"Disney FORGOT Who Their Customer Is" - Disney's Value FALLS As Leadership Chaos ROCKS Stocks
"Disney FORGOT Who Their Customer Is" - Disney's Value FALLS As Leadership Chaos ROCKS Stocks  
Podcast: Valuetainment
Published On: Sun Feb 01 2026
Description: A proposed mega-merger in streaming is running into antitrust resistance as lawmakers question competition and market power. At the same time, Disney’s unresolved CEO succession is weighing on its stock, raising questions about leadership, culture, and who can actually fix legacy media.