DGB Investment says Ethan Allen is an undervalued brand trapped by stagnation. Management argues the company is executing a successful long-term strategy. Investors must decide which vision defines the future.

Excerpt Wendy’s is in the middle of a turnaround after reporting declining sales, falling customer traffic, and weaker franchisee economics. But the real story may be its ownership. Trian Fund Management and BlackRock together own roughly 30% of Wendy’s. Trian is known for pushing companies to improve performance, while BlackRock focuses on accountability and long-term value creation. Together, they create a powerful combination of pressure and oversight.

3M spun out Solventum to create a more focused healthcare company. Now Solventum is preparing to spin out or sell a major business of its own. Here's how shareholder expectations, corporate governance, and activist investor Trian Fund Management helped drive the company's latest strategic move.

Genesco’s proxy fight with the Radoff–Jumana Group tested whether an activist playbook—stake-building, governance pressure, capital allocation criticism, and board nominees—could beat a turnaround story. Shareholders chose Genesco’s Footwear First strategy, but now the company must prove the vote of confidence was deserved.

On July 9, 2026, the U.S. Securities and Exchange Commission (SEC) issued guidance that could change how activist investing works in America. The guidance says that certain investors who fund activist campaigns must be identified in regulatory filings rather than remaining behind the scenes.¹ At first glance, this may sound like a technical regulatory update. It is not. The SEC’s guidance goes to the heart of a simple question: If investors are trying to influence the fut