We have been discussing the Disney's recent acknowledgment that its political and social agenda has hurt profits at the company. In recent filings, the company agreed that there has been a "misalignment with public and consumer tastes and preferences," including "consumers’ perceptions of our position on matters of public interest, including our efforts to achieve…
Trian Fund Management has announced that it will nominate Nelson Peltz, its founder, and Jay Rasulo, a former Disney chief financial officer, for Disney’s board. They are critics of Iger’s management.