The author argues Disney's business is performing much better than its flat share price, which is barely higher this year and has lost roughly a third of its value over five years. Disney had nine of the 11 most visited theme parks worldwide in the TEA Global Experiences Index, and five U.S. parks each drew more than 10 million visitors in 2025. Disney was responsible for all six U.S. films that topped $1 billion at the box office in 2024 and 2025, and Disney+, Hulu and ESPN have been collectively profitable for two years. The ad-free Disney+ price rose from $6.99 to $21.49 a month, and Disney will add four more cruise ships over the next four years. The shares trade at less than 16 times analysts' fiscal 2027 earnings estimates, and the author notes risks including a softening economy, a new CEO and some box-office duds.
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- Disney World Florida ticket prices cost 4 times more than in 1971
Magic Kingdom opened in 1971 with adult admission at $3.50, while a peak-season one-day ticket next year could reach $229, the highest one-day price since Disney World began adjusting prices in 2018. The cheapest ticket now costs $119, about four times the 1971 price after adjusting for inflation. Disney has used seasonal pricing for one-day tickets since 2016 and sells add-ons such as Lightning Lane to skip lines, which add up: a family of four would pay $100 to skip three popular rides. At Disneyland, one-day Park Hopper tickets range from $179 to $319 depending on date, and a five-day Park Hopper costs $660, with prices up 89% for one-day and 97% for five-day passes over ten years. The cheapest and most expensive one-day tickets stayed at $104 and $224, while the middle tiers rose $5 each to $134–$189.
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