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Opinion
Tara Lachapelle

Delta Variant Hurt Southwest Airlines. Is Disney World Next?

The fast-spreading variant threatens the profit outlook of a division that was set to benefit from reopenings.

While masks are no longer required outdoors at Disney’s parks, the delta variant has prompted other changes.

While masks are no longer required outdoors at Disney’s parks, the delta variant has prompted other changes.

Photographer: Handout/Getty Images North America

Is the delta variant costing Walt Disney Co.? Investors will learn the answer later on Thursday, but analysts suspect that’s the case. 

Profit estimates for Disney’s division comprising its theme parks and resorts have dropped sharply in recent weeks as the highly contagious delta variant of the Covid-19 virus spreads in areas with low vaccination rates and threatens to ratchet back travel demand. Some of the worst outbreaks have occurred in Disney World’s own state of Florida.