McDonald's shareholders votes Carl Icahn proxy fight over animal welfare

McDonald lub Cov tswv lag luam sib tham nyob rau hnub Thursday sawv ntxov yuav ua cim qhov kawg ntawm kev sib ntaus sib tua los ntawm tus neeg ua lag luam ua lag luam Carl Icahn, uas tab tom thawb rau ob lub rooj zaum ntawm cov khoom noj ceev ceev lub rooj tsav xwm thaum muaj kev sib ntaus sib tua ntawm nws txoj kev noj qab haus huv tsiaj.

Tallies ntawm kev pov npav thaum ntxov qhia McDonald's yuav zoo li yeej, Wall Street Journal tau tshaj tawm hnub Tuesday. Cov tswv lag luam tuaj yeem pov npav mus txog thaum lub rooj sib tham xaus, tab sis cov neeg paub txog qhov teeb meem tau hais rau cov ntawv xov xwm tias cov ntawv xaiv tsa tsis zoo li yuav hloov qhov tshwm sim.

Icahn tau tshaj tawm rau pej xeem thuam McDonald's rau qhov ua tsis tau raws li nws lub sijhawm kawg rau kev tshem tawm lub cev xeeb tub rau cov npua cev xeeb tub, cov kws qhia txog kev coj noj coj ua ntawm tsiaj txhu hais tias yog kev lim hiam. Nws kuj tau sib cav tias lub tuam txhab yuav tsum txwv tsis pub siv cov crate nkaus xwb tab sis txij li tau hloov pauv qhov kev cog lus.

Rau nws ib feem, lub tuam txhab Chicago-based tau liam tias Covid-19 kis thoob qhov txhia chaw thiab African swine fever tshwm sim rau kev thawb rov qab nws lub sijhawm kawg ntawm 2022 tau teem sijhawm kaum xyoo dhau los. Txog rau thaum xaus ntawm lub xyoo no, McDonald's tam sim no cia siab tias 85% mus rau 90% ntawm nws cov nqaij npuas Asmeskas los ntawm npua uas tsis tau khaws cia rau hauv gestation crates yog tias lawv tau lees paub tias cev xeeb tub. McDonald's kuj tau hais tias kev tshem tawm tag nrho ntawm kev siv cov crates yuav nce nws cov nqi thiab ua rau cov neeg siv khoom them nyiaj ntau dua.

Hauv nws qhov kev thawb ntawm kev kho cov npua, Icahn kuj tau ua swipes ntawm McDonald cov lus cog tseg dav dua los daws cov teeb meem ntawm ib puag ncig, kev sib raug zoo thiab kev tswj hwm kev lag luam.

"Peb ntseeg tias muaj kev sib txuas ntawm cov teeb meem kev noj qab haus huv tsiaj thiab kev tswj hwm tsis txaus, thiab yog li ntawd, lwm yam kev pheej hmoo ESG uas Lub Tuam Txhab tsis tuaj yeem koom nrog," nws tau sau rau hauv nws tsab ntawv rau cov koom nrog McDonald's shareholders.

Icahn tau xaiv tsa Leslie Samuelrich, tus neeg ua lag luam tsom mus rau kev ruaj ntseg, thiab Maisie Ganzler, tus thawj coj ntawm Bon Appétit Management, los hloov cov tswv cuab tam sim no Sheila Penrose thiab Richard Lenny. Nyob rau hauv tag nrho, McDonald's muaj 12 lub rooj zaum ntawm nws lub rooj tsavxwm.

"Ob lub rooj zaum ntawm lub rooj tsavxwm loj xws li McDonald's tsis loj, tab sis kuv xav tias nws yog cov lus uas nws yuav xa mus rau lwm tus hauv kev lag luam uas lawv yuav tsum tau ua ntau ntxiv kom paub tseeb tias lawv lub rooj tsavxwm muaj cov sawv cev los ntawm cov kws tshaj lij hauv cheeb tsam no, tsis yog li ntawd xwb. muab ib tug neeg lub npe uas saib xyuas ESG, "Barclays kws tshuaj ntsuam Jeffrey Bernstein tau hais.

Vim tias McDonald qhov loj me thiab qhov loj ntawm cov khoom xyaw uas nws siv, kev hloov pauv rau lub tuam txhab cov khoom lag luam yuav muaj kev cuam tshuam thoob plaws hauv kev lag luam. McDonald's hais tias nws McRib qhaub cij thiab nqaij npuas kib rau nws cov burgers thiab noj tshais cov qhaub cij suav txog li 1% ntawm Asmeskas cov nqaij npuas.

Icahn tab tom ua kev sib tw npe zoo sib xws ntawm Kroger, tus neeg lag luam loj tshaj plaws hauv Asmeskas cov khw muag khoom loj tshaj plaws hauv Asmeskas Kroger lub rooj sib tham txhua xyoo yog teem rau lub Rau Hli 23.

Icahn tsuas yog muaj txog 200 McDonald's shares, ib ceg txheem ntseeg me me uas tsis ua rau nws muaj zog ntau hauv kev pov npav.

Bruce Kogut, tus kws tshaj lij ntawm kev tswj hwm kev lag luam thiab kev coj ncaj ncees ntawm Columbia Business School hais tias "Ob puas feem ntau nyob deb ntawm kev muaj kev cuam tshuam rau lub tuam txhab." "Kuv qhov kev kwv yees yog tias nws yog hais txog kev tshaj tawm, thiab tam sim no nws mob siab txog qhov chaw nyob ruaj khov lossis ESG lub hom phiaj, thiab nws tau tshaj tawm nws tus kheej ua tus neeg ua haujlwm hauv qhov chaw ntawd."

Hauv kev tos txais kev xaiv tsa ntau dua, Icahn hu xov tooj rau cov tuam txhab Wall Street loj rau "kev siab phem" thiab hais tias lawv tau nqis peev rau ESG nqis peev rau cov txiaj ntsig yam tsis tau txhawb nqa "kev vam meej hauv zej zog." McDonald's peb tus tswv lag luam saum toj kawg nkaus yog Vanguard Group, pawg tswj hwm cuab yeej cuab tam ntawm State Street, thiab BlackRockRaws li FactSet.

Icahn kuj tau poob qis ntawm kev yeej dhau los ntawm ob lub tuam txhab tawm tswv yim sab saum toj, Institutional Shareholder Services thiab Glass Lewis, uas tau pom zoo rau ntau txhiab nyiaj ntawm kev pov npav hauv cov rooj sib tham cov tswv cuab.

ISS tsuas yog muab "kev txhawb nqa ceev faj" rau Icahn cov neeg xaiv tsa, hais tias cov tswv lag luam yuav tsum xav txog seb pawg thawj coj tam sim no puas tau tsom txaus rau ESG cov teeb meem. Tab sis lub tuam txhab tau sau tseg tias kev sib ntaus sib tua yog qhov tseem ceeb vim tias Icahn tau tsom nws rau cov teeb meem xws li tsiaj noj qab haus huv, kev sib txawv ntawm cov protein thiab kev them nyiaj sib txawv, tsis yog saib cov teeb meem ua haujlwm.

"Nws yuav zoo li nco qab yog thawj qhov tseeb 'ESG kev sib tw," ISS hais.

Glass Lewis, los ntawm qhov sib txawv, qhia tawm tsam kev pov npav rau cov tswv cuab tshiab. Nws tau hais tias Icahn qhov kev thawb los txhim kho tsiaj kev noj qab haus huv yog qhov "tsim nyog thiab muaj txiaj ntsig," tab sis hais tias nws siv qhov "simplistic" saib ntawm qhov teeb meem. Thiab nws tau sau tseg tias kev siv zog tsis muab qhov tseem ceeb rau lub tuam txhab nyiaj txiag.

Lub koom haum Humane ntawm Tebchaws Meskas tau tshaj tawm cov tswv yim tawm tswv yim hais txog Icahn qhov kev thuam, thov kom lub tuam txhab lees paub tias nws yuav ncav cuag nws lub hom phiaj yav dhau los ntawm kev tshem tawm qhov kev kaw ntawm gestating npua los ntawm 2022. Yog tias lub tuam txhab ua tsis tau raws li lub hom phiaj, nws yog. thov nthuav tawm ntau ntxiv txog nws cov khoom noj nqaij npuas. Icahn tau koom tes nrog lub koom haum yav dhau los, thiab nws tus ntxhais, Michelle Icahn Nevin, tau siv los ua haujlwm nrog pab pawg.

Cov tswv yim zoo li no tsis cuam tshuam tab sis tuaj yeem xa lus mus rau pawg thawj coj saib xyuas txog kev txhawb nqa pej xeem rau cov tuam txhab kev coj ua. McDonald's tab tom ntsib rau rau lwm tus tswv lag luam tawm tswv yim hais txog cov teeb meem suav nrog kev siv cov yas, tshuaj tua kab mob thiab kev ua ub ua no.