Disney Has Its CEO

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 4 February 2026

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Disney’s new CEO- Bob Iger’s legacy- Chipotle’s declining results- The Big Pharma GLP-1 battleCompanies discussed: Novo Nordisk (NOVO), Eli Lilly (LLY), Disney (DIS), Chipotle (CMG).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Disney has their new CEO.
0:05.0	Is this time different?
0:08.0	Motley Fool Money starts now.
0:10.0	Welcome to Motley Full Money. I'm Travis Hoyam, joined today by Lou Whiteman and Rachel Warren.
0:26.4	The Bob Iger era is officially coming to a close on March 18th, Lou, after Josh Tomorrow was chosen to be the next CEO.
0:35.3	Dana Walden, who was in the running to be CEO, was going to be promoted to chief creative officer. They both got big contracts along with that. Let's start with Iger. How are we going to look back on his tenure over the last 20 or so years at Disney? Yeah, the two tenures, right? Which is what's kind of funny about it. He's had an incredible career. Let's just say that first. The most recent tenure, he turned streaming around.
0:59.0	Streaming was a $2 billion plus loser back in 2022. It's now a profitable business, a billion
1:04.9	dollars in profits. I think, you know, he gets a lot of credit for that. Part of that is just
1:09.0	maturation, so I don't know how much credit.
1:11.8	Here's the thing, though, the stock price really liked his first tenure more than the second.
1:18.0	The stock has done nothing. How much of that is him and how much of it is, again, the maturing
1:22.3	business and the market sales and faith in that core television business? I don't know, I don't know how much
1:28.5	credit to give him for his accomplishments or how much fault to give him for his failures with the
1:34.4	stock market. I will say this. He was a steady hand at the ship. The question now is, will he become
1:40.6	Howard Schultz? You know, will he actually go away? Will he come back again? Will he,
1:45.1	you know, I mean, there's even rumors he's going to run for president, which again would, I guess,
1:50.2	get him off at Disney's case for a while. But we really need, we can talk about what this means for
1:55.1	Disney after him, but we really need for him to either walk away or stay involved or stay on for life.
2:03.3	Yeah, yeah, yeah, yeah.
2:04.3	Yeah, and the worst scenario is a repeat of last time where he kind of did neither, and
2:11.2	that didn't work out well.
2:12.2	What is different this time is they apparently had over 100 people on their radar for this job. I think that's
	...

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