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If you had the opportunity to hear activist investor Nelson Peltz, the defeated candidate for the Disney board, you did not get a definitive answer, as much as I pressed. In my CNBC interview with Peltz on Thursday, he assured us that he would be back if Iger didn't deliver on his promises. Iger talked about the board's succession committee, which former Morgan Stanley CEO James Gorman and now Disney board member, is on. They're confident that they'll pick the right person at the right time," Iger said on CNBC . I most feared the blowout in Disney stock in a fit of pique and right now I am not seeing that.

Persons: Walt Disney, Nelson Peltz, Peltz, Bob Iger, Iger, Bob, they'll, Jim, weren't, Iger's, Bob Chapek, Disney, Morgan Stanley, James Gorman, Chapek, Ike Perlmutter, it's, It's, Jim Cramer's, Jim Cramer, Joe Raedle Organizations: Walt, Disney, CNBC, Iger, Marvel Entertainment, ESPN, Fox, Warner Bros ., Club, Apple, Walt Disney World, Getty Locations: Orlando , Florida

☆ Disney is 'finally on the right foot' with its priorities and how to fix them, says Michael Nathanson
▼ + stars: | 2024-04-04 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney is 'finally on the right foot' with its priorities and how to fix them, says Michael NathansonMichael Nathanson, MoffetNathanson founding partner, joins 'Squawk on the Street' to discuss his take on Iger's recent interview with David Faber, whether Disney can get to double-digit margins in streaming, and if Trian Partners helped the company focus or improve performance.

Persons: Michael Nathanson Michael Nathanson, MoffetNathanson, David Faber Organizations: Disney, Trian Partners

☆ Disney beat back activist investor Nelson Peltz. Now the real work begins
▼ + stars: | 2024-04-04 | by ( Alex Sherman | ) www.cnbc.com time to read: +8 min

That would mark a milestone for the company, which launched Disney+ on Nov. 12, 2019. It would be the first time Disney showed it can make money from Disney+, Hulu and ESPN+. Disney will need to sustain and grow streaming profit to justify Iger's five-year-old strategy to go "all in" on the segment. Disney has already offered ESPN+, a sports streaming service that has some but not all of ESPN's content. Trian Partners' Nelson Peltz, who failed to join Disney's board Wednesday after securing just 31% of the vote, publicly questioned what he has called Disney's "woke" content strategy.

Persons: Bob Iger, Sun Valley , Idaho David A, Iger, Disney, they've, Cowen, Doug Creutz, Needham, Laura Martin, Gabby Jones, David Greenbaum, Sean Bailey, Alan Bergman, Indiana Jones, Nelson Peltz, Peltz, shouldn't, Bob Chapek, He'll, Bergman, Jimmy Pitaro, Josh D'Amaro, Dana Walden, They've, Cowen's, you've, That's, it's, — CNBC's Sarah Whitten, Needman's Martin Organizations: Disney, Allen & Company Sun Valley Conference, Grogan, CNBC Disney, Disney Disney, Hulu, ESPN, Co, Warner Bros . Discovery, Fox, CNBC, Athletic, Bloomberg, Getty, Marvel, Star Wars, Searchlight, Walt Disney Motion, Disney Entertainment, Century Fox, Sony, Disney's Marvel Studios, Trian Partners, Financial Times, Resorts, Iger Locations: Sun Valley , Idaho, Brooklyn , New York, Iger, Parks, Disney

☆ Disney's Iger says Peltz proxy battle was a 'distraction,' board is focused on picking his successor
▼ + stars: | 2024-04-04 | by ( Sarah Whitten | ) www.cnbc.com time to read: +1 min

Iger noted that the activism has not changed Disney's succession process. Chapek held the post for more than two years before Iger returned to it. "Obviously, we all learn from the past, and we're prepared for this process to be successful," Iger said. In an interview with CNBC on Thursday, Peltz said he did not have any personal vendetta against Iger but wanted to ensure the company had a leadership plan in place. "The only issue I had with Bob was the succession plan, which again is at the feet of the board," he said.

Persons: Nelson Peltz's, Bob Iger, Iger, Bob Chapek, Chapek, we're, Peltz, Bob Organizations: Disney, CNBC

☆ Disney's Bob Iger has won the long proxy battle against Nelson Peltz
▼ + stars: | 2024-04-03 | by ( Madeline Berg | ) www.businessinsider.com time to read: +5 min

It's a victory for CEO Bob Iger against activist investor Nelson Peltz. AdvertisementDisney CEO Bob Iger has officially prevailed in his battle against activist investor Nelson Peltz. Disney had been expected to prevail in the Peltz proxy battle. AdvertisementThe battle, though, likely prompted Iger and the board to redouble its focus on the next Disney CEO. "Regardless of the outcome of today's vote, Trian will be watching this company's performance," Peltz said at the meeting before the decision.

Persons: Bob Iger, Nelson Peltz, —, Peltz, Jay Rosulo, Horacio Gutierrez, Disney's, Maria Elena Lagomasino —, Iger, Disney, Neuberger Berman, Trian, Gen Z, Alpha, Bob Chapek, Iger's, Jason Schloetzer Organizations: Disney, Service, Trian Partners, CNBC, California Public Employees, Epic Games, ESPN, Georgetown University's McDonough School of Business

☆ Bob Iger says 'woke' Disney is over, but it may not silence his critics
▼ + stars: | 2024-04-03 | by ( Lucia Moses | Madeline Berg | ) www.businessinsider.com time to read: +5 min

Disney CEO Bob Iger wants people to know the company isn't trying to advance a political agenda. It's a message Iger has been keen to send since his return as CEO in November 2022. Peltz made "woke" Disney a plank of his campaign, questioning Marvel's "Black Panther" and "The Marvels" that cast Black and female leads, respectively. Just take the vicious online reactions to its new "Star Wars: The Acolyte" series on Disney+, made by a female showrunner. And with Iger promising the company will lean more on its beloved franchises, Disney is likely to continue being a magnet for criticism from social conservatives.

Persons: Bob Iger, aren't, —, Iger, I've, we'll, Ron DeSantis, Elon Musk, Ariel, Nelson Peltz, Peltz, Marvel's, — Iger, — Ben Hart, Star Wars Guy 💫, ake Organizations: Disney, Service, Reuters, Pixar, Florida Gov, Marvel, Financial, Star Wars Locations: Florida

Trian claims Disney's board has failed to generate sufficient returns in recent years as subscription streaming losses have mounted and traditional TV subscribers have declined. Early vote countBoth Disney and Trian received support from influential shareholders ahead of Wednesday's meeting. Roughly one-third of Disney's shareholders are retail shareholders, who historically vote in small numbers in annual meetings. The arrangement still raised questions about ValueAct's support for the company and whether Disney's board should have disclosed the prior relationship. WATCH: Disney board battle reaches final moments

Persons: Bob Iger, Mickey Mouse, Valerie Macon, Nelson Peltz, Jay Rasulo, They've, Maria Elena Lagomasino, Michael Froman, Peltz, Ike Perlmutter, Trian, Disney's, Iger, Bob Chapek, Patrick T, Adam Jeffery, Morgan Stanley, James Gorman, CNBC's, George Lucas, Laurene Powell Jobs, Lucas, Powell Jobs, Ken Squire, Rowe Price, Rowe, Mason Morfit's, ValueAct, Neuberger Berman, John Ferguson, Rasulo —, Glass Lewis, Iger's, Gorman, Jeremy Darroch, CNBC's Andrew Ross Sorkin, Heidi Gutman, Lagomasino, shouldn't, Blackwells, Rasulo, Jason Aintabi, John Foley, Jessica Schnell, Craig Hatkoff, Leah Solivan, ValueAct hasn't Organizations: AFP, Getty Images Disney, Voters, Trian Partners, Disney, PepsiCo, Marvel, SEC, Fallon, Bloomberg, Getty, CNBC Disney, CNBC, Star Wars, LucasArts, Pixar, BlackRock, Institutional, California Public Employees, Yacktman Asset Management, Saratoga Proxy, ISS, Sky, Trian Fund Management, NBCU, Bank, NBCUniversal, Green, Comcast Locations: Los Angeles, New York

☆ Disney's fight with Nelson Peltz will come to a head tomorrow. Here's where things stand.
▼ + stars: | 2024-04-02 | by ( Madeline Berg | ) www.businessinsider.com time to read: +6 min

A vote for the Disney's slate of board members will show support for Iger's performance as CEO since he returned to lead the company in November 2022. AdvertisementIt's the culmination of months of tussling between Disney and Peltz, who has been waging war against Disney's board since January last year. "When I sold Lucasfilm just over a decade ago, I was delighted to become a Disney shareholder because of my long-time admiration for its iconic brand and Bob Iger's leadership." And proxy advisory firm Institutional Shareholder Service recommended shareholders vote for Peltz, though not Rasulo. Advertisement"We wish the very best to Bob, this management team, and the board," Peltz said on CNBC at the time.

Persons: —, Bob Iger, Nelson Peltz's Trian, that's, Peltz, Jay Rasulo —, Maria Elena Lagomasino, Michael Froman, Gen, Alpha, Jason Schloetzer, BlackRock, Rowe Price, Iger, Roy Disney's, Laurene Powell Jobs, George Lucas, Lucas, Bob Iger's, Donald Duck's, Ludwig Von Drake, Schloetzer, Trian, That's, Neuberger Berman, Ike Perlmutter, he'd Organizations: Service, Disney, Nelson Peltz's Trian Partners, Business, Century Fox, Epic Games, Georgetown University's McDonough School of Business, Vanguard, Street Journal, ValueAct Capital, Walt, Star Wars, Lucasfilm, New York Times, California Public Employees, CNBC, Netflix, ABC, ESPN, Marvel, Financial

☆ Disney board seat for Nelson Peltz hinges on Vanguard, State Street, institutional investors
▼ + stars: | 2024-04-02 | by ( Rohan Goswami | In Rohangoswamicnbc | ) www.cnbc.com time to read: +3 min

In 2015, Nelson Peltz's Trian Partners was defeated in an activist campaign against chemical firm DuPont , largely because the top three institutional shareholders voted against his slate. Nearly a decade later, those same institutional investors — Vanguard, State Street and BlackRock — are the three largest shareholders in Disney . Former Marvel chairman Ike Perlmutter has entrusted Peltz with his 33 million Disney shares, the bulk of the activist's 1.8% stake. Vanguard is the largest holder with 8% of outstanding Disney shares. In 2021, for example, 63% of Disney shareholders voted their shares, according to data analyzed by 13D Monitor.

Persons: Nelson Peltz's Trian, Bob Iger, Rowe Price, CNBC they're, Trian, Ike Perlmutter, Peltz, Neuberger Berman, Jones, Ken Squire, Squire, Innisfree, King Organizations: Nelson Peltz's Trian Partners, DuPont, — Vanguard, State Street, BlackRock, Disney, Wall Street, CNBC, Vanguard, State, Marvel, Trian Partners, 13D, Okapi Partners Locations: BlackRock, New York, California

☆ Elon Musk took a jab at Disney's Bob Iger with an apparent recycled April Fools' joke
▼ + stars: | 2024-04-01 | by ( Eve Crosbie | ) www.businessinsider.com time to read: +5 min

Elon Musk took aim at Disney CEO Bob Iger in an apparent April Fools' Day joke posted to X. "Excited to join @Disney as their Chief DEI Officer," Musk wrote in the early hours of April 1. AdvertisementElon Musk took aim at Disney CEO Bob Iger in an apparent April Fools' Day joke which, it turns out, wasn't that original. "Excited to join @Disney as their Chief DEI Officer," Musk wrote on X, formerly Twitter. "Can't wait to work with Bob Iger & Kathleen Kennedy to make their content MORE woke!

Persons: Elon Musk, Bob Iger, Musk, Musk's, —, Kathleen Kennedy, Can’t, — Elon, Tesla, Konstantin Kisin, Kisin, 😂, ingle, ince, ake, lon, ina, haring, ike, olitical Organizations: Disney, @Disney, Service, TRIGGERnometry, BBC, ust Locations: lon, usk, ife

☆ We're trimming our largest position after a big run and a tech giant that has tested our patience
▼ + stars: | 2024-04-01 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Shortly after the opening bell, we will be selling 265 shares of Disney at roughly $122.60. Given the more-than-50% run Disney shares have had from their October 2023 lows, we think it is prudent to trim and move our rating down to a 2, meaning wait for a pullback before buying more. We're also paring back our position in Google parent Alphabet now that the stock has recovered from its fourth-quarter earnings pullback . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jim Cramer's, Bob Iger's, It's, Nelson, —, Jim Cramer, We're, Jim, Claude, Alphabet's, Bloomberg — Organizations: Disney, Dow Jones, DIS, Apple, Bloomberg, CNBC, New York Stock Exchange, View Press, Getty Locations: New York

☆ How Dana Walden could defy critics and become Disney's first female CEO
▼ + stars: | 2024-04-01 | by ( Alex Sherman | ) www.cnbc.com time to read: +22 min

The appointment would make Walden the first female CEO of the Walt Disney Co. in its 100-year history. "Anybody they choose will have never been the Disney CEO prior to that." At Disney, Walden has hit several home runs, including FX's "The Bear," Hulu's "The Dropout" and "Only Murderers in the Building," and ABC's "Abbott Elementary." Former Disney CEO Bob Chapek CNBCChapek climbed the corporate ladder at Disney for 30 years by showcasing his business and finance chops. Combating female stereotypesIf Walden were appointed CEO, she would be the first woman to run the century-old company.

Persons: Dana Walden, Disney Entertainment Rich Polk, Peter Chernin, Rupert, Walden, Bob Iger, he'd, Fox, Chernin, Peter Roth, Roth, Peter Chernin Getty, Josh D'Amaro, Jimmy Pitaro, Alan Bergman, Nelson, Peltz, Iger, Bob Chapek, Walden's, Bergman, she's, hasn't, —, Walden —, Dana doesn't, Jennifer Salke, Jennifer Salke Stephen Desaulniers, CNBC Walden, Richard Plepler, Craig Hunegs, Carol Burnett's, Carrie Hamilton, George Burns, Dean Martin, roasts, Martin, Buddy Hackett, Matt Walden, Bender, Goldman, she'd, Arsenio, Lucie Sulhany, Dana Walden Jason Laveris, Gary Newman, Newman, It's, Dana, Ryan Murphy, John Landgraf, Jan, Seth MacFarlane, Guy, Tuck, MacFarlane, Murphy, Steve Levitan, Dan Fogelman, Rick Rosen, Rosen, Howard Gordon, Levitan, Peter Rice, Rice, wasn't, Chapek, Rich Appel, Gary, it's, Percy Jackson, didn't, Bob Chapek CNBC Chapek, showrunners, Scarlett Johansson, Kristina Schake, Jay Sures, Sures, Amazon's Salke, Greta Gerwig, Gloria, Murphy's, Miss Jones, There's, Steve Levitan Peter, Hopper, Critics, She's, Salke, WME's Rosen Organizations: Disney Entertainment, Getty, Century Fox Filmed Entertainment, Rupert Murdoch's News Corp, Walt Disney Co, Century Fox, Fox, Century Fox Television, Warner Bros, Disney, ESPN, Entertainment, CNBC, Trian Partners, Iger, Amazon Studios, HBO, Disney TV Studios, Hollywood, Westlake School for Girls, Harvard, Westlake School, The Friars Club, University of Southern, Paramount, Paramount Domestic Television, Filmmagic, Fox Broadcasting, Walden, CBS, FX Networks, Bob Chapek CNBC, Indiana University, Michigan State University, United Talent Agency, Hulu Locations: Santa Barbara , California, Walden, Brentwood , California, She's, Disney's, Studio City, Los Angeles, Las Vegas, University of Southern California, Chapek, Hollywood, Walden's, Iger, America

☆ Why Wall Street analysts and Jim Cramer see more upside for this portfolio Big Tech name
▼ + stars: | 2024-04-01 | by ( Morgan Chittum | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "This is a dangerous level to get in, but not a bad level to start selling," Jim Cramer said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

Persons: Jim Cramer, Jeff Marks, Bob Iger's, Nelson Peltz's, We're, Jefferies, Jim Cramer's, Jim Organizations: CNBC, Club, The Club, Disney, Google, Wall Street, Microsoft, Melius Research

☆ A woman aimed to visit 80 countries by 50 after a near-death experience. She did it — and then some.
▼ + stars: | 2024-03-28 | by ( Joey Hadden | ) www.businessinsider.com time to read: +6 min

Pamela Holt lost her entertainment career after two car accidents. "I hit rock bottom on that second accident," Holt told BI. Related storiesAfter a successful surgery, Holt woke up to her mom, who was already on the phone with American Airlines. After booking the trip, Holt told her doctors she planned to lug around a 40-pound backpack just half a year later. Pamela Holt at Vatican City, which is surrounded by Rome.

Persons: Pamela Holt, —, Holt, Pamela Holt Holt's, Petra —, Pamela Holt's Organizations: Service, American Airlines, Vatican City, Amazon Prime Locations: Mexico, Machu Picchu, Peru, Petra, Jordan, South America, Rome, Vatican, Holt, Thailand, Vietnam, Iceland, Bhutan

☆ George Lucas backs Disney CEO Bob Iger in proxy fight with Nelson Peltz
▼ + stars: | 2024-03-19 | by ( Becky Quick | ) www.cnbc.com time to read: +2 min

Filmmaker and Hollywood legend George Lucas is throwing his support behind Walt Disney CEO Bob Iger in the bitter proxy battle between the company and activist investor Nelson Peltz. Lucas, who received 37.1 million Disney shares as part of Disney's $4.05 billion purchase of Lucasfilm in 2012, is currently the largest individual investor in the company, multiple sources confirmed to CNBC. When I sold Lucasfilm just over a decade ago, I was delighted to become a Disney shareholder because of my long-time admiration for its iconic brand and Bob Iger's leadership. I have voted all of my shares for Disney's 12 directors and urge other shareholders to do the same." Iger, meanwhile, has been trying to streamline the sprawling media company to rein in spending and make its Disney+ streaming platform profitable.

Persons: George Lucas, Walt, Bob Iger, Nelson Peltz, Lucas, Bob Iger's, Bob, Peltz, Roy Disney, Jamie Dimon, Indiana Jones, Jay Rasulo, Iger Organizations: Walt Disney, Lucasfilm, CNBC, Disney, Trian Fund Management, JPMorgan Chase Locations: Hollywood

NIAMEY, Niger (AP) — Niger's junta said Saturday the U.S. military presence in the country is no longer justified, making the announcement on state television after holding high-level talks with U.S. diplomatic and military officials this week. He said Niger was suspending military cooperation with Washington and added that U.S. flights over the country’s territory in recent weeks were illegal. The U.S. has also invested years and hundreds of millions of dollars in training Niger's military. Photos You Should See View All 60 ImagesThe Niger junta spokesman said the U.S. tone was condescending and threatened Niger's sovereignty. The U.S. military had some 650 personnel working in Niger in December, according to a White House report to Congress.

Persons: — Niger's, Maj, Amadou Abdramane, Niger's, Mohammed Bazoum, Molly Phee, Michael Langley, Phee, Jessica Donati Organizations: U.S, Washington, European Union, military's, Command, Niger, Associated Press Locations: NIAMEY, Niger, U.S, Africa's Sahel, Agadez, Niamey, Washington, Africa, France, Dakar, Senegal

☆ Finally, Bob Iger gets it: People want to watch good movies
▼ + stars: | 2024-03-06 | by ( Hannah Getahun | Katherine Tangalakis-Lippert | ) www.businessinsider.com time to read: +2 min

Read previewDisney CEO Bob Iger is finally listening to the people's demands and focusing on quality films — but don't expect that to mean Marvel movies are going away. This story is available exclusively to Business Insider subscribers. "Quantity can be actually a negative when it comes to quality, and I think that's exactly what happened," Iger said during an earnings call in November. AdvertisementHowever, Iger also said that the company is scaling down on the MCU and releasing fewer movies. Representatives for Disney did not immediately respond to a request for comment sent by Business Insider.

Persons: —, Bob Iger, Morgan Stanley, Iger, you've, he's, Nolan, Oppenheimer, it's Organizations: Service, Morgan, Morgan Stanley Technology, Media & Telecom Conference, Business, Disney, Marvel Locations: San Francisco

☆ Meet the Disney heirs rallying behind Bob Iger
▼ + stars: | 2024-03-03 | by ( Jordan Hart | ) www.businessinsider.com time to read: +5 min

Roy O. Disney's grandchildrenRoy O. Disney had one son with his wife Edna Francis — Roy E. Disney, a long time Walt Disney Company executive. Roy P. DisneyRoy P. Disney told NYT that activist investors "must be defeated." AdvertisementIn a 2010 interview, Roy P. Disney said he worked as an investor based in California. Joe Scarnici/Stringer/Getty ImagesWalter Elias Disney MillerWalter Miller is the co-founder of the Walt Disney Family Museum, which opened its doors in 2009. Tamara Diane MillerTamara Miller spent four years as the President of the board of directors of the Walt Disney Family Museum.

Persons: —, Roy, Walt Disney, Bob Iger, Nelson Peltz, Walt, Roy O, Disney, Edna Francis — Roy E, Roy E, Patricia Ann Dailey, Roy P, Disney Roy, George Pimentel, WireImage, Disney's, hasn't, Abigail Disney Abigail Disney, Ralph Orlowski, Burda Media Abigail Disney, she's, Abigail, Susan Disney, Susan Lord, Phillip Faraone, Tim Disney Tim Disney, Stefanie Keenan, Tim Disney, Diane Disney Miller, Sharon Disney, Diane Miller's, Ron Miller, Jennifer Goff, Tammy Miller, Joanna Miller, Walter Miller, Joe Scarnici, Stringer, Walter Elias Disney Miller Walter Miller, Joanna Sharon Miller Joanna Miller, grandpa, Joanna, Jim, Tamara Diane Miller Tamara Miller, Tamara Miller, Jennifer Miller, Goff Jennifer Miller, Goff Organizations: Service, Disney, Business, Walt Disney Company, Getty, New York Times, Burda Media, Yale, Stanford, Mouse, Bel, Harvard University, California Institute of, Arts, Walt Disney Productions, Walt Disney Family Museum, Jim Hill Media, Walt Disney Family Locations: California, Munich, Germany, Columbia, Los Angeles

☆ Disney CEO Bob Iger has fundamentally restructured the company, says board member Carolyn Everson
▼ + stars: | 2024-02-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDisney CEO Bob Iger has fundamentally restructured the company, says board member Carolyn EversonCarolyn Everson, Disney board member and former Meta global business group vice president, joins 'Squawk on the Street' to discuss CEO Bob Iger's performance, Nelson Peltz and his looming proxy fight against Disney, the company's investment in Epic Games, new sports streaming alliance, growth outlook, and more.

Persons: Bob Iger, Carolyn Everson Carolyn Everson, Bob Iger's, Nelson Peltz Organizations: Disney, Epic Games

☆ TaylorMade appears to be giving Tiger Woods the one thing Nike never did — and it's ended one of the most lucrative sports-endorsement deals in history
▼ + stars: | 2024-02-16 | by ( Cork Gaines | ) www.businessinsider.com time to read: +7 min

On Tuesday, Tiger Woods and golf equipment and apparel maker TaylorMade announced an expanded partnership with a new golf accessory line called "Sun Day Red." TaylorMade CEO David Abeles even suggested during the press conference that this is Woods' company and they are just there for support. Tiger Woods is seen in apparel featuring the Sun Day Red logo. Tiger Woods' new Sun Day Red logo. Business Insider reached out to TaylorMade, Nike, and representatives for Woods.

Persons: —, Tiger Woods, TaylorMade, Woods, Forbes, Josh Gerben, Gerben, Tiger, Tyrone Walker, David Rumsey, David Abeles, Abeles, Ben Jared, Jon Rahm, Michael Jordan, Serena Willams, LeBron James, Rory McIlroy, Jamie Squire, Keyur Khamar, Djansezian Organizations: Service, PGA, Nike, Business, Hunt & Hunt Lawyers, Sun, Ventures, TaylorMade Lifestyle Ventures, Taylor, Inc, Front, Callaway, Gatorade, Woods Locations: Los Angeles, TaylorMade, Australia, San Clemente , California, Carlsbad, Woods

☆ Tommy Hilfiger’s homecoming show sets stage for all-American new chapter
▼ + stars: | 2024-02-13 | by ( Nick Remsen | ) edition.cnn.com time to read: +8 min

CNN —Tommy Hilfiger has set the stage for a new chapter at his eponymous megabrand — and he did so by coming home. Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger Filippo Fior/Tommy Hilfiger In photos: Looks from Tommy Hilfiger's "elevated" Fall-Winter 2024 fashion show Prev NextFrom streetwear to sailing gear to sporty and preppy, often with a frisson of celebrity, it’s this lifestyle-driven approach, which is perhaps less about the fashion than it is the feeling, that is the key to Hilfiger’s modern — and continued — success. Elliot Grainge and Sofia Richie Grainge attend Hilfiger's show. Richie Grainge herself has evolved her stylistic approach from an ostentatious Los Angeleno verve into a look that’s more low-key highbrow. “Sofia is a style icon, and she’s also just an incredible person.”Gigi Hadid and Tommy Hilfiger walk the runway at the Tommy Hilfiger's Fall-Winter 2018 show during Milan Fashion Week on February 25, 2018.

Persons: Tommy Hilfiger, —, Hilfiger, ”, ” Tommy Hilfiger, Robert R, McElroy, à, Filippo Fior, Tommy Hilfiger Filippo Fior, Tommy Hilfiger's, Sofia Richie Grainge, Tommy, Damson Idris, Sonam Kampoor, Noah Beck, Jacob Rott, Chris Appleton, Halima Aden, Jasmine Tookes, Elsa Hosk, Elliot Grainge, Rob Berry, Kelly Rutherford, Lily van der, Blake Lively, Serena, Richie Grainge, ” Hilfiger, “, she’ll, Gigi Hadid, she’s, ” Gigi Hadid, Daniele Venturelli, Richie, we’ve, We’ve, Thomas Iannaccone, Corey Tenold, Hilfiger’s, NYFW, ebullience Organizations: CNN, Oyster, Grand Central, New, Hilfiger, HBO, Warner Bros ., verve, Milan, Penske Media, New York Locations: New York, Madison, New York City, —, Sofia, “ Sofia, American

☆ Why Tuesday's pullback is a healthy break in the rally and how we are playing it
▼ + stars: | 2024-02-13 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. A healthy break: Stocks are down after the consumer price index came in slightly hot, leading to a delay in interest rate cut expectations. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, we'll, it's, Eli Lilly, Cramer, Bob Iger's, Stanley Black, Decker, Martin, Jim Cramer's, Jim, NVIDIA Jensen Huang, Michael M Organizations: CNBC, Nvidia, U.S, Treasury, Utilities, Disney, MGM Resorts, Martin Marietta Materials, CME Group, Barrick Gold, Jim Cramer's Charitable, NVIDIA, New York Times, Santiago, Getty Locations: We're, Philadelphia, Robinhood, New York City

☆ Nelson Peltz and Bob Iger are still throwing punches despite Disney's killer start to 2024
▼ + stars: | 2024-02-08 | by ( Jordan Hart | Madeline Berg | ) www.businessinsider.com time to read: +3 min

Disney CEO Bob Iger and activist investor Nelson Peltz are still sparring despite stellar earnings. All signs point to the fact that Peltz's second Disney proxy fight is still on. AdvertisementDespite what one analyst has called Disney's "epic quarter," tensions between CEO Bob Iger and activist investor Nelson Peltz seem to be running as high as ever. And the verbal jabs both sides threw at each other indicate the proxy fight is still on. Peltz has specifically lamented Disney's streaming losses, a pause in dividends, and the lack of a comprehensive succession plan.

Persons: Bob Iger, Nelson Peltz, Peltz's, —, Taylor Swift, Disney's, hasn't, Iger, Trian, Peltz, Peltz hasn't Organizations: Disney, Peltz's Trian, Service, Epic, Fund Management, CNBC

☆ This is the year of the password-sharing crackdown
▼ + stars: | 2024-02-08 | by ( Camilo Fonseca | ) www.businessinsider.com time to read: +5 min

Streaming companies turned a blind eye to password-sharing for years. Users of the family-oriented streaming platform received emails this week notifying them of changes to the terms of service. The new terms note that different service tiers may permit some degree of password-sharing — if you're willing to pay. Disney's updated terms of service are almost identical to those of Hulu and ESPN+, which were also announced on January 25. Iger's comments came in the wake of Netflix's successful crackdown earlier last year, when the streaming giant announced it would start charging $8 for users outside the household.

Persons: Nice Guy, Hugh Johnston, Johnston, Bob Iger, Netflix's, Nicholas De Leon, We've, De Leon, It's Organizations: Business, Hulu, ESPN, Disney, Netflix, Consumer, Spotify, Costco, Amazon Prime, Apple Locations: Wednesday's

☆ All of Disney's fundamental issues on both the streaming and TV side are still there: Tom Rogers
▼ + stars: | 2024-02-08 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAll of Disney's fundamental issues on both the streaming and TV side are still there: Tom RogersTom Rogers, Oorbit Gaming executive chairman and former NBC Cable president, joins 'Squawk Box' to discuss Disney's quarterly earnings results, the company's Epic Games investment, CEO Bob Iger's performance, new sports streaming alliance, and more.

Persons: Tom Rogers Tom Rogers, Bob Iger's Organizations: Oorbit Gaming, NBC Cable, Epic Games

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