Disney’s Theme Parks Might Not Be So Magical Anymore


  • Disney’s theme parks have been struggling to return to pre-pandemic attendance levels, potentially attributed to the reduced international travel.
  • While Bob Chapek may have raised park prices to keep up with rising inflationary pressures, the hikes may have been overly aggressive at 109.2% against 2019 levels.
  • It remains to be seen if the theme park experience will be restored post-Chapek, since recent parkgoer reviews have been less than magical.
  • Combined with the Florida Special district overhang, it is unsurprising that the stock has significantly retraced in the past year.
  • Consequently, it is plausible to assume that DIS may remain volatile, partly attributed to Bob Iger’s restructuring expenses over the next few quarters.

Mickey Mouse as the Sorcerer"s Apprentice


We have previously covered Walt Disney Company (NYSE:DIS) here in November 2022. After the poor FQ4’22 results, particularly the unprofitable D2C streaming, Bob Chapek was replaced by Bob Iger, who came out of retirement to serve as an interim CEO for

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Additional disclosure: The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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