Darden Restaurants, Inc. (DRI)

Starboard Value · 2014-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
Includes trading data and FY 2014 results.establish_context
Open slide detailBeat · Situation & Context
03
The slide uses a clear segmentation between core brands and growth concepts.establish_context
Open slide detailBeat · Situation & Context
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The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Mece Breakdown
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Includes summary table and three line charts showing stock performance relative to benchmarks.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Mece Breakdown
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The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.propose_solution
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction