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Activists are taking over the stock market.
FedEx joined snack-maker Mondelez among firms warning that the late-June hacks will affect their numbers.
P&G has lagged peers in key metrics, but Peltz could help the company realize cost-savings and achieve a higher multiple, Jefferies says.
The French building firm probably lost about $230 million of sales from the cyber attack but said it might make some of them back in the third quarter.