据知情人士透露，美泰公司的一位大股东正准备在该玩具制造商发起代理权争夺战，并推动公司出售。
A big Mattel shareholder is preparing to mount a proxy fight at the toymaker and push the company toward a sale, according to people familiar with the matter.
知情人士称，Southeastern Asset Management（东南资产管理公司）一直在考虑是否在美泰公司提名新董事，作为代理权争夺战的一部分。
Southeastern Asset Management has been considering whether to nominate new directors at Mattel as part of a proxy fight, the people said.
这位激进投资者几个月来一直在推动公司出售自己，此前费雪等关键业务板块销售额出现两位数下滑，且利润率承压。
The activist has been pushing the company for months to sell itself, following double-digit sales declines in Fisher-Price and other key segments, as well as profit-margin pressures.
美泰公司首席执行官 Ynon Kreiz 离职加入 Skydance 后，问题变得更加严峻：美泰股价今年以来已下跌 15%，在其继任者、前 Condé Nast 首席执行官 Roger Lynch 就任的消息公布后，股价下跌了 5%。在《华尔街日报》报道该公司已引来 Authentic Brands Group 的收购兴趣后，股价有所回升。
The issues became more acute after Mattel CEO Ynon Kreiz left to join Skydance: Mattel shares, which are down 15% so far this year, dropped by 5% on the news of his replacement, former Condé Nast CEO Roger Lynch. The stock rebounded following a Wall Street Journal report that the company had drawn takeover interest by Authentic Brands Group.
知情人士警告称，Southeastern 的计划可能会变动，目前尚未做出决定。这位激进投资者不太可能完全控制美泰董事会，但代理权争夺战将成为对公司发展方向的一次公投。根据美泰公司章程，投资者只能提名两名董事，除非在特定情况下。
Southeastern’s plans could change, the people cautioned, and no decision has been made. It’s unlikely the activist could secure full control of Mattel’s board, but a proxy fight would serve as a referendum on the direction of the company. Under Mattel’s bylaws, an investor can only nominate two directors, except in specific circumstances.
另据另一位知情人士透露，另一大股东 Ariel Investments 已告知其他投资者，认为美泰公司需要发生变革。Ariel 创始人 John Rogers 近期在 CNBC 节目中表示，公司应该出售自己，这对于一向以支持管理层著称的投资者来说是一个不同寻常的立场。
Separately, Ariel Investments, another big Mattel shareholder, has told other investors that it believes a change needs to happen at Mattel, according to another person familiar with the matter. In a recent CNBC appearance, Ariel founder John Rogers said the company should sell itself, an unusual posture for a famously management-friendly investor.
美泰公司在一份声明中表示，公司与所有股东保持沟通，但拒绝进一步置评。
Mattel said in a statement that it engages with all shareholders but declined to comment further.
Ariel 和 Southeastern 均未回应置评请求。
Ariel and Southeastern didn’t respond to requests for comment.