Trian Partners
a strong case for change at capital allocation since has been cut in half despite spent on a and content approximately equal to entire current market cap management has shown poor judgment on recent a including overpaying for the century fox fox assets and bidding aggressively for sky increased financial leverage and deteriorating cash flow resulted in eliminating the dividend even as covid receded and parks surpassed historical levels fra corporate governance poor shareholder engagement board and leadership consistently failed on succession planning over the top compensation practices corporate strategy and operations reaching similar revenues as and having a significant intellectual property advantage lack of overall cost discipline in the parks business to subsidize streaming losses | Trian Partners
Company
Deck Type
Sector
Industry
Deck date
January 2023
Slide
17 of 35
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