8/11/2025

Avantor Reiterates Shareholder Value Creation Focus

PRNewswire (08/11/25)

Avantor, Inc. (AVTR), a leading global provider of mission-critical products and services to customers in the life sciences and advanced technology industries, today issued the following statement in response to the letter issued by Engine Capital: "The Board of Directors is actively engaged in overseeing the setting and execution of the Company's strategy and is committed to always acting in the best interests of the Company and its shareholders. As such, we regularly review the Company's strategic priorities with an eye towards driving growth, expanding margins, and creating sustained shareholder value. Avantor is uniquely positioned for success based on the breadth of our portfolio to address the research and production environment, our global distribution platform, and our long-standing customer relationships across the life sciences industry. We are acting with urgency to strengthen growth and profitability in both Laboratory Solutions and Bioscience Production. Over the past 18 months, the Board has overseen the change to a new Chief Executive Officer and a new leader in Lab Solutions, the successful launch of a $400 million cost transformation program, increased transparency and accountability through the resegmentation of the business, and continued portfolio optimization. Further, the Board has overseen a focused capital allocation strategy to reduce leverage by nearly $1.5 billion over the past 18 months. We are confident in our ability to accelerate execution of our value creation initiatives under the leadership of Emmanuel Ligner, who will assume the role of Chief Executive Officer on August 18, 2025. We look forward to an ongoing dialogue with all our shareholders, including Engine Capital."

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8/10/2025

Engine Capital to Push Avantor to Make Changes or Sell Itself

Wall Street Journal (08/10/25) Glickman, Ben; Thomas, Lauren

Activist investor Engine Capital has built a 3% stake in Avantor Inc. (AVTR) and plans to push the life-sciences company to sell itself or make other changes, according to people familiar with the matter. Radnor, Pa.-based Avantor sells lab equipment and supplies used by life-sciences companies and others. The company has a market value of about $7.8 billion after its shares fell nearly 50% so far this year. Engine believes the company should either pursue an immediate sale or make changes that could include a board refresh, increased stock buybacks, cost cuts, or selling noncore parts of its business, the people said. Engine thinks the entire company could sell for between $17 and $19 a share, according to the people. Shares closed Friday at $11.50. The investment firm also believes shares could trade as high as $26 apiece by the end of 2027 if the company were to make the necessary changes on its own, the people added. Demand for Avantor’s products has dropped, especially in the government and education sectors, due to research funding cuts by the Trump administration. Its shares were already on a downward slide when the company announced the departure of its longtime chief executive officer in April, which caused them to drop further. Avantor made its debut on the public market in 2019 after being owned by private-equity firm New Mountain Capital. Engine was founded in 2013 by Arnaud Ajdler. It launched a proxy fight at ride-share company Lyft (LYFT) earlier this year, but withdrew its nominees after Lyft agreed to expand its share buyback program.

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8/8/2025

Activist Carronade Spots a Hidden Gem in Viasat’s Business. How the Firm May Unlock Value

CNBC (08/08/25) Squire, Kenneth

Viasat Inc. (VSAT), a global communications and defense technology company that operates at the intersection of secure communications, global connectivity, as well as aerospace and defense technology, has a stock market value of $3.44 billion ($25.62 per share). Carronade Capital Management LP has a 2.60% stake in the company. On July 31, Carronade sent a letter calling on Viasat to separate its Defense and Advanced Technologies (DAT) business through a spin-off or initial public offering. Viasat operates in two businesses segments: Communications (73% of revenue and 80% of earnings before interest, taxes, depreciation, and amortization) and (DAT) (27% of revenue and 20% of EBITDA). Communications is Viasat’s legacy satellite business, with offerings of fixed broadband, government, maritime and inflight communications (IFC). DAT offers defense-technology platforms for information security and cyber defense, space and mission systems, tactical networking and other advanced technologies. This is a newer but rapidly growing business, with high to mid-teens revenue growth. Despite the company’s strong strategic positioning, prior to Carronade’s engagement, Viasat’s share price had significantly underperformed, down 21.12%, 51.56%, and 57.98% over the past 1-,3-, and 5-year periods, respectively. As Carronade describes in its letter, this is a “materially misunderstood” business. Carronade believes that the reason why this company is trading down is simple: Viasat has been treated by the market as a small-cap legacy satellite company that has been marked for death due to new high-profile entrants like Starlink. This narrative is two pronged: (i) that Starlink and similar entrants will make Viasat’s Broadband business obsolete and (ii) that they are encroaching on Viasat’s IFC market dominance. It is true that the broadband business is declining, as revenue is down over 27% year over year, but this is only a piece of the Communications business and the worst piece with the lowest margins. The second part of this narrative — the market threat in IFC — is greatly exaggerated. Viasat’s IFC business is not going anywhere. The company’s customers have long-term contracts (five to 10 years) and face high switching costs as they would need to replace their entire connectivity systems. Viasat presently has customers with 4,120 planes and a backlog of another 1,600 planes from just those existing customers. And this is a very nascent market with only approximately one third of airplanes globally having Wi-Fi, so there is a huge untapped market, which Viasat should get a large piece of despite competition from Starlink and other competitors. Additionally, Viasat is aware of the Broadband drag and is actively pivoting out of it to double down on the growth businesses with better margins. Exiting the broadband business over time while the other businesses continue to grow could be a plus for the company as it will no longer be viewed as a sleepy broadband communications business. But that isn’t even the biggest misunderstanding of Viasat’s business, according to Ken Squire, founder and president of 13D Monitor. The DAT business has been buried under the legacy business and its accompanying negative sentiment. DAT is a hidden gem, with best-in-class EBITDA margins of 28%, double-digit revenue growth, and significant exposure to hot button next-generation defense and dual-use technologies such as the Golden Dome, next-generation encryption, drones, device-to-device (D2D), and low Earth orbit. While Carronade highlights how each of these translates into promising growth avenues, perhaps the best illustration of DAT's mis-valuation lies in its D2D platform services, which is designed to enable global connectivity directly to unmodified smartphones and other Internet of Things devices. DAT has $1.22 billion of revenue and $285 million of EBITDA. The peer comps to DAT all have lower margins and weaker growth profiles, yet trade at multiples ranging between the mid-20s to above 80-times EBITDA. Viasat currently trades at approximately six-times EBITDA. Carronade's proposed solution is simple but compelling: spin-off or IPO the DAT business to unlock this intrinsic value and eliminate the drag caused by the narratives orbiting the satellite business. Carronade models 20-times to 51-times (comp median) valuations for this business giving it a value of $6.3 billion to $16.2 billion, versus a present enterprise value for the entire company of approximately $8 billion. This leaves the Communications segment with $3.3 billion of revenue and $1.2 billion of EBITDA. Applying a conservative 4-times value to this business creates another $4.9 billion of value, and there is another $1 billion of value from the upfront and long-term annual payments pursuant to a recent legal settlement with Ligado Networks. According to the Carronade analysis, this gives Viasat a total valuation of anywhere from $48.93 per share to $112.49 per share or a 76% to 304% return. Carronade is a multi-strategy firm that focuses on investing in non-traditional, undervalued debt instruments. Viasat is highly levered, and its investment base is filled with creditors, so we imagine Carronade likely entered its position (currently approximately 2.6% of shares outstanding) in a similar fashion. Fortunately for Viasat shareholders, Carronade's involvement should help bring the market's attention to this strong value case. While Carronade is not known for confrontational activism, that is OK, because this is a situation where no more than a nudge should be needed and Carronade's best weapon is the power of the argument. Moreover, management has already signaled that they have been considering selling some of the DAT business, suggesting that they may already recognize Carronade's value proposition and are headed in the right direction.

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8/7/2025

Kenvue Cuts Outlook on Weak Demand as Brand Review Continues

Bloomberg (08/07/25) Brown, Redd

Kenvue Inc. (KVUE) slashed its full-year sales target as demand continued to deteriorate and the company searches for a new chief executive officer to help reset the business. Organic sales are now seen falling by a low-single digit percentage this year, the company said in a statement. It previously expected growth of as much as 4%, while analysts had projected 0.2% expansion. The Tylenol-maker announced organic sales shrank 4.2% last month, more than four times steeper than expected, according to Bloomberg Intelligence analyst Diana Gomes. Kenvue has struggled to find its footing since being spun off from Johnson & Johnson in 2023. Stalling growth has attracted several activist investors to take positions in the firm to force operating changes and the ouster of now former-CEO Thibaut Mongon in July, just two months after Chief Financial Officer Amit Banati assumed his role. That upheaval saw board Director Kirk Perry take over as interim CEO. Execution issues will exacerbate an already muted second-half outlook, BI’s Gomes wrote following the results, leading analysts to press the new leadership team on the strategic review. Efforts to review the brand portfolio are ongoing, according to the statement, though the company didn’t provide a timeline for future updates. Kenvue also cut its adjusted profit view for the year, now projecting as much as $1.05 per share, below analysts’ expectations for $1.12 per share. It previously forecast earnings on that basis would be little changed from last year, when it reached $1.14. The company announced the appointment of Mike Wondrasch as chief technology and data officer, effective Aug. 25. Kenvue — which owns the Aveeno and Neutrogena brands, among others — needs to aggressively revamp its digital marketing strategy in order to stem market share losses, BI’s Gomes wrote in a note prior to results. Kenvue continued to shed share in skin care through July despite higher ad spending, Gomes added.

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8/6/2025

Seven & i's North American Business IPO to Fund Quicker Growth, Says CEO

Reuters (08/06/25) Bridge, Anton

Seven & i Holdings' (SVNDY) planned listing of its North American operations would enable the Japanese convenience store operator to take on additional debt for more aggressive growth than currently planned, its chief executive said on Wednesday. The listing, billed for the second half of 2026, would allow for faster store rollouts in the U.S. and additional bolt-on M&As, CEO Stephen Dacus said at a strategy briefing for analysts and media in Tokyo. The fate of the beleaguered operator of the 7-Eleven chain rests on its ability to demonstrate it can grow independently, having successfully fended off a takeover bid from Canadian rival Alimentation Couche-Tard (ANCTF). Couche-Tard withdrew its $46 billion offer last month citing a lack of engagement from Seven & i, which precipitated a 9% fall in the latter's share price that reflected investor skepticism about Seven & i's standalone growth plans. Regarding the withdrawal, Dacus said Couche-Tard never had an actionable plan to surmount regulatory hurdles in the U.S., adding that the fact its performance had suffered in the last year may have fed into its decision to step back from negotiations. "I'm not surprised it ended the way it did," Dacus said. Investors have been impatient with the pace of change at Seven & i, and at the briefing analysts questioned the prospects for Seven & i's latest plan, which centered on management processes and did not introduce new growth initiatives. In Japan, Seven & i faces stiff competition from faster-growing rivals Family Mart and Lawson, while in the U.S., analysts and investors say lackluster profit margins belie its potential as the largest convenience store chain in the country. Analysts also questioned whether listing the North American business would generate shareholder value but Dacus said the capacity to take on more debt would allow Seven & i to pursue more aggressive growth opportunities, without specifying specific opportunities. For years Seven & i has been under pressure from shareholders, including a series of activist investors, to boost returns by selling off assets and focusing on its core convenience store business. In March, it unveiled a major restructuring in which it sold off its superstore unit, announced a 2 trillion yen ($13.55 billion) share buyback through 2030 and committed to a public listing of its North American arm.

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8/6/2025

Match Group Pops 10% as Dating Company Shows Early Signs of a Turnaround

CNBC (08/06/25) Subin, Samantha

Match Group (MTCH) shares popped more than 10% on Wednesday after the online dating company issued upbeat guidance and said new products are showing promise as it attempts to turnaround its business. The Dallas-based company said it expected revenues between $910 million and $920 million in the current quarter, beating a $890 million estimate from analysts polled by FactSet. “We are operating like a company that is just getting started, and we believe the best chapters of the category and company are still ahead,” said CEO Spencer Rascoff during an earnings call Tuesday. “We are moving with urgency, we are obsessed with the product and we are building for the long term.” Over the last year, Match and the broader online dating industry have grappled with slowing user engagement. The company has added more tools and features to its apps, including Tinder and Hinge, to lure back customers, especially Gen Z. Match has also been engaged by activists investors such as Starboard Value, which has pushed the company to innovate, cut costs, and improve profitability or consider going private. In an effort to revamp its business, Match appointed Zillow co-founder Rascoff as its new CEO in February. Under his direction, the company has implemented new artificial intelligence-powered tools and slashed roles. Match also added new features such as AI-powered discovery to many of its services and a double date feature on Tinder. Rascoff on Tuesday said that 90% or customers using this feature are under age 30. The company will also target the younger market with features geared toward college students and is planning to reinvest $50 million into new product development, Rascoff said. In 2026 and 2027, Rascoff said he expects AI innovation and international growth to expand its Hinge platform’s leadership as Tinder becomes a “low-pressure, serendipitous experience designed for Gen Z.” Hinge, he said, is also on track to deliver quarterly year-over-year growth in 2025. “Across the board, we believe the category will enter a new era, with renewed trust, strong demand and long-term growth potential,” he said. Match posted in-line earnings of 49 cents per share. Revenues reached $864, topping the $854 million expected by analysts.

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8/6/2025

Glencore Rejects U.S. Listing in Boost for UK Markets

Reuters (08/06/25) Conchie, Charlie; Desai, Pratima

Glencore (GLNCY) will keep its primary listing in London, rejecting a move to the United States for now in a rare win for the city's markets, which have been shrinking due to a dearth of new share issues. The London-listed miner said on Wednesday that a move across the Atlantic would not increase value for shareholders. In February, it said it might switch its main listing from London, and CEO Gary Nagle said New York was being considered. Nagle said on Wednesday that the company had extensively researched a move to the major exchanges around the world. "A move in our primary listing ... would not be value accretive for Glencore at this stage, having done that thorough analysis, and therefore we keep it on a watching brief, but will remain listed in London for the moment," he said. The decision is a boost for UK capital markets after years of few initial public offerings and depressed valuations leading to a string of takeovers of public companies. That has led London's equity markets to shrink as some companies seek higher valuations elsewhere, prompting a suite of listing reforms. High-profile companies to recently announce their departure from London include Netherlands-based food delivery company Just Eat Takeaway.com (JTKWY) and BHP Group (BHP), the world's largest miner. Britain's reforms to try to attract more companies include reducing shareholder votes on certain transactions, and easing the prospectus requirements for companies listing shares. Asked about Glencore's decision, Antonio Simoes, CEO at Britain's largest investor Legal & General (LGGNY) said he saw pent-up demand to invest in Britain from international clients, including in London-listed companies, but that the government needed to press ahead with reforms to boost economic growth. "The more we get the country growing, the stock market will be a reflection of that," he said. "We just want to see those reforms coming through, so that there's more capital investing in the UK." Glencore's shares have fallen 26% in the last year, prompting analysts to suggest the company might get a boost by a relisting in New York. However, Nagle said on Wednesday that decline was due at least in part to lower coal prices. He added that the company believed it was unlikely to have been included in U.S. benchmark S&P 500 index — a point that London and other European exchanges have stressed in their campaigns to try to convince companies to list with them. "A U.S. listing is perceived to offer access to deeper pools of capital and higher valuations in certain sectors but these are often illusory, and it also comes with significant regulatory burden, litigation risk, and increased disclosure requirements as well as big challenges in gaining index inclusion," said Michael Jacobs, corporate partner at law firm Herbert Smith Freehills Kramer. Still, some investors were disappointed with Glencore's decision, with some analysts citing it as a reason for a 4% drop in its shares on Wednesday.

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8/6/2025

Starboard Value Builds Over 9% Stake in Engineering-Materials Maker Rogers

Wall Street Journal (08/06/25) Thomas, Lauren; Glickman, Ben

Starboard Value has a more than 9% stake in Rogers Corp. (ROG) and plans to seek another round of changes at the engineering-materials maker to boost shares. Starboard’s position in Rogers was disclosed Wednesday in a securities filing. Its specific demands could not be learned. Rogers, with a market value of approximately $1.3 billion, makes materials used in electric and hybrid cars, personal electronics and other industrial applications. The company’s shares have tumbled over 30% so far this year, potentially making it a ripe takeover target. The company agreed to sell itself to DuPont (DD) for $5.2 billion in 2021, but the deal was scrapped in 2022 after DuPont failed to secure regulatory approval in China. Starboard in early 2023 revealed a big stake in Rogers and sought seats on the company’s board. Rogers promptly settled with Starboard, adding two new independent directors. Starboard had since sold down its stake and held a roughly 1% position as of March 31, according to its latest 13F filing. Rogers’s recent results have been dented by weaker-than-expected demand for battery-powered cars and trucks and manufacturers being more cautious with their orders. The company also announced cost cuts in one of its units. Rogers Chief Executive Colin Gouveia departed last month, and the company has yet to name his permanent successor. Analysts believe the company should be performing better given the artificial-intelligence boom. Rogers has products, for example, that are used to help keep chips cool. Its materials are also used in data centers.

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