CLAIM #21507 · DIS (DIS) · 2026Q2 earnings call · May 6, 2026 · due Sep 30, 2026
“The good news is, as we look forward, we expect growth to improve in the back half, and our forward bookings are very encouraging as we look to the rest of the year.”
Hugh Johnston · CFO
How to check this claim
Look at: Experiences segment global guests growth (domestic and international parks attendance plus passenger cruise days), second half of fiscal 2026
It came true if: Global guests growth rate in H2 FY2026 (Q3+Q4) greater than the 2% year-over-year growth reported in Q2 FY2026
Where: Company earnings release and management commentary on Q3 and Q4 FY2026 earnings calls (Experiences segment metrics)
In context
“on impact the domestic parks attendance would have grown. Despite this, our revenue growth for the quarter was 7% in experiences and the lack of flow-through to operating income this quarter was driven primarily by preopening costs for World of Frozen and the adventure, which we won't be incurring obviously, in the second half of the year. We recognize that domestic attendance is an important metric for investors and we're focused on it as well. However, as you know, we're investing to grow our global footprint, including plans to expand the cruise line fleet from 8 currently to 13 ships by 2031. So tying our guest demand to our capital plans more directly, global guests, which aggregates domestic and international parks attendance along with passenger cruise days grew more than 2% in Q2. The good news is, as we look forward, we expect growth to improve in the back half, and our forward bookings are very encouraging as we look to the rest of the year. Benjamin Daniel Swinburne, C.F.A.: Great. Another question. This is from Steven Cahall from Wells Fargo. Hugh, have you picked up any change in behavior at domestic or international parks due to the increased price of oil, gasoline, how are you managing around these risks? And at this point, do you anticipate any shift to your adjusted EPS growth guidance for fiscal '26 or fiscal '27 due to the macro factors? Hugh Johnston: Thanks, Steve. No, we haven't seen any change in consumer behavior from elevated gas prices thus far and are currently seeing a material impact on the remainder of the fiscal year based on forward bookings. Disney World bookings are pacing up strongly. And even with our 40% increase in cruise capacity, booked occupancy remains in line with the prior year. However, we'r”
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SEC filings for DIS ↗ · Claim quote is verbatim from the 2026Q2 earnings call.