Nelson Peltz’s White Paper
Everyone knew this was coming but the forms of vendetta must be obeyed. Nelson Peltz has finally thrown down his gauntlet at Bob Iger’s feet. The Trian Group has sent its 130-page white paper (more of a white novel if you ask me) to Disney’s institutional investors. This is basically a list of everything that Disney is doing wrong and what Peltz says needs to be done to fix them. The letter to PepsiCo was rather searing about PepsiCo’s own stance...