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With the impending opening of Universal's Epic Universe, the competition for park attendance will intensify. Many families may opt for the new experiences offered at Universal, leading to a potential decline in revenue for Disney. The lack of new attractions and experiences could result in further cannibalization of their customer base.
Systemic Issues: From Streaming to Brand Damage
Disney's challenges extend beyond just box office and parks. There’s a large concern surrounding its streaming services, which combine Disney Plus, ESPN Plus, and Hulu. When compared to competitors like YouTube, Disney's market share is disappointing—instead of being the go-to source for family-friendly content, the company finds itself losing ground.