Why is this inflationary problem affecting Disney in particular?

Maybe because it's not all about inflation. Maybe it has to do with hiring men sporting thick black beards to play female Disney Princesses at their shops.

On Wednesday, Disney reported weaker-than-expected theme park results for the three months that ended on June 29. Revenue increased 2 percent from a year earlier, to $8.4 billion, while operating profit declined 3 percent, to $2.2 billion.

Disney blamed a "moderation of consumer demand" that "exceeded our previous expectations," along with higher costs. Disney said softening demand "could impact the next few quarters."

Disney added that it was "aggressively managing our cost base."

In other words: we're laying people off, and also not greenlighting any new movies, except for sequels to money-making movies.