Feb. 4, 2026

Disney's Leadership Change: What It Means for Investors

Show Notes

In this episode of the Business Show, Andrew Giancola discusses significant developments in the business world, including Disney's new CEO, the turmoil in the tech sector, Chipotle's declining sales, the recent government shutdown, and the contrasting performances of Novo Nordisk and Eli Lilly in the pharmaceutical market. The conversation highlights the implications of these events for investors and consumers alike.

Takeaways

Disney has appointed Josh DiMero as its new CEO.
DiMero faces challenges in turning around Disney's performance.
The tech sector is experiencing significant downturns.
Walmart has reached a $1 trillion market cap, showcasing retail strength.
Chipotle's sales are declining due to pricing issues and consumer choices.
Consumer discretionary spending is affected by economic pressures.
The government shutdown has limited funding for the Department of Homeland Security.
Novo Nordisk's stock fell 14% due to profit growth concerns.
Eli Lilly's stock rose 8% after exceeding expectations.
Diversification in investments is crucial to mitigate risks.