Iger v. Chapek Archive
Disney CEO Bob Iger was interviewed by Andrew Ross Sorkin on Wednesday afternoon at the New York Times Dealbook Summit. The two had a wide-ranging conversation covering controversies, including box office bombs, stories vs. messages, sequel fatigue, future of Shanghai Disneyland and selling linear assets, as well as beefs with Bob Chapek, Governor DeSantis and Elon Musk.
One year ago, Bob Iger reentered the building as CEO of the Walt Disney Company. Late the previous night before the Elton John concert ‘streaming event’ on Disney+ at Dodger Stadium, executives found out that the board had pulled off a classic Bob Swap™️, replacing Chapek with once former and now current CEO Bob Iger.
The Walt Disney Company has named Hugh F. Johnston its new Chief Financial Officer and Senior Executive Vice President effective December 4, 2023. Chief Executive Officer Bob Iger made the announcement today, which Disney shared in a press release along with compensation details in an SEC filing. This post covers that along with our commentary
Former CEO Bob Chapek has broken his silence about his time leading the Walt Disney Company, speaking (sorta) for the first time since Disney’s Bob Swap™️ last November. This article shares some interesting anecdotes that have come out of the Chapek camp via a brand new interview with his colleagues, friends, and spokespeople. Basically, this
It’s been a rough summer for Disney CEO Bob Iger. Haunted Mansion just became the latest in a string of box office flops. Iger has been vocally criticized by Hollywood A-listers for his tone-deaf words about the actors’ and writers’ strikes. The stock has been languishing near 52-week lows even as the broader market has bounced back.
Walt Disney World’s 2023 is the year of cleaning up Chapek’s costly catastrophes. We’re not even halfway through, and arguably the biggest announcements and changes have all been about “undoing” damage done by Umbrella Bob during his reign of terror. Okay, that is slight hyperbole. Not every single decision that’s now being corrected was made
You could say that the shareholder proxy fight between Disney and activist investor Nelson Peltz’s Trian Group is heating up ahead of the company’s annual shareholder meeting. (I wouldn’t say that, but you could.) The latest update comes as the two have once again traded letters as they gear up for showdown; we’ll cover those
In a new SEC filing, Disney has made its counterargument against Trian’s “Restore the Magic” campaign that’s aimed at securing Nelson Peltz a seat on Disney’s Board of Directors. This comes after a media and marketing blitz by Peltz, who is trying to make his case to fans and investors that he can fix Disney’s
In its latest SEC filing, the Walt Disney Company has shared executive compensation packages for CEOs Bob Chapek and Bob Iger, CFO Christine McCarthy and others in the current c-suite, plus the fired Geoff Morrell. This post takes a look at those numbers and Disney’s explanation for the salaries, severance, and bonuses. Normally, we wouldn’t
Disney and newly-returned CEO Bob Iger are facing a proxy fight from activist investor Nelson Peltz’s Trian Fund pushes for a seat on the company’s board. His group has launched a “Restore the Magic” campaign, which sounds an awful lot like a live-action Save Disney remake. This post delves into the details and offers our
The Walt Disney Company Board of Directors announced that it has elected independent director Mark G. Parker as Chairman of the Board, effective following the Annual Meeting of Shareholders. This post shares the official announcement plus our commentary and context about how this fits into the bigger picture of the Battle of the Bobs and
