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Here’s my opinion: Leadership changes in major companies like Disney can have significant impacts on their strategic direction and performance. Bob Iger’s long tenure as CEO has been transformative for Disney, overseeing major acquisitions (like Marvel and Lucasfilm) and expanding Disney's media empire. The choice of James Gorman, a seasoned financial executive, as chairman reflects Disney’s focus on strong financial management and governance, which might be essential as the company navigates evolving market challenges, such as shifting consumer trends and streaming competition.
“Disney will name Bob Iger′s replacement in early 2026; James Gorman to become board chair next year - CNBC”

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