Overview
- Disney, which briefed investors Wednesday, reported steady forward bookings with Walt Disney World pacing up.
- CFO Hugh Johnston said the company has seen no change in guest behavior tied to fuel costs.
- Booked occupancy remains in line with last year even after a 40% cruise capacity increase with the new Disney Adventure.
- The quarter delivered record revenue and $1.57 in adjusted earnings despite lower theme‑park attendance.
- Trips are often locked in months ahead and many guests drive from the Southeast, which can blunt short‑term fuel spikes though summer and the holidays will test that resilience.