{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-622b-71dc-a6dc-3613fe313890", "slug": "3a33f122b246", "title": "McDonald's Corporation (MCD)", "subtitle": "Carl C. Icahn · 2022-05", "author": "Carl C. Icahn", "date": "2022-05-01 00:00:00", "pageCount": 65, "kind": "activist-deck", "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": "McDonald's Corporation", "targetTicker": "MCD", "document": { "id": "019dd923-622b-71dc-a6dc-3613fe313890", "slug": "3a33f122b246", "title": "McDonald's Corporation (MCD)", "rawTitle": "Carl Icahn McDonalds Consumer Carl Icahn McDonalds Presentation May 2022", "authorId": "14_Icahn", "authorName": "Carl C. Icahn", "authorDisplay": "Carl C. 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marks one of the largest activist investors pursuing an explicit ESG/animal-welfare thesis rather than a financial-returns thesis. 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Campaign ultimately failed at the 2022 AGM — both nominees received <2% of the vote — making this a notable study in activist-ESG messaging that did not translate to shareholder action.", "kpisCited": [ { "detail": "ESG Laggard on product quality & safety and on labor management", "metric": "MSCI ESG rating" }, { "detail": "F (2020)", "metric": "HSUS Food Industry Grade" }, { "detail": "C — lowest of all McDonald's proxy peers", "metric": "CDP 2021 Climate Change Score" }, { "detail": "Fell down a tier between 2012 and 2021", "metric": "BBFAW animal welfare tier" }, { "detail": "D on food quality & safety, D+ on ESG products/innovation, D+ on climate, D on labor", "metric": "ISS average scores" }, { "detail": "Total CEO comp $20,028,132 vs avg employee $8,897 in 2021 — 2,251x", "metric": "CEO pay ratio" }, { "detail": "Nearly 300 million pounds", "metric": "U.S. pork purchased annually" }, { "detail": "Over $40 billion worldwide, projected to grow 5x by 2030", "metric": "Plant-based food market size" }, { "detail": "Down ~40% over 15 years (2003-2018)", "metric": "U.S. beef consumption" }, { "detail": "~54 MMT CO2e — exceeding BP, Norway, U.S. cement production, U.S. Steel, American Airlines", "metric": "McDonald's GHG emissions" } ], "closingAsk": "Vote the GOLD proxy card to elect Maisie Ganzler and Leslie Samuelrich to the McDonald's Board at the 2022 Annual Meeting.", "extraction": { "at": "2026-04-22 17:29:16+00", "model": "unknown-legacy", "runId": null, "seconds": 157.81874, "promptVersion": null }, "scqaReward": "A credible ESG program covering animal welfare, protein diversification, climate, and food quality that restores stakeholder trust and mitigates financial, regulatory, customer, and reputational risks over the next five to ten years.", "thesisTypes": [ "governance_board", "management_change", "other" ], "top3Reasons": [ "McDonald's broke its 10-year public pledge to eliminate gestation crates by 2022.", "Incumbent SCR Committee lacks sustainability and animal welfare expertise.", "CEO pay ran 2,251x average employee pay in 2021 — egregious governance failure." ], "scqaSituation": "McDonald's runs one of the world's largest food supply chains, purchasing roughly 300 million pounds of U.S. pork annually, and publicly positions itself as an ESG leader overseen by a Sustainability and Corporate Responsibility Committee.", "thesisSummary": "Carl Icahn and Barberry Corp are waging a proxy contest at McDonald's 2022 Annual Meeting, seeking to replace directors Sheila Penrose and Richard Lenny with ESG experts Maisie Ganzler (Bon Appetit Management) and Leslie Samuelrich (Green Century Capital). 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In a 2017 survey conducted by Mercy for Animals, 78% of consumers supported improving the lives of chickens even if it increased the cost of meat. 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It is her passion and thoughts that have helped shape Bon Appetit into the market leader in sustainable food practices and this, in turn, has led the way for Compass Group, the global leader in contract foodservice, in this area. She has been involved in scope ranging from grassroots detail to the largest scale.\" — Palmer Brown, Chief Financial Officer of Compass Group PLC; \"Her understanding of consumer demand and the intricacies of decision-making on the buying side helped shape the program, and her insight has guided some key pivots along the way. Maisie knows how to cut to the key issues in organizational strategy, and her incisive questions and forthright advice have been extremely valuable to EFI over the past decade.\" — Peter O'Driscoll, Executive Director of Equitable Food Initiative; \"Maisie Ganzler is a value-add colleague on the Air Protein Board. 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[...] Her deep insights into Governance and the public and investor debate regarding Social and Environmental Impacts will be valuable to any organization.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:00:55.475+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "643add8d-7731-43e0-98d3-7022a38fa5b3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.33, "x": 0.12, "y": 0.57 }, "kind": "quote", "text": "[I] can attest to her ability to deftly navigate the needs of shareholders and the critical calls for improved environmental, social, and governance performance.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 21:00:55.475+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe4fb986-7c60-4f7b-9f80-a6a1733a8893", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "\"Leslie is an inspiring and highly engaged board member with vast leadership experience. 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