4/29/2029

Shareholder Activism in Asia Drives Global Total to Record High

Nikkei Asia (04/29/29) Shikata, Masayuki

Activist shareholders had their busiest year on record in 2024, with the Asia-Pacific region making up a fifth of campaigns worldwide, pushing some companies higher in the stock market and spurring others to consider going private. The worldwide tally of activist campaigns rose by six to 258, up by half from three years earlier, according to data from financial advisory Lazard. Campaigns in the Asia-Pacific tripled over that period to 57, growing about 30% on the year. Japan accounted for more than 60% of the regional total with 37, an all-time high. Activity is picking up this year as well in the run-up to general shareholders meetings in June. South Korea saw 14 campaigns, a jump of 10 from 2023. Critics say South Korean conglomerates are often controlled by minority investors that care too little about other shareholders. Australia and Hong Kong saw increases of one activist campaign each. North America made up half the global total, down from 60% in 2022 and 85% in 2014. Europe had 62 campaigns last year. The upswing in Japan has been fueled by the push for corporate governance reform since 2013 and the Tokyo Stock Exchange's 2023 call for companies to be more mindful of their share prices. The bourse has encouraged corporations to focus less on share buybacks and dividends than on steps for long-term growth, such as capital spending and the sale of unprofitable businesses. Demands for capital allocation to improve return on investment accounted for 51% of activist activity in Japan last year, significantly higher than the five-year average of 32%. U.S.-based Dalton Investments called on Japanese snack maker Ezaki Glico (2206) to amend its articles of incorporation to allow shareholder returns to be decided by investors as well, not just the board of directors. Though the proposal was rejected, it won more than 40% support, and Glico itself put forward a similar measure that was approved at the following general shareholders meeting in March. U.K.-based Palliser Capital took a stake last year in developer Tokyo Tatemono (8804) and argued that more efficient use of its capital, such as selling a cross-held stake in peer Hulic, would boost corporate value. Activist investors are increasingly seeking to lock in unrealized gains from rising land prices, reaping quick profits from property sales that can go toward dividends. Companies in the Tokyo Stock Exchange's broad Topix index had 25.88 trillion yen ($181 billion at current rates) in unrealized gains on property holdings at the end of March 2024, up about 20% from four years earlier. After buying into Mitsui Fudosan (8801) in 2024, U.S.-based Elliott Investment Management this year took a stake in Sumitomo Realty & Development (8830) and is expected to push for the developer to sell real estate holdings. This month, Dalton sent a letter to Fuji Media Holdings (4676), parent of Fuji Television, calling for it to spin off its real estate business and replace its board of directors. Activist campaigns have sparked share price rallies at some companies. Shares of elevator maker Fujitec (6406) were up roughly 80% from March 2023, when it dismissed Takakazu Uchiyama -- a member of the founding family -- as chairman under pressure from Oasis Management. The rise in demands from activists "creates a sense of tension among management, including at companies that don't receive such proposals," said Masatoshi Kikuchi, chief equity strategist at Mizuho Securities. Previously tight cross-shareholdings are being unwound, and reasonable proposals from minority investors are more likely to garner support from foreign shareholders. Some companies are going private to shield themselves from perceived pressure. Investments by buyout funds targeting mature companies in the Asia-Pacific were the highest in three years in 2024, according to Deloitte Touche Tohmatsu. Toyota Industries (6201) is considering going this route after facing pressure from investment funds last year to take steps such as dissolving a parent-child listing with a subsidiary and buying back more shares. Toyota Industries holds a 9% stake in Toyota Motor (7203). The automaker "may have proposed having [Toyota Industries] go private as a precautionary measure," said a source at an investment bank.

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1/16/2027

Dealmakers See More Retail Mergers and IPOs in 2026 After Tariffs Sidelined M&A Last Year

Reuters (01/16/27) Summerville, Abigail

Dealmakers predict an uptick in mergers and IPOs for retailers and consumer goods companies this year after punishing tariffs on imports to the United States had sidelined activity in the industry for the first half of 2025. Several national restaurant and convenience store chains are primed for IPOs, along with organic baby food company Once Upon a Farm, Hellman & Friedman-backed auto repair company Caliber Holdings, and Bob’s Discount Furniture, which is owned by Bain Capital, according to more than two dozen CEOs, M&A advisors and private equity investors who attended the ICR Conference in Orlando, Florida this week. “The number of high-quality companies that are in queue to go public in 2026 is higher than we’ve seen since 2021,” Ben Frost, Goldman Sachs' (GS) global co-head of the consumer retail group said in an interview. “The question is does that mean more will go public? If it does, private investors will see the ability to exit investments again (in a) regular way, which will help (private equity) activity.” Frost was one of the more than 3,000 attendees at the annual gathering, where executives from Walmart (WMT.O), Shake Shack (SHAK.N), and Jersey Mike’s were among presenters while bankers, lawyers and private equity investors spent much of their time brokering deals and landing clients behind the scenes. The upbeat mood was a marked shift from last spring after U.S. President Donald Trump's "Liberation Day" tariff announcements sent markets skidding and killed or stalled several consumer and retail deals. The second half of the year saw a resurgence in activity that brought with it several mega deals, including Kimberly-Clark’s (KMB.O) nearly $50 billion deal to buy Kenvue (KVUE.N), announced in November. "(Companies) are still really focused on growth and synergies. They’re looking at bigger deals than they’ve been willing to do for the last number of years. The back half of last year was the start of that,” Frost said. Kraft Heinz (KHC.O) announced in September it would split into two companies to unwind its 2015 merger, shortly after Keurig Dr Pepper (KDP.O) had agreed to buy JDE Peet’s for $18 billion with plans to split the coffee and non-coffee beverages into separate companies. In apparel, Gildan Activewear (GIL) bought Hanesbrands for $2.2 billion. Investors could also spur more deals and corporate breakups in the sectors, Audra Cohen, co-head of the consumer and retail group at law firm Sullivan & Cromwell, said in an interview at the conference. Corporate agitators have taken recent stakes in Lululemon Athletica (LULU.O) and Target (TGT.N), but aren't yet pushing for M&A. Lululemon hosted a morning yoga class and its management team met with analysts and investors at the conference. Meanwhile, private equity buyers are beating out companies for some deals, Manna Tree Partners co-founder Ellie Rubenstein told Reuters. Her firm sold its cottage cheese brand Good Culture to a larger consumer-focused firm L Catterton just last week. “A lot of these brands have gotten lost (inside big corporations) and the consumers don’t like it. You may see a lot of corporate carveouts this year,” Rubenstein told Reuters in an interview after her keynote address. She interviewed her billionaire father and Carlyle co-founder David Rubenstein, 76, on stage at the conference. The father-daughter pair contrasted their portfolios, pointing to Carlyle’s history of investing in fast food chains like McDonald's (MCD.N) and KFC Korea while Manna Tree saw big returns from investments in healthier food brands like pasture-raised egg producer Vital Farms (VITL.O) and Good Culture.

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6/17/2026

Foreign Activists Take Aim at Bigger Targets in Corporate Japan

Nikkei Asia (06/17/26) Obe, Mitsuru

As corporate Japan's annual general meeting season reaches its peak in the coming week, activist investors are descending on their second-largest market after the United States with bigger companies in their sights. There is a sense of anticipation, with activist pressure widely credited with instilling discipline in Japan's boardrooms and helping catalyze a market rally that has lifted the Nikkei Stock Average 38% this year and doubled it over the past three years. "Engagement by shareholders, including activists, in discussions with companies and proposing ideas is in itself positive and helps improve corporate value," said Hiroyuki Sameshima, a director responsible for corporate governance at the Ministry of Economy, Trade and Industry. But within the business community, there is palpable unease over the rise of activist investors, with some viewed as corporate raiders seeking quick gains by stripping companies of unused assets. Activists are aware of the tension. As fund managers, they are judged on returns, but their success increasingly depends on public acceptance as they take on larger targets. "The nature of activism has changed in recent years toward aiming to leave companies in better condition than they found them, rather than simply demanding big one-off buybacks, which was always likely to get their people's backs up," said Nicholas Smith, Japan strategist at CLSA, a Hong Kong-based brokerage house. Last year, Elliott Investment Management made headlines by taking on Toyota Industries -- the de facto holding company of Toyota Motor Group (TYO: 7203) companies -- after revelations of years of engine data falsification at the world's largest forklift truck maker. The campaign nearly derailed plans to take the company private and reorganize the group around it, before the two sides reached a compromise on the buyout price. "An activist challenging a company as large as Toyota is something that will likely be remembered in Japan's corporate history," said Hidetaka Kawakita, a professor emeritus at Kyoto University and a corporate governance expert. "It was remarkable that the activist pushed Toyota to concede that shareholders' interests should carry as much weight as those of the founding family." A person familiar with the matter said Elliott still sees a significant number of undervalued companies in Japan, despite strong market performance over the past three years, and that the New York-based investor is likely to deploy more capital, driving further activity in the coming months and years. Its growing focus on larger-cap names also reflects an influx of smaller players into the market, the person added. "The story of corporate governance has barely begun in Japan," said CLSA's Smith, citing slow improvement in Japan Inc.'s return on equity, almost entirely due to rising profit margins without having addressed vast cash, equity and real estate holdings on balance sheets. The shift in Japan mirrors developments in the United States and elsewhere, where activism has moved beyond capital allocation to deeper structural interventions, such as board overhauls and breakups, including Elliott's call to split up BP, over the past decade. "What happened in the United States will happen in Japan, though with a lag in shareholder activism," said Atsuko Furuta, president of Deloitte Tohmatsu Equity Advisory. "The pace of catch-up is accelerating, however." U.S.-style public campaigns are also beginning to take hold in Japan. Singapore-based 3D Investment, led by former Goldman Sachs (NASDAQ: GS) banker Kanya Hasegawa, launched a manga-driven campaign this month against a "poison pill" planned by its target, the medical wholesaler Toho (TYO: 9602). The tactic echoed Disney's (NYSE: DIS) use of its cartoon character Pinocchio on social media to rally retail investors behind its board slate in 2024, rather than the nominees put forward by investor Trian. "It's very hard to label activism as good or bad," said Eric Liu, portfolio manager at Harris Associates, a Chicago-based investment manager. While many activist proposals make sense, aggressive and antagonistic tactics can be counterproductive, he argued. He also warned against placing too much emphasis on short-term returns at the expense of businesses with longer-term potential. "Overall, the presence of activist investors in Japan is positive," he said. They provided a market mechanism that forced management teams to scrutinize their performance and balance sheet efficiency. "I think there's more good than bad in the mechanism they provide." Activism is a form of value investing, aimed at unlocking the true worth of assets through interventions such as divestitures, capital allocation changes and governance reforms. It can also help balance out riskier investment strategies. "AI is a powerful technology, but the key question is price," Liu said. "If the future doesn't play out as expected, valuations will come down. We seek to protect our clients' capital by investing in areas with low valuations and downside protection." In the latest round of AGMs, 133 shareholder proposals compares with 141 last year, according to Daiwa Institute of Research. "Shareholder proposals have already reached a significant level. Rather than increasing further in number, the focus is likely to shift to their content," pointed out Hajime Nakajima, managing director at Deloitte Tohmatsu Equity Advisory, predicting a move towards ones that addressed core management issues rather than quick, easily implemented measures such as dividend increases. The number of activist campaigns continues to rise, reaching 72 between January and May, up from 70 in the comparable period last year, according to Deloitte Tohmatsu. For activists, filing a shareholder proposal and fighting for proxy votes are often the last resort. Instead, there is a strong preference to work collaboratively and behind the scenes with management teams, people familiar with the matter said. Oasis Management, another prominent investor, has mounted high-profile campaigns against household products maker Kao (TYO: 4452) and electric motors giant Nidec (TYO: 6594). For Thursday's AGM at Nidec, Oasis has no proposals. At Kao, it is calling for more independent directors with international expertise to boost overseas sales. At Nidec, it is pushing for governance reform, including appointing truly independent directors and reducing reliance on any single individual. For many, the annual meeting is a gauge of shareholder sentiment towards management and the board. Executives and directors in Japan are highly sensitive to voting support, with anything below 90% widely seen as a warning sign, giving activists ammunition to press their case in post-meeting negotiations. In June last year, support for Sumitomo Realty's (TYO: 8830) chairman and its CEO was only in the 70% range. By the end of the year, the company had announced a share buyback and a plan to reduce cross-shareholdings to less than 10% of equity capital, as well as saying it would establish a nomination committee as part of a broader governance reform effort. Japan introduced its first corporate governance code in 2015, but reforms gained real traction in 2022 after the Tokyo Stock Exchange added teeth to the rules, tying listing and Topix inclusion to numerical targets such as market capitalization. In April, the Financial Services Agency and the Tokyo Stock Exchange released a draft revision to the governance code, the first in five years. The code's proposed update sets out key governance principles such as a majority-independent board, board member qualifications and cross-shareholding reduction. While not mandatory, it has given activists a basis for demanding dialogue with management and holding companies' feet to the fire. Investors such as Elliott are seen as strong backers of regulatory reforms to improve capital market quality, viewing them as critical to their own campaigns. The revised code refers to the "effective use of cash" on balance sheets in an explanatory note and calls for its productive use, but stops short of making it a bold-lettered principle. CLSA's Smith argued the government needed to add more bite to the code to make it effective. "It's all soft law. There is nothing in the changes to the governance code that really has the teeth of hard law and says, 'Put that money to work,'" he said. He suggested making businesses ineligible for tax breaks if they had net cash of more than 20% of equity. "It's very important that corporate Japan not take its foot off the gas pedal," added Harris Associates' Liu. "Otherwise, capital, which is competitive, will find another home."

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6/16/2026

CarMax Earnings on Deck: New CEO Faces Profitability Test

Investing.com (06/16/26)

CarMax Inc. (NYSE: KMX) reports first-quarter results Wednesday morning before the market opens, marking the first earnings test for new President and CEO Keith Barr, who was appointed in March. The report comes as the nation’s largest used-car retailer navigates a challenging market and intensifying pressure from Starboard Value LP, which disclosed a sizable stake earlier this year. Analysts expect earnings per share of $0.96 on revenue of $7.39 billion for the quarter ended May 31, representing a sharp 31% decline in earnings and a 2% revenue decrease from the year-ago period. The forecast marks a significant sequential improvement from the prior quarter, when CarMax reported EPS of $0.34 on revenue of $5.95 billion—results that handily beat expectations by 89%. The stock carries a neutral consensus rating from 20 analysts, with a mean price target of $42.69 implying 18% downside from the current price of $52.21. Recent activity has been cautious: Barclays (NYSE: BCS) raised its price target to $31 from $26 while maintaining a sell rating, and JPMorgan (NYSE: JPM) also holds a sell rating with a $37 target. UBS (NYSE: UBS) initiated coverage in late May with a neutral rating and $42 price target. EPS estimates have edged up nearly 2% over the past 60 days, while revenue estimates have remained largely flat, suggesting analysts see limited upside to current expectations. The stock has traded in a wide range over the past year, from a low of $30.26 to a high of $71.99, and currently sits closer to the middle of that band. The report will provide the first glimpse into Barr’s strategic priorities and whether he can reverse declining profitability trends. Barclays noted CarMax has "an uneven track record of performance" and that "meaningful changes" could come in fiscal 2027 under new leadership. A key tension involves the tradeoff between sales growth and profitability. UBS analysts suggested CarMax may need to lower its target gross profit per unit to reaccelerate sales, which could pressure margins. That dynamic matters in a market where used-car prices spiked 3.1% month-over-month in May, with the average vehicle climbing more than $870, potentially affecting both inventory costs and consumer affordability. Investors will also scrutinize whether CarMax can gain market share in what analysts project will be a roughly flat year for used-car sales. Industry forecasts call for the market to decline about 1% year-over-year in 2026, with inventory remaining tight and demand consistent as consumers seek lower-cost options.

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6/10/2026

What Next for BP? Leadership Exits Test Investor Confidence in Board Oversight

CNBC (06/10/26) Meredith, Sam

BP (LON: BP) is on its third CEO and third chairman in under three years, prompting investor scrutiny of the structure and oversight of its board as the oil major works to turn itself around and adapt to the supply shock. Weeks after CEO Meg O’Neill started in April, the chairman, Albert Manifold, was suddenly dismissed in late May. The board said this was due to “serious concerns” relating to governance standards, oversight and conduct. Manifold said he had been fired “without warning and without explanation,” adding he disputes “entirely the characterization” of his conduct. One of the oil supermajor’s top active investors told CNBC that some may be in danger of missing the bigger picture, while a shareholder said the company urgently needed to address the reasons for the turnover. Nick Mazan, oil and gas strategy lead at shareholder ACCR, said BP had to provide “a clear and honest reflection” about the selection process that led to Manifold’s appointment. “The nomination process appears to be dysfunctional. No large cap company should have had three CEOs and chairs in as many years,” Mazan told CNBC by email. “There are understandably major questions about whether the board, as presently constituted, having presided over a chaotic period of leadership turnover, is up to the task of identifying a new chair and challenging the CEO on the current strategy of increased upstream spending,” he continued. “It’s difficult to see how the company can rebuild trust and confidence with investors. A more active role from shareholders in the board nominations process may be required.” When asked for comment, BP referred CNBC to comments by Ian Tyler, the firm’s interim chair, who said on the day of Manifold’s dismissal: “The Board and leadership team have deep conviction in the strategic direction we have laid out, and the company is moving at pace to deliver it.” O’Neill is seeking to simplify the company’s structure by returning to an upstream and downstream model, part of a pivot away from renewables and back to its core business of oil and gas. The company said Tuesday that Gordon Birrell will lead its upstream unit, which focuses on oil and gas, and Richard Harding will be interim head of the downstream unit, which includes refining, terminals, biofuels, and aviation. Brian Kersmanc, portfolio manager at GQG Partners, one of BP’s largest investors, said investors were “missing the forest for the trees” over the personnel departures. “I think the overall strategic direction of BP and the progress they’ve already made is more impactful than personnel shake-ups,” Kersmanc told CNBC by email. The Iran war has triggered the largest oil supply disruption in history, putting severe pressure on global energy markets. Kersmanc said the current “supply constrained energy market,” had left the industry without an “easy fix” to restore supply levels nor “is there the desire or ability” for oil companies to increase supply. Kersmanc added that BP boasts “extremely strong and diverse assets,” while the market appears to be valuing the company more like a mid-cap shale producer than a global integrated oil major. “We think the rate of free cash flow they will be able to produce will increase, especially if we see higher energy prices for longer,” he added. Maurizio Carulli, global energy analyst at wealth manager Quilter Cheviot, said Manifold’s removal and Lin’s exit were unrelated, and the impact was likely to be limited. “While the news may be viewed negatively in the short term, it is important to remember that BP has refocused its strategy and made significant operational improvements over the past year,” Carulli said. “These changes reflect the efforts of the wider organization and its management team, rather than being reliant on any single individual.” John Browne, who was BP CEO for 13 years until 2007, told CNBC’s “Executive Decisions” that not all of the problems facing the oil major are systemic. He said “a lot of things” had changed over the last 20 years, “not least shareholders’ determination that the oil and gas industry should go back to its roots and spend more of its capital.” BP needs to “stabilize for the future,” Browne said in the wide-ranging interview with Steve Sedgwick. "It’s so clear to me that, unless the leadership is A grade, not B grade, not A minus, A, or A plus grade, and it’s stable. You will not make good returns,” Browne said. When asked whether BP’s new CEO is an A-grade leader, Browne said it’s “too early to tell.” “I know Megan very well, and I helped her for a period of time when she was at Woodside (NYSE: WDS), and I wish her all good fortune. But in the end, you can never [know]. She has great promise, but you can never talk about anybody until it’s all over,” he said. When asked what the personnel changes mean for investors, Quilter Cheviot’s Carulli said multiple layers of management at such large organizations mean that “the departure of a single individual, however senior, should not materially affect the overall business.” “It is important that BP’s board runs a thorough and well-considered process to appoint a new chair, including reflecting on any lessons from the circumstances surrounding Albert Manifold’s departure,” he added.

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6/10/2026

How Cracker Barrel’s CEO Saved Her Job by Abandoning Her Own Strategy

Wall Street Journal (06/10/26) Haddon, Heather

Last summer, Chief Executive Julie Felss Masino was trolled mercilessly as she pressed forward with a Cracker Barrel (NASDAQ: CBRL) revamp, from remaking the folksy logo atop restaurants to pulling antique tchotchkes off the walls. Amid the criticism, she was subjected to remarks about her eyeglasses and comments about her “woke” attitude. She fielded unsolicited business advice from President Trump over the logo redesign and company management. And investor Sardar Biglari vowed to remove her through a proxy battle. But on Tuesday she delivered a new outlook so rosy that shares shot up as much as 35%. Masino survived by unceremoniously casting aside her original plans in the wake of a customer and social-media revolt and focusing back on the brand’s core customers, a maneuver many CEOs struggle to pull off. “What I’ve always admired about Julie is her grit and determination, I think people underestimate her,” said Greg Creed, former Yum Brands (NYSE: YUM) CEO, who led the fast-food company’s Taco Bell business while Masino worked as an executive there. Masino told investors Tuesday that her new strategy to bring the family-dining chain back from huge losses in sales, profit and the number of guests coming through its doors is working. Loyal customers have come back as the company refocused on dishing up its most die-hard fans’ favorite foods, deals and nostalgia. “The food is even more delicious, is made the way that they remember and the service is going to be out of this world,” Masino said. One particular bright spot: merchandise commemorating the 250th birthday of America and other heritage items that flew off Cracker Barrel store shelves faster than expected, including U.S. Constitution T-shirts, flag pillows and patriotic smock dresses. The return of nostalgic favorites, like campfire meals and ham dinners, are helping to woo back guests, too, the company said. In addition to improved earnings for the past quarter, Cracker Barrel also boosted its expectations for sales and profit for the rest of the fiscal year. The stock zoomed, closing up more than 22%, at its highest price since September, when political attacks on the brand continued to rage. But Cracker Barrel isn’t out of the woods yet. Restaurant customer traffic declined 6.7% from a year earlier in the three months through May 1, an improvement from the previous quarter but still a loss that executives are trying to reverse. Cracker Barrel’s market capitalization is down around $550 million from last year’s highs. While Masino made TV appearances and spoke at conferences before the controversy, she has been less visible this year, focusing on internal improvements and rejiggering plans. Her tone has also changed, from renovate to preserve. “We have been really clear. We put the remodel program on pause this year, given everything that happened to us,” Masino said during the call with investors. Instead of the Cracker Barrel pop-up it staged in Manhattan last year, the company is focused on promoting its brand at Speedway Motorsports races this summer. It is updating paint and bathrooms in Cracker Barrel restaurants but has no immediate plans to resume the extensive store remodeling that sparked so much outcry. Many CEOs struggle to survive a controversy of Cracker Barrel’s size. Board members can get impatient, leading to a CEO’s ouster. In 2024, for example, Starbucks (NASDAQ: SBUX) removed its handpicked CEO, who was contending with a unionization drive among baristas along with a social-media uproar over the brand after some workers’ and management’s comments about the Israel-Gaza conflict. When corporate boards are assessing current and future CEOs, increasingly they are looking for executives who can be agile in difficult situations, both internally and externally, said Seema Threja, global head of executive recruitment firm Spencer Stuart’s hospitality and leisure practice. “Leaders are no longer being judged in a vacuum,” Threja said. “It’s around learning agility. Can a person take a hard signal and adjust?” Recruited to Cracker Barrel in 2023, Masino set a multiyear brand update in motion. The goal was to modernize its stores, menu and design to help bring new customers to the vintage chain. The company had seen some promising results from food updates and marketing tie-ins when, as part of a fall marketing campaign in 2025, it unveiled a new, simplified logo. But when launched more widely, the redesign plunged Cracker Barrel into a culture war-fueled battle, with critics accusing it of shunning its heritage—and loyal diners. Some of the online pushback was ginned up by bots. “Cracker Barrel should go back to the old logo, admit a mistake based on customer response (the ultimate Poll), and manage the company better than ever before,” Trump wrote on social media in August as the backlash reached a boiling point. Cracker Barrel in late August said it would return to its previous logo featuring its “Old Timer” icon and barrel. In early September, it suspended its restaurant redesign test. Still, the company’s shares slid by more than a third by the fall from its late-July high. Masino took action. She cut ties with the marketing firm behind the chain’s rebranding campaign and revamped the company’s leadership structure, bringing back a former vice president for menu strategy and elevating a veteran field operator to oversee store operations. In the company’s kitchens, workers returned to traditional kettle cooking for sides like green beans and stopped freezing biscuits in batches. Cracker Barrel asked customers to give feedback and promised to keep refining its offerings in response. Even so, the activist investor who has mounted repeated proxy fights at Cracker Barrel, Biglari, set in motion a new one to remove Masino and another board member, Gilbert Dávila. Cracker Barrel shareholders voted around 75% of shares in favor of keeping Masino, less support than the prior year but enough to regain her position. Dávila, a marketing specialist and board member since 2020, didn’t receive the necessary votes to stay on the board and resigned. The company has trimmed its costs, laid off corporate staff and pulled back on big marketing spending. At the store level, some workers said the company has pushed them to sell more popular retail items like squeezy children’s toys, along with drinks and take-home meals. They have also stressed greeting guests quickly, even during busy hours. While weekends are busy, weekdays can still be slow. Restaurant visits have gradually improved this spring but remain down by 5.7% in May from a year earlier, according to Placer.ai, which analyzes foot traffic. Restaurant teams and executives are focused and hustling, Masino said, but Cracker Barrel’s recovery remains fragile. The company warned that its sales could be affected by rising gasoline prices and lower-income consumers further tightening their belts and eating out less. “It’s just some real hard work,” she said.

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6/9/2026

Commentary: Northern Star Demerger Idea Gains Currency After Elliott Activism, as CEO Search Continues

The Australian (06/09/26) Carter, Bridget

The board of Northern Star Resources (ASX: NST) is discovering that Elliott Investment Management’s agitation for a sale has added the complication of making the chief executive search considerably harder. Elliott, which holds about 4% of Northern Star, has been pushing for a strategic review to address what it regards as underperformance. The board has engaged an international search firm to replace outgoing chief executive Stuart Tonkin, who steps down in the first quarter of the 2027 financial year. But sources close to the process say the Elliott factor is now hanging over candidate conversations in a practical way. Any credible external candidate — and the board’s preferred profile remains a senior executive from a major gold house such as Newmont (NYSE: NEM) or Gold Fields (NYSE: GFI) — will want to know what happens to them if Elliott gets its way and the company is sold shortly after they take the chair. The expectation is that Northern Star will need to offer any successful candidate a change-of-control provision — effectively a guaranteed payout in the event of a takeover — to make the role attractive. Without it, the pool of willing and qualified candidates narrows considerably. It is an irony that Elliott’s activism may end up adding to the cost of the very leadership transition the company needs. On a full sale, Macquarie analysts — who recently published a note evaluating three strategic scenarios — broadly align with Elliott’s own valuation analysis. The bank’s view is that the realistic buyer universe is limited to a handful of large multinationals, including Barrick (NYSE: B), Newmont, Agnico Eagle (NYSE: AEM), AngloGold Ashanti (NYSE: AU), and Gold Fields. It flags that a return by Barrick or Newmont to the Kalgoorlie Consolidated Gold Mines operation — which both companies sold in 2019 — would represent a significant reversal of strategy. Separately, at least one well-regarded investor has been canvassing a more structural idea, and that is a demerger of the smaller, non-core assets accumulated through Northern Star’s merger and acquisition activity. This largely relates to the $16 billion merger with Saracen Mineral Holdings in 2020. The assets in question include Carosue Dam, Jundee, and the Kalgoorlie operations including Kanowna Bell and South Kalgoorlie. They are not bad assets. They are simply not the same caliber as the crown jewels, and the argument is that the market is not adequately valuing either pool while they sit under the same roof. Macquarie lends some analytical weight to this, describing a “carve-up” scenario in which non-core assets across the Kalgoorlie and Yandal hubs are divested, potentially yielding proceeds in line with consensus net asset value and comparable transactions. The bank also canvasses a “self-help” path — an operational turnaround centered on the KCGM expansion ramp-up, leveraging Pogo, and disciplined execution of Hemi — noting explicitly that an operationally focused chief executive would be central to that strategy, which sharpens the stakes around the current recruitment process considerably. Under the demerger scenario doing the rounds in investor circles, the non-core operations would be spun out as a separate listed vehicle — a well-capitalized mid-tier producer potentially comparable to a company like Genesis Minerals — leaving the rump Northern Star as a tighter, higher-quality business built around its best assets. The appeal is that it addresses the Elliott problem without capitulating to it. The move creates a cleaner Northern Star that is a more compelling acquisition target if a sale eventually proceeds, and a more defensible standalone business if it does not. Whether the board has appetite for that level of structural disruption — on top of a chief executive transition, an activist campaign, and ongoing operational complexity at Kalgoorlie — is another question. But the idea is getting a hearing among people who know the company well, and the fact that a major institutional broker has now mapped out a version of it in research puts it a step closer to the mainstream.

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6/9/2026

Commentary: Activist Pressure Starts With Underperformance

CFO.com (06/09/26) Orsini, Ron

Ron Orsini, managing director at Alvarez & Marsal, says, "Activist investors are pushing more companies toward breakups and forced sales at a pace not seen in years, but the trigger is consistent: Sustained operational underperformance relative to peers. Global activism campaigns reached record levels in 2025, and demands for sales or breakups appeared in roughly one-third of those situations. Companies that want to avoid this growing pressure need to examine their own performance through the same analytical lens activists use and address operational gaps before outside investors do it for them. The surge in activism reflects a simple pattern: Investors focus on companies whose financial performance lags behind peers. When businesses struggle to generate competitive growth and margins, activists begin asking whether the existing structure is suppressing value. Recent airline campaigns illustrate the point, with persistent investor scrutiny after sustained margin underperformance. In many instances, mergers and acquisitions become the blunt instrument used to address those concerns. A breakup or sale can create an immediate premium for shareholders and a clear outcome that markets understand. Activists know how powerful that narrative can be. Once it gains traction among investors, boards struggle to pivot the conversation back to operational improvement — particularly without a credible, time-bound plan to close performance gaps. The environment has made these dynamics more powerful. Regulatory shifts have opened the door to more M&A activity, and rising foreign investment has expanded the pool of potential buyers. When there are more paths to a transaction, activists gain leverage. A record number of campaigns in 2025 led to more CEO departures, more board seats won, and a growing share of deals ending in a sale or breakup. The best defense begins well before an activist appears by identifying and closing performance gaps before investors do. Leadership teams should regularly evaluate their businesses using the same methods activists employ. A disciplined outside-in analysis allows management to identify vulnerabilities early and close the performance gaps that attract activist attention. Three areas are critical: 1. External benchmarking: Activists typically begin by reviewing growth rates, operating margins, return on invested capital, inventory turns and working-capital efficiency relative to comparable companies. These metrics offer a quick signal of whether a business is delivering competitive results. 2. Internal benchmarking: Many diversified companies contain divisions that perform exceptionally well alongside others that struggle. The strongest business units often demonstrate practices that can be replicated elsewhere. Examining how those internal leaders manage pricing, supply chains, customer relationships and support costs can reveal opportunities for improvement. 3. Operational practices vs. best-in-class operators: Companies that lag in automation, digital capabilities or process discipline often carry unnecessary cost and complexity. Improvements in pricing, customer segmentation, supply chain coordination and working capital management can unlock significant value without major structural changes. For many companies, these levers add up to more value than a one-time transaction premium. This “outside in” analysis forms the foundation for a credible value-creation plan. Investors want clear evidence that leadership understands where performance gaps exist and has a roadmap for closing them. That roadmap should focus on measurable operational improvements rather than abstract strategic aspirations. Recently, an established media and entertainment company expanded aggressively into new platforms. As losses continued and capital requirements increased, investors demanded clearer accountability, milestones, and reinvestment discipline. Management recalibrated the growth strategy to focus on margin improvement, capital efficiency, and measurable business economics — shifting investor scrutiny toward profitability and returns as activists focused on new platform losses, cost structure and capital allocation. A company’s board plays a critical role in ensuring discipline. Management teams often present ambitious transformation strategies that promise meaningful results several years into the future. Investors place greater weight on early indicators of progress. Operational improvement plans should include milestones that demonstrate near-term traction, supported by the same financial and operational metrics investors watch — growth, profitability, returns on invested capital and working-capital efficiency. Boards should embed rigorous performance reviews into the strategic planning cycle rather than treating them as a defensive exercise triggered by activist pressure. Addressing potential weaknesses before outside investors raise them preserves strategic flexibility and strengthens credibility with shareholders. This sort of disciplined, operational plan offers a more durable path than the strategic review companies so often launch to explore possible transactions. While these announcements are intended to signal responsiveness, most strategic reviews fail to produce transactions; two-thirds of companies that announce a public review receive no viable offer within a year, and the resulting uncertainty around outcomes and timing often puts pressure on share prices. The process can also reshape the shareholder base, pushing out long-term investors and drawing in short-term arbitrage traders. Instead, a plan that demonstrates a clear understanding of the company’s challenges and presents a credible plan for improving performance reinforces confidence by demonstrating progress against defined milestones. Activists play an important role in corporate governance by identifying inefficiencies and pushing companies to improve, which is why leadership teams should keep an activist lens embedded in their planning processes. Understanding where they stand relative to peers enables companies to stay ahead of investors, rather than allowing an activist narrative to define the company’s future. Breakups may deliver a quick premium, but companies that close performance gaps early with a credible value plan retain control of their strategy and compound value over time."

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6/7/2026

Activist Investors Come to Japan and Are Not Always Unwelcome

Times (UK) (06/07/26) Parry, Richard Lloyd

For decades, even after the vast growth of its equity markets in the 1980s, Japan’s shareholders were the opposite of activist. Listed companies were run by their boards; stocks were largely owned by other companies, often members of the same corporate family, which were disinclined to challenge governance and decision-making. So docile, formulaic and scripted were shareholder meetings that there was a category of extortionist, called sokaiya, who would blackmail companies with the threat of simply standing up in an annual meeting and asking aggressive questions. Foreign investors who attempted takeovers were met with hostility, obstructionism and poison pills. But in the past decade, and with increasing pace in the past few years, the situation has changed. Activist investors — Japanese, as well as foreign — are on the rise. According to Lazard, there were 56 shareholder activist campaigns in Japan last year, more than in all the countries of Europe put together. IR Japan, a consultancy, counted 75 activist investors operating in Japan in 2025, compared with fewer than 50 five years earlier. In the past few months, the Singapore-based fund Effissimo successfully took over the maker of car care products, Soft99 (TYO: 4464), after winning over shareholders previously loyal to the founding family. The biggest investor drama of the year occurred when Elliott Management won a victory by successfully pressuring Toyota Motor (TYO: 7203) to pay a higher price for shares in a subsidiary that it wished to privatize. The U.S. hedge fund has previously mounted campaigns against SoftBank (TYO: 9984), Toshiba, and Tokyo Gas (TYO: 9531). Elliott successfully persuaded fellow investors to hold out for a higher offer for Toyota Industries (TYO: 6201), a manufacturer of auto parts and forklift trucks, in which it had amassed a stake of 7.7%. By some estimates the success in March of its “bumpitrage,” the term for an activist using its influence to force a bidder to to increase their offer, brought the fund an extra 80 billion yen (£372 million). “Japan had this insider capitalism, where corporate control came from within the company, and not from the external shareholders,” says Jesper Koll, an economist and director of the Monex Group. “This has completely changed. And now Japan has become open — open to attack.” The change is part of the historical transformation of Japanese business from the days of the zaibatsu — family conglomerates, such as Mitsubishi (TYO: 8058), Mitsui (TYO: 8031), and Sumitomo (TYO: 8053) that dominated prewar business in the country. They gave way in the second half of the 20th century to the keiretsu, looser industrial affiliations that were nonetheless linked to one another by complex webs of cross-ownership. The keiretsu functioned as giant industrial department stores, providing member companies with many essential services, and reducing the need to shop elsewhere. Thus, having secured loans from the Mitsubishi Bank and purchased land through Mitsubishi Real Estate, the Mitsubishi keiretsu member would typically hire Mitsubishi Construction to build its new factory with materials from Mitsubishi Metal and trucks from Mitsubishi Motors. The companies owned shares in one another; given their networks of mutual backscratching, none was motivated to challenge another’s corporate decision-making. This was the formidable alliance of mutual vested interests, supported by regulators, that faced outsiders who attempted to break in. “There were all these [foreign] barbarians rattling at the gate,” says Koll. “And it was very clear that the Japanese elite across the board, whether it’s the media, whether it’s politicians, whether it’s the corporate world, were circling the wagons to preserve the old system.” Cross-shareholdings have been unwinding from around 50% in the early 1990s to 8%, increasing the opportunities and influence of outside investors. The change has been brought about by new rules imposed by the county’s financial regulator, the Financial Services Agency, and the Tokyo Stock Exchange but also by companies themselves. Institutionally, Japan Inc has come to recognize the damaging lack of competitiveness encouraged by the old arrangements — as well as the efficiencies that activist investors can bring to companies. In the broadest sense, in a country whose population has shrunk by 3.1 million (or 2.5%) in five years, business has no choice but to exploit capital better to compensate for the dwindling of its labor force. Historically, Japanese companies have low capital efficiency, with large reserves of uninvested cash earning virtually no interest. In 2022, the government launched an “asset income doubling plan” to encourage households, as well as businesses, to switch assets from savings to investment. “Companies did not pay dividends — companies hoarded cash,” says Koll. “But the elite has recognized that now you’ve got this headwind from the demographics, you’ve got all these lazy balance sheets, underutilized assets. To continue to grow, you have to sweat those assets harder.” The change of tone can be illustrated with the tale of two unsuccessful takeover bids. In 2007, Warren Lichtenstein’s Steel Partners tried to acquire the old Japanese brand Bull-Dog Sauce (TYO: 2804) — scarcely a sensitive strategic industry. He was successfully blocked and denounced as an “abusive acquirer” by a Japanese court. When Canada’s Couche-Tard’s (TSX: ATD) made a $46 billion bid to buy the chain of 7-11 convenience stores last year, it was also unsuccessful — but the tone of the debate in Japan was quite different, focusing on the quality of the offer, rather than dwelling on the dangers of foreign investment. There is still a perception of foreign activists as predatory opportunists in it only for short-term gain, but plenty of companies, and their shareholders, are seeing the benefits of their interventions in the form of increased equity value. A year ago, Dalton Investments nominated 12 independent directors to the television company Fuji Media Holdings (TYO: 4676); its share price has since risen close to 40%. American and European investors are one thing, but money from Asian competitors and rivals might be harder to accept, especially under a conservative nationalist prime minister, Sanae Takaichi, in an atmosphere of growing suspicion of China and its economic might. This year, for only the second time ever, the Japanese government cited national security in blocking the sale of the machine-tools maker Makino Milling (TYO: 6135), whose products are used in the defense industry, to MBK, a South Korean company.

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