12/26/2025

Pressure Grows on Target as Activist Investor Builds Stake

Financial Times (12/26/25) Barnes, Oliver; Meyer, Gregory

US retail chain Target (TGT) is facing pressure from an activist investor after a sales slump that has wiped out nearly a third of its share value this year, according to people familiar with the details. Toms Capital Investment Management (TCIM), a US hedge fund that built a stake in Tylenol maker Kenvue (KVUE) before its $48.7 billion sale to Kimberly-Clark (KMB) last month, has made a significant investment in Target, the people said. The exact size of TCIM’s stake is unknown. Target had a $43.7 billion market capitalization as of Wednesday’s close. The pressure comes after Target in November reported its 12th consecutive quarter of negative or negligible sales growth. Target’s share price is down 64% from its all-time high during the Covid-19 pandemic, when customers flocked to it as a one-stop shop for necessities, clothes and home goods. It has underperformed the wider retail sector. TCIM declined to comment. Founded by alumni of London-based hedge fund GLG Partners in 2017, it has recently built stakes and pushed for strategic changes at Pringles maker Kellanova, US Steel, and Kenvue. Target said in a statement that it maintained a “regular dialogue” with all of its shareholders. “Target’s top priority is getting back to growth, and our strategy to do so is rooted in three strategic priorities: leading with merchandising authority, providing a consistently elevated shopping experience and leveraging technology,” the company said. “We are confident the execution of this plan will drive the business forward and deliver sustained, long-term value for shareholders.” Target’s longtime Chief Executive Brian Cornell plans to step down in February after more than a decade in the top job. He is being replaced by chief operating officer Michael Fiddelke, who after 23 years at the retailer has been tasked with orchestrating a major overhaul. Fiddelke told investors last month that Target would spend $5 billion in 2026, roughly $1 billion more than this year, on improvements such as store renovations, product refreshes and a better digital experience. “We are not satisfied with our current results and are relentless in our pursuit of returning to growth,” he said on November’s investor call. Analysts have highlighted Target’s advantages: 75% of the U.S. population live within 10 miles of its nearly 2,000 stores, second only to Walmart, and it owns 78% of its stores. A recent UBS analyst report noted how Target could monetize its real estate in a similar way to US farm supply retailer Tractor Supply (TSCO). Yet consumers have become more cautious about spending, and Target, which relies more on discretionary goods such as decor, has been hit harder than rivals. Walmart’s share price is close to a record high, giving it a market capitalization of almost $900 billion, while the share price of warehouse club store Costco has more than doubled over the past five years. In October, Target cut 1,000 roles and a further 800 open positions at its headquarters in Minneapolis, Minnesota. The job losses accounted for about 8% of its 22,000 corporate employees. With about half of its merchandise sourced from outside the US — China is its main source of imported products — it has been hit by US President Donald Trump’s sweeping tariffs. While the tariffs have increased the cost of merchandise, Target lowered prices for 3,000 household essentials during the holiday shopping season.

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12/25/2025

Takaichi, AI, Corporate Reform Pave Way for Japan Stocks in 2026

Bloomberg (12/25/25) French, Alice; Ishikawa, Eru

Japan’s stocks are expected to extend gains in 2026, with Prime Minister Sanae Takaichi’s aggressive fiscal plans building on the momentum of the past year. Tokyo’s benchmark Topix index has weathered tariff shocks, two Bank of Japan rate hikes and a change of prime minister to gain about 23% this year, putting it on track for its biggest outperformance versus the S&P 500 since 2022. The rally — which led Japan’s benchmarks to multiple record highs — has laid the foundations for further gains, strategists say. Construction, infrastructure and energy shares are set to shine next year as Takaichi’s government pledges trillions of yen in domestic funding. Robot makers may win out, too, as tech focus shifts toward physical AI. Banks, among this year’s top performers thanks to higher interest rates, are also expected to extend their rally. Japan’s first female prime minister unveiled around ¥18 trillion ($115 billion) in extra stimulus funding in November, fueling investor optimism. Her plan focuses on spending to bolster 17 “strategic industries,” including quantum computing and nuclear fusion. The impact from Takaichi’s growth strategy “has got to be net positive for the economy, especially for the equity market,” said Naoya Oshikubo, chief market economist at Mitsubishi UFJ Trust & Banking Corp. “Semiconductors, infrastructure, construction companies will all see tailwinds.” Takaichi’s utility subsidies and cash handouts should also boost retail stocks by giving consumers more disposable income, said Chris Smith, a portfolio manager at Polar Capital LLP. But Takaichi brings downside risks too, Smith warned. “She needs to be careful, because her aggressive fiscal policy has been a source of pressure on the yen and bond rates,” he said. Japan’s ongoing diplomatic spat with China, which was triggered by Takaichi’s comments on Taiwan, could also weigh on equities if it escalates, Smith added. Japan’s corporate governance code is due for an update in 2026, driving anticipation for juicier shareholder returns. The revisions are likely to target idle cash holdings, an area Takaichi has said she wants to address. “We think the Financial Services Agency and Tokyo Stock Exchange are going to start putting pressure on companies who have over a certain level of cash on their balance sheet,” said Polar Capital’s Smith. If cash-rich companies boost shareholder payouts or invest in growth, Japanese stocks will become more attractive, he said. Some companies may reallocate cash to mergers and acquisitions. That would further fuel Japan’s ongoing deals boom, wrote Morgan Stanley MUFG Securities Co. strategists including Sho Nakazawa in a report. “We hope to see not only a review of balance-sheet management but also an acceleration of initiatives to raise profitability,” including M&A, R&D and wage increases, they wrote. M&A activity this year attracted domestic and global activist investors seeking hidden value. Japan saw 171 activist campaigns in 2025, the most ever, according to Bloomberg Intelligence.

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12/24/2025

South Korean Court Rejects Bid to Block Korea Zinc Share Sale Funding US Smelter

Reuters (12/24/25) Jin, Hyunjoo; Kim, Heejin; Yang, Heekyong

A South Korean court on Wednesday rejected a request by two major shareholders of Korea Zinc (010130) - MBK Partners and YoungPoong (000670) - to block the zinc refiner's plan to issue new shares to help fund a $7.4 billion U.S. smelter. The ruling, which clears the way for the project, sent Korea Zinc shares up as much as 5%, while YoungPoong shares fell as much as 10.5%. Last week, Korea Zinc, the world's biggest refined zinc producer, said it would build a $7.4 billion critical minerals refinery in the state of Tennessee that will be largely funded by the U.S. government and aimed at reducing U.S. reliance on China for materials used in chips, electronics and weapons. Under the plan, Korea Zinc will sell shares worth $1.9 billion to a joint venture controlled by the U.S. government and unnamed U.S.-based strategic investors, which would then control around 10% of the South Korean firm. In a statement, Korea Zinc thanked the court for its decision, adding that it would proceed with its U.S. smelter project and work to enhance corporate and shareholder value. "We will also seek to contribute to the national economy and South Korea’s economic security as a key player in the critical minerals supply chain," it said. Private equity firm MBK Partners and conglomerate YoungPoong, which together hold about 46% of Korea Zinc, said that they were disappointed by the court's decision, reiterating concerns over potential shareholder dilution and the fairness of investment terms. "Despite this outcome, YoungPoong and MBK Partners intend to support the U.S. smelter project so that it may deliver genuine 'win-win' results for the United States, Korea Zinc, and the broader Korean economy," the pair said in a statement. In a regulatory filing, Korea Zinc said the Seoul Central Court determined that the transaction was intended to support a U.S.-led restructuring of the global critical minerals supply chain, deepen cooperation between South Korea and the United States and secure stable global demand. The filing noted that the U.S. government sought to take an equity stake through the joint venture to ensure the project’s success, concluding that direct investment or subsidies alone would not be sufficient. Governance experts say a major beneficiary of the U.S. smelter deal would be Korea Zinc Chairman Yun B. Choi, who since October last year has been locked in a battle for control with MBK and YoungPoong. Issuing shares to a potential ally could tip the balance of power in Choi's favor. Korea Zinc has said the U.S. smelter project aligns Washington’s push to diversify mineral supply chains with the company’s goal of building a growth base by gaining an early foothold in the United States, the world’s largest critical minerals market.

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12/23/2025

Cevian Reshapes Portfolio With Bigger Akzo Bet, New SIG Stake

Bloomberg (12/23/25) Lindeberg, Rafaela

Cevian Capital is doubling its stake in Akzo Nobel NV (AKZA) and taking a new position in Swiss food packaging maker SIG Group AG (SIGN), as it reshapes its portfolio after selling its long-held investment in ABB Ltd. (ABBN). The Cevian Capital II GP fund increased its holding in Akzo to 10.2% from about 5%, according to a filing with the Dutch financial authority AFM. The move makes Cevian the paintmaker’s biggest shareholder as it presses ahead with a sweeping turnaround aimed at cutting costs and restoring competitiveness. It also signals a show of confidence by the investment firm after Akzo announced a deal last month to acquire smaller rival Axalta Coating Systems (AXTA). Separately, SIG Group disclosed Tuesday that Cevian had acquired a 3.1% stake on Dec. 17. Shares in the Swiss food-packaging company rose as much as 7.2% following the disclosure, the biggest intraday gain in more than a month. The stock is still down about 38% this year after a profit warning and a pause in dividend payments. A representative for Cevian declined to comment further on Akzo, but said the firm sees “long-term value potential in SIG.” Cevian is known for taking large, concentrated stakes in European companies where it seeks to drive strategic and operational change. Its holdings have spanned sectors from industrials and consumer goods to financial services. The latest disclosures highlight a portfolio reset at Cevian following its exit from ABB, the Swedish-Swiss automation group where the fund spent a decade pushing through restructurings and spinoffs. Cevian is currently building positions in four listed European companies and may pursue additional exits in the near term to keep its number of core holdings at about a dozen as it flags new ownership stakes, founder Christer Gardell said in an interview with Swedish news agency TT on Tuesday.

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12/23/2025

Cintas makes $5.2B Offer to Acquire Rival UniFirst for Second Time This Year

Boston Business Journal (12/23/25) Aloe, Jess; Watkins, Steve

Ohio corporate uniform provider Cintas (CTAS) is offering $275 per share in cash to acquire the Wilmington-based corporate uniform company UniFirst (UNF). It submitted the proposal to UniFirst’s board Dec. 12 and Cintas made the offer public Dec. 22. The offering price represents a 64% premium to the average trading price for UniFirst’s stock over the 90 days through Dec. 11. The offer is the same amount Cintas proposed on Nov. 8, 2024, when it previously offered to acquire UniFirst for $275 per share. Cintas's renewed push to acquire its rival comes after an investor, Engine Capital, pushed to get its own directors elected to the board at this month's annual meeting. In addition to Engine's Arnaud Ajdler, that included Michael Croatti, the grandson of founder Ardo Croatti and the son of former CEO Ronald Croatti. At the heart of Engine's activist push was the rejection of Cintas's earlier offer. Ajdler argued that there was no way for UniFirst to gain the market value the Cintas sale represented. Engine's bid failed to get its directors elected. But Engine chalked that up to the company's ownership structure. "If all holders had one vote per share, rather than the 10 votes per share enjoyed by holders of the Company’s Class B common stock, both Engine nominees would have received more votes than the Company’s nominees and would have been elected. In other words, a majority of UniFirst’s economic owners supported both Engine nominees," Engine wrote in a regulatory filing. "The Company’s nominees failed to win support from a majority of shares, but were elected anyway, because the Croatti trustees control 71.0% of the Company’s voting rights with just 19.6% of the economic ownership."

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