Part 3/10:
Opened only about 38 days before the end of the quarter, Epic Universe's opening has already begun to appear in the numbers. Disney's acknowledgment of increased competition, coupled with their tepid language, suggests they're not witnessing the kind of growth or traffic they might have hoped for.
Universal's demand boost—despite just beginning operations—indicates a strong pull of new visitors, likely capturing demand from existing Disney customers or attracting entirely new audiences. Anecdotal reports and vlogger observations note lighter-than-usual crowds at Disney World, hinting that Disney's attendance might be under pressure.