Part 4/10:

One of the primary concerns revolves around Disney's flagship theme parks. Data from April and May reveal "weak" attendance figures, and analysts anticipate a slowdown in revenue during the upcoming third and fourth quarters. This downturn stands in stark contrast to Disney’s past performance, which once saw consistently rising park revenue.

Simultaneously, Disney's streaming services—Disney+, Hulu, and ESPN+—are facing their own hurdles. KeyBank cautioned that the subscriber base for Disney+ and Hulu might see a net decline in the current quarter. In particular, Disney+ has experienced a significant loss of approximately 300,000 subscribers in North America, effectively turning what was once a growth story into a narrative of stagnation or decline.