Universal Q2 2026 Results

[Tbad556]

Starting my conspiracy theory the World Cup killed Jellicle Ball.

 

[Mad Dog]

We'll see if that theory holds up for Q-3, but I doubt it. March was pretty slow and April was only strong for the two weeks around Easter. May wasn't very good either. July has been slow and August hotel bookings is looking pretty bad. There are bigger issues at play than the World Cup that's primarily tough on the 'hosted' cities just like the Olympics are. HHN needs to be very strong this year.

 

[Brian G.]

We'll see if that theory holds up for Q-3, but I doubt it. March was pretty slow and April was only strong for the two weeks around Easter. May wasn't very good either. July has been slow and August hotel bookings is looking pretty bad. There are bigger issues at play than the World Cup that's primarily tough on the 'hosted' cities just like the Olympics are. HHN needs to be very strong this year.

Q1 was considered a much stronger quarter and didn't raise attendance concerns, though?

 

[Mad Dog]

Some very strong weeks in January and especially February around Presidents/Valentines week...but then the crowds got pretty lean in March, which is traditionally pretty busy. Gas and airline prices spiked in March right after the blockade.

 

[OrlLover]

I think the challenge is finding the right balance between good attendance but also the guests not having a bad experience because of the crowds.

UOR had nothing new to really offer this summer so that doesn’t help as well. Epic despite its issues seems to be the saving grace in Orlando for Universal at the moment.

 

[Brian G.]

At this point, you could throw a dart at a board of reasons that impacted tourism and probably hit something that contributed.

 

[Mad Dog]

At this point, you could throw a dart at a board of reasons that impacted tourism and probably hit something that contributed.

Yes, it's been a number of issues, some more prominent than others, contributing to the weakness, especially in Orlando. Universal & Disney wouldn't be offering such generous ticket and hotel discounts if all was well. I'm hoping for a strong HHN season to buttress Universal through this difficult time. Disney can always fall back on Cruise ship numbers to pad the results.