On July 30, Walt Disney fell 3.01% in regular trading, trading at $94.77/share, with turnover of $438 million. The decline came as multiple investment banks issued successive target price cuts while theme park attendance data pointed to softening demand.

Jefferies lowered its price target on Walt Disney from $132 to $125, maintaining a Buy rating. This followed Citigroup's cut from $145 to $135 on July 29, also maintaining Buy. Earlier in July, UBS reduced its target from $138 to $133, Barclays from $135 to $110, and Wells Fargo from $146 to $125 — all maintaining positive ratings but reflecting growing caution on near-term fundamentals.

On the operational front, research indicates Orlando theme park traffic has weakened, with Comcast's Universal Studios Epic Universe continuing to draw visitors away. Analysts noted Disney lacks meaningful near-term domestic projects capable of materially boosting attendance, and higher travel costs combined with cautious consumer sentiment are weighing on industry-wide foot traffic. The key test remains whether per-capita guest spending can hold. Disney reports fiscal Q3 earnings on August 5, with consensus EPS expectations at $1.85.

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