Disney Experiences’ Premium Pivot Delivers Record Quarter

Overview

• Disney’s Experiences division topped $10 billion in early‑2026 revenue as per‑guest spending rose about 4% while domestic attendance grew about 1%.
• Higher base tickets and paid perks such as Lightning Lane, a line‑skipping option that peaked around $45 per person, pushed spending per visitor higher.
• Spending gains are concentrated among high‑income guests, leaving many middle‑class families priced out of once‑routine park visits.
• Disneyland Paris rebranded its second park as Disney Adventure World with the World of Frozen on March 29, 2026, helping lift international attendance about 6% in the quarter.
• Disney Cruise Line growth from the Disney Treasure and Disney Destiny increased passenger days, with 2026 bookings reported up about 5% for the rest of the year.