Overview
- Disney stock fell about 5% for the week, erasing roughly $15 billion in market value, according to Forbes.
- The board named Josh D’Amaro CEO-elect, with his formal start set for March 18, 2026.
- Disney’s Experiences division reported record revenue with nearly double-digit growth in the latest results.
- Management outlined a $60 billion multiyear expansion plan for global theme parks and Disney Cruise Line.
- Market commentators pointed to profit-taking after succession clarity, concern over large CapEx, and guidance that warned of moderating U.S. park demand in late 2026 as key drivers of the selloff.