◆ Contrarian Corpus
Campaigns / Trian Partners → The Procter & Gamble Company
Trian Partners vs. The Procter & Gamble Company

The Procter & Gamble Company · PG

2 decks published between 2017-09-06 and 2017-09-21 — 104 pages, 104 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-09-06 proxy fight

    2017 09 Trian PG White Paper 9.6.17 1

    94pp · full_deck

    P&G's long-tenured Board has rewarded a decade of market-share loss and bottom-quartile EPS growth; electing Nelson Peltz adds the shareholder voice needed to fix innovation, productivity, M&A and governance.

    N 5 V 4 C 4
    ⌂ ” ⚑
  2. 2017-09-21 proxy fight

    p17 1908dfan14a

    10pp · letter

    P&G's rebuttal deck is riddled with 50+ data errors designed to discredit Peltz; the real issue is ongoing market-share losses and bottom-quartile TSR that only a board seat can fix.