DIS · 10-Q · 2026Q2 · Full report

Supply Chain Tariff Impact

Walt Disney Co · 2026-08-05 · Importance 25 · Surprise 42

Disney stated that cost of goods sold and distribution costs in Experiences decreased during the quarter because of tariff refunds. The filing does not quantify the refunds or identify the affected countries, tariff schedules or refund programs. Tariff refunds partially offset volume growth and inflation in the quarter ended June 27, 2026.