[Woke-broke...] Stock down 40% Disney Shareholders and Fans Not Feeling The Love

[Leroy N. Soetoro]

https://restorethemagic.com/

Trian believes Disney is the world’s greatest entertainment company, BUT
it hasn’t performed for shareholders
We want this beloved company to live up to its potential for shareholders
and generations of Disney fans.

The Trian Group beneficially owns a ~$3B stake and believes the board
needs new, truly independent directors.
Trian’s board nominees, Nelson Peltz and Jay Rasulo, want to
#RestoreTheMagic.

Disney Shareholders and Fans Not Feeling The Love
Trian loves Disney, but does Disney leadership love its shareholders and
fans? Over the past decade, Disney’s shareholders would’ve been much
richer if they’d invested in the S&P 500 OR Disney’s self-selected media
peers instead. Trian’s board nominees Nelson Peltz and Jay Rasulo want to
help.

https://restorethemagic.com/wp-content/uploads/2024/01/10-year-TSR.png

Disney’s Board Needs Focus, Alignment and Accountability
Trian believes the root cause of Disney’s underperformance is a board that
is too closely connected to a long-tenured CEO and too disconnected from
shareholders’ interests.

Disney’s non-management directors have watched as shareholder returns have
lagged.

Non-Management
Disney Directors3
Years of Tenure
Disney TSR
During Tenure
S&P 500 TSR
During Tenure
Mary Teresa Barra
6
-15%
96%
Safra A. Catz
6
-23%
69%
Amy L. Chang
2
-54%
6%
Francis A. deSouza
6
-23%
69%
Carolyn N. Everson
1
-15%
11%
Michael B.G. Froman
5
-24%
64%
Maria Elena Lagomasino
8
-23%
137%
Calvin R. McDonald
2
-54%
6%
Mark G. Parker
8
-12%
156%
Derica W. Rice
5
-26%
69%
Source 3

Who’s Invested in Disney’s Future?
Disney CEO Bob Iger has sold more than $1 billion in company stock since
2005 and currently only owns ~$19M of DIS stock. Disney’s non-management
directors collectively only own ~$14M in DIS stock. Meanwhile, the rest of
the shareholders, like Trian, remain deeply invested in the hoped-for
turnaround at Disney. Trian’s board nominees, Nelson Peltz and Jay Rasulo,
still believe in the Disney magic.

Value of Position in Disney

https://restorethemagic.com/wp-content/uploads/2024/01/chart-1.png


--
We live in a time where intelligent people are being silenced so that
stupid people won't be offended.

Durham Report: The FBI has an integrity problem. It has none.

No collusion - Special Counsel Robert Swan Mueller III, March 2019.
Officially made Nancy Pelosi a two-time impeachment loser.

Thank you for cleaning up the disaster of the 2008-2017 Obama / Biden
fiasco, President Trump.

Under Barack Obama's leadership, the United States of America became the
The World According To Garp. Obama sold out heterosexuals for Hollywood
queer liberal democrat donors.

President Trump boosted the economy, reduced illegal invasions, appointed
dozens of judges and three SCOTUS justices.