Perrigo Company plc (PRGO)

Jeffrey C. Smith · 2016-09

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Whole deck 7 slides 100% 7/7 slides 100% 7/7 slides · 51 hits

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57.1% 4/7 slides · 5 hits 57.1% 4/7 slides

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every slide · same image gating as the playbook

This is a formal shareholder letter, not a slide deck page, but it functions as the executive summary/thesis statement for the activist campaign.frame_problem

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The slide uses a timeline-annotated line chart to highlight management missteps and a bar-line combo chart to show margin expansion.analyze_data

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The slide uses a bar chart to visualize margin erosion in the BCH segment following the Omega acquisition.expose_contradiction

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The slide uses a line chart to demonstrate the divergence of Perrigo's valuation from its historical peer group (consumer staples) toward a lower-multiple peer expose_gap

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This slide is part of a larger document; it specifically analyzes the valuation gap between a standalone plan and an acquisition offer.show_valuation_bridge

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Uses a combination of waterfall-style EPS decline chart and a comparative performance table to argue for management change.expose_gap

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This is the final page of a shareholder letter, signed by Jeffrey C. Smith.state_demand

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