Disney has issued a stark warning that its American theme parks could face declining attendance due to what it describes as 'international visitor headwinds', directly linked to concerns surrounding President Trump. This caution comes as overseas arrival numbers in the United States dropped sharply in late 2025, with September alone seeing a significant 7.7% decrease compared to previous periods.
Impact on Tourism and Economic Losses
The decline in international tourists, particularly from neighbouring countries like Canada and Mexico, has contributed to an estimated $4 billion loss to the US economy. This downturn is attributed to growing apprehensions among foreign visitors about the political climate under the Trump administration, which has led many to reconsider travel plans to the United States.
White House Response and Counterclaims
In response to these concerns, the White House, through Deputy Press Secretary Anna Kelly, has asserted that the United States remains the 'best place to live or visit' under President Trump's leadership. The administration claims that Trump has actively boosted American tourism, despite the recent drop in international arrivals. However, this statement contrasts with the data showing reduced visitor numbers and economic impacts.
Disney's Financial Performance Amid Challenges
Interestingly, despite the lower attendance at its theme parks, Disney reported increased revenues during this period. This growth is primarily due to higher per-guest spending by those who do visit, as well as robust performance in its streaming business. The company's ability to offset attendance declines with other revenue streams highlights its diversified business model, but it does not negate the broader concerns about tourism trends.
Broader Effects on US Destinations
The impact of reduced international tourism extends beyond Disney, affecting other major US destinations significantly. For instance, Las Vegas experienced a 9.6% drop in airport traffic in November 2025, with Canadian airline traffic plummeting by 40%. This decline has prompted the mayor of Las Vegas to make public appeals for tourists to return, underscoring the severity of the situation for local economies reliant on visitor spending.
Offsetting Losses with Domestic Tourism
On a more positive note, domestic tourism has helped to offset some of the national losses caused by the decline in international visitors. American travellers have continued to explore their own country, providing a buffer for the tourism sector. However, this domestic boost may not fully compensate for the economic benefits typically derived from higher-spending international tourists, who often contribute more per capita to local economies.
In summary, while Disney and other US destinations navigate these challenges, the ongoing concerns about President Trump's influence on international perceptions continue to pose risks to the American tourism industry. The situation calls for close monitoring as it evolves, with potential implications for future economic stability and global travel patterns.
