Before we get into the news, I want to note that I am switching the weekly email back to Wednesdays, in response to many requests. So, going forward, look for our weekly email on Wednesday mornings (U.S. time). My Orange County Register newspaper column continues to appear on Tuesdays. Starting next week, the Theme Park Insider Podcast will drop on Thursdays at 7am Eastern. And, of course, you can find new posts on the website seven days a week.
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Now, on to the news. Revenue and income soared at The Walt Disney Company’s Experiences segment in the three months ending June 27, 2026, the company reported this morning. Revenue increased 10%, to $9.968 billion in the Experiences segment, which includes Disney’s theme parks, driven by a 4% increase in global attendance. Disney also re-committed to its upcoming theme park on Abu Dhabi’s Yas Island, despite the recent war in the Middle East: Disney reports strong growth, commitment to Abu Dhabi
The news was not as good at United Parks, which reported declines in attendance and revenue for the quarter: Attendance slumps at SeaWorld, Busch Gardens
I also wanted to note Disney’ announcement of the retirement of Imagineer Tom Fitzgerald, who is stepping down after an amazing 47-year career bringing fans great attractions around the world: Rope Drop: Thanks for everything Tom
What’s the biggest threat to major theme park companies? It’s not the price of gas or airfares. It’s not international travel restrictions. And it’s not even the weather.
It’s the C-suite. It’s a company’s own management.
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