Part 2/11:
Bob Iger came back to Disney with the expectation that he could reverse the company's fortunes. His targeted acquisition strategy and leadership were highly praised during his first tenure, which made his second tenure seem promising. Unfortunately, the last few years have not unfolded as planned. Disney’s brand perception and financial performance have taken hits, raising questions about Iger’s effectiveness during this period.
Sources recently revealed that Disney has appointed James Gorman as Chairman of the Board, with plans to identify a new CEO by early 2026. Iger’s return was always viewed as temporary—an attempt to stabilize the company and restore its stature—but the current trajectory suggests that Disney might be looking beyond Iger’s leadership for a long-term solution.