How Disney's new CEO can capture next-gen fans and boost growth

The Walt Disney Company faces a pivotal moment as leadership transitions from Bob Iger to Josh D'Amaro, with industry experts urging a strategic reset to revive growth and reconnect with audiences.

Despite its global dominance, Disney’s stock has remained largely stagnant over the past decade and has fallen sharply from its peak five years ago.

Analysts say the company must now focus on building new franchises, expanding into gaming, and defining its approach to artificial intelligence (AI).

Experts argue Disney can no longer rely solely on legacy hits like Marvel or sequels. Instead, it must develop fresh intellectual property capable of extending across films, streaming, merchandise, and theme parks.

“The question is not just whether content succeeds, but whether it can scale across platforms,” said one analyst.

Gaming is seen as a key growth area, particularly for engaging younger audiences who increasingly favor interactive entertainment.

Disney has already signaled this shift with a major investment in Epic Games, opening the door for immersive experiences tied to its characters.

At the same time, Disney is cautiously exploring AI through partnerships with OpenAI, potentially enabling new forms of fan interaction.

However, analysts warn the company must balance innovation with protecting its brand and creative relationships.

Another major decision looming for D’Amaro is the future of Disney’s traditional TV networks, including ESPN.

While still profitable, these assets are in decline, and divestment could boost investor confidence.

Ultimately, analysts say Disney’s future hinges on embracing new forms of storytelling while adapting to rapidly changing audience habits.