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FOUND: 5 - You Need To See This

MP calls Royal Mail delivery cuts a ‘slap in the face for families’ – as it happened

Live, rolling coverage of business, economics and financial markets as UK postal service says it wants to cut 1,000 jobs and cut delivery days

The Guardian - UK

Disney faces showdown with critics amid calls for strategy shakeup

The studio’s shareholders will decide in an upcoming meeting whether they trust Bob Iger’s vision or billionaire Nelson Peltz

The Guardian - US

Calpers Supports Peltz, Rasulo In Disney Board Dispute

CalPERS backs Peltz and Rasulo in Disney board battle for governance reform, reflecting growing investor dissatisfaction and pressure on Disney's leadership.

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Egan-Jones Supports Peltz For Disney Board Amid Proxy Battle

Egan-Jones backs Nelson Peltz in Disney board battle, raising stakes for company's future.

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Activist Investor Criticizes Disney's 'Woke' Strategy And Marvel Films

Activist investor Nelson Peltz raises concerns about Disney's diversity approach in film productions, questioning the focus on all-Black or all-female casts.

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Nelson Peltz's Trian Fund Withholds Board Votes for Bob Iger After Claiming Support

Despite previous assurances, the activist shareholder withheld its vote from the CEO

Broadcasting & Cable

Disney Criticizes Peltz Comments On 'Black Panther' Casting

Disney defends casting choices for 'Black Panther' and 'The Marvels' in response to diversity criticism by activist investor Nelson Peltz.

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Michael Eisner Supports Disney CEO Bob Iger In Proxy Fight

Former Disney CEO Michael Eisner supports current CEO Bob Iger and the board against Nelson Peltz's Trian Partners in a proxy fight. Other public figures a...

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Activist Peltz Endorsed By ISS In Disney Board Battle

Activist investor Peltz gains ISS endorsement in bitter proxy fight with Disney, shaping future governance.

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Dimon Backs Iger In Disney Proxy Fight, Stock Up On Optimism

Disney CEO Bob Iger gained a significant boost with JPMorgan CEO Jamie Dimon's endorsement in the ongoing proxy fight against activist investor Nelson Peltz.

International Business Times

Disney Engages In Board Battle With Peltz

Disney faces a board battle with activist investor Nelson Peltz over governance and strategic decisions, while focusing on long-term growth through streami...

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Requiems for Roku, Sumner Redstone, Jon Stewart's Career, the Pac-12 ... and Possibly 'Spulu'

Also in this week's 'Next Text,' the country music condemned take David Bloom up on his big 'Americana' recommendation

Broadcasting & Cable

Nicola Peltz seeks career advice from mother-in-law Victoria Beckham

Actress Nicola Peltz opens up about her relationship with mother-in-law Victoria Beckham and how she seeks her advice for career and marriage.

Top News

Trian Criticizes Disney's Investment Plans in Letter to Investors

Billionaire Nelson Peltz's investment firm Trian has sent a letter to investors criticizing Disney's investment plans, raising concerns about their financi...

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Disney urges shareholders to reject activist investors' board nominees for annual meeting

Disney announces date for annual shareholders meeting and urges investors to reject board nominees put forth by activist investors.

The Guardian - US

Mutiny at Disney? Bob Iger’s fight to right the ship faces showdown with shareholders

Summoned out of retirement to right the company, Iger faces shareholders who want to shake up the board

Broadcasting & Cable

Nelson Peltz Formally Kicks Off His Latest Disney Proxy Battle: Bob Iger's Management Team 'Saw That Streaming Was Coming and They Did Nothing!'

Activist investor asks shareholders for his nomination, along with former Disney CFO Jay Rasulo, to the Disney board

Fortune

What board can learn from Disney’s activist showdown

Disney’s proxy battle reveals how activism is changing and why Nelson Peltz has a chance of winning.

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Evening Standard

Nicola Peltz and Brooklyn Beckham re-enact Dirty Dancing lift with glimpse into glitzy NYE celebrations

The youngest son of Victoria and David Beckham and his other half partied with her parents in the US

Barchart

As Peltz Proxy Battle Rages, Will Disney Stock Ever Recover and Go Back Up?

Disney stock has underperformed the markets for quite some time, and now faces a proxy battle with activist investor Nelson Peltz. Can Disney stock ever recover and go back up?

Broadcasting & Cable

Nelson Peltz’s Trian Officially Declares Plan To Seek Two Disney Board Seats

Peltz and former Disney exec Isaac Perlmutter control 44 million shares

Broadcasting & Cable

One of These Things Is Not Like the Other: Was Florida State's Perfect 13-0 Record Sacked By the SEC's $3 Billion TV Deal With Disney/ESPN?

In our latest 'Next Text,' we ponder college football's playoff travesty, retrans' ratcheted-up rhetoric, Disney's Culture War floggings and a bunch of other stuff that's unfair and just not right

Kiplinger

Stock Market Today: Stocks Swing Higher After Powell Speech

Fed Chair Powell poured cold water on potential rate cuts, but stocks jumped anyway.

Multichannel News

Disney Defends Record as Trian’s Nelson Peltz Teams Up With Former Disney Exec Isaac Perlmutter for Proxy Fight

Media company rejects Trian’s request for a board seat

Fortune

Disney shares rise 7% after cutting streaming losses by $1 billion while gearing up for round two against Nelson Peltz

After a year of cost cuts, Disney is better positioned to ward off Peltz, who has long criticized its spending habits.

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