Trian's Activist Campaign at Procter & Gamble (PG)

Famous activist Nelson Peltz is dialing up the pressure on Procter & Gamble (P&G, ticker PG). Trian laments P&G's weak shareholder returns, deteriorating market position, and cost structure. It has nominated Trian founder Nelson Peltz to P&G's board.

Trian's letter to the P&G Board of Directors:

Trian Partners Letter to Procter & Gamble Board

 

The full Trian Partners P&G slide deck:

Trian Partners Procter & Gamble Slide Deck

 

And the activist campaign website with all info:

Trian Partners Procter & Gamble Activist Campaign Website

Procter & Gamble's weak shareholder returns:

Procter & Gamble's weak organic growth when compared to its peers: