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

By Matt Frankel, CFP and Rick Munarriz – Feb 9, 2026 at 5:11PM ESTNYSE: DISWalt DisneyMarket Cap$190BToday's Changeangle-down(2.72%) $2.91Current Price$110.04Price as of February 10, 2026 at 3:58 PM ETCompetition in the theme park business is heating up. Can Disney maintain its competitive advantage?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 +2.72%) 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.4, 2026. Read NextFeb 8, 2026 •By Daniel Foelber5 Reasons to Buy Disney Stock Like There's No TomorrowFeb 8, 2026 •By Daniel Foelber7 Billion Reasons to Buy Walt Disney Stock in FebruaryFeb 8, 2026 •By Neil PatelStreaming Profits at This Netflix Rival Are Skyrocketing. Down 48%, Is This Bargain Stock Ready for a Bull Run?Feb 8, 2026 •By Neil PatelWhere Will Disney Stock Be in 5 Years?Feb 7, 2026 •By Matt Frankel, CFPGrading Bob Iger's Performance in His Second Term as Disney's CEOFeb 7, 2026 •By Daniel FoelberBob Iger Couldn't Save Disney's Stock. Can New CEO Josh D'Amaro?About the AuthorMatt 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.TMFMattFrankelX@MattFrankelCFPStocks MentionedWalt DisneyNYSE: DIS$110.04 (+2.72%) $+2.91ComcastNASDAQ: CMCSA$32.31 (+2.21%) $+0.70*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.