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  "documentTitle": "The Walt Disney Company (DIS)",
  "authorId": "06_Trian_Partners",
  "authorName": "Nelson Peltz",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses a two-column comparison structure to systematically dismantle management's narrative.",
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      "text": "Disney’s supposed “progress” appears elusive – the Company has significantly underperformed its Media Industry (Proxy) Peers since Mr. Iger returned as CEO in late 2022 and since the Company’s “transformation” began in February 2023.",
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      "text": "“Disney has overcome one of the most challenging periods in its history and a new era of building is well underway...” — Disney Letter to Shareholders, 02/01/24",
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      "text": "Source: SEC filings, FactSet. Note: (1) FQ1'23 Earnings Call Transcript... (5) According to Disney's 2024 Proxy Statement.",
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