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Revenue and profits surged at The Walt Disney Company’s Experiences segment during the three months ending June 27, 2026, according to the company’s earnings report. Revenue climbed 10% to $9.968 billion, driven by a 4% increase in attendance across Disney’s theme parks worldwide.

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Another interesting thing—consumer products (aka merch) was moved out of DX (Disney Experiences) and into Entertainment. This follows video gaming which also moved out of DX into Entertainment earlier in the year. Gaming definitely seems like a good match in Entertainment, especially considering how immersive the storytelling in video games has gotten to be. I was a little more surprised about the move of Products…

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