DIS · News · 20260807N

Theme Parks Demand Trends

Walt Disney Co · 2026-08-07 · Importance 54 · Surprise 40

Disney’s Experiences segment posted nearly $10 billion in fiscal third-quarter revenue, up 10% year over year, a quarterly record. Attendance at U.S. parks increased 3%, supported by Walt Disney World, Disneyland, “Cool Kids Summer” promotions, reopened attractions and higher guest spending. International attendance at U.S. parks remained pressured by weaker travel to the country, although those headwinds moderated during the quarter. Disney said its parks performance exceeded competitors including SeaWorld Orlando and Universal Orlando, which reported attendance declines.

Key facts

• The company reported a 3% increase in visitors to its U.S. parks while noting headwinds continue for international attendance at U.S. parks. source