Elliott recently increased its stake in PSX and now owns ~16 million shares.
So they’re not going anywhere.
Posts mentioning hashtag #board
Below are all the posts — topics as well as replies — that mention the hashtag #board.
Mention #board in your post to continue the discussion!
Changes for PepsiCo Coming....
With Elliott $4bn stake in PepsiCo. They're coming with changes.
https://finance.yahoo.com/news/elliott-management-plans-activist-campaign-113341334.html
Their history....
Elliott takes activist stakes in companies to push for operational improvements, board changes, and other measures to boost shareholder value. Recent and ongoing campaigns include:
PepsiCo ($4 billion stake): Revealed on September 2, 2025, this is reportedly Elliott's largest equity position ever. The firm is advocating for changes to address stagnant share prices and slow growth in PepsiCo's food and beverage segments.
Medtronic: In August 2025, Medtronic added two new board members following a period of underperformance, partially influenced by Elliott's involvement.
Phillips 66: After building a multi-billion-dollar stake, Elliott successfully pushed for changes at the energy refiner in 2024. In February 2025, the fund reportedly increased its stake and is seeking further changes, including a potential spin-off of the midstream business.
Honeywell: In late 2024, Elliott took a stake of over $5 billion and called for the conglomerate to break up, a move it later announced. Elliott subsequently gained a seat on the company's board.
Starbucks: In 2024, Elliott took a large stake in the coffee company and played a role in the ouster of its CEO amid slumping sales.
Equinix: Yahoo Finance reported in July 2025 that Elliott had increased its stake in the digital infrastructure company
Chevron BoD making the decisions
I’m tired of seeing MW, LC, EB and whoever the name of the week is.
They are just receiving orders from the real decision makers:
https://www.chevron.com/who-we-are/leadership
MW, LC, and EB at least have the ba--s to show their face when doing it.
Nice job in ruining what was once a well respected company and selling out to VULTURES..
The recent CEO and Board are a bunch of cowards plain and simple. Total lip service and many even bought that lip service. Look what has happened. Beyond a sad day for many people. They say the only constant things in life is change and paying taxes. But change doesn' t mean to sell out to VULTURES. You FAILED as leaders ...but what do you care. You get a lot of money..That is what is it all about right. But also many of you voted for this. You RUINED a respected... what was once a pretty good company. A fact is a fact. Just terrible.
The Activist Investors are returning
"It's not clear what an activist might be looking to do with PepsiCo (PEP), though they may want the company to split up or maybe the board may need an overhaul, Bilson speculated."
This is what lots of bad management gets you...I think it's pretty obvious to everyone what needs to be done with PEP...
https://seekingalpha.com/news/4486225-pepsico-under-spotlight-as-activist-target-after-13f-filings
Did the Board find God or are they bound to make the same mistake
They are, after all, the ones that let Mark run this place into the ground.
They should have all been let go to, unless they found God and see the error of their ways.
Any word on tech jobs coming back to the states? Heard GCC is a total joke.
Customers again not happy with TransUnion passing all the jobs to India, costa rica among other countries. Can't be happy with the UK, they don't work overtime and you can't get hold of them during pub hours. Let's outsource 100% of IT to another countries but have DEI personnel who works in Texas lead GCC. How does one lead from US who not on the same time schedule, sounds like that person has a husband saving her a-s. Here reports of nothing getting done, do these board members even give a sh-t?