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Nelson Peltz Lost the Battle for Disney


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Trian Fund Management, an activist investing hedge fund co-founded by billionaire Nelson Peltz, has launched a shareholder campaign titled Restore the Magic, arguing that Disney CEO Bob Iger and Disney management must make a number of radical changes to reverse course on poor business decisions leading to downward-trending earnings per share, publishing a 133-page white paper airing out their grievances and demands. Trian owns $3 billion in Disney common stock, and is using its weight to wage a proxy fight, the results of which will be revealed during April 3’s shareholder meeting. Additionally, they want to see their streaming efforts reach “Netflix-like margins” by fiscal year 2027, and see greater return for shareholders on Disney’s tens of billions of dollars’ worth of investment in the Parks.

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