Part 10/11:
In sum, Disney’s woes are rooted in mismanagement, misguided content investments, and a failure to adapt swiftly to changing market conditions. Critics on Wall Street often cling to simplified narratives—blaming Chapek, exonerating Iger, or suggesting takeover scenarios—that mask the real issues.
For Disney to truly recover, it needs leaders willing to make tough decisions, cut costs where necessary, and focus on sustainable content and operational practices. The misconception that leadership failures are confined to recent leadership ignores the deeper, systemic problems that have been brewing for years.