United States securities and exchange commission logo
December 18, 2023
Sean Brownridge
Associate, Schulte Roth & Zabel LLP
Walt Disney Co.
919 Third Avenue
New York, NY 10022
Re: Walt Disney Co.
Soliciting
Materials filed pursuant to Rule 14a-12 by Trian Fund Management,
L.P. et al.
Filed December 14,
2023
File No. 001-38842
Dear Sean Brownridge:
We have reviewed your filing and have the following comment. In
our comment, we may
ask you to provide us with information so we may better understand your
disclosure.
Please respond to this comment by providing the requested
information or advise us as
soon as possible when you will respond. If you do not believe our
comment applies to your facts
and circumstances, please tell us why in your response.
After reviewing your
response to this comment, we may have additional comments.
Soliciting Materials filed pursuant to Rule 14a-12
Press Release, page 1
1. Each statement or
assertion of opinion or belief must be clearly characterized as such, and
a reasonable factual
basis must exist for each such opinion or belief. Support for opinions
or beliefs should be
self-evident, disclosed in the proxy statement or provided to the staff
on a supplemental
basis. Please provide the support described for the following
disclosure:
that "...Disney
has woefully underperformed its peers and its potential";
that "[m]argins
in both Disney s Direct-to-Consumer business and its consolidated
media operations
significantly lag peers"; and,
that "[t]he
Board, we believe, lacks objectivity as well as focus, alignment, and
accountability."
Sean Brownridge
FirstName LastNameSean Brownridge
Walt Disney Co.
Comapany18,
December NameWalt
2023 Disney Co.
December
Page 2 18, 2023 Page 2
FirstName LastName
We remind you that the filing persons are responsible for the accuracy
and adequacy of
their disclosures, notwithstanding any review, comments, action or absence of
action by the staff.
Please direct any questions to Daniel Duchovny at 202-551-3619.
Sincerely,
Division of
Corporation Finance
Office of Mergers &
Acquisitions