Remains to be seen how the remainder of the year pans out, but from the business side Disney may currently be of the mindset that their parks strategies have so far been effective.
The Parks business (Domestic Parks, International Parks,
Disney Cruise Line, Consumer Products) is on pace to have its most profitable fiscal year ever in both total Operating Income and its ratio vs its total revenue.
Current pace is $33B in revenue and over $10B in operating income. Over 31% OI vs revenues. Last fiscal year was at about 28% and nearly $8B in operating income.
Pre-Pandemic hardly ever exceeded 26% and maxed out just under $7B in operating income.
They still should come out with more expansion plans for the domestic parks to go along with their international expansions.
Also remains to be seen the reactions to any additional changes that will be implemented in 2024.