Disney's CEO search is a top priority for Bob Iger in 2025. Here's who's in the running.

Published On Dec 25, 2024, 6:00 AM

Disney is in the midst of searching for a new CEO to replace Bob Iger, who plans to step down at the end of 2026. The search is a priority for new Chairman James Gorman, and while internal candidates are under consideration, external candidates like EA CEO Andrew Wilson are also in the running. The succession process is critical for Disney, especially in light of past leadership challenges. The company faces pressure due to recent performance issues in its theme parks and content creation, which could affect future growth.

Stock Forecasts

DIS

Negative

The search for a new CEO, combined with recent challenges like underperforming theme parks and the competitive landscape, may lead to increased uncertainty around Disney's direction. Investors may react cautiously due to past leadership transitions, potentially impacting the stock negatively in the near term.

DIS

Neutral

On the flip side, if the CEO selection is seen as strong and capable of navigating the current industry's shift towards streaming and digital content, it could stabilize investor confidence and lead to a potential rebound in stock prices. However, immediate uncertainties weigh heavily.

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