US EditionDisney’s Successful Theme Parks Primed Josh D’Amaro To Take Over As CEO
Josh D'Amaro will lead Disney's turnaround focusing on the experiences segment, which generated 71.9% of operating income with 33.1% margins in Q1 fiscal 2026.
- On Feb. 3, Disney announced Josh D'Amaro, incoming CEO, effective March 18, as Iger's contract ends this year.
- Amid stronger parks performance, Disney's experiences segment produced 71.9% of fiscal‑Q1 2026 operating income with 33.1% margins, signaling confidence in its cash cow business.
- Box‑office and streaming results show Zootopia 2 grossed $1.7 billion while the SVOD segment including Disney+ earned $450 million with 8.4% operating margins.
- D'Amaro's agenda prioritizes expanding experiences—growing the cruise fleet, enlarging parks, and opening a Disneyland in Abu Dhabi in the early 2030s—while managing capital risks and ensuring profitability.
- Looking ahead, Disney's drastic underperformance in recent years, with a 76.6% gain in the S&P 500 index versus minimal growth in Disney stock, highlights the potential of shifting to experiences for long‑term growth.
17 Articles
17 Articles
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On paper, the first week of February 2026 should have gone down as one of the most triumphant stretches in the history of The Walt Disney Company. It was the week the “Succession Shadow” was finally lifted. The Board of Directors made the announcement fans had been dreaming of: Josh D’Amaro, the charismatic head of Disney Experiences, was officially named the next CEO. Credit: DLP Report video screenshot, X To sweeten the deal, the company relea…
Theme park news: Disney announces new CEO, Disney California Adventure celebrates 25 years
Welcome back to another edition of theme park news. This week brought with it a major headline from the Walt Disney Company as its new CEO was finally unveiled. That’s our lead story this week, though we’ll also talk about what’s new at the theme parks and what you can expect if you’re heading to Walt Disney World or Disneyland Resort over the next few months. (Photo: Carly Neil, The World of Spark) This is a time of major change both at the hig…
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