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  "documentTitle": "Trian Partners | Activist Presentation Deck | 133 slides",
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  "authorName": "Trian Partners",
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  "presentationDate": "2024-03-01 00:00:00",
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  "notes": "Uses a 'flywheel' concept to frame the argument; contrasts historical founder philosophy with current management strategy.",
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      "text": "Percentage of Disney films that are sequels/remakes from 2000 to 2025",
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      "text": "Disney's \"flywheel\" spins the fastest when the Company creates or acquires new intellectual property to monetize. Sequels are less risky film ventures to produce, but do not drive long-term benefits in the same way that new IP can.",
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      "kind": "quote",
      "text": "I'd say we're leaning a little bit more into sequels and franchises... leaning on franchises that are familiar is actually a smart thing.",
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      "kind": "quote",
      "text": "To this day, I don't believe in sequels. I can't follow popular cycles. I have to move on to new things—there are many new worlds to conquer.",
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      "text": "Source: Trian analysis based on D23.com historical film information. Note: Excludes films from Touchstone/DreamWorks, Touchstone, Miramax, Hollywood Studios, Disneynature, Disney India, and Concerts, Documentaries, Plays.",
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