7/22/2026

Prologis Makes Final $18.7 Billion Bid to Take Over U.K.’s Segro

Wall Street Journal (07/22/26) Calatayud, Adrià

U.S. warehouse landlord Prologis (PLD) sweetened its bid for U.K. rival Segro (LON: SGRO) to 14 billion pounds ($18.72 billion), saying this was its final proposal and ruling out further increases. The move came after shareholders in both companies called on their boards to enter talks over a possible deal that would see Prologis, the world’s largest owner of industrial real estate, take over its smaller rival, which owns industrial and logistics properties across Europe and is developing a portfolio of data centers. Prologis said Wednesday that it is offering 0.092 new shares for each Segro share tendered. Its latest offer values the U.K. company at 10.32 pounds a share, or 3.9% more than its previous proposal and 9.5% above the initial approach. The company is also offering a partial cash alternative of up to 3.5 billion pounds, or a quarter of the total price. Segro didn’t respond to a request for comment. The company earlier this week said it had rejected a previous proposal from Prologis but that it would be available to engage with its suitor with an improved bid on the table. Shares in Segro were up 3.7% in European afternoon trading, still trading below the price implied by the bid. Prologis said it improved its bid after listening to feedback from shareholders, and that it sees the revised proposal as a compelling offer to the Segro board. “There is no doubt a combination of both companies would deliver meaningful value,” Prologis Chief Executive Dan Letter said. “We run Prologis with discipline and this is our best and final offer.” Prologis urged Segro to seek an extension to the deadline, currently set to expire Wednesday, by which it must either announce a firm intention to make an offer or walk away under U.K. takeover rules. An extension would allow both parties to agree to other terms of a deal, Prologis said. The company said it intends to explore a secondary listing on the London Stock Exchange in connection with the combination, but that it needs to engage with Segro’s board to proceed. Palliser Capital, which holds a small stake in Segro, also urged the company’s board to seek a bid-deadline extension to facilitate talks with Prologis. “The ‘best and final proposal’ from Prologis presents a compelling shareholder value proposition that deserves full and meaningful engagement by the [Segro] board,” Palliser said. Segro declined to comment on Palliser’s demands. Other shareholders in both Prologis and Segro have publicly asked their boards to open takeover talks. Norges Bank Investment Management, the arm of Norway’s central bank that manages the country’s $2.3 trillion sovereign-wealth fund, said Tuesday that it believed the proposal merited consideration. APG Asset Management echoed the call, saying a collaborative process offered the greatest prospect of achieving a successful outcome.

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7/22/2026

Vale Shareholdders Elect New Chair Following Governance Dispute

Financial Times (07/22/26)

A corporate governance clash at Brazilian mining group Vale (NYSE: VALE) has come to a head with the election of a new chair by shareholders of the world’s largest iron ore producer. Investors chose lead independent director Manuel Oliveira to helm the board on Wednesday, according to a person familiar with the matter, in the culmination of a dispute that had revived warnings of potential state meddling in the $65 billion-valued company. The situation was triggered when Vale’s largest domestic shareholder, the pension fund Previ, last month called for the replacement of former chair Daniel Stieler ahead of his term ending in April. Previ argued that its nomination of Oliveira for the role aimed to improve governance and “strategic management.” However, the maneuver drew resistance from several board members. A majority opted not to recommend Stieler’s removal at a board meeting last month, with vice chair Marcelo Gasparino — who unsuccessfully stood against Oliveira — alleging that it raised “the risk of political interference.” Despite condemning Previ’s move as a “possible abuse of voting power,” Stieler resigned earlier this month. The retirement scheme holds a 7% stake in the Rio de Janeiro-headquartered group. The new chair is an accountant with experience in the mining sector, including a spell at Anglo American. Shares in Vale were up 3% on Wednesday. Considered one of the most important companies in South America’s largest economy, the miner has periodically faced government pressure since its privatization in 1997. Brasilia’s leftwing administration was forced to deny claims in 2024 that it tried to get a party ally of President Luiz Inácio Lula da Silva appointed Vale chief executive. As the pension scheme for employees of state-controlled Banco do Brasil, Previ was historically viewed as a conduit for government influence in Vale. The pension fund has denied that its shake-up of the boardroom stemmed from a political request, saying it wanted an independent figure to oversee the chair succession process next year. Stieler was previously president of Previ, which nominated him to the board in 2021. Leading proxy advisers, whose voting recommendations are taken into account by many institutional investors, were split over the contest. ISS backed Gasparino for the chair position, while Glass Lewis supported Oliveira. Previ's nominee for the vacant board position was not elected, leaving it with just one seat.

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7/21/2026

Genesco Shareholders Re-elect All Nine Board Directors After Proxy Fight

Women's Wear Daily (07/21/26) Young, Vicki

Genesco Inc. (NYSE: GCO) got a big win on Tuesday at its Annual Shareholders’ Meeting after they voted to re-elect all nine board directors who stood for re-election. The shareholder votes effectively ended a push for board change. The director nominees re-elected to the board were Gregory Sandfort, Mimi Vaughn, Joanna Barsh, Matt Bilunas, Carolyn Bojanowski, John Lambros, Thurgood Marshall, Jr., Angel Martinez, and Mary Meixelsperger. “We greatly appreciate the strong support of Genesco’s shareholders in electing all nine of the Company’s directors, and the confidence they have shown in our Board, management team and Footwear First strategy to create shareholder value. We are advancing our four strategic growth drivers — curate and create winning product; elevate distinctive brands; create exceptional customer experiences; and build amazing teams. Our full focus is on continuing to build on the clear momentum our organization has underway. We are confident in our path forward and excited to capitalize on the opportunities we see ahead for our brands,” Genesco said in a statement Tuesday. Just prior to the shareholders’ meeting, Genesco received the support of all three independent proxy advisory firms, putting it in good stance to beat an activist’s push for a revamping of the company’s board at this year’s annual shareholders’ meeting on July 21. Bradley L. Radoff and Jumana Capital Investments said Genesco directors declined to “meaningfully consider” their suggestions to improve shareholder value, after which they pushed for a proxy fight to replace board directors Joanna Barsh and Thurgood Marshall, Jr., on grounds they are over-tenured and unqualified, with their own picks. Earlier this month, Genesco received the support of independent advisory firm ISS, advising shareholders to vote for Genesco’s slate for nine directors standing for election. ISS reasoned that the “dissidents have not made a compelling case for change. That was followed by information from Genesco that Glass Lewis & Co. and Egan-Jones Proxy Services — two other independent proxy advisory firms — have also determined that shareholders should vote for Genesco’s nine directors on the “White” proxy card. “The support of all three independent proxy advisory firms for Genesco’s director candidates reinforces the qualifications and experience of our Board, and its active oversight of the clear momentum underway as we execute our winning strategy,” Genesco said in a statement. “In their recommendations, each of the proxy advisory firms emphasizes that Bradley Radoff has not made a compelling case for change in his unnecessary proxy fight at Genesco.” Genesco disclosed that Glass Lewis noted in its report that “available materials indicate Genesco has more recently charted a reasonably favorable course under the stewardship of Ms. Vaughn and the board, underpinned, in particular, by an iterative strategic initiative that appears to be driving stronger operational performance, improved investor returns and buoyed guidance.” In addition, the report from Egan-Jones concluded that the “recent trajectory of Genesco’s fundamentals and operating execution supports maintaining the current board composition while the Footwear First strategy continues to gain traction, particularly given recovering cash flow, modestly improving profitability, and early evidence of successful Journeys repositioning and store remodel performance.” Egan-Jones also noted that the strong total shareholder return of Genesco over the past year “demonstrates market optimism around the new strategy.” The Nashville-based shoe firm in May posted a first quarter net loss of $14.81 million on a net sales increase of 3 percent to $487.03 million. And last month, the owner of the Journeys chain named Jonathan Collins as its new senior vice president, finance and chief financial officer, starting Aug. 3. He succeeds former finance chief Cassandra “Sandra” Harris. Collins will report to Vaughn.

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7/21/2026

Icahn to Sell Auto-Service Chain Pep Boys to Mavis for $700 Million

Wall Street Journal (07/21/26) Thomas, Lauren

Carl Icahn’s company, Icahn Enterprises (IEP), has struck a deal to sell auto-service chain Pep Boys to private-equity owned Mavis Tire Express Services, according to people familiar with the matter. Mavis will pay roughly $700 million in cash under the deal, which is expected to be unveiled Tuesday, the people said. A subsidiary of Mavis is expected to take over the business from a subsidiary of Icahn Enterprises, the people said. Icahn Enterprises, known by its ticker IEP, is expected to hold on to some owned real estate, along with the AAMCO Transmissions and Precision Tune Auto Care businesses, the people added. Mavis, based in White Plains, N.Y., offers tire services and general automotive repair across its more than 3,600 owned and franchised shops around the United States and Canada. Its other auto-service center brands include Midas, Tire Kingdom and Tuffy. It is jointly run by brothers David and Stephen Sorbaro. A group of private-equity firms including BayPine and TSG Consumer Partners won an auction in 2021 to acquire Mavis in a deal that valued the auto-service chain at around $6 billion, including debt. Icahn bought Pep Boys in 2016 for around $1 billion after prevailing in a fierce bidding war against Japanese tire maker Bridgestone (TYO: 5108). He had been on the hunt for assets to compliment his existing portfolio of auto-related businesses. The bet proved more complex than anticipated. In 2018, IEP announced it was selling off Federal-Mogul after owning the car-parts maker for roughly a decade. One of IEP’s other auto businesses, Auto Plus, filed for bankruptcy in 2023. Last year, IEP transferred most of the real estate associated with its auto segment to a real-estate division of IEP. IEP is selling Pep Boys for more than the valuation it carried it at, but not much more, the people familiar with the matter said. Pep Boys was founded in Philadelphia in 1921. Today it counts over 750 locations across the United States and Puerto Rico, offering auto repair and tire services that include oil changes and brake maintenance. An acquisition of Pep Boys should help Mavis grow its presence into new and existing markets—particularly across the Western part of the United States where Pep Boys already has a sizable retail footprint.

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7/21/2026

Barington Capital Pushes Chemed for Strategic Review

Investing.com (07/21/26) Juricic, Louis

Barington Capital Group increased pressure on Chemed Corp. (NYSE: CHE) on Tuesday, calling for the holding company to conduct a strategic review and refresh its board of directors. Barington Chairman and Chief Executive Officer James Mitarotonda sent a letter to Chemed’s board stating the company has two outstanding businesses whose value is not being maximized, according to Bloomberg News. Mitarotonda wrote that Chemed has underperformed its peer group and the broader market, while its management and board have responded to challenges with insufficient urgency. Chemed, based in Cincinnati, operates two units: hospice provider Vitas Healthcare and plumbing and drain-cleaning services firm Roto-Rooter. Barington said it has held discussions with Kevin McNamara, Chemed’s Chief Executive Officer, and Michael Witzeman, the company’s chief financial officer. A Chemed representative did not immediately respond to a request for comment. The investor is urging the board to perform a strategic review and develop plans to improve profitability, including examining whether the current multi-business structure has led to under-investment in Roto-Rooter. Barington is also calling for cost reductions, starting with perks such as the CEO’s personal use of company aircraft, tickets for sporting events and club membership. The investor argues Chemed needs to rebuild its executive compensation program after shareholders voted against an advisory measure on it. Barington said the company also needs to refresh its board and has recommended a new director candidate.

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7/21/2026

Genuine Parts Cuts Full-Year Profit Forecast on Inflation, Weaker Consumer Spending

Reuters (07/21/26) Sarkar, Apratim

Auto parts distributor Genuine Parts (GPC.N) lowered its full-year profit outlook on Tuesday, as rising costs and a tougher consumer environment weighed on its expectations. Geopolitical tensions in the Middle East have compounded challenges for the automotive sector by pushing up fuel prices and weighing on consumer spending. The company lowered its 2026 profit forecast to a range of $5.90 to $6.40 per share from its earlier $6.10 to $6.60 per share projection. Reaffirmed full-year adjusted profit forecast between $7.50 and $8 per share. 2026 sales growth unchanged at 3% to 5.5%. Second-quarter adjusted profit came in at $2.15 per share, above analysts' average estimate of $2.08 per share, according to data compiled by LSEG. Genuine Parts North America Automotive business sales were up 3.8% at $2.5 billion and International Automotive business sales rose 8.2% to $1.6 billion from a year ago. The company's quarterly revenue rose 6% to $6.54 billion, beating analysts' average estimate of $6.43 billion. In February, Genuine Parts unveiled plans to separate its automotive and industrial businesses, contending that the two operations would command greater value as independent companies. "We remain on track to complete our planned separation in the first quarter of 2027," said CEO Will Stengel. The restructuring was backed by Elliott Investment Management, which maintained that the company's automotive and industrial units would be valued more highly as distinct businesses.

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7/20/2026

Align: “Gabia Tender Offer Not an Ordinary Sale... No Harm Should Come to Shareholders”

Asia Business Daily (07/20/26) Minwoo, Lee

Macquarie Asset Management is pursuing the delisting of Gabia (KOSDAQ: 079940) through a public tender offer following the company’s acquisition. Given the unique structure in which the founder's side will reinvest the sale proceeds and conduct joint management with Macquarie, major shareholder Align Partners Asset Management emphasized the need for fair and stringent procedures to ensure general shareholders do not suffer losses. On the 20th, Align Partners announced its position regarding the Gabia tender offer, stating that fair procedures to protect ordinary shareholders' interests and maximize overall shareholder value must be implemented. Align Partners plans to send a public shareholder letter containing these points to the Gabia Board of Directors in the near future. According to the Financial Supervisory Service’s DART system on this day, DCK Investment, a special purpose company (SPC) established by Macquarie Asset Management, will conduct a public tender offer for all outstanding common shares of Gabia, aiming for delisting, until September 17. The tender offer price is set at 48,000 won per share, which is 41.6% higher than the closing price of 33,900 won on July 16, the last trading day before the announcement. The shares targeted for purchase comprise 73.1% of the issued stock, excluding stakes held by the largest shareholder and treasury shares. This transaction consists of a share purchase agreement to acquire stakes from Gabia's co-CEO and largest shareholder Kim Hongguk and others, along with a simultaneous public tender offer to ordinary shareholders. The largest shareholder plans to reinvest the sale proceeds, net of taxes, in order to retain management control alongside Macquarie going forward. Align Partners, holding a 14.3% stake in Gabia, pointed out, “This transaction is, in effect, a going-private deal led by the controlling shareholder and constitutes a case with high risk of structural conflict of interest. More stringent procedures than a typical third-party M&A are required to protect the interests of general shareholders.” In particular, Align criticized the Board for only passively reviewing whether the proposed tender offer price is reasonable. Align stated, “Under the revised Commercial Act, directors are required to fulfill their fiduciary duties to shareholders. The Ministry of Justice's 'Guidelines for Directors' Conduct in Corporate Reorganizations' also instruct directors to comprehensively consider alternatives and pursue the most favorable approach for the company and its shareholders. The Board of Directors must confirm the possibility of a higher price or more favorable terms, ensure that alternatives are not foreclosed, and strive to maximize shareholder interests.” This is the focus of the public shareholder letter that Align will submit to Gabia's Board of Directors. Align is demanding public explanations to all shareholders on the following points: whether the Board is actively seeking alternative potential buyers who may offer better terms; whether the fairness of the tender offer price is being independently verified; whether an independent special committee has been formed and expressed opinions regarding the tender offer; and whether the process for providing information to the buyer and managing conflicts of interest is transparent. In addition, Align called for the prompt implementation of any missing procedures among these requirements. Align has requested that Gabia publicly announce an official position regarding these matters by July 31. If Gabia fails to provide a satisfactory response, Align will actively consider various follow-up actions permitted under the Commercial Act and the Capital Markets Act. Changhwan Lee, CEO of Align Partners, stated, “In transactions with a high risk of structural conflict of interest, only after the Board of Directors has made sufficient efforts can the deal be said to be the best choice for all shareholders. This transaction will serve as an important precedent, demonstrating what role the Board must play to maximize the value of all shareholders in going-private transactions under the Ministry of Justice's guidelines.”

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7/17/2026

Japan LDP Seeks to Rein in ‘Excessive’ Activist Proposals

Bloomberg (07/17/26) Terukina, Akemi

A Japanese ruling party panel is calling for stricter limits on shareholder rights, arguing that existing regulations encourage what it sees as “excessive” activist proposals and the pursuit of short-term profits. The recommendations unveiled by the Liberal Democratic Party (LDP) project team on Friday would raise the threshold for shareholders to demand a special general meeting from the current 3% of voting rights to at least 5%. They would also limit the power to make proposals to shareholders who hold at least 1% of voting rights, replacing the current requirement of 300 voting rights. In addition, the group calls for “business execution” to be excluded from the scope of matters on which shareholders can propose amendments to a company’s articles of incorporation. The recommendations, which the group aims to enact into law in the fiscal year starting in April 2027, come amid a steady stream of calls to rein in shareholders, including from the trade ministry and the big business lobby, Keidanren. The ideas have sparked criticism from investors, including Oasis Management’s Seth Fischer, who said they could disadvantage small shareholders. Japan is the biggest market for shareholder activism outside the United States, according to research by Bloomberg Intelligence. The LDP panel argues that forcing companies to respond to activists pursuing short-term gains has diverted resources away from growth investment. They say the recommendations are intended to align Japan’s relatively strong shareholder rights with those of other countries. By comparison, shareholders have no statutory right to call a special meeting under the law in Delaware, where most major U.S. firms are incorporated. Among firms that do provide the right, a threshold of 20% is common. Conversely, U.S. law is relatively generous in terms of allowing shareholders to submit proposals. Under Japan's current law, shareholders are allowed to propose amendments to a company's articles of incorporation, including provisions relating to business execution. A ban on such proposals could be difficult to enforce, given that it is not always clear what constitutes a matter of business execution. Lawmakers would need to clearly define what types of proposals management is entitled to reject, said Yutaka Suzuki, chief researcher at Daiwa Institute of Research A proposal requiring a company to withdraw from a particular business would clearly fall within the category of business execution, Suzuki said, but whether proposals for dividends should be treated the same way remains open to debate. Although shareholder proposals to amend articles of incorporation rarely pass, there have been exceptions. At Eiken Chemical’s (TYO: 4549) annual general meeting last year, UK-based Asset Value Investors proposed amending the company’s articles to allow dividends from retained earnings to be determined by shareholder resolution. The proposal was approved with 73% support.

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