Disney Optimistic About Future Attendance Growth

Disney views the upcoming opening of Universal’s Epic Universe in May 2025 as a potential boost to attendance at Walt Disney World Resort, rather than a threat. During a Q4 2024 earnings call, CFO Hugh Johnston indicated that Disney has already factored the new park into its projections, expecting a 6%-8% increase in operating income, particularly in the latter half of 2025. Historically, the opening of new attractions in Central Florida has benefited Disney, and early bookings for summer 2025 are reportedly positive. Analysts believe that the presence of Epic Universe will likely increase overall foot traffic to the area, extending tourists' stays. Disney continues to invest significantly in its parks, with plans for new attractions and enhancements. Johnston emphasized the potential for both increased capacity and revenue from the new developments.