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Pricing power combined with major park expansions and cross-border demand signals can lift revenue per guest and attract new guests, supporting margin expansion if add-ons monetize well; historical DIS price hikes have tended to modestly raise near-term cash flow even as volumes recover post-pandemic.
What happened, with direct paths to the underlying reporting
Disney raised admission prices at its parks, boosting premium passes by $120 to around $1,800 and keeping base prices steady. The company also revealed plans for a major 55th anniversary expansion with new Cars and Villains Land areas, plus Indiana Jones/Encanto experiences, and is testing AI-like pricing. With a 3% spring attendance lift and Paris seeing higher demand, near-term revenue could rise, contingent on sustaining ARPU gains amid inflation.
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