Part 8/9:
This confrontation is emblematic of larger trends in corporate governance, where activist investors increasingly challenge established leadership, especially amid underperformance. For Disney, the stakes are high—failure to navigate this conflict successfully could mean continued decline or a much-needed reboot led by new leadership.
Meanwhile, Bob Iger’s focus seems heavily aligned on protecting his position rather than addressing the core issues facing Disney. Critics argue that his attention is diverted from fixing the company’s problems to defending his role—a strategy that could prolong Disney’s struggles or lead to a leadership overhaul.