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Is Disney Doing Enough to Compete Against Comcast and Epic Universe?

Competition in the theme park business is heating up. Can Disney maintain its competitive advantage?

By Matt Frankel, CFP and Rick Munarriz – Updated Feb 11, 2026 at 9:57AM EST

The competition in the theme park business has intensified in recent years, and the opening of Universal Studios' much-anticipated Epic Universe in Orlando is a great example of it. In this video, longtime Motley Fool analysts Rick Munarriz and Matt Frankel discuss whether Disney (DIS 1.11%) is doing a good job of staying competitive.

*Stock prices used were the morning prices of Feb. 3, 2026. The video was published on Feb. 9, 2026.

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About the Author

Matt Frankel, CFP
Matt Frankel, CFP, is a contributing Motley Fool stock market analyst and personal finance expert covering financial stocks, REITs, SPACs, and personal finance. Prior to The Motley Fool, Matt taught high school and college mathematics. He holds a bachelor’s degree in physics from the University of South Carolina, a master’s degree in mathematics from Nova Southeastern University, and a graduate certificate in financial planning from Florida State University. He won a SABEW award for coverage of the 2017 Tax Cuts and Jobs Act. He is also regularly interviewed by Cheddar, The National Desk, and other TV networks and publications for his financial, stock market, and investing expertise.
TMFMattFrankel
X@MattFrankelCFP

Matt Frankel, CFP has positions in Walt Disney. Rick Munarriz has positions in Comcast and Walt Disney. The Motley Fool has positions in and recommends Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Walt Disney Stock Quote
Walt Disney
NYSE: DIS
$99.73
(-1.15%)-$1.16
Comcast Stock Quote
Comcast
NASDAQ: CMCSA
$30.21
(-1.19%)-$0.37

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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