Kieran Poole and Jason Booth discuss the April issue of Activist Insight Monthly which explores activism in the consumer sector, how personnel moves among top advisors show the industry hasn’t lost its luster, why European company boards should be worried about homegrown agitators, and how an activist quartet is advertising a well-thumbed playbook for big changes at department store Kohl’s.
Elsewhere in the magazine, we look at Warrior Met Coal’s vulnerability to activist demands and why Muddy Waters Research going after XL Fleet with accusations of inflated projections and a false narrative is yet another hit against SPACs.
As a bonus in last month's magazine, there was also an interview with Kieran all about the podcast. For ease, you can read it here.
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