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Marriott Vacations Worldwide Corp. Message Board

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    Anyone like VAC or MAR better?

    by clamdigger_97 Aug 13, 2014 2:53 PM

    VAC is now a "pure" timeshare management company. They have not built anything in the last 3 years, since spinoff. The spin off will be officially done by this year end when MAR gets the tax benefit of this deal. I think we saw more dispositions and cost cutting to manage the business better and focus on core business in the last 2.5 years. I think it will be an interesting to see how VAC does in 2015 and if there will be some management changes. As an industry, Timeshare is a volatile business and is a mature business as well. The trick will be to lower the product cost for new developments outside of US. Asia has been in their radar but nothing much going on as per the transcripts. Again, Asia will not be an easy walk with spending habits exactly opposite to American way. MAR is definitely a more "stable" bus model with growth potential. VAC has surprised many in the industry. :)

    Sentiment: Sell

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