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Trian Partners · conference-presentation

Danone (BN.PA)

16 pages · 5 arc beats · 3 loops

Conference-Presentation Download JSON
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Danone (BN.PA)

Trian Partners · 2012-11
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 7 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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100% 1/1 slides 100% 1/1 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
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Valuation 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits
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66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides · 4 hits
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Financials 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits
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100% 1/1 slides · 2 hits
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Slide inventory

16
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
Note at the bottom indicates this is part of a multi-page disclosure.other
Open slide detail
03
other
Open slide detail
04
The slide uses a three-column structure to build a logical argument for investment.establish_context
Open slide detail
05
Trian Partners activist investor presentation slide.quantify_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
Uses a classic 'Bear vs. Bull' or 'Concern vs. Rebuttal' structure.preempt_rebuttal
Open slide detailLoop · Benchmark Gap
07
The slide uses bar charts to rank companies by total shareholder return. Note the specific exclusion of Dr Pepper from the 5-year chart.compare_peers
Open slide detailLoop · Benchmark Gap
08
The slide uses a visual grid to categorize product brands under three main business segments.establish_context
Open slide detail
09
The chart uses color coding to distinguish Danone's categories from others.quantify_opportunity
Open slide detailBeat · Solution
10
The slide uses a horizontal bar chart for company exposure and a stacked bar chart for market growth projections.compare_peers
Open slide detailBeat · Market Size
11
Uses CEO quotes to highlight the gap between stated strategy and current portfolio composition.compare_peers
Open slide detailLoop · Before After
12
The chart uses a regression line to show the correlation between growth and valuation, with Danone positioned below the trend line.compare_peers
Open slide detailBeat · Valuation
13
The chart includes a 10-year average line at 18.7x and a circle highlighting the current data point.analyze_data
Open slide detailBeat · Valuation
14
Uses historical FCF growth and peer FCF yield comparison to argue for undervaluation.quantify_opportunity
Open slide detailBeat · Valuation
15
This slide serves as an executive summary of an activist investor's (Trian) perspective on Danone.summarize
Open slide detail
16
Includes a summary table of financial projections and a list of major assumptions supporting the valuation.show_valuation_bridge
Open slide detail