Lyon III v. Aron

CourtDistrict Court, S.D. New York
DecidedMarch 21, 2023
Docket1:21-cv-07940
StatusUnknown

This text of Lyon III v. Aron (Lyon III v. Aron) is published on Counsel Stack Legal Research, covering District Court, S.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lyon III v. Aron, (S.D.N.Y. 2023).

Opinion

UNITED STATES DISTRICT COURT USDC SDNY SOUTHERN DISTRICT OF NEW YORK DOCUMENT ELECTRONICALLY FILED JOHN R. LYON III, derivatively on behalf of ei ap □□ AMC Entertainment Holdings, Inc, DATE FILED; 3/21/2023 Plaintiff, 21-ev-07940-ALC -against- OPINION AND ORDER ADAM M. ARON, ET AL., Defendants.

ANDREW L. CARTER, United States District Judge: Plaintiff John R. Lyon II, a shareholder of nominal defendant AMC Entertainment Holdings, Inc. (“AMC” or the “Company”) brings a derivative action on the Company’s behalf related to a litigation demand (the “Demand”) that Plaintiff made on AMC’s board of directors (the “Board”) to investigate claims belonging to AMC arising out of the allegations in the consolidated securities class action that settled on February 14, 2022, captioned Hawaii Structural Ironworkers Pension Trust Fund v. AMC Entertainment Holdings, Inc., et al., No. 1:18-cv-00299- AJN (S.D.N.Y.) (the “Securities Action”). Plaintiff sues Defendants Adam M. Aron, Craig R. Ramsey, Chris A. Cox, Lincoln Zhang, Jack Q. Gao, Mao Jun (“John”) Zeng, Anthony J. Saich, Lloyd L. Hill, Gary F. Locke, Howard W. Koch, Jr., Kathleen M. Pawlus, Philip Lader, Lee E. Wittlinger, and Adam J. Sussman (collectively, the “Individual Defendants,” together with AMC, “Defendants”). Defendants now move to dismiss the Verified Shareholder Derivative Complaint (“Complaint”) for forum non conveniens and under Federal Rules of Civil Procedure 12(b)(6) and 23.1. For the reasons discussed below, Defendants’ motion to dismiss is GRANTED.

BACKGROUND I. Procedural Background Plaintiff filed the Complaint on September 23, 2021. ECF No. 1. Plaintiff alleges that this stockholder derivative action seeks to remedy “fraud and other wrongdoing committed by AMC’s current and former directors, officers, and controlling stockholder in connection with the Company’s acquisition and failed integration of Carmike Cinemas (“Carmike”), and numerous false and misleading statements and omissions related thereto which were designed to hide such information from the public.” Compl. ¶ 1. Defendants filed the instant motion to dismiss and supporting memorandum and declaration on January 14, 2022. ECF Nos. 64-66. Plaintiff filed his opposition on March 11, 2022 (“Opp.”). ECF No. 74. The Defendants’ reply was filed on May 13,

2022 (“Reply”). ECF No. 76. This matter was initially assigned to the Honorable Alison J. Nathan, who presided over the related Securities Action. See Securities Action, No. 1:18-cv-00299-AJN. On April 7, 2022 this matter was reassigned to me. The motion is deemed fully briefed. After careful consideration, Defendants’ motion to dismiss is GRANTED. II. Factual Background The following facts are taken from the allegations contained in Plaintiff’s Complaint, which are presumed to be true for purposes of this motion to dismiss. Additionally, the Second Circuit “ha[s] often held that material that is a matter of public record may be considered in a

motion to dismiss.” Byrd v. City of New York, 2005 WL 1349876, at *1 (2d Cir. June 8, 2005). Moreover, a district court may “take judicial notice of the contents of relevant public disclosure documents required to be filed with the SEC as facts ‘capable of accurate and ready determination by resort to sources whose accuracy cannot reasonably be questioned.’” Kramer v. Time Warner, Inc., 937 F.2d 767, 774 (2d Cir. 1991). A. The Parties Plaintiff John R. Lyon III is a current AMC stockholder who has continuously owned AMC stock since March 2015. Compl. ¶ 25. AMC is a Delaware corporation headquartered in Leawood, Kansas. Id. ¶ 26. AMC “owns, operates, or has interests in theaters located throughout the United

States and Europe.” Id. Defendant Adam A. Aron (“Aron”) has served as the Company’s CEO and President and as a member of the Board since January 2016. Id. ¶ 27. Defendant Craig R. Ramsey (“Ramsey”) served as the Company’s CFO from June 2007 until he retired in February 2020. Id. ¶ 28. Defendant Chris A. Cox (“Cox”) has served as the Company’s Senior Vice President and Chief Accounting Officer since June 2010. Id. ¶ 29. Defendants Howard W. Koch, Jr. (“Koch”), Philip Lader (“Lader”), Gary F. Locke (“Locke”), Kathleen M. Pawlus (“Pawlus”), Anthony J. Saich (“Saich”), Adam J. Sussman (“Sussman”), and Lee E. Wittlinger (“Wittlinger”) serve as members of the Board. Id. ¶¶ 30, 32-42. Defendant Jack Q. Gao (“Gao”) served as a member of the Board from September 2015 until his resignation on October 27, 2017. Id. ¶ 31. Defendant Lloyd L. Hill

(“Hill”) served as a member of the Board until his resignation on March 6, 2020. Id. 32; see Ex. A to Mot., ECF No. 66-1 at 2. Defendants John Zeng and Lincoln Zhang served as members of the Board until their resignations on July 15 and July 20, 2021, respectively. See Ex. B to Mot., ECF No. 66-2 at 2. Lader and Wittlinger also serve as members of the independent committee of the Board charged with investigating the Demand and making a recommendation to the full Board with respect to whether the actions demanded (or any other action with respect to the subject matter of the Demand) would be in the best interests of AMC and its stockholders (the “Committee”). Id. ¶¶ 38-39. Defendants Aron, Ramsey, Cox, Zhang, Gao, Zeng, Saich, Hill, Locke, Koch, and Pawlus are named defendants in the Securities Action. Id. ¶ 41. B. Plaintiff’s Substantive Allegations AMC owns and operates movie theaters internationally. Compl. ¶ 60. In 2011, recognizing

a need to modernize, AMC began a project to replace existing seats with electric recliners and improve its lobbies and technologies, at a cost of approximately $5 million per theater. Id. ¶ 64. AMC eventually went public in December 2013, and the Company’s stock now trades on the NYSE under the symbol “AMC.” Id. ¶ 35. In March of 2016, AMC announced its acquisition of Carmike, a regional theater chain that served rural communities, for $852 million. Id. ¶ 45. Plaintiff alleges that AMC had previously considered acquiring the chain in 2014, but then-existing leadership became aware of material issues with Carmike’s infrastructure and aborted the merger, calling Carmike a “lemon.” Id. ¶¶46, 88. In the second half of 2016, AMC acquired the European chain Odeon, for $1.2 billion in total consideration, doubling its debt load to $6.6 billion. Id. ¶¶ 47-48. Then, in March of 2017, it

acquired another European chain, Nordic, for $964 million in cash. Id. Plaintiff alleges that to offset the massive debt, the Company announced that it would be issuing shares in a secondary public offering (the “SPO”). Id. ¶ 50. The SPO led to net proceeds of $618 million. Id. Plaintiff alleges that these gains were realized, however, in part due to false and misleading statements touting AMC’s acquisitions and omitting critical information such as that: (i) Carmike’s lack of investment in its theaters caused them to be in a state of significant disrepair, (ii) AMC had not been able to maintain Carmike’s loyalty program after the acquisition, and (iii) Odeon and Nordic perennially had disastrously slow summer seasons. Id. ¶ 51. On August 1, 2017, the Company announced preliminary financial results from the second quarter of 2017 (“Q2”), estimating total revenues of $1.2 billion and a net loss in the range of $178.5 to $174.5 million. Id. ¶ 107. In response, the price of AMC common stock plummeted nearly 27%, falling from $20.80 per share on August 1, 2017 to $15.20 per share on August 2,

2017. Id. ¶ 108.

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Lyon III v. Aron, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lyon-iii-v-aron-nysd-2023.