Carl Icahn hais lus ntawm Kev Xa Alpha hauv New York thaum Lub Cuaj Hli 13, 2016.
David A. Grogan | CNBC
Carl Icahn tso tawm nws tsab ntawv rau McDonald lub cov tswv lag luam rau hnub Thursday, hu tawm cov nyiaj them rau ntawm lub tuam txhab cov npe saum toj kawg nkaus thiab cov tuam txhab Wall Street rau lawv cov cai ESG kev nqis peev.
Nws yog qhov kev txhim kho tshiab kawg nyob rau hauv Icahn tus tsiaj-kev noj qab haus huv sib ntaus sib tua nrog cov khoom noj ceev ceev tshaj kev kho mob ntawm cev xeeb tub npua. Tus neeg ua lag luam billionaire tau thawb kom ntxiv ob lub rooj zaum nrog cov neeg xaiv tsa uas qhia nws txoj kev ntseeg tias McDonald's yuav tsum xav kom tag nrho nws cov neeg muag khoom hauv Teb Chaws Asmeskas tsiv mus rau "crate-free" nqaij npuas. Icahn tab tom sib ntaus sib tua zoo sib xws nrog Kroger, zoo li.
Icahn tau pib nws tsab ntawv los ntawm kev nyuaj rau cov tuam txhab tswj hwm cov cuab yeej cuab tam rau qhov nws hu ua "qhov siab phem tshaj plaws ntawm peb lub sijhawm." Nws hais tias cov tuam txhab loj hauv Wall Street, cov tsev txhab nyiaj thiab cov kws lij choj tau nqis peev rau ib puag ncig, kev coj noj coj ua thiab kev lag luam kev lag luam rau cov txiaj ntsig yam tsis tau txhawb nqa "kev vam meej hauv zej zog."
Nws tau sau tias "Qhov tseeb yog tias ESG lub zog yuav tsum muaj ntau tshaj li lub tswv yim kev lag luam thiab kev nrhiav nyiaj txiag, cov thawj tswj hwm cov cuab yeej cuab tam loj uas yog McDonald's cov tswv loj tshaj plaws yuav tsum rov qab lawv cov lus nrog kev ua," nws sau.
McDonald's peb tus tswv lag luam sab saum toj yog Vanguard Group, pawg tswj hwm cuab yeej cuab tam ntawm State Street, thiab BlackRockRaws li FactSet.
Icahn tseem hu ua kev them nyiaj rau McDonald's kev tswj hwm "tsis paub meej" thiab hais tias pawg thawj coj saib xyuas kev tsis ncaj ncees ntau yam.
"Tej zaum yog tias Lub Tuam Txhab cov thawj coj tau siv tib lub dag zog los ua kom lawv cov neeg xa khoom tau ua tiav cev xeeb tub tsis pub muaj txiaj ntsig zoo li lawv ua kom tau txais pob nyiaj nplua nuj, peb yuav tsis muaj qhov kev xaiv tsa no," Icahn sau.
McDonald's hais tias nws cov nqaij npuas Asmeskas yuav "crate dawb" los ntawm qhov kawg ntawm 2024, ua rau ob xyoos ncua mus rau 2022 lub sijhawm kawg uas nws tau teem rau kaum xyoo dhau los. Lub tuam txhab tau liam tias Covid-19 kis thoob qhov txhia chaw thiab African Swine Fever tshwm sim rau ncua sijhawm.
Icahn tau hais hauv nws tsab ntawv tias McDonald's yuav tsum tau ua qhov tseem ceeb ntawm qhov teeb meem ua ntej kom nws tuaj yeem ua raws li nws qhov kev cog lus thawj zaug.
Cov saw burger cia siab tias thaum kawg ntawm lub xyoo no, 85% mus rau 90% ntawm nws cov nqaij npuas yuav los ntawm cov noob qoob loo uas tsis nyob hauv lub cev xeeb tub thaum cev xeeb tub.
McDonald's tau hais nyob rau hauv tsab ntawv ceeb toom tias nws xav tias yuav siv li $ 16 lab hauv kev sib ntaus sib tua. Icahn nug txawm tias lub tuam txhab txiav txim siab siv nyiaj ntau npaum li cas.
"Puas muaj pes tsawg tus npua yuav zam kev tsim txom ntawm lub cev xeeb tub yog tias $ 16 lab tau siv rau qhov ntawd, es tsis yog ntawm cov neeg thib peb khaws cia los ntawm McDonald's los thov koj cov ntawv pov npav 'rau' rov xaiv ob ntawm 12 Pawg Thawj Coj uas tau xaiv tsa ntau tus thawj tswj hwm. -xyoo tsis ua tiav Lub Tuam Txhab cov hom phiaj hauv kev txhawb nqa tsiaj noj qab haus huv hauv McDonald's cov saw hlau? nws sau.
McDonald's shareholders yuav pov npav seb puas yuav xaiv Icahn cov neeg xaiv tsa, Leslie Samuelrich thiab Maisie Ganzler, thaum lub tuam txhab lub rooj sib tham txhua xyoo thaum lub Tsib Hlis 26.
Shares ntawm McDonald's tau nce 10% hauv 12 lub hlis dhau los, muab lub tuam txhab ua lag luam tus nqi kwv yees li $ 190 billion.
Tau qhov twg los: https://www.cnbc.com/2022/04/21/carl-icahn-mcdonalds-shareholders-letter-calls-out-wall-street-esg-hypocrisy.html