Part 3/11:
The concerns extend beyond just the current numbers. Investors are increasingly questioning the strategic direction of Disney, especially regarding leadership choices. The upcoming announcement of a new CEO is expected to be a pivotal moment. The front-runner, Josh Dearo, head of Disney Parks, is viewed as a strong candidate who could steer the company's future. Conversely, Dana Walden, another contender, is perceived as more aligned with Iger’s traditional Hollywood-centric approach. Analysts suggest that if Disney’s parks underperform during this earnings cycle, it could signal turmoil in leadership transition and strategic misalignment.