Disney Family Vacations Getting More Expensive With Lightning Lane: Analyst Sees $220 Million Benefit For Media Giant In 2025
Portfolio Pulse from Chris Katje
Disney is expected to benefit financially from the introduction of the Lightning Lane Premiere Pass, potentially adding $220 million to $230 million in revenue by 2025. However, the delayed Disney Adventure cruise ship could negatively impact fiscal 2025 by $300 million.

October 25, 2024 | 4:03 pm
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Disney's introduction of the Lightning Lane Premiere Pass is projected to add $220 million to $230 million in revenue by 2025. However, the delayed Disney Adventure cruise ship could negatively impact fiscal 2025 by $300 million.
The introduction of the Lightning Lane Premiere Pass is expected to significantly boost Disney's revenue, as estimated by Goldman Sachs analyst Michael Ng. This new offering is likely to attract more visitors willing to pay for the convenience, thus positively impacting Disney's financials. However, the delay in the Disney Adventure cruise ship's maiden voyage could offset some of these gains, as it is expected to negatively impact fiscal 2025 by $300 million. Overall, the positive impact of the new pass is expected to outweigh the negative impact of the cruise delay.
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