DIS Shareholders and Stock Info ONLY

[RivShore]

Apparently the decline and fall of the traveling consumer has been greatly exaggerated:



Some airlines also up big this week, like Southwest up 20% today.

 

[HokieRaven5]

NYT musing the CEO Selection will be made in the next week:

https://www.nytimes.com/2026/01/30/business/media/disney-ceo.html

 

[OKW Lover]

NYT musing the CEO Selection will be made in the next week:

https://www.nytimes.com/2026/01/30/business/media/disney-ceo.html

Interesting that they believe Josh is the front runner.

 

[HokieRaven5]

https://investors.thewaltdisneycomp...Relations-and-Corporate-Strategy/default.aspx

Benjamin Swinburne has been named Executive Vice President of Investor Relations and Corporate Strategy for The Walt Disney Company (NYSE: DIS), it was announced today by Hugh F. Johnston, Senior Executive Vice President and Chief Financial Officer. Swinburne will join Disney in the near future and report directly to Johnston. He has most recently served as Managing Director and Head of US Media and Telecom & Cable Services Research at Morgan Stanley.

“Ben has been one of the industry’s most respected media analysts and brings deep insight into the evolving global entertainment landscape,” said Johnston. “His analytical rigor, strategic perspective, and long-standing knowledge of our business and broader industry make him an exceptional addition to our team as we continue to execute against our long‑term vision and deliver sustained value for our shareholders.”

In this new role, Swinburne will lead Disney’s investor relations function, communicating the company’s financial performance and long‑term strategic vision to institutional investors and retail shareholders, sell-side analysts and other key stakeholders. He will also oversee the company's long-term strategic planning and market analysis in his corporate strategy role, identifying growth opportunities based on industry trends and evolving entertainment consumption.

 

[Brian Noble]

Some airlines also up big this week, like Southwest up 20% today.

They gave some VERY aggressive guidance based on the newly-adopted unbundled-pricing model.

 

[HokieRaven5]

They gave some VERY aggressive guidance based on the newly-adopted unbundled-pricing model.

Wall Street loves a good overpromise of future profits to grip on.

AI has had that grip on the markets despite next to no ROI as of yet.

 

[wabbott]

https://www.wsj.com/business/media/...re-contract-expires-35406a7b?mod=hp_lead_pos1

Iger Has Told Associates He Plans to Leave CEO Role Before Contract Expires
Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

By Robbie Whelan, Jessica Toonkel and
Ben Fritz

Jan. 30, 2026 4:47 pm EST

 

[wabbott]

https://www.wsj.com/business/media/...re-contract-expires-35406a7b?mod=hp_lead_pos1

Iger Has Told Associates He Plans to Leave CEO Role Before Contract Expires
Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

By Robbie Whelan, Jessica Toonkel and
Ben Fritz

Jan. 30, 2026 4:47 pm EST

https://www.msn.com/en-us/money/com...-ceo-role-before-contract-expires/ar-AA1VlRzw

This gets around paywall.

 

[Cfabar1]

At this point it seems like it has to be D'Amaro, and perhaps Walden... Wall Street doesn't want a "surprise".... The WSJ article which references ABC and Iger's dislike of the internal challenges makes me think yet another reason it is D'Amaro... While Walden is not mentioned by name, it seems like it would have been bad for this kind of leak right before announcing her to run the company...

 

[pzw90]

Disney’s board is planning to meet next week, where it is expected to vote on a new CEO

Will white smoke from the Mark Twain Riverboat signify they have made a selection?

 

[Elijah Abrams]

At this point it seems like it has to be D'Amaro, and perhaps Walden... Wall Street doesn't want a "surprise".... The WSJ article which references ABC and Iger's dislike of the internal challenges makes me think yet another reason it is D'Amaro... While Walden is not mentioned by name, it seems like it would have been bad for this kind of leak right before announcing her to run the company...

How about both D'Amaro and Walden as co-CEOs?

 

[Duckbug.Ducktales]

How about both D'Amaro and Walden as co-CEOs?

I'm not sure the two are that close beyond their professional relationship at Disney. It's not like Eisner and Wells, who were good personal friends.

Maybe if D'Amaro is picked, Walden is elevated in title and compensation to keep her talents within the company; previous articles have suggested something like that. Then she might work even closer with the CEO? And help him with the Hollywood connections that he reportedly lacks.

 

[Elijah Abrams]

Maybe if D'Amaro is picked, Walden is elevated in title and compensation to keep her talents within the company; previous articles have suggested something like that. Then she might work even closer with the CEO? And help him with the Hollywood connections that he reportedly lacks.

Interesting idea.