Forecast Of The Day: Number of Guests at Disney’s U.S. Theme Parks

DIS: Walt Disney logo
Walt Disney


The Number of Guests at Disney’s (NYSE:DIS) U.S. Theme Parks declined from around 87 million in 2019 to about 46 million in 2020. Trefis expects the number to rise to about 47 million in 2021 and recover further to about 59 million by 2022.


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While the sharp decline over 2020 was due to the Covid-19 pandemic, we expect the number of visitors to rise going forward as vaccination rates improve.

So What?

We don’t think the project recovery is priced into Disney stock yet. We value DIS at about $205 per share, about 40% ahead of the current market price.

See Our Complete Analysis For Disney

What if you’re looking for a more balanced portfolio instead? Here’s a high-quality portfolio that’s beaten the market consistently since the end of 2016.

Returns Dec 2021
MTD [1]
YTD [1]
Total [2]
 DIS Return -15% -20% 39%
 S&P 500 Return 0% 23% 106%
 Trefis MS Portfolio Return 0% 44% 292%

[1] Month-to-date and year-to-date as of 12/2/2021
[2] Cumulative total returns since 2017

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