From Financial Modeling Prep: 2025-03-30 05:52:00

Disney is expanding its cruise line business to boost its theme parks division, with plans to double its fleet to 8 ships and 10,100 rooms by 2026, and grow to 13 ships by 2031. This move could increase the cruise segment’s contribution to Disney’s revenue and operating income to 12% by 2027.

Despite challenges like recent hurricanes and expenses related to new ship launches, Disney’s strategic focus on expanding its cruise business is expected to deliver long-term benefits. Barclays analysts believe this expansion will not only boost revenue but also enhance Disney’s reputation as a leader in immersive guest experiences.

With ambitions to more than double its capacity to over 28,000 berths by 2031, Disney’s cruise expansion aims to tap into new markets and enhance guest experiences across its theme parks and resorts. By strengthening its cruise operations, Disney is evolving to meet changing consumer demands and setting the stage for sustained growth in a competitive market.



Read more at Financial Modeling Prep:: Disney’s Cruise Expansion: Setting Sail for Growth