at the same time, when we 

666
00:35:07,360 --> 00:35:10,520
look at parks and resorts, you 
know, Josh Demaro has been in 

667
00:35:10,520 --> 00:35:13,600
charge of parks and resorts now 
for basically this entire 

668
00:35:13,600 --> 00:35:16,680
evolution. 
Him and Bob Iger, you know, work

669
00:35:16,680 --> 00:35:18,320
hand in hand to set some of 
these numbers. 

670
00:35:18,320 --> 00:35:21,400
So, you know, that is kind of 
the direction that those people 

671
00:35:21,400 --> 00:35:23,320
are headed in with these price 
increases. 

672
00:35:23,600 --> 00:35:26,600
You know, Josh, tomorrow is up 
to become the next CEO 

673
00:35:26,600 --> 00:35:28,880
potentially of the Walt Disney 
Company. 

674
00:35:28,880 --> 00:35:31,080
So you could probably expect 
more of that in the future if 

675
00:35:31,080 --> 00:35:33,360
that's what we see. 
I think we should get an answer 

676
00:35:33,360 --> 00:35:35,640
to that question within the next
six months or so. 

677
00:35:36,560 --> 00:35:39,920
So that should be coming very 
soon in terms of who that 

678
00:35:39,920 --> 00:35:42,560
successor is going to be. 
And it'll be just be interesting

679
00:35:42,560 --> 00:35:46,000
to kind of see whether or not 
Disney double s down on that 

680
00:35:46,000 --> 00:35:49,880
parks business or double s down 
on kind of the the media wing 

681
00:35:49,880 --> 00:35:53,080
and Disney Plus and everything. 
I think that that selection is 

682
00:35:53,080 --> 00:35:56,000
going to really just tell that 
story as to where they see the 

683
00:35:56,000 --> 00:36:00,400
future of this company moving. 
And I, and I mean, I could just 

684
00:36:00,400 --> 00:36:04,200
throw in my own personal take on
it, is that I will always get an

685
00:36:04,200 --> 00:36:06,240
annual pass for Disney. 
Always. 

686
00:36:06,240 --> 00:36:09,440
I will never buy an annual pass 
for Universal. 

687
00:36:09,880 --> 00:36:11,960
I just won't. 
It's just not my jam. 

688
00:36:12,160 --> 00:36:15,920
It's not my thing. 
I don't feel the sense of, I 

689
00:36:15,920 --> 00:36:17,960
don't feel the sense of this is 
so magical. 

690
00:36:17,960 --> 00:36:20,320
And I could just come here and 
just walk around and I feel so 

691
00:36:20,320 --> 00:36:22,760
happy again. 
I'm going on September 21st, 

692
00:36:22,760 --> 00:36:25,040
Sunday to Horror Nights, Go one 
night a year. 

693
00:36:25,200 --> 00:36:27,720
I'll go to Universal because I 
do it every single year. 

694
00:36:27,920 --> 00:36:30,360
I love it. 
I buy the Express pass, I do all

695
00:36:30,360 --> 00:36:33,680
that, and then that's it. 
I'm done for a year. 

696
00:36:33,680 --> 00:36:38,720
I just don't have a desire to go
back like I do with Disney, you 

697
00:36:38,720 --> 00:36:40,000
know? 
And yeah, you guys tease me. 

698
00:36:40,000 --> 00:36:43,480
Oh, Derek's finally in a park. 
But I go like at least like once

699
00:36:43,480 --> 00:36:46,760
a month, you know what I mean? 
And you do that, you're never 

700
00:36:46,960 --> 00:36:49,840
going to catch me walking around
saying, oh, let's go to the 

701
00:36:49,840 --> 00:36:53,880
Minions Cafe this weekend and 
let's go ride some horrible 

702
00:36:54,240 --> 00:36:56,440
virtual Universal ride like 
that. 

703
00:36:56,440 --> 00:36:59,160
No, but you will catch me. 
Let's go to Animal Kingdom. 

704
00:36:59,320 --> 00:37:02,920
Because they're at the end of 
the day, there's nothing like a 

705
00:37:02,920 --> 00:37:05,520
Disney park. 
Even the worst Disney park, I'm 

706
00:37:05,520 --> 00:37:09,040
sorry it's a hot take, is better
than the best Universal park. 

707
00:37:09,360 --> 00:37:12,360
That's my two cents, sorry. 
Yeah. 

708
00:37:13,120 --> 00:37:16,200
Speaking of Universal, have you 
guys follow Bioconstruct? 

709
00:37:18,840 --> 00:37:22,480
Have you seen the expansion of 
stuff that's already on site at 

710
00:37:22,480 --> 00:37:23,880
Epic? 
Yeah. 

711
00:37:24,040 --> 00:37:26,480
Like there's roller coaster 
pillars and track. 

712
00:37:26,480 --> 00:37:27,560
I don't know if it's roller 
coaster. 

713
00:37:27,760 --> 00:37:30,320
I've been told it's a wall. 
I've actually been told it's a 

714
00:37:30,320 --> 00:37:32,360
giant wall. 
I'm I'm pretty. 

715
00:37:32,440 --> 00:37:34,760
Look like a wall for me. 
I'm pretty confident about that.

716
00:37:34,760 --> 00:37:36,640
I think. 
I think that they actually did 

717
00:37:36,680 --> 00:37:40,920
did recently see some permits. 
It looks like bright green, but 

718
00:37:40,920 --> 00:37:44,400
the the the the casing and 
everything that's in there 

719
00:37:44,400 --> 00:37:46,080
actually has some tree elements 
to it. 

720
00:37:46,320 --> 00:37:48,920
And so I think they're just 
they're building a wall for a 

721
00:37:48,920 --> 00:37:52,080
reason, which I agree, Jeff, 
they're going to expand and I 

722
00:37:52,080 --> 00:37:54,200
think they're going to expand 
quicker than anyone really 

723
00:37:54,200 --> 00:37:58,720
anticipates it happening because
by all means that property is 

724
00:37:58,760 --> 00:38:02,400
has shown its success. 
But I do think that what is 

725
00:38:02,400 --> 00:38:06,720
there currently is just a giant 
monstrosity of a wall based off.

726
00:38:06,720 --> 00:38:10,040
If they announce a wicked, If 
they announce a wicked land, I 

727
00:38:10,040 --> 00:38:12,760
will spontaneously combust. 
I probably, yeah. 

728
00:38:12,880 --> 00:38:13,720
There's. 
Not enough. 

729
00:38:15,120 --> 00:38:16,440
Proof of green? 
Yep. 

730
00:38:16,640 --> 00:38:19,160
Boobies love the play, but I 
don't think there's enough 

731
00:38:19,200 --> 00:38:21,040
people the next. 
Time the next time band is 

732
00:38:21,040 --> 00:38:23,040
missing from this show, well, 
that'll be the. 

733
00:38:23,040 --> 00:38:24,280
No, no, you'll just see me, 
they'll say. 

734
00:38:24,320 --> 00:38:27,920
Wicked, but I agree. 
I don't. 

735
00:38:27,920 --> 00:38:30,400
I don't think it would be. 
I think we got Creature from the

736
00:38:30,400 --> 00:38:33,120
Black Lagoon or Zelda maybe? 
Lord. 

737
00:38:34,760 --> 00:38:38,800
Of the rings, yeah, that would 
be amazing. 

738
00:38:38,800 --> 00:38:41,120
Then you'd get me back there. 
Then you'd have. 

739
00:38:41,200 --> 00:38:45,320
I thought you liked epic Derek. 
I do like Epic. 

740
00:38:45,320 --> 00:38:48,920
I don't have any desire to go 
back like anytime like. 

741
00:38:50,640 --> 00:38:52,480
That's such a review. 
I. 

742
00:38:53,320 --> 00:38:55,840
Just I had a great time. 
I would not plan. 

743
00:38:55,960 --> 00:38:59,280
To go back out of all of those 
parks, that is the one I said 

744
00:38:59,280 --> 00:39:02,840
that I will happily go back, not
even to ride anything, even 

745
00:39:02,840 --> 00:39:04,960
though some of the rides are 
fantastic. 

746
00:39:05,240 --> 00:39:08,080
I would be happy just going 
there, just eating, drinking, 

747
00:39:08,080 --> 00:39:10,560
walking around because I think 
some of the lands are the best 

748
00:39:10,840 --> 00:39:14,840
immersive, most beautiful lands 
that you could see anywhere. 

749
00:39:14,840 --> 00:39:18,160
So I, I think you could 
definitely do to beef up the, 

750
00:39:18,280 --> 00:39:20,720
the park because I hear from 
people all the time. 

751
00:39:20,880 --> 00:39:22,920
They're like, we're here and it 
started raining. 

752
00:39:23,080 --> 00:39:26,000
Everything is shut down. 
Like there's not one wide open. 

753
00:39:26,560 --> 00:39:29,280
Everything is exposed. 
So I don't know what they were 

754
00:39:29,280 --> 00:39:30,520
thinking when they were doing 
that. 

755
00:39:30,520 --> 00:39:33,160
But overall, yeah, it's a super 
pretty park. 

756
00:39:33,160 --> 00:39:34,840
But I'll I'll stick with my 
Disney. 

757
00:39:35,320 --> 00:39:37,280
Yeah, can I talk to the people 
at Epic for a second? 

758
00:39:37,480 --> 00:39:41,080
Plant a tree, please? 
I don't understand. 

759
00:39:41,680 --> 00:39:43,880
It's not as bad. 
And when's the last time you've 

760
00:39:43,880 --> 00:39:45,520
been there? 
So we were. 

761
00:39:45,520 --> 00:39:47,760
Two weeks ago when it no one 
first. 

762
00:39:49,200 --> 00:39:51,240
Oh, oh, you were there. 
Yeah, they put, they put up all 

763
00:39:51,240 --> 00:39:54,600
these umbrella, big giant 
umbrellas over all the benches 

764
00:39:54,600 --> 00:39:56,680
and stuff. 
But trees take. 

765
00:39:56,680 --> 00:40:01,960
Home more miserable than 
standing in line for Stardust 

766
00:40:01,960 --> 00:40:04,760
Racers. 
Because there's no air flow. 

767
00:40:04,760 --> 00:40:09,080
It's just muggy under there. 
No money and it was a 30 minute 

768
00:40:09,080 --> 00:40:11,040
wait that turned into a 2 1/2 
hour wait. 

769
00:40:11,360 --> 00:40:14,200
Yeah, we. 
Should have left, but we kept 

770
00:40:14,200 --> 00:40:19,480
thinking. 
Were you stuck after the metal 

771
00:40:19,480 --> 00:40:20,600
detector? 
Cuz then you don't have your 

772
00:40:20,600 --> 00:40:22,240
phone or anything to even 
entertain you. 

773
00:40:23,080 --> 00:40:25,040
We were, yeah, we were way 
before that. 

774
00:40:25,360 --> 00:40:28,360
We were stuck after. 
It universal had vested some big

775
00:40:28,360 --> 00:40:31,760
ass fans. 
I'm not cussing either. 

776
00:40:31,760 --> 00:40:33,760
That's a brand and they make big
fans. 

777
00:40:35,880 --> 00:40:38,160
Well, Derek, while we're talking
about things you would or would 

778
00:40:38,160 --> 00:40:41,600
not spend money on, I just want 
to stay on the topic of spending

779
00:40:41,600 --> 00:40:45,880
money real quick. 
Recently also announced was mini

780
00:40:45,880 --> 00:40:51,840
van service is coming to deluxe 
properties between the Orlando 

781
00:40:51,840 --> 00:40:55,280
International Airport and your 
deluxe Disney Hotel. 

782
00:40:55,280 --> 00:40:57,520
So all. 
I thought they did this before? 

783
00:40:57,520 --> 00:40:59,560
They did a long time. 
And then they took it away. 

784
00:40:59,680 --> 00:41:02,280
They never brought this back. 
But boy howdy did they bring it 

785
00:41:02,280 --> 00:41:04,640
back. 
So Derek, you're arriving, you 

786
00:41:04,640 --> 00:41:08,160
know, for your week long Disney 
vacation, you're ready to hop on

787
00:41:08,160 --> 00:41:11,920
and, and, and get to the fun. 
Are you going to be showing out 

788
00:41:11,920 --> 00:41:17,120
$398 for you and your family of 
four to take a minivan to and 

789
00:41:17,120 --> 00:41:20,120
from the Orlando International 
Airport? 

790
00:41:20,840 --> 00:41:22,320
It's what? 
Are they on? 

791
00:41:22,960 --> 00:41:27,120
It's so, but again, you're going
to have people that won't bat an

792
00:41:27,920 --> 00:41:30,080
eye. 
You're probably look at some of 

793
00:41:30,080 --> 00:41:33,720
those dates will probably say 
sold out, sold out, sold out, 

794
00:41:33,800 --> 00:41:36,400
not available because people 
will still book it. 

795
00:41:36,400 --> 00:41:38,760
I used to in the old days when 
we used to fly down, we used to 

796
00:41:38,760 --> 00:41:40,520
get it was called Florida Town 
Car Service. 

797
00:41:40,800 --> 00:41:42,360
It's the greatest thing in the 
whole world. 

798
00:41:42,360 --> 00:41:45,280
I think it was like, I don't 
know, maybe 80 bucks round trip 

799
00:41:45,280 --> 00:41:47,160
or something. 
I mean, this is like in the 2000

800
00:41:47,160 --> 00:41:50,200
or whatever, but they would 
come, they'd put like a Disney 

801
00:41:50,200 --> 00:41:53,120
CD on in the car. 
The back seat of the limo would 

802
00:41:53,120 --> 00:41:55,600
be filled with like, you know, 
Disney World park maps. 

803
00:41:55,600 --> 00:41:57,880
It was like this was before 
Magical Express. 

804
00:41:58,040 --> 00:42:01,800
It was the greatest and it was 
affordable if you didn't want to

805
00:42:01,800 --> 00:42:05,240
have to deal with a car. 
But now with this, with those 

806
00:42:05,240 --> 00:42:09,840
prices, just rent a car. 
Who is doing that? 

807
00:42:09,840 --> 00:42:13,000
If you do this, if you're doing 
it, I need you to say in the 

808
00:42:13,000 --> 00:42:16,480
comments, why? 
Why are you doing this? 

809
00:42:16,480 --> 00:42:17,640
The answer is they're rich. 
I didn't. 

810
00:42:18,600 --> 00:42:22,440
I didn't know the price and in 
my head I was getting ready to 

811
00:42:22,440 --> 00:42:27,120
defend the minivan because it's 
a it smells good, it's got 

812
00:42:27,120 --> 00:42:30,040
themed music. 
It's, it feels nice, you know, 

813
00:42:30,120 --> 00:42:32,240
air conditioner. 
When I heard the price just now,

814
00:42:32,240 --> 00:42:33,880
I freaked out. 
I thought Paul was going to say 

815
00:42:33,880 --> 00:42:39,400
175 bucks maximum and that's 
still expensive. 398, they're 

816
00:42:39,400 --> 00:42:41,600
crazy, Yeah. 
So we compared the pricing. 

817
00:42:41,600 --> 00:42:44,400
We did an article over on DVC 
Fan compared the pricing for a 

818
00:42:44,400 --> 00:42:47,080
family of four, round trip 
pricing. 

819
00:42:47,080 --> 00:42:50,000
So the minivan capped out at 398
that is round trip. 

820
00:42:50,000 --> 00:42:52,640
So that's both ways. 
Mirrors Connect. 

821
00:42:52,640 --> 00:42:58,440
So that that's basically what 
replaced Magical Express $121.80

822
00:42:58,440 --> 00:43:01,520
for that family of four round 
trip as well. 

823
00:43:01,880 --> 00:43:04,960
Mirrors connect Express. 
This is essentially like a 

824
00:43:04,960 --> 00:43:07,240
minivan. 
It is they're kind of elevated 

825
00:43:07,240 --> 00:43:09,400
service. 
So you get a private, you know, 

826
00:43:09,960 --> 00:43:12,760
literal mini miniature van 
basically that's going to take 

827
00:43:12,760 --> 00:43:18,200
you to and from $250 through 
mirrors, Uber or Lyft 80 to 150.

828
00:43:18,200 --> 00:43:23,720
You know, we got Uber XXL, you 
know, Lux, you know, that that 

829
00:43:23,720 --> 00:43:26,200
pricing kind of varies depending
on what you're looking at. 

830
00:43:26,480 --> 00:43:29,560
But I think rental car it, it 
like Derek said, that's that's 

831
00:43:29,560 --> 00:43:32,280
the biggest no brainer here is 
you probably are, are pushing, 

832
00:43:32,680 --> 00:43:36,800
you know, $400.00 or so for the 
better part of your entire stay 

833
00:43:37,000 --> 00:43:39,400
for renting a car. 
And you have the flexibility to 

834
00:43:39,400 --> 00:43:42,000
then go absolutely anywhere you 
want. 

835
00:43:42,000 --> 00:43:44,760
Because remember, you don't 
you're not renting the minivan 

836
00:43:44,760 --> 00:43:48,120
for the week for $398. 
No, you get 2 rides in it to 

837
00:43:48,120 --> 00:43:50,400
your resort and coming back to 
the airport. 

838
00:43:51,080 --> 00:43:53,920
And with your, with your rental 
car, you're probably a DVC 

839
00:43:53,920 --> 00:43:56,040
member, right? 
So you're going to say, so on 

840
00:43:56,040 --> 00:43:58,880
your way to Disney, stop at a 
grocery store, right? 

841
00:43:58,880 --> 00:44:01,280
Just stop at the grocery store, 
go pick up your groceries. 

842
00:44:01,280 --> 00:44:03,440
I mean, it's such a no brainer. 
I just I mean. 

843
00:44:04,040 --> 00:44:08,240
Man, just look well and there's 
11 graphic that's not on there, 

844
00:44:08,240 --> 00:44:10,360
Paul that Derek kind of just 
talked about. 

845
00:44:10,360 --> 00:44:13,760
But whenever we would come, we 
would always, I'm not going to, 

846
00:44:14,640 --> 00:44:16,960
you know, say the name because 
we're they're not our sponsor or

847
00:44:16,960 --> 00:44:19,040
anything. 
But I use a town car service 

848
00:44:19,080 --> 00:44:23,720
every single time it was an SUV 
and it would hold up to 8 people

849
00:44:23,720 --> 00:44:25,840
and it was the same price 
whether there was one person or 

850
00:44:25,840 --> 00:44:28,640
8 persons you could. 
And the, the biggest thing that 

851
00:44:28,640 --> 00:44:30,720
people keep telling me about the
minivan thing is, well, you can 

852
00:44:30,720 --> 00:44:33,000
request a car seat. 
You, you can request a car seat 

853
00:44:33,000 --> 00:44:37,880
with these folks too. 175 round 
trip and that's a private car 

854
00:44:38,440 --> 00:44:43,200
cheaper than mirrors from your 
gate to your hotel and back. 

855
00:44:43,600 --> 00:44:46,840
You can book up the whole thing 
online. 175 bucks round trip. 

856
00:44:47,440 --> 00:44:50,520
That's less than half of what 
these minivans cost, and you're 

857
00:44:50,520 --> 00:44:53,320
getting the exact same service 
other than it's a black car 

858
00:44:53,320 --> 00:44:55,720
rather than a black car. 
And like you said. 

859
00:44:57,600 --> 00:45:01,760
Stretch limo is $200 each way. 
Literally a stretch limo, Yeah. 

860
00:45:01,880 --> 00:45:04,480
And those, and I mean, those 
things aren't capping out on the

861
00:45:04,480 --> 00:45:07,120
number of people like what 
specifically for the minivan, 

862
00:45:07,120 --> 00:45:10,200
That's why we did family of 
four, because after four people,

863
00:45:10,440 --> 00:45:13,560
they charge you more money. 
And that's why we use that 

864
00:45:13,560 --> 00:45:15,320
comparison. 
Whereas all of these other 

865
00:45:15,320 --> 00:45:18,880
examples roundabout, you know, 
they're not going to get 

866
00:45:18,880 --> 00:45:22,400
astronomically higher when you 
talk about adding more guests. 

867
00:45:22,400 --> 00:45:25,280
Like yes, with Mears Connector 
or Mears Connect Express, you 

868
00:45:25,280 --> 00:45:27,800
might pay a little bit more, but
you know, the price of your 

869
00:45:27,800 --> 00:45:29,080
rental car is not going to 
change. 

870
00:45:29,120 --> 00:45:30,960
Your price of your rental car is
the price of your rental car. 

871
00:45:31,840 --> 00:45:34,480
Do you have to tip a minivan 
driver right? 

872
00:45:35,560 --> 00:45:38,480
It's through Lyft, so I believe 
you do have the. 

873
00:45:38,480 --> 00:45:40,160
Option. 
So I think you have the ability.

874
00:45:40,560 --> 00:45:43,000
Yeah. 
OK, yeah, when you rent a car, 

875
00:45:43,000 --> 00:45:44,920
you don't have to tip yourself. 
So that's. 

876
00:45:45,960 --> 00:45:48,920
True. 
I do, but that's just. 

877
00:45:49,840 --> 00:45:53,080
I feel like so you can also 
take, if you're really being 

878
00:45:53,080 --> 00:45:58,240
cheap, you could take the Lynx 
bus that goes from the nobody it

879
00:45:58,240 --> 00:46:00,880
goes to Disney Springs and you 
gotta huff it, listen. 

880
00:46:01,360 --> 00:46:03,960
We're gonna do a video of. 
This all knew that existed. 

881
00:46:04,680 --> 00:46:07,720
So for when we were coming to 
Disney, I bet he would have made

882
00:46:07,720 --> 00:46:10,960
me do it because when we were in
Seattle, this is true. 

883
00:46:10,960 --> 00:46:15,440
We took the light link rail, 
which is cool, $3 a person, you 

884
00:46:15,440 --> 00:46:20,280
cannot beat that. 
But as as a reward for our 

885
00:46:20,680 --> 00:46:26,920
cheapness, we had to we had to 
huff it like what, like 4-4 to 

886
00:46:27,120 --> 00:46:30,840
five blocks for the rec hill? 
We did get off at the wrong stop

887
00:46:30,840 --> 00:46:36,040
so that was mistake #1. 
With two suitcases each through 

888
00:46:36,040 --> 00:46:39,920
downtown Seattle. 
But it was a nice cool 65° or 

889
00:46:39,920 --> 00:46:42,440
something, so just. 
It's very hilly in Seattle, in 

890
00:46:42,480 --> 00:46:43,640
case you didn't know. 
Risk. 

891
00:46:43,640 --> 00:46:45,120
Walk. 
It was nice. 

892
00:46:45,760 --> 00:46:48,480
Amy, sometimes you have to stick
up for yourself and tell him no.

893
00:46:49,040 --> 00:46:51,480
I actually I would do it again. 
We're planning. 

894
00:46:51,480 --> 00:46:53,440
To we're very cheap, we're both 
cheap. 

895
00:46:53,440 --> 00:46:55,240
So when it comes to that kind of
stuff. 

896
00:46:55,560 --> 00:46:57,800
Amy keeps kicking the camera. 
Sorry, I know it's. 

897
00:46:57,840 --> 00:47:02,880
Always like an earthquake here 
moving on in our news and kind 

898
00:47:02,880 --> 00:47:05,640
of the biggest story that I 
wanted to talk about originally.

899
00:47:05,640 --> 00:47:11,160
So we Derek always harps on us 
because we don't necessarily 

900
00:47:11,160 --> 00:47:13,480
plan these shows too much. 
Although I will admit I 

901
00:47:13,600 --> 00:47:14,960
hopefully I'm getting better 
Derek. 

902
00:47:15,680 --> 00:47:18,880
At least I don't want planning. 
That's my point. 

903
00:47:18,920 --> 00:47:21,600
I don't want planning. 
I don't want it. 

904
00:47:21,600 --> 00:47:22,880
I think that's what keeps it 
nice. 

905
00:47:22,880 --> 00:47:26,360
Because if you give us a topic 
like 2-2 months in advance, 

906
00:47:26,720 --> 00:47:28,040
Panda's going to lose the 
e-mail. 

907
00:47:28,040 --> 00:47:29,560
He's going to completely forget 
it you all. 

908
00:47:32,320 --> 00:47:35,880
Know true so. 
Conversely, I'll have 

909
00:47:35,880 --> 00:47:38,120
spreadsheets and graphs that 
Paul will have to figure out how

910
00:47:38,120 --> 00:47:40,920
to bring into the show. 
Then we'll lose the audio. 

911
00:47:41,280 --> 00:47:42,320
Then Panda. 
That is so true. 

912
00:47:43,000 --> 00:47:44,600
That's PTSDI. 
Still. 

913
00:47:44,600 --> 00:47:47,040
I'm still scared from the 
Summerfest show that I'm going 

914
00:47:47,040 --> 00:47:49,000
to click on one of your cameras 
and panda's going. 

915
00:47:49,000 --> 00:47:53,360
Hello DVC fan. 
Isn't that funny, though? 

916
00:47:53,400 --> 00:47:55,320
That is how we operate. 
I'm like on the fly. 

917
00:47:55,320 --> 00:47:58,200
Jeff is planned. 
Derek is kind of a hybrid. 

918
00:47:58,800 --> 00:48:01,360
Yeah. 
So how you do it now? 

919
00:48:01,360 --> 00:48:04,640
Keep doing it. 
One day advance notice is plenty

920
00:48:04,640 --> 00:48:07,960
of time. 
So anyhow, I the last time we 

921
00:48:07,960 --> 00:48:10,280
filmed shows, I thought about 
putting this as a topic. 

922
00:48:10,280 --> 00:48:14,480
I, I decided, you know, hey, 
we've got destination D23 coming

923
00:48:14,480 --> 00:48:18,520
up here pretty soon. 
It's normally a pretty big event

924
00:48:18,520 --> 00:48:21,320
now. 
It's not D23 out in Anaheim. 

925
00:48:21,360 --> 00:48:23,600
That is always going to be every
two years. 

926
00:48:23,800 --> 00:48:26,920
That is not until 2026. 
Again, that is always going to 

927
00:48:26,920 --> 00:48:30,240
be when we get the most parks 
news and announcement. 

928
00:48:30,600 --> 00:48:34,880
But coming off of the waves of 
Destination D 23 two years ago, 

929
00:48:35,240 --> 00:48:40,160
we would expect some general 
announcements for the parks and 

930
00:48:40,160 --> 00:48:44,760
resorts here in the Orlando, FL 
area since that is, you know, 

931
00:48:44,800 --> 00:48:49,560
this is our D 23 here in 
Orlando, FL Basically, the 

932
00:48:49,560 --> 00:48:53,240
schedule came out and I quickly 
said, well, that's not going to 

933
00:48:53,240 --> 00:48:56,000
cover an entire show because I 
said, you know, let's all like 

934
00:48:56,000 --> 00:48:58,200
discuss what we're excited 
about. 

935
00:48:58,200 --> 00:49:00,840
There are no parks panels at 
this entire event. 

936
00:49:01,120 --> 00:49:03,240
So now I don't know what to do 
with this show. 

937
00:49:03,240 --> 00:49:04,920
What are the panels? 
I can't really. 

938
00:49:05,160 --> 00:49:08,360
And I also am a little a little 
bit worried, but I still want to

939
00:49:08,360 --> 00:49:12,120
do it the Sunday after D 23. 
So I think that would would be 

940
00:49:12,120 --> 00:49:15,000
Sunday, August 31st. 
We're going to do a live stream 

941
00:49:15,000 --> 00:49:18,680
in the evening that that night. 
So this is news to everyone here

942
00:49:18,680 --> 00:49:20,160
because I don't want Derek to 
plan. 

943
00:49:20,160 --> 00:49:22,640
So you're welcome, Derek. 
But if any of you want to join 

944
00:49:22,640 --> 00:49:25,640
us that night, on Sunday night 
and talk about kind of what's 

945
00:49:25,640 --> 00:49:26,960
happening, we're going to do 
that. 

946
00:49:27,480 --> 00:49:29,400
But I don't know what we're 
going to talk about because 

947
00:49:29,400 --> 00:49:34,080
there's really no parks panels. 
Officially announced I'm I'm 

948
00:49:34,080 --> 00:49:36,560
trying to look and see what's on
there, but the writing's so 

949
00:49:36,560 --> 00:49:40,080
small all I see is morning 
break, lunch break, and 

950
00:49:40,080 --> 00:49:42,360
afternoon break. 
That's the most important. 

951
00:49:42,360 --> 00:49:44,040
Part of the only words I can 
make out. 

952
00:49:44,040 --> 00:49:46,320
Those are those are your those 
are your big highlights. 

953
00:49:46,480 --> 00:49:49,560
I'll pull this graphic into our 
our streets. 

954
00:49:49,800 --> 00:49:53,880
We can all see it here in a 
second, but quick shout out to 

955
00:49:53,880 --> 00:49:56,320
Scott Gustin. 
For those of you that don't know

956
00:49:56,320 --> 00:50:01,880
Scott, Scott does some amazing, 
amazing news reporting over on 

957
00:50:02,800 --> 00:50:05,640
on XI Always. 
I still want to call it Twitter 

958
00:50:05,640 --> 00:50:08,200
all the time, but I guess 
technically speaking it's called

959
00:50:08,200 --> 00:50:10,840
X. 
But Scott tracks this thing as a

960
00:50:10,840 --> 00:50:15,080
full time job because it is. 
And I think it's interesting to 

961
00:50:15,080 --> 00:50:21,040
kind of go through the schedule 
a little bit like he did and 

962
00:50:21,080 --> 00:50:25,880
highlight maybe some of these 
panels where we might see some 

963
00:50:25,880 --> 00:50:28,720
sort of parks news. 
Although at this point, there's 

964
00:50:28,720 --> 00:50:33,400
nothing really officially on 
this schedule that that has a a 

965
00:50:33,400 --> 00:50:38,000
surefire piece of news. 
So on Saturday, August 30th, 

966
00:50:38,760 --> 00:50:45,120
that kick off event from 9:15 to
10:30 AM, that is, you know, the

967
00:50:45,120 --> 00:50:48,440
kick off of the entire weekend. 
So you would maybe hope that 

968
00:50:48,440 --> 00:50:51,600
something is going to be 
announced during that Walt 

969
00:50:51,600 --> 00:50:54,520
Disney Studio showcase on 
Saturday morning. 

970
00:50:55,520 --> 00:50:59,600
Also Saturday afternoon, 
creating the happiest place on 

971
00:50:59,600 --> 00:51:01,880
Earth. 
That is talking about 

972
00:51:01,880 --> 00:51:06,160
Disneyland's 70th anniversary. 
They've got Don Hahn and Leslie 

973
00:51:06,160 --> 00:51:08,000
Iworks going to be there that 
day. 

974
00:51:08,840 --> 00:51:12,480
That day we could potentially 
see, you know, some kind of 

975
00:51:12,480 --> 00:51:16,840
discussion or some kind of 
announcement be released related

976
00:51:16,880 --> 00:51:20,480
to Disneyland. 
Last but not least on Saturday, 

977
00:51:20,880 --> 00:51:24,240
Scott in his kind of highlights 
said what's Cooking with Disney 

978
00:51:24,240 --> 00:51:27,240
Eats, which is a deep dive into 
the culinary offerings. 

979
00:51:27,400 --> 00:51:31,280
I know we should hopefully maybe
get a new churro or a cupcake 

980
00:51:31,280 --> 00:51:35,760
out of that one. 
So, but again, like at this 

981
00:51:35,760 --> 00:51:39,760
point, like we're through the 
main day Saturday of destination

982
00:51:39,760 --> 00:51:43,960
D23 and we don't have any real 
parks, meats and potatoes from 

983
00:51:43,960 --> 00:51:45,600
anything else that would be on 
there. 

984
00:51:45,600 --> 00:51:48,160
Unless you guys are seeing 
something that I'm not or that 

985
00:51:48,160 --> 00:51:50,120
Scott missed, which I'd be 
surprised with. 

986
00:51:51,000 --> 00:51:55,040
The most notable event the 
entire weekend comes up Sunday 

987
00:51:55,040 --> 00:51:59,440
morning, which is Disney 
Villains Icons of Evil from 9:05

988
00:51:59,440 --> 00:52:03,120
to 9:50. 
They expect that potentially 

989
00:52:03,120 --> 00:52:07,280
this will cover some information
related to the new villains 

990
00:52:07,280 --> 00:52:09,280
land. 
But also the description that 

991
00:52:09,280 --> 00:52:12,840
this event kind of gives talks 
more so about the design and how

992
00:52:12,840 --> 00:52:16,320
they did the villains show at 
Hollywood Studios and the new 

993
00:52:16,320 --> 00:52:19,160
villains theming that's going to
be on the Disney Destiny Cruise 

994
00:52:19,160 --> 00:52:22,600
ship. 
So are they going to talk about 

995
00:52:22,600 --> 00:52:25,080
Villains land? 
Do they actually have anything 

996
00:52:25,080 --> 00:52:28,240
else to share about that? 
And then last but not least. 

997
00:52:30,440 --> 00:52:34,280
Yeah, I think they're going to 
come out like they did with 

998
00:52:35,040 --> 00:52:38,600
whatever Frontier land and the 
cars attraction when they showed

999
00:52:38,600 --> 00:52:42,360
that new piece of updated, you 
know, rendering that people went

1000
00:52:42,360 --> 00:52:44,560
crazy for because they didn't 
really like the first and they 

1001
00:52:44,560 --> 00:52:46,600
showed the second one and 
everyone's like, Oh my God, I 

1002
00:52:46,600 --> 00:52:47,920
love it so much. 
I can't wait. 

1003
00:52:48,080 --> 00:52:51,240
I totally see them at least 
releasing something like that 

1004
00:52:51,360 --> 00:52:54,080
for Villains Land. 
And then last but not least on 

1005
00:52:54,080 --> 00:52:58,480
Sunday, Beyond the Spires and 
Insider look at Disney castles, 

1006
00:52:58,880 --> 00:53:01,880
Imagineers are going to be 
talking about their inspirations

1007
00:53:02,240 --> 00:53:04,960
for many of the castles around 
the world. 

1008
00:53:05,400 --> 00:53:09,240
And you know, will, will they 
announce anything? 

1009
00:53:09,240 --> 00:53:13,440
This is maybe when they would 
maybe share more concept art of 

1010
00:53:13,880 --> 00:53:18,240
the New Castle for Disneyland 
Abu Dhabi. 

1011
00:53:19,040 --> 00:53:23,640
Maybe I don't know, but I, I 
guess I'm just kind of at the 

1012
00:53:23,640 --> 00:53:26,840
point where what are are we 
going to hear anything about? 

1013
00:53:26,840 --> 00:53:30,720
The parks and resorts, those 
felt like like the historic 

1014
00:53:30,720 --> 00:53:33,960
lectures and things that belong 
on like ADVC cruise, like a 

1015
00:53:33,960 --> 00:53:36,360
member cruise, like those types 
of entertainment. 

1016
00:53:36,360 --> 00:53:41,800
Not something that you go to AD 
23 event to hear, you know what 

1017
00:53:41,800 --> 00:53:42,680
I mean? 
Well, and I just. 

1018
00:53:42,760 --> 00:53:48,200
Really surprised there's not a 
Frontierland cars panel because 

1019
00:53:48,200 --> 00:53:51,360
I know that's done. 
You know, that's villains is not

1020
00:53:51,360 --> 00:53:54,040
as dumb as that. 
You would think they would want 

1021
00:53:54,040 --> 00:53:56,800
to give the details of the ride 
and the land and how it's. 

1022
00:53:57,240 --> 00:53:59,760
I'm surprised. 
Some of these things are like 

1023
00:53:59,920 --> 00:54:02,800
legit, look, look, look how long
they are. 

1024
00:54:03,000 --> 00:54:06,040
Some are like 30 minutes. 
Like that's it. 

1025
00:54:06,360 --> 00:54:09,160
Like you're going to talk about 
I, I think one of them in there 

1026
00:54:09,160 --> 00:54:12,680
was like, join us as we look 
back on the animated movies of 

1027
00:54:12,680 --> 00:54:16,560
the 2000s, which had some 
incredible movies. 

1028
00:54:16,720 --> 00:54:20,320
That whole panel's like 30 
minutes and that's it. 

1029
00:54:20,880 --> 00:54:23,200
And then you're going to move on
to the, you know, what's eating 

1030
00:54:23,200 --> 00:54:26,000
or what's, you know, this is 
going to be a new food item or 

1031
00:54:26,000 --> 00:54:27,800
this. 
The one thing that I did see in 

1032
00:54:27,800 --> 00:54:30,720
that thing that you sent Paul 
that Scott wrote in the castle, 

1033
00:54:30,720 --> 00:54:34,160
that I think 1 announcement that
would be a total slam dunk is if

1034
00:54:34,160 --> 00:54:38,080
they announced in that castle 
presentation the return of the 

1035
00:54:38,080 --> 00:54:40,120
Christmas lights on. 
Yeah. 

1036
00:54:41,320 --> 00:54:44,640
Dream on buddy. 
But yeah, the three green 

1037
00:54:44,640 --> 00:54:45,960
lights, is that what they were 
called? 

1038
00:54:45,960 --> 00:54:47,280
Yeah, yeah, I. 
Hear that? 

1039
00:54:47,280 --> 00:54:49,880
Crane would already be up and 
they'd already be swinging those

1040
00:54:49,880 --> 00:54:52,040
things on that castle. 
So unless that thing's just 

1041
00:54:52,040 --> 00:54:54,880
hiding and they paid, they paid 
a team overtime to get it up 

1042
00:54:55,000 --> 00:54:58,040
super duper fast this year. 
Projections. 

1043
00:54:58,080 --> 00:55:01,960
Jeff, what is what do you? 
I have a huge theory and and 

1044
00:55:01,960 --> 00:55:05,080
this is we're swinging for the 
fences here, OK? 

1045
00:55:05,080 --> 00:55:10,400
But in on these panels, there's 
four of them, OK, There is 

1046
00:55:10,800 --> 00:55:15,960
around the globe, right? 
There's Japan, there's China, 

1047
00:55:16,600 --> 00:55:19,000
there's France, and there's 
India. 

1048
00:55:19,920 --> 00:55:22,760
I just sent you guys an article 
on our DVC show chat on 

1049
00:55:22,760 --> 00:55:26,880
Messenger on July 5th. 
There was an A release on 

1050
00:55:26,880 --> 00:55:29,560
e-commerce for, I can't remember
the name of the website that 

1051
00:55:29,560 --> 00:55:32,080
there's 500 acres that the 
Indian government has been in 

1052
00:55:32,080 --> 00:55:34,080
talks with Disney about 
developing. 

1053
00:55:34,560 --> 00:55:37,520
There's been rumors about an 
India park for decades. 

1054
00:55:37,520 --> 00:55:40,920
When I went over there for work 
at my prior life, they were 

1055
00:55:40,920 --> 00:55:42,520
already talking about it back 
then. 

1056
00:55:43,240 --> 00:55:45,760
There is no theme park in India.
Why are we going around the 

1057
00:55:45,760 --> 00:55:48,960
globe? 
Every other thing there's 

1058
00:55:48,960 --> 00:55:52,200
already a park there and there's
been huge improvements there. 

1059
00:55:52,320 --> 00:55:57,400
France has got Avengers Campus, 
China, huge Zootopia, you know, 

1060
00:55:57,960 --> 00:56:00,760
Japan, big Frozen. 
I don't know. 

1061
00:56:00,760 --> 00:56:03,760
I, I think that's going to be 
the big announcement of this. 

1062
00:56:04,600 --> 00:56:06,360
I don't think we're going to get
anything for Disney World. 

1063
00:56:06,360 --> 00:56:08,320
I think they're going to put 
that in their pocket until later

1064
00:56:08,320 --> 00:56:10,360
this year. 
I think you're going to see an 

1065
00:56:10,360 --> 00:56:13,080
announcement for India. 
That's my, that's my my 

1066
00:56:14,320 --> 00:56:16,800
prediction. 
The ballroom's going to go 

1067
00:56:16,800 --> 00:56:18,320
insane. 
Right. 

1068
00:56:18,360 --> 00:56:22,840
And give us an India at Epcot. 
That too, yeah. 

1069
00:56:24,280 --> 00:56:28,960
I, I just, I, I guess I'm just 
stunned sitting here knowing 

1070
00:56:28,960 --> 00:56:32,560
that you're coming to Orlando, 
coming to this audience in which

1071
00:56:32,560 --> 00:56:35,920
you've announced like all this 
stuff for, you know, the next 

1072
00:56:35,920 --> 00:56:39,160
few years, like small piece like
Pepper and some concept art. 

1073
00:56:39,160 --> 00:56:41,000
And maybe they're going to, I 
don't want to be critical of 

1074
00:56:41,000 --> 00:56:43,120
that. 
But you know, you put, you put 

1075
00:56:43,120 --> 00:56:46,200
out this schedule, you were just
asking for bad press, which is 

1076
00:56:46,200 --> 00:56:49,480
exactly what they got because 
everyone kind of said the same 

1077
00:56:49,480 --> 00:56:50,760
thing. 
Wait a minute. 

1078
00:56:50,760 --> 00:56:54,640
There's nothing here that really
focuses on parks, which 

1079
00:56:54,720 --> 00:56:58,080
historically speaking, 
destination D23 has not been 

1080
00:56:58,080 --> 00:57:02,000
fully parks focused. 
But at the same time, two years 

1081
00:57:02,000 --> 00:57:04,040
ago, they set a new precedent 
with this. 

1082
00:57:04,600 --> 00:57:07,200
And that's what I think people 
that have bought tickets or 

1083
00:57:07,200 --> 00:57:09,520
people that are going to the 
event maybe are expecting. 

1084
00:57:09,880 --> 00:57:13,400
And yeah, there's so much that 
you've announced for Orlando 

1085
00:57:13,400 --> 00:57:16,200
that we're all just kind of 
like, yeah, we want we want more

1086
00:57:16,200 --> 00:57:19,000
meat and potatoes. 
What is this giant thing you're 

1087
00:57:19,000 --> 00:57:23,480
building that's now towering 
over Pioneer Hall at Fort 

1088
00:57:23,480 --> 00:57:25,720
Wilderness? 
You know, But some people might 

1089
00:57:25,720 --> 00:57:28,320
like more than just like a 
crummy name. 

1090
00:57:28,320 --> 00:57:31,280
Like maybe. 
That's literally all we have. 

1091
00:57:31,360 --> 00:57:32,840
We have a name. 
Literally, yeah. 

1092
00:57:32,840 --> 00:57:36,160
So we have the name they Yeah, 
and everything else. 

1093
00:57:36,160 --> 00:57:38,760
We're just going off the old 
reflections information which 

1094
00:57:38,840 --> 00:57:40,320
might not even be accurate 
anymore. 

1095
00:57:40,960 --> 00:57:43,520
You know, but you're not going 
to give us details on a condo 

1096
00:57:43,520 --> 00:57:45,880
or. 
No Indiana Jones. 

1097
00:57:46,000 --> 00:57:48,640
It's crazy though. 
No, no, right. 

1098
00:57:48,640 --> 00:57:51,360
Those things are still. 
Four years out, they're building

1099
00:57:51,360 --> 00:57:53,240
those things. 
They're going to be 4 or five 

1100
00:57:53,240 --> 00:57:55,400
years out. 
They'll hold that for D23 next 

1101
00:57:55,400 --> 00:57:57,720
year and that'll be the big 
announcements for next year. 

1102
00:57:58,160 --> 00:58:01,320
I think we want more 
information. 

1103
00:58:01,480 --> 00:58:04,360
That doesn't mean they have to 
give it to us, and I think 

1104
00:58:04,360 --> 00:58:06,880
they've had this thing in India 
in their back pocket for about 

1105
00:58:06,880 --> 00:58:09,640
four years. 
But that's that's just me. 

1106
00:58:09,800 --> 00:58:13,040
I could very well be wrong come 
September 1st or whenever the 

1107
00:58:13,040 --> 00:58:15,640
hell this. 
But is is destination D the 

1108
00:58:15,640 --> 00:58:19,200
place to blow that up as the 
main event? 

1109
00:58:19,200 --> 00:58:22,280
I don't know, right? 
They did Abu Dhabi in an in a 

1110
00:58:22,280 --> 00:58:24,320
news release. 
On a random news stream, 

1111
00:58:24,400 --> 00:58:27,120
whenever it was. 
I didn't even believe it was 

1112
00:58:27,120 --> 00:58:29,440
real until enough people 
messaged me about it. 

1113
00:58:29,440 --> 00:58:31,600
So. 
So instead we'll get we'll get 

1114
00:58:31,600 --> 00:58:34,240
no breaking news, but right 
before the afternoon lunch 

1115
00:58:34,240 --> 00:58:38,320
break, we'll get a 15 minute 
descendant zombie dance routine 

1116
00:58:38,400 --> 00:58:40,680
that's gonna. 
Yeah, I'm not upset that I 

1117
00:58:41,160 --> 00:58:44,840
didn't get a ticket. 
I'll let you guys know when we 

1118
00:58:44,840 --> 00:58:47,520
all join in and chat about 
whatever, whatever happened. 

1119
00:58:47,520 --> 00:58:49,400
We're we're going to get some 
news from this event. 

1120
00:58:49,680 --> 00:58:50,880
That's why I wanted to bring it 
up. 

1121
00:58:50,960 --> 00:58:53,600
Is there anything that any of 
you, and I'll kind of end the 

1122
00:58:53,600 --> 00:58:56,240
conversation on this. 
Is there anything that any of 

1123
00:58:56,240 --> 00:58:59,760
you would really love to see 
maybe come out as a part of this

1124
00:58:59,760 --> 00:59:01,560
event based off of what you know
now? 

1125
00:59:02,160 --> 00:59:05,440
I I, I think we need more 
villains. 

1126
00:59:06,640 --> 00:59:09,040
Hard It's like what, what is the
plan? 

1127
00:59:09,040 --> 00:59:12,120
And we know that they've been 
serving guests about villains. 

1128
00:59:12,120 --> 00:59:15,280
We we've we've seen that 
reported pretty widely on our 

1129
00:59:15,280 --> 00:59:17,840
channel. 
Who's your favorite villain? 

1130
00:59:17,840 --> 00:59:20,400
And, and I think they're trying 
to narrow in on that story 

1131
00:59:20,400 --> 00:59:22,560
because I still don't think they
have any idea what they're 

1132
00:59:22,560 --> 00:59:24,400
doing. 
They don't. 

1133
00:59:24,680 --> 00:59:28,560
Jeff, I've actually heard that. 
They're not ready to make that 

1134
00:59:28,560 --> 00:59:30,880
announcement yet, but that's 
what I would like to see. 

1135
00:59:31,080 --> 00:59:33,560
I just, I don't. 
Think well, they've dedicated 45

1136
00:59:33,560 --> 00:59:36,160
minutes to that panel and 
there's a special villains 

1137
00:59:36,160 --> 00:59:38,200
themed medley to kick it off 
off. 

1138
00:59:38,600 --> 00:59:42,480
So I'm going to take us down to 
about 30 minutes of substance. 

1139
00:59:42,880 --> 00:59:47,680
Plus, we're talking to some of 
the people that did the other 

1140
00:59:48,120 --> 00:59:50,200
villains experience at Hollywood
Studios. 

1141
00:59:50,200 --> 00:59:53,080
So I don't think we need 
anything, I think. 

1142
00:59:53,880 --> 00:59:56,920
We're getting that. 
So that's why I decided not to 

1143
00:59:56,920 --> 01:00:01,400
do an entire show on Destination
D23 until after it because I 

1144
01:00:01,400 --> 01:00:03,160
don't think we're going to have 
that much to talk. 

1145
01:00:03,160 --> 01:00:05,280
We're just going to kind of, 
we're going to show up for 5 

1146
01:00:05,280 --> 01:00:07,120
minutes on that live stream that
night and go. 

1147
01:00:07,840 --> 01:00:09,440
All right. 
Yeah, I'm going. 

1148
01:00:10,360 --> 01:00:12,280
I'll be like that cupcake looks 
good. 

1149
01:00:12,520 --> 01:00:13,680
That's going to be a good 
cupcake. 

1150
01:00:15,840 --> 01:00:18,880
I mean, I'll be happy if we have
a cupcake to talk about at this 

1151
01:00:18,880 --> 01:00:22,560
point. 
Last but not least, and best of 

1152
01:00:22,560 --> 01:00:24,680
luck to any of you that were 
successful. 

1153
01:00:24,680 --> 01:00:28,800
I know this is going to go up 
after all of this, but Beacon 

1154
01:00:28,800 --> 01:00:31,440
Barrel reservations, boy, you 
want to talk about something 

1155
01:00:31,440 --> 01:00:34,440
that just fell flat? 
And that was the fact that the 

1156
01:00:34,440 --> 01:00:38,760
entire Disney dining system took
a compute about a week ago when 

1157
01:00:38,760 --> 01:00:42,400
Beacon Barrel Reservations went 
on sale because no one could get

1158
01:00:42,400 --> 01:00:45,880
them because the website died. 
And then later, Disney basically

1159
01:00:45,880 --> 01:00:47,880
had to say, argue, what would 
they say? 

1160
01:00:47,880 --> 01:00:50,680
Like you plundered the nest or 
something like something like 

1161
01:00:50,680 --> 01:00:52,280
that. 
Yeah. 

1162
01:00:52,320 --> 01:00:54,760
And. 
They they got a new graphic 

1163
01:00:54,760 --> 01:00:57,040
instead of the seven dwarfs. 
I mean, somebody spent some 

1164
01:00:57,040 --> 01:01:00,720
money there. 
Yeah, but the Beacon Barrel 

1165
01:01:00,720 --> 01:01:03,800
reservations, that is the new 
lounge that is coming to Magic 

1166
01:01:03,800 --> 01:01:10,040
Kingdom over by Pirates of the 
Caribbean and it is both for 

1167
01:01:10,040 --> 01:01:12,920
adults and children. 
So it should be fun. 

1168
01:01:13,000 --> 01:01:16,600
Think Olga's Cantina because 
it's going to be very similar. 

1169
01:01:16,600 --> 01:01:19,400
There's going to be a time limit
in which you are there for. 

1170
01:01:19,720 --> 01:01:24,400
You also do have a 2 drink 
maximum in terms of what you can

1171
01:01:24,400 --> 01:01:29,280
order per person, so they don't 
want you to be getting sloshed 

1172
01:01:29,280 --> 01:01:30,880
and walking around Magic 
Kingdom. 

1173
01:01:31,880 --> 01:01:34,320
Just Jeff is thinking of the 
disguises that he can. 

1174
01:01:34,320 --> 01:01:36,520
Do because it's a 2 drink 
maximum too, isn't it? 

1175
01:01:36,520 --> 01:01:37,600
Correct. 
That's why I said think. 

1176
01:01:37,600 --> 01:01:40,200
Think of that same. 
I mean, I think the purpose also

1177
01:01:40,200 --> 01:01:43,600
is just so that other people can
come in as well. 

1178
01:01:44,080 --> 01:01:48,720
So they even put chairs in Ogas 
for for half of it so. 

1179
01:01:49,480 --> 01:01:50,960
Don't sit down. 
You're not going to be here 

1180
01:01:51,680 --> 01:01:53,120
Chairs. 
This is as quick as a 

1181
01:01:53,120 --> 01:01:59,720
destination D-23. 
Anyone excited about Beacon 

1182
01:01:59,720 --> 01:02:01,320
Barrel? 
I'm excited to try it. 

1183
01:02:02,160 --> 01:02:06,840
The as of this show going up, 
the reservation system should be

1184
01:02:06,840 --> 01:02:09,800
working because they're trying 
again this Wednesday, which 

1185
01:02:09,800 --> 01:02:12,560
would be last Wednesday for 
those of you this listening to 

1186
01:02:12,560 --> 01:02:15,560
this the Monday after. 
So hopefully they went well and 

1187
01:02:15,560 --> 01:02:18,080
we're not still waiting for 
reservations, but we'll make a 

1188
01:02:18,080 --> 01:02:19,640
reservation. 
We'll go. 

1189
01:02:19,680 --> 01:02:23,000
I'm excited that the old 
animatronic parrot is coming 

1190
01:02:23,000 --> 01:02:24,480
back. 
That is cool. 

1191
01:02:24,480 --> 01:02:26,880
That's. 
Yeah, I'd love stuff like that, 

1192
01:02:26,880 --> 01:02:30,600
but what's my stupid excitement?
It is interesting that Disney 

1193
01:02:30,600 --> 01:02:34,760
seems to, and we've joked about 
this in the past, but Disney is,

1194
01:02:35,240 --> 01:02:38,440
we talk about not getting 
anything new except for lounges.

1195
01:02:38,440 --> 01:02:40,520
It seems like that's all they 
build now. 

1196
01:02:40,520 --> 01:02:45,000
The new one at Epcot, you know, 
the, the Mile High Club at Magic

1197
01:02:45,000 --> 01:02:50,080
Kingdom, this one, you know, I, 
I'm excited that I'll be able to

1198
01:02:50,080 --> 01:02:52,240
go and get a beer without having
to make a table service 

1199
01:02:52,240 --> 01:02:55,600
restaurant reservation. 
So I mean, I think it's cool. 

1200
01:02:55,600 --> 01:02:57,600
I love Ogas. 
We we go to Ogas pretty 

1201
01:02:57,600 --> 01:03:00,720
frequently. 
So as as long as you can get in 

1202
01:03:00,720 --> 01:03:05,440
and and out without getting 
mugged as any figure would say, 

1203
01:03:05,560 --> 01:03:07,560
I think I. 
Think it'll be cool? 

1204
01:03:08,040 --> 01:03:11,000
I I feel like you get mugged 
going to the GO-821. 

1205
01:03:11,000 --> 01:03:14,520
Oh yeah. 
So which I still haven't been, 

1206
01:03:14,760 --> 01:03:18,000
but no, no, I'm excited. 
I think it's cool and I love 

1207
01:03:18,000 --> 01:03:21,240
Adventureland so. 
Well, that's going to do it. 

1208
01:03:21,640 --> 01:03:24,320
I think we've hit all the news 
for the week. 

1209
01:03:25,040 --> 01:03:27,600
So the dogs are back and so is 
Derek's hat. 

1210
01:03:28,560 --> 01:03:32,840
And so that's going to be our 
news discussion for this month. 

1211
01:03:33,080 --> 01:03:35,400
Let us know your thoughts in in 
the comments. 

1212
01:03:35,640 --> 01:03:37,760
Let us know if you're excited 
for anything coming to 

1213
01:03:37,760 --> 01:03:41,320
destination D23 or any thoughts 
that you might have about, you 

1214
01:03:41,320 --> 01:03:43,600
know, what announcements there 
might be. 

1215
01:03:43,680 --> 01:03:46,640
And we'll talk to you, you know,
in a week and let you know if 

1216
01:03:46,640 --> 01:03:51,520
there are any. 
But so long, partner. 

1217
01:03:52,760 --> 01:03:55,120
Wow. 
I'm going to take this to Epic 

1218
01:03:55,120 --> 01:03:58,720
Universe, John. 
They they need it. 

1219
01:03:59,080 --> 01:04:02,080
They are real. 
Just at least plant them now.