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May 8, 2026

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Southeastern Asset Management Issues Open Letter Calling on Mattel to Explore Strategic Alternatives:

We worry that your current compensation package incentivizes waiting too long for a stock price over $30. We see a value per share today approaching $30, but we do not want to wait longer for that to be realized. We would prefer you lead the effort to explore strategic alternatives given your industry knowledge and relationships.

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All rights reserved. RBJR LLC 2026
  • Based In North Carolina
Disclaimer: This publication is for general informational and educational purposes only. It is not investment advice, does not take into account individual circumstances, and should not be relied upon for making investment decisions. The views expressed are solely those of the author and do not represent the views of any employer or affiliated institution.

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