ACC Earnings Call on DCP 2021
Just ended up going down the whole DCP rabbit hole after remembering the program a few days ago; wasn't planning on posting here but I found this and haven't seen it elsewhere, and I figure people ought to know about it. Make of this as you will, but the company building Flamingo Crossings spoke about DCP on their recent earnings call, and mentioned projections that have them expecting DCP occupancy in Fall 2021 and beyond. I'll quote a particularly interesting bit here:
Okay. And then on the DCP demand with your conversations with Disney on their expectations, they get in turned back at the park second half of next year. Is this like -- you expect 50% of DCP demand to come back? Or how is it going to shake out relative to pre-COVID levels for the interns themselves?
No. It will certainly come back in phases and ramp up kind of starting in late '21, all the way through 2023. As Bill said, we think right now, we could have through 2023, 1/3 of those beds available. So -- and certainly, that's subject to change based on the current or the future projections of Disney.
Of course, this isn't coming directly from Disney so don't take it as proof of anything, but it's a good sign at the very least.
Posted Nov 18, 2020, 8:40 PM UTC
When I say that I'd cry, I mean that I WOULD CRY