Part 11/12:
As the proxy fight heats up, the stakes couldn’t be higher. Peltz’s camp intends to take their case directly to Disney shareholders, emphasizing the need for governance reform, strategic renewal, and better alignment with shareholder interests. Conversely, Disney’s leadership remains committed to defending the status quo, mobilizing media and legal resources to dismiss Peltz’s efforts.
The outcome hinges on whether shareholders are willing to entrust Peltz and his allies with board seats and whether they believe the company’s future can be revitalized with new voices at the table. The battle represents broader themes of corporate governance, leadership transparency, and the challenge of navigating legacy brands through a rapidly changing media landscape.