Icahn Enterprises Activist Presentation Deck slide image

Icahn Enterprises Activist Presentation Deck

A HISTORY OF OUR ENGAGEMENT WITH MCDONALD'S The McDonald's Board has failed to assume accountability for its ESG failures Following HSUS and Mr. Icahn's urging, MCD pledges to end gestation crate use by 2022. CAWS Feb. 13, 2012 Early 2012 Mr. Icahn becomes aware of HSUS' efforts at MCD and requests that MCD announces plans to eliminate gestation crates from its supply chain. Nov. 9, 2021 MCD fails to deliver on its commitment to eliminate gestation crates from its supply chain by 2022. HSUS submits a shareholder proposal requesting confirmation that MCD would fulfill its 2022 commitment. Jan. 2022 Mr. Icahn and MCD have multiple discussions about the Company's 2012 commitment and the matters raised by HSUS. Jan. 12, 2022 Jan.-Feb. 2022 Mr. Icahn privately informs MCD of his intent to nominate two directors for election at the 2022 Annual Meeting. MCD issues a statement blaming "industry-wide challenges for farmers and producers, such as the COVID- 19 pandemic and global swine disease outbreaks." Feb. 20, 2022 Feb. 19, 2022 Mr. Icahn nominates two highly qualified and independent ESG experts to MCD's Board. March 2022 Mr. Icahn's nominees participate in interviews with MCD's Governance Committee. MCD informs Mr. Icahn it will not include either nominee as part of its slate. 6
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