New VIP+ Analysis: The Delta variant could upend the path to recovery for theme-park operators as fear among consumers rears its head again.
Attendance also trended upwards. Disney and Comcast don’t officially report attendance figures, but the numbers from Six Flags, SeaWorld and Cedar Fair were encouraging in Q2. Six Flags noted that this year through July 25, which includes the July 4Meanwhile, Cedar Fair CEO Richard Zimmerman said as park restrictions relaxed and capacity increased, attendance was approaching 2019 levels.
The growing uncertainty has caused a shift in consumer sentiment over the past several weeks, as cases and hospitalizations surged among both the vaccinated and unvaccinated. In addition, according to a coronavirus consumer tracker survey conducted by Ipsos, vaccinated American adults are growing more worried due to concerns about contracting the Delta variant. Of the 1,174 U.S. adults surveyed Aug. 3-4, more than half of those who said they were vaccinated are planning on pulling back from going to crowded places. And the same percentage of people who said they were planning on getting vaccinated planned to do the same.
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