Disney’s stock jumped 7 % after a blockbuster Q2— streaming gained a million subs, Thunderbolts opened #1 worldwide, domestic park profit climbed 13 %, and Bob Iger unveiled the first “authentically Disney, distinctly Emirati” Disney park on Abu Dhabi’s Yas Island. Philip and Scott unpack why Disney is leaning into the parks (finally), Disney's new quality-over-quantity pledge, and debate whether the glowing numbers are a trailing indicator before tariffs, weather, and China headwinds bite; and examine how licensing to Miral lets Disney tap 500 million potential guests without spending a dime of cap-ex. Plus, Scott shares on-the-ground LGBTQ insights from living in the UAE—and what other operators can learn from Disney’s risk calculus. Hear the Six Flags and United Parks earnings showdown (and Chicago’s new Harry Potter retail-tainment) in this week’s Unhinged on Patreon.

Six Flags/Cedar Fair’s first post-merger casualty is Six Flags America, erasing 70 full-time and 700 seasonal jobs and $3.5 million in local tax revenue—freeing capital for “marquee” investments elsewhere. At the same time, Marriott’s Gaylord resorts are turning their glass atriums into mini-comic-cons with a DC-branded summer slate, headlined by a 17,500-sq-ft lantern trail of 24-ft heroes, to lure families who might skip a theme-park trip. Philip and Scott ask whether strategic portfolio pruning and shoulder-season IP pivots are the new survival play as rising rates have already killed Sacramento’s planned $300 million Elk Grove zoo. Listen for the implications—and catch the gloves-off bonus chat on Patreon.

Universal Studios Hollywood is stress-testing a brand-new revenue season with Fan Fest Nights—12 evenings of Comic-Con-meets-HHN running April 25-May 18th from 7 p.m.–2 a.m. Tickets range from $74-$84, and the event is anchored by a 45-minute Back to the Future immersive experience on the actual Courthouse Square backlot. By leaning into nostalgia, the Universal team has created a masterfully written, one-of-a-kind immersive theatre experience for BTTF. The reception has been overwhelmingly positive, proving that Fan Fest’s format has legs; the question for 2026 is whether Universal will rebalance resources toward the bigger, younger fandoms that clearly showed up this year, and whether they have permanently hamstrung this event. Listen to our bonus episodes on Patreon.

Cord-cutting continues to threaten Comcast, but it sees hope in its theme parks.  As 200,000 broadband subscribers abandon Comcast in a single quarter, the company is aggressively pivoting toward theme parks despite them representing just 6.3% of current revenue. With $5 billion in free cash flow, Universal is simultaneously launching Epic Universe while developing Horror Unleashed in Vegas and planning new attractions in Texas and the UK—a diversification strategy that Disney, constrained by debt and market scrutiny, cannot match. Can the theme parks and media divisions grow fast enough, or is management selling an optimistically stable storyline? We explore how Universal aims to deliver Disney-level quality at broader accessibility and whether it can weather potential tourism challenges. Listen to weekly BONUS episodes on our Patreon

In this first audio edition of Green Tagged Insights, Philip reads the inaugural newsletter analyzing what he calls "The Uncertainty Epidemic" affecting the attractions industry. With economic uncertainty now higher than during COVID and consumer confidence plummeting, hear how industry leaders are responding through strategic diversification. The episode explores Universal's multi-faceted approach with their UK expansion, United Airlines' barbell strategy revealing shifting tourism patterns, and what attractions of all sizes can learn from these examples. Philip also covers Merlin's entertainment outsourcing partnership with RWS, Disney's Paris expansion plans, and Sphere's content strategy - all presented in a straightforward, analysis-focused format that complements the main podcast.

Travel patterns are changing. United Airlines' latest earnings reveal a strategic pivot as they prepare for two economic scenarios in 2025, cutting domestic flight capacity by 4% while seeing surges in both premium and budget travelers – but not the middle market. This "barbell demand" mirrors what's happening across the attractions industry, where guests increasingly choose either high-end experiences or budget options. This week, we examine whether regional parks should prioritize local audiences as flight routes decline. Additionally, Merlin confirms its partnership with RWS Global as their entertainment partner – is outsourcing creative talent the new economic reality for operators navigating uncertain waters? Listen to weekly BONUS episodes on our Patreon.

Universal's newly announced UK theme park isn't just another expansion—it's a strategic economic revitalization plan positioned to transform Britain's post-Brexit economy. We analyze how this 476-acre project near London promises 8.5 million first-year visitors, 28,000 jobs, and a £50 billion economic impact by 2055. Scott and Philip explore why Universal's diversification strategy—balancing global location risk while expanding into kid-friendly, adult-horror, and now European markets—represents smart portfolio planning that mirrors current financial advice to balance US and international investments. Plus, we examine how Universal's IP-driven approach will differentiate it from Puy du Fou's cultural focus and potentially challenge Merlin's regional dominance. Is this massive project the vote of confidence Britain needs to overcome Brexit's tourism impact? Listen to weekly BONUS episodes on our Patreon.

In this bonus episode, we present the complete remarks from Massimiliano Freddi, IAAPA Chair of the Board and Wonderwood CEO, recorded at the IAAPA North America Summit. Hear Freddi’s powerful perspective on why attractions should become catalysts for true social connection—from countering phone addiction to designing transformative guest experiences. Tune in to discover new insights on how parks can foster genuine togetherness in a fast-paced, digital world.

Go behind the scenes at Disney with exclusive takeaways from IAAPA's North America Summit 2025 at Disneyland Resort! Philip shares first-hand insights from Disney executives on the thoughtful redesign of Toontown and how small, intentional changes create significant guest experience improvements. Discover how Disney balances operational necessities with guest comfort through innovative solutions - from stroller parking zones to decompression spaces to mixed-and-match cast costumes that enhance storytelling. We explore why seemingly simple elements like tables, chairs, and even non-flat grassy areas faced resistance yet proved crucial for guest satisfaction. Scott provides industry context to these practices, making these high-level insights applicable to attractions of all sizes. Listen to weekly BONUS episodes on our Patreon.

International tourism to the US is projected to decline by at least 5% this year instead of the expected 9% growth, threatening a $72 billion reduction in total travel spending. We analyze the factors behind this dramatic shift—from policy changes to negative media coverage—and explore how theme parks are responding. Disney's strategic summer announcements following Universal's Epic Universe opening suggest industry collaboration as parks work to make visiting the US "worth the hassle." Will these efforts be enough to overcome damaged international perceptions? Plus, we examine which destinations might benefit from America's branding crisis and whether the impact could extend through the 2028 Olympics. Listen to this week's episode for essential insights on navigating tourism's uncertain future.
Listen to weekly BONUS episodes on our Patreon.