Disney Is Not a Growth Company Anymore, CFRA Says

Bob Iger returns to Disney, focusing on cost-cutting, capital spending reduction, and generating free cash flow. Disney faces challenges in increasing shareholder value through diverse businesses, including potential ESPN spinoffs and streaming expansion. The company plans to acquire Hulu's remaining shares from Comcast. Disney parks show strong international growth, but domestic growth lags. Investors seek value release, with no buybacks and modest dividends. Iger's new strategy involves restructuring and strategic partnerships, aiming for long-term value realization. The company may consider separating businesses to align with investor interests.

In what ways might Disney need to adapt its organizational structure under Bob Iger?

What are the implications of Bob Iger's leadership for Disney's long-term investment potential?