1 hour ago
4
Rick Munarriz, The Motley Fool
Wed, March 18, 2026 astatine 10:28 AM CDT 5 min read
Hey, Josh! I tin telephone you that, right? It's Wednesday. Your beingness arsenic Walt Disney's (NYSE: DIS) caller CEO begins contiguous astatine your company's yearly shareholder meeting. This is awkward. I should've said our company's yearly shareholder meeting.
As a shareholder for decades -- and perchance the lone longtime yearly pass-holder who has ne'er tally into you astatine Disney World oregon Disneyland -- I person 2 things I would similar to archer you. There's nary crushed to deliberation that you volition ever work this. I'll conscionable scope a fistful of my chap investors and telephone it a day.
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Disney banal closed astatine $91.80 heading into the November 2022 play erstwhile it was announced that Bob Iger would beryllium returning to pb the media elephantine that you -- Josh D'Amaro -- conscionable inherited. Here we are, 41 months later, and the shares are trading conscionable 9% higher. The S&P 500 (SNPINDEX: ^GSPC) has risen 69% successful that time. This brings maine to a brace of inconvenient truths:
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Disney's all-time precocious of $203.02 was reached 5 years ago, nether Iger's archetypal replacement, Bob Chapek.
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Despite achieving astir of his large objectives, Iger didn't conscionable suffer to the market. He mislaid to a wealth marketplace fund.
Chapek whitethorn yet beryllium redeemed from his existent presumption arsenic a punchline for galore Disney enthusiasts. He was handed a caller streaming work conscionable months aft its launch, and it thrived nether his watch. He was fixed a postulation of taxable parks conscionable arsenic the COVID-19 outbreak was shutting them down, and they reopened to less turnstile clicks but yet achieved grounds gross and operating profitability.
History volition inactive respect Iger's 2nd tally astatine the helm arsenic a success. He turned Disney's streaming operations profitable successful fiscal 2024. He was capable to creaseless implicit Chapek's conflict with Florida's politician and different politicos. There are inactive radical connected the close and the near who consciousness helium didn't spell acold capable successful their direction, but his diplomatic centering is what Disney needed to instrumentality to serving the masses alternatively than making headlines.
Sure, it besides didn't wounded that Iger much than doubled the S&P 500's instrumentality successful his archetypal 14-year stint arsenic CEO.
Iger paid the terms for underperforming the marketplace this time. He had to fend disconnected not 1 but 2 proxy battles heading into yearly shareholder meetings, similar the 1 today, which is serving arsenic your christening.
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