Disney’s Real-Life Game Of Thrones Battle Casting Shadows Over Next Year’s Plans


  • Last month in a shock move Disney ousted current CEO Bob Chapek and re-installed former CEO Bob Iger following a unusually negative earnings report.
  • Yet, while Wall Street celebrated Iger’s return, Disney is still not out of the woods and there’s still a big Dumbo-sized elephant in the room to discuss… his succession plan.
  • It has always been a murky process to find a topper for the company and what investors hope for in 2023 is that the situation can resolve quickly (for once).
  • Many have wondered when Disney would name its first female CEO and the time could be drawing near as two leading candidates are Christine McCarthy and Dana Walden.
  • Both have high profile roles in the company and would be solid choices but given the stakes this will be a prolonged conversation and investors will need to be patient.
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Charley Gallay

In 2001 GE (GE) CEO Jack Welch stepped down from his position at the company and turned the reigns over to Jeff Immelt – his hand-picked successor. At the time Welch had left a company on the rise, building its value from $14 billion

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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