Disney CFO Hugh Johnston appeared at the 2026 MoffettNathanson Media, Internet & Communications Conference, and asserted that Walt Disney World cannot increase attendance because the parks are already “filled up.” This post covers his comments, the parallels to past statements by company leadership, and what he gets right and what’s mere puffery. For starters, Johnston is reiterating what we’ve been hearing for a while. This same line of logic has been…

It’s already been an odd and interesting year for discounts. Disney just released another new resort deal for May through September 2026, for a total of four different hotel deals and one ticket discount for Disneyland and California Adventure. However, the bigger story is the massive missing deal and relatively modest resort discounts, despite Early Entry ending and a looming summer slowdown. Let’s start with the $50 Kids’ Summer Ticket Deal, which is…