Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- Disney’s new CEO
- Bob Iger’s legacy
- Chipotle’s declining results
- The Big Pharma GLP-1 battle
Companies discussed: Novo Nordisk (NOVO), Eli Lilly (LLY), Disney (DIS), Chipotle (CMG).
Host: Travis Hoium
Guests: Lou Whiteman, Rachel Warren
Engineer: Dan Boyd, Kristi Waterworth

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