DIS Shareholders and Stock Info ONLY

[RivShore]

Just a public service announcement for our stock group - @lentesta has some great data here:

Post in thread 'Crowds summer'

Today at 12:12 PM

Overall, tourism in the U.S. has taken a significant down-turn this summer, so I'm sure that's reflected in the Disney crowds as well.

I was on Bloomberg last week and prepared some notes around this. Orlando is actually a bright spot in an otherwise bleak US tourism market.

What Did Tourism Look Like In April / May / June?​

TL;DR: Demand remained strong in April, May, June for Disney & Universal

• April tax revenue got a slight YoY bump for Easter (was in Q1 in 2024)
• May’s Central Florida tourist tax income set record
  • Officials credited opening of Universal’s...

• lentesta

• 

Similar to stuff our own @clarker99 pulls together for us!

 

[clarker99]

Just a public service announcement for our stock group - @lentesta has some great data here:

Post in thread 'Crowds summer'

Today at 12:12 PM

Overall, tourism in the U.S. has taken a significant down-turn this summer, so I'm sure that's reflected in the Disney crowds as well.

I was on Bloomberg last week and prepared some notes around this. Orlando is actually a bright spot in an otherwise bleak US tourism market.

What Did Tourism Look Like In April / May / June?​

TL;DR: Demand remained strong in April, May, June for Disney & Universal

• April tax revenue got a slight YoY bump for Easter (was in Q1 in 2024)
• May’s Central Florida tourist tax income set record
  • Officials credited opening of Universal’s...

• lentesta

• 

Similar to stuff our own @clarker99 pulls together for us!

Yeah, if it looks familiar it is bc I have helped Len out with some of the data and analysis behind the scenes. Funny enough Bloomberg didn't ask much about Disney, Universal, travel or Orlando. They wanted to discuss Netflix and its planned ventures into themed entertainment after their earnings dropped.

 

[RivShore]

This seems like a good way to monetize a declining asset:

https://www.cnbc.com/2025/07/24/nfl-media-espn-equity-ownership-deal.html

NFL in talks to take a 10% stake in ESPN​