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Walt Disney Co. warned this week that its US theme parks face headwinds from a decline in international visitors, though the company said it will offset the shortfall with increased domestic marketing and still expects modest growth in its parks business.
Executives reported US and international parks revenue rose about 6% year-on-year to more than $10 billion in the quarter, with attendance up roughly 1% and full-year US bookings about 5% ahead and weighted to the back half of 2026.
Disney CFO Hugh Johnston said the company has “less visibility” into overseas travel patterns and is pivoting promotional efforts toward US consumers.
The comments came as preliminary US government data showed foreign visits to the United States fell (excluding Mexico and Canada), with steep drops from Canada; analysts and industry groups point to new US travel fees and proposed social-media checks, plus broader political sentiment, as deterrents.
Disney shares fell about 4-5% after the results.
Despite the visitation warning, Disney’s experiences unit — parks, cruises and related businesses — remained a major profit contributor in the quarter.
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Travel Weekly | Voice of the Travel Industry, Hotels & DestinationsWith fewer international visitors, Disney has ramped up U.S. marketing















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