Disney Has Its CEO

The podcast analyzes Disney's CEO transition, assessing Bob Iger's legacy regarding streaming profitability and transformative acquisitions of Pixar, Marvel, and Lucasfilm. The discussion questions whether Iger will fully step away or remain involved, and it speculates on potential spin-offs of media assets like ESPN, Hulu, and ABC to streamline Disney's structure. The podcast further examines Chipotle's disappointing results, attributing them to decreased consumer spending among specific demographics and rising costs, while sit-down chains and some fast-food competitors maintain growth. Finally, the panel explores the contrasting fortunes of Eli Lilly and Novo Nordisk in the GLP-1 market, noting Novo Nordisk's expected sales decline due to patent expirations, competition, and pricing pressures, while Eli Lilly anticipates revenue growth.