Part 5/9:
Amid these challenges, activist investors like Nelson Peltz and J. Rulo have emerged as vocal critics and potential game-changers. They have been pushing for board seats, believing that fresh perspectives are essential to redirect Disney's course. Recently, Peltz's firm released an extensive 130-page memo criticizing Disney’s current governance and strategy, emphasizing that the root of the company's recent underperformance lies with its existing board of directors.