Iger v. Chapek Archive
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
Since Disney’s Bob Swap–firing Chapek and rehiring Iger–new details and rumors have emerged about what led to the CEO change and the board’s goals for Bob Iger in the next two years as CEO. This post delves into one such topic, which has been mergers & acquisitions, and the business units and companies that Disney
In the two weeks since Disney’s Bob Swap–firing Chapek and rehiring Iger, we’ve been “treated” to enough drama to fill another DisneyWar volume or two. The latest update is equal parts Succession and Game of Thrones, as there’s a new rumor about the company’s next replacement CEO after the second Iger era ends. We aren’t going to recap everything
When the Walt Disney Company ousted former CEO Bob Chapek, few tears were shed by fans and Cast Members. His tenure had been mired in controversy, unpopular decisions, and widespread concern that he was doing irreparable damage to a brand beloved by generations. This stood in stark contrast to the outpouring of optimism at the
With each passing day following Disney’s Bob Swap–firing Chapek and rehiring Iger–new revelations come to light about what led to the board ousting one Bob and bringing back the other, as well as the fallout between the dueling Bobs. Today, we have an update on that drama, along with Iger’s next moves as he looks
In the aftermath of Disney’s Bob Swap, firing Chapek and rehiring Iger, we’re now learning more about how things went down and the timeline of events as board members and company insiders have started talking. On top of that, Iger is already making changes to realign the company with his creative vision. This “Battle of
