Disney Has Its Next CEO

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

• Disney's caller CEO.

• Bob Iger's legacy.

• Chipotle's declining results.

• The large pharma GLP-1 battle.

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A afloat transcript is below.

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This podcast was recorded connected Feb. 04, 2026.

Travis Hoium: Disney has their caller CEO. Is this clip different? Motley Fool Money starts now. Welcome to MotleyFool Money. I'm Travis Hoium joined contiguous by Lou Whiteman and Rachel Warren. The Bob Iger epoch is officially coming to a adjacent connected March 18, Lou, aft Josh D'Amaro was chosen to beryllium the adjacent CEO, Dana Walden, who was successful the moving to beryllium CEO, is going to beryllium promoted to Chief Creative Officer. They some got large contracts on with that. Let's commencement with Iger. How are we going to look backmost connected his tenure implicit the past 20 oregon truthful years astatine Disney?

Lou Whiteman: Yeah, the 2 tenuers, which is what's comic astir it. He's had an unthinkable career. Let's conscionable accidental that first. The astir caller tenure, helium turned streaming around. Streaming was a $2 cardinal positive loser backmost successful 2022. It's present a profitable business, $1 cardinal successful profits. I think, helium gets a batch of recognition for that. Part of that is conscionable maturation, truthful I don't cognize however overmuch credit. Here's the thing, though. The banal price. Really liked his archetypal tenure much than the second. The banal has done nothing. How overmuch of that is him and however overmuch of it is, again, the maturing concern and the markets losing religion successful that halfway tv business? I don't cognize however overmuch recognition to springiness him for his accomplishments oregon however overmuch responsibility to springiness him for his failures with the banal market. I volition accidental this, helium was a dependable manus astatine the ship. The question present is, volition helium go Howard Schultz. Will helium really spell away? Will helium travel backmost again? There's adjacent rumors he's going to tally for president, which again, would I conjecture get him disconnected a Disney's lawsuit for a while. We tin speech astir what this means for Disney afterwards, but we truly request for him to either locomotion distant oregon enactment involved.