Disney Earnings, Villains Land, and Epic Universe – Oh My!

Traveling With The Mouse

TWTM 475: Welcome back to Traveling with the Mouse! In episode 475, we dive into the details of the Walt Disney Company’s 2024 earnings call, and while some of it may feel like déjà vu, there are a few tidbits that have us raising an eyebrow. Grab your Mickey ears and let’s unpack the numbers, strategy, and what’s brewing for Disney’s parks and beyond.

Revenue Up, Attendance Steady – The Chapek Legacy Lives On

No surprises here – Disney’s revenue has increased, even though attendance hasn’t significantly spiked. The strategy of managing crowd levels while driving revenue through higher ticket prices, premium experiences, and merchandise sales appears to still be the blueprint. Whether you love or hate the lingering Chapek-era philosophy, it’s clear that Disney is prioritizing guest spending over simply filling the parks to capacity.

This approach has certainly drawn criticism over the years, but there’s no denying its success on the balance sheet. From Lightning Lane upsells to exclusive experiences, Disney has continued to perfect the art of making us want to spend more during our visits.

Epic Universe? “Not Our Concern,” Says Disney

One of the more surprising comments from the earnings call came when the competition was mentioned. Universal Orlando’s Epic Universe is set to open next year, and while fans speculate on its impact, Disney seemed unfazed. The company expressed confidence in its ability to maintain its market dominance, emphasizing its iconic brands, established guest loyalty, and upcoming park expansions.

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