激进股东“围剿”企业高管，今年有哪些CEO出局？

巴伦周刊10-26

全文1112字，阅读约需4分钟，帮我划重点划重点01激进股东今年针对多家企业高管提出罢黜要求，如星巴克、江森自控和CVS Health。02由于收购活动清淡，激进股东将目标转向罢免CEO，如西南航空的鲍勃·乔丹成功保住工作，但公司任命五位 Elliott 的董事进入董事会。03今年前九个月，激进投资者在全球范围内发起了184项活动，比四年平均水平高出24%。04然而，CEO们离职的速度也越来越快，...

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Which CEOs will be out this year?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BP":1,"CVS":1,"LUV":1,"JCI":1,"SBUX":0.9,"PFE":0.6},"content_text":"全文1112字，阅读约需4分钟，帮我划重点划重点01激进股东今年针对多家企业高管提出罢黜要求，如星巴克、江森自控和CVS Health。02由于收购活动清淡，激进股东将目标转向罢免CEO，如西南航空的鲍勃·乔丹成功保住工作，但公司任命五位 Elliott 的董事进入董事会。03今年前九个月，激进投资者在全球范围内发起了184项活动，比四年平均水平高出24%。04然而，CEO们离职的速度也越来越快，2022年CEO离职的平均时间是激进股东发起活动后138天，去年是113天，2024年目前为止是88天。05未来几个月，随着董事会提名窗口的开启，激进股东的行动节奏可能会加快。以上内容由腾讯混元大模型生成，仅供参考“股东激进主义作为一种策略已变得越来越复杂，人们对如何释放公司价值有了更深入的理解。”在大多数情况下，激进股东的目标是让某家公司被出售，由于今年收购活动清淡，他们有了一个不同的目标：罢黜CEO。星巴克(SBUX)、江森自控(JCI)和CVS Health (CVS)都正在更换CEO，原因是激进对冲基金声称它们的股票表现受到了糟糕的运营或策略的影响。10月24日，面对激进股东Elliott Investment Management提出的辞职要求，西南航空(LUV) CEO鲍勃·乔丹(Bob Jordan)成功保住了自己的工作，但该公司宣布将任命五位Elliott的董事进入公司董事会，Elliott因此不再要求召开特别股东大会。Barclays Shareholder Advisory Group的一份报告显示，今年前九个月，激进投资者在全球范围内发起了184项活动，比四年平均水平高出24%。Barclays Shareholder Advisory Group负责人吉姆·罗斯曼(Jim Rossman)指出，过去两年，并购活动一直处于沉寂状态，削弱了激进投资者最喜欢的从公司股票中获取价值的工具的威力。并购仍是激进投资者最常见的诉求，但现在，他们更加关注改变公司管理层和董事会。罗斯曼说：“股东激进主义作为一种策略已变得越来越复杂，人们对如何释放公司价值有了更深入的理解。”Barclays Shareholder Advisory Group发现，在过去两年被激进股东针对的CEO中，约有20%的CEO已被更换，标普500指数成份股公司CEO的年均离职率约为12%，今年被针对的大公司中，38%的公司更换了CEO。CEO们离职的速度也越来越快。2022年CEO离职的平均时间是激进股东发起活动后138天，去年是113天，2024年目前为止是88天。目前发起活动的激进股东包括针对辉瑞(PFE)的Starboard Value、针对英国石油(BP)的Bluebell Capital Partners，以及几只要求罢黜Air Products & Chemicals (APD）CEO塞菲·加塞米(Seifi Ghasemi)的基金。在对冲基金中，采用股东激进主义策略的已不止Elliott Investment Management和Starboard Value等先锋。Barclays Shareholder Advisory Group发现，今年最忙碌的10只基金占了所有活动的29%，而2023年这一比例为46%。今年首次发起活动的基金占所有活动的22%，2023年这一比例为13%。未来几个月，随着12月至明年2月公司董事会提名窗口的开启，激进股东的行动节奏可能会加快。罗斯曼预计，2025年激进股东对并购的需求可能会复苏。他说：“今年是激进股东针对运营、战略和领导力提出他们的要求的一年，明年他们将再次提出并购要求。”文 | 比尔·阿尔珀特编辑 | 郭力群查看原图 553K","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Executive Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2478276946"}