logo
episode-header-image
Dec 2024
34m 10s

Disney Under Seige | Peltz Strikes Back ...

Wondery
About this episode
When CEO Bob Iger fails to reassure Wall Street about his plans for Disney’s traditional TV operations, Nelson Peltz seizes the chance to launch a fresh attack on the Magic Kingdom. And this time, he won’t back down.Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletterList ... Show More
Up next
Dec 2024
Disney Under Siege | The ‘Bob’ of It All | 3
Bob Iger has held the keys to the Disney castle since 2005. The last time this larger-than-life CEO tried to leave, an entire proxy battle broke out under the nose of his successor. Now, with Iger’s contract up in 2026, the entertainment industry (and Wall Street) are wondering w ... Show More
37m 16s
Dec 2024
Shopping in the Social Media Age | 4
TikTok gift guides and social media shopping platforms changed the game this holiday season. So how much did shoppers spend — and where did they make those purchases? Hint: it definitely wasn't Target. David is joined by Jordyn Holman, retail reporter for The New York Times, and ... Show More
31m 56s
Jan 2025
Behind the Scenes | 5
In this special episode, we're taking you behind the scenes of the show. We'll delve into how we chose our host and how the first season got off the ground. Then we'll explore how we bring the story to life with sound. And comedian Josh Gondelman will give David Brown a bit of a ... Show More
46m 51s
Recommended Episodes
Apr 2024
The fight for control of Disney’s kingdom
CEO Bob Iger is fighting off activist investor Nelson Peltz, who argues the company spends too much on message-based “woke” programming and is campaigning for seats on the Disney board. This episode was produced by Hady Mawajdeh and Jesse Alejandro Cottrell, edited by Matt Collet ... Show More
25m 28s
Jan 2023
Should Disney Be Afraid of Nelson Peltz?
Matt is joined by Bloomberg’s Lucas Shaw to discuss Disney’s proxy battle against activist shareholder Nelson Peltz, his plan (or lack thereof) to “restore the magic” at the company, and where other shareholders might fall between Peltz, Marvel’s Ike Perlmutter, and CEO Bob Iger. ... Show More
35m 22s
Oct 2023
Disney’s Activist Investor (Reprise)
Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down from his seat. How Unity handled pricing changes with its developers. Trian Part ... Show More
31m 14s
Jan 2023
Nelson Peltz versus Disney
<p>India’s Adani Group has published an angry rebuttal of allegations of wrongdoing by short seller Hindenburg Research that wiped more than $50bn from its value last week, central banks prepare to lift interest rates to 15-year highs as investors’ jitters grow, and Walt Disney i ... Show More
9m 48s
Aug 2015
Trouble in the Magic Kingdom?
Walt Disney shares fall on concerns over cord cutting. Is it a buying opportunity or is Disney losing its magic? We tackle that question and talk CVS, Coach, Lumber Liquidators, Priceline, and Zillow. And Paul Downs talks about his new book, Boss Life: Surviving My Own Small Busi ... Show More
39m 10s
Aug 2023
Disney’s Tragic Kingdom
<p>In an alternate corner of the multiverse, Disney is a family-friendly company that reliably puts out iconic films and turns them into billions of dollars through licensing and theme park visits. In our universe, they are fighting a tough battle for streaming viewers, reeling f ... Show More
13m 6s
Oct 2023
Can Bob Iger Save Disney, Again?
Bob Iger, The Walt Disney Company’s hugely successful CEO, came out of retirement last November and once again took the helm of the entertainment giant. But the company, and the industry, are facing tough new challenges. Bloomberg’s Thomas Buckley joins this episode to talk about ... Show More
26m 12s