The Town with Matthew Belloni
The Disney Proxy War: Does Peltz Have a Shot Against Iger?
Apr 1, 2024
Bloomberg journalist Lucas Shaw joins to discuss Disney's proxy battle with Nelson Peltz, examining Peltz's criticisms of CEO Bob Iger and potential outcomes of the shareholder meeting. They delve into Disney's leadership challenges, the likelihood of Peltz gaining a board seat, and the impact on Disney's future strategies. Additionally, they analyze recent movie releases and the box office performance amidst the pandemic.
32:26
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Quick takeaways
- Nelson Peltz's proposals to sell non-sports TV networks and address streaming services impact Disney's future trajectory.
- Criticism towards Disney's CEO succession plan and the need for a groomed successor under Bob Iger.
Deep dives
Disney Shareholder Battle and Potential Implications
The episode delves into the intense shareholder battle at Disney's annual meeting, led by Nelson Peltz and highlighting the struggle between investor demands and Disney's management under Bob Iger. The discussion raises questions about the impact of Peltz's propositions, such as selling non-sports TV networks and addressing the streaming service, on Disney's future trajectory and leadership stability.
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