Part 10/11:
The Political and Market Realities
The influence of broader political and investor sentiments also loom large. Major institutional investors, like Vanguard and BlackRock, remain committed partly due to Disney’s influence on cultural and political issues, which some argue depresses actual consumer engagement. The potential push by investors for new leadership—possibly installing a more malleable CEO like chief content officer Josh Tomora—further underscores internal dissatisfaction with the current trajectory.