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The discontent isn’t merely about financial metrics; it reflects questions about leadership and strategic direction. Critics argue that Disney's 2023 slide indicates deeper issues within executive management, casting doubt on Iger’s leadership. Nevertheless, Iger remains relatively secure amid these internal and external challenges, although cracks are beginning to show.

Activist Investor Nelson Peltz Enters the Fray

Adding fuel to the fire is Nelson Peltz, a well-known activist investor who has been vocally critical of Disney’s management, including Bob Iger. Throughout the past year, Peltz has argued that Disney has lost its way—becoming too politicized, making poor strategic decisions, and hemorrhaging billions across various divisions.