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Starboard Value · conference-presentation

Bloomin' Brands (BLMN)

23 pages · 5 arc beats · 3 loops

Conference-Presentation Download JSON
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Bloomin' Brands (BLMN)

Starboard Value · 2023-10
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 23 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 20 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides · 5 hits 100% 3/3 slides Solution & Approach 3 slides 100% 3/3 slides 100% 3/3 slides · 19 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides · 5 hits 100% 3/3 slides Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides 100% 3/3 slides Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 19 hits
— 0/4 slides
50% 2/4 slides 75% 3/4 slides 100% 4/4 slides 100% 4/4 slides

Slide inventory

23
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
The slide uses a logo grid to establish credibility in the restaurant industry.establish_context
Open slide detailBeat · Situation & Context
04
analyze_data
Open slide detailBeat · Situation & Context
05
The slide uses a split-screen layout to compare two corporate portfolios.compare_peers
Open slide detailBeat · Situation & Context
06
The slide uses a collage of brand assets to build a narrative of brand strength.establish_context
Open slide detail
07
The slide uses a high-quality product image to establish brand equity.establish_context
Open slide detail
08
The chart uses a line graph to visualize the divergence in traffic performance between Outback and its primary competitors.expose_gap
Open slide detailBeat · Problem & ComplicationLoop · Iceberg
09
The slide uses a before-after framing to establish credibility for Starboard's activist strategy.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Iceberg
10
The slide uses a bar chart to highlight the valuation gap between the subject company and its peers.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Iceberg
11
The chart highlights BLMN's significantly higher FCF yield compared to its peers, suggesting undervaluation.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Iceberg
12
The slide uses arrows to highlight the growth in DRI's multiple and the decline in BLMN's multiple.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Iceberg
13
The chart uses a split-axis approach to show positive and negative same-store sales growth.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Iceberg
14
The slide uses a simple bar chart to illustrate a performance delta between the subject company and a peer.expose_gap
Open slide detailBeat · Evidence & ProofLoop · Iceberg
15
The slide uses imagery of the restaurant interior and food to emphasize the core product experience.present_solution
Open slide detailLoop · Cost Of Inaction
16
The slide uses a grid of six screenshots from past commercials to support the argument that the brand has lost its original 'fun' identity.frame_situation
Open slide detailLoop · Cost Of Inaction
17
This slide serves as a portfolio overview of the company's secondary brands.establish_context
Open slide detailLoop · Cost Of Inaction
18
Uses a Washington Post article as a credibility signal to support the investment thesis.quantify_opportunity
Open slide detailLoop · Cost Of Inaction
19
Includes a quote from the CEO of the parent company supporting the expansion thesis.size_opportunity
Open slide detailLoop · Cost Of Inaction
20
The slide uses a waterfall-style logic to derive discretionary cash flow from free cash flow.quantify_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
21
The slide uses a 'win-win' framing to argue that expansion targets are beneficial for shareholders regardless of whether they are met (via high ROI or capital rquantify_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
22
The slide uses a bar chart to highlight valuation disparity and brand logos to establish quality.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
23
front_matter
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet