REVEALED: Trian fund management | Vintage Vibes

Why Wendy’s is losing the burger wars—and is now a takeover target for Nelson Peltz

Its new CEO says Wendy's has let quality slip and now it has fallen behind Burger King to No. 3 in the burger wars.

Fortune · Nov 1

Where's the Beef? Trian-Led Buyout Proposal Values Wendy's at $1.4B, But Is It Enough?

A Trian-led consortium offered $7.35 per share, or about $1.4 billion, for Wendy's, as the stock trades near $7.04 amid sales declines and franchisee bankruptcy concerns.

MarketBeat · Oct 29

Wendy’s draws buyout bid as beef costs and burger rivalry weigh on business

Wendy’s shares jump after Nelson Peltz’s Trian Fund Management offers $7.35 per share to take the burger chain private, as the company faces high beef costs, weaker consumer demand, store closures and intensifying competition in the US fast-food market.

The Economic Times · Oct 28

Disney urges shareholders to bin Nelson Peltz voting ballots

The Mouse House voiced skepticism as to the Trian co-founder's motives, arguing he lacks the necessary experience and would be disruptive at a key juncture in time for the media industry.

Fortune · Feb 3, 2023

Unilever shares rise as billionaire investor Nelson Peltz joins board

Hedge fund boss – whose daughter married Brooklyn Beckham – holds 1.5% stake in Unilever

The Guardian - UK · May 31, 2022

Why Wendy's Shares Are Surging Today

A regulatory filing shows that Nelson Peltz is considering a potential takeover bid for Wendy's Co (NASDAQ:WEN). Peltz' firm, Trian Fund Management, said it will explore a transaction on its own or with third parties that could include an acquisition, merger, or other transaction. Trian, along with its partners, owns a 19.4% stake in…

Benzinga · May 25, 2022