I agree that sales are NOT where Disney wants them to be...
I agree that numbers can be shown in a number of ways to make someone’s point
No competing resorts, booming economy, resort opening.... this is the bare minimum that they had to expect for the opening months
“Good” is a failure in this economy for DVC
Riviera
most expensive new resort + high
point charts + large supply of points + bad location + low theming + sales restrictions + huge transport variable = only decent numbers with no competing resorts in the best economy in decades and strong incentives
If this same resort was on the monorail or walking to Epcot and had no restrictions, it would be selling OFF the charts.
Markets are effiicient. This resorts sales will run out of steam quickly and is hugely vulnerable to any economic issue.
At that point look for restrictions to be lifted and Disney to try and get sales across the the finish line on fumes before Reflections is in full swing
Just my opinion. I am wrong a lot...