Commentary Archive

What Does Disney World Do During A Recession?

A possible recession or economic downturn could impact Walt Disney World, especially as pent-up demand fizzles out, travel slows, and consumer confidence dips. This post tries to answer the titular question based on history, past precedent, and our expectations. (Updated November 19, 2023.) We’ve been saying for months that there’s likely to be a spending

Tokyo Disney Resort Reports Record Profit & More Aggressive Investment Plans

Tokyo Disneyland and DisneySea’s operator, Oriental Land Company (OLC), has released its financial results for the first half of the current fiscal year, which have some interesting takeaways. This post summarizes the key points about the record profit, attendance numbers, and plans to increase investment in the theme parks. For starters, everything in the financial