Part 5/10:
The Opportunity in Orlando and the Competition
Disney's Florida parks, particularly Disney World in Orlando, are the bedrock of its park business and the primary contributor to revenue and profitability. Interestingly, the company's SEC filing makes little mention of extensive expansion plans for Central Florida’s flagship parks, even amidst intense competition. Universal Studios, concurrently, is set to open a massive new theme park in Orlando—featuring attractions based on popular IP like Super Nintendo World, Mario Kart, and possibly The Legend of Zelda.