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Disney warned this week that international attendance at its U.S. theme parks is weakening and could dent results in the months ahead.
Executives flagged “international visitation headwinds” in the company’s latest quarterly update and said they will shift marketing toward U.S. consumers.
Preliminary U.S. International Trade Administration data show foreign visits to the United States fell about 2.5% last year excluding Mexico and Canada; other industry measures put overall arrivals down roughly 5–6% in 2025, with visits from Canada plunging more than 20% year‑to‑date.
Disney reported U.S. and international parks revenue rose about 6% to more than $10 billion in the quarter while total company revenue was $26 billion and profits slipped nearly 6%. Attendance at California and Florida parks dipped about 1%, though bookings remain on track for modest growth.
The visitation slowdown and concerns over U.S. policy — higher visitor fees, a $250 visa integrity charge and proposals to check five years of social media — helped send Disney shares down roughly 4–5% after results.













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