Trian Partners
performance and transformation accountability structures elevated spend to support prior media structure streaming operating loss high volume of content ongoing churn responsibility for a failed transition and overseeing poor execution and business strategy for more than two and a half years is successfully delivering change rapidly changing lists all the problems at the as of page we question whether would have taken these actions or moved as quickly without our engagement and whether the company will fall back to its complacent ways if nominees are not elected to the board there is follow through on these and other key initiatives despite recent claim that the company has turned the corner stock announced that it had embarked on a significant transformation wall street estimates for and non have declined by and respectively since the end of the ares | Trian Partners
Company
Deck Type
Sector
Industry
Deck date
March 2024
Slide
4 of 30
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