Maybe so…but maybe I should thank Disney for adding value to all my resale contracts! Hard to believe that this won’t at the very least slow down the sales pace for direct Poly2 points. And all the little things they’ve done for direct buyers, like Moonlight Magic, Magic Band sliders, special photo ops, etc, all of which I really do enjoy and are all fun, won’t really convince anyone to go direct when they can get into Poly2 cheaper.
On the other hand, you’ve got to assume they’ve thought of all this, right? Maybe they’ll match the resale Poly1 price, or offer some monumentally cool additional incentive we haven’t anticipated. But it’s hard to interpret this as being anything other than negative for Riviera resale prices, and a betrayal for what they might have led Riviera direct buyers to believe.