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Disney CEO Shakes Up Strategy Amid Weak Stock Performance

Guavy AI Editorial Team
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The Walt Disney Company is reshaping its strategy to boost its stock performance. CEO Josh D'Amaro has identified hit films, shifting ESPN to a direct-to-consumer (D2C) model, and deeper cross-promotion as priorities.

D'Amaro acknowledged that the company's stock is weak, having dropped 6.8% year-to-date. He cited market reaction and listed these priorities in response.

Disney has also made several deals to fuel growth and cash flow, including a multi-year agreement with Formula E to stream its races on Disney+ and ESPN+, starting with the 2026-27 season.

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