How much did Disney stock lose over 11 years?

Disney stock lost 10.93% over 11 years, while the S&P 500 gained 320.1%.

What does Gerber propose for Disney?

Gerber proposes breaking up Disney into smaller units or selling it entirely, believing it would unlock greater shareholder value.

Is this the first time Gerber has called for change at Disney?

No, Gerber has previously criticized Disney's management and strategy on several occasions.

Ross Gerber Renews Call for Disney Breakup After Stock Lags S&P 500 for 11 Years

Prominent investor Ross Gerber renewed his call for a radical change at Walt Disney Co. (NYSE:DIS) on Tuesday, saying shareholders have suffered too long as the stock significantly lagged the S&P 500 over 11 years. He demanded a breakup or sale of the company.

July 22, 2026

2 min read

Source: Benzinga

Key Numbers

disney return 11yr

-10.93%

spy return 11yr

320.1%

Prominent investor Ross Gerber renewed his call for a major shake-up at The Walt Disney Co. (NYSE:DIS) on Tuesday, saying shareholders have "suffered too long" as the stock significantly lagged the S&P 500 over the past 11 years.

Details of the Call

Gerber's comments came in response to a post on X by Charlie Bilello of Creative Planning, which showed Disney lost 10.93% over 11 years while the State Street SPDR S&P 500 ETF Trust (NYSE:SPY) gained 320.1%. Gerber said, "It's time for real change at Disney."

Context

This is not the first time Gerber has called for a restructuring of Disney. He has previously criticized the company's management and strategy, particularly in streaming and theme parks. He believes breaking up the company into smaller units could unlock greater shareholder value.

What This Means for Investors

Gerber's call reflects growing frustration among some investors with Disney's performance relative to the broader market. However, any major restructuring would require board approval and may face regulatory hurdles. Investors should watch for further developments from management or the board.

Frequently Asked Questions

Ross Gerber is a prominent investor and founder of Gerber Kawasaki Wealth and Investment Management, known for criticizing the management of major companies like Disney.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.