The Procter & Gamble Company (PG)

Trian Partners · 2017-09

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

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coverage by narrative range · generated from this deck JSON

Narrative range 10 total

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Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Appendix Disclosure 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Preempt Rebuttal 1 slides 100% 1/1 slides 100% 1/1 slides · 9 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Preempt Rebuttal 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Expose Contradiction 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Preempt Rebuttal 1 slides 100% 1/1 slides 100% 1/1 slides · 10 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Appendix Disclosure 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides Disclaimer 1 slides 100% 1/1 slides 100% 1/1 slides

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Slide inventory

every slide · same image gating as the playbook

The slide uses a red box to highlight the performance delta between Trian investments and P&G.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

The slide uses a two-column layout to map specific pages of the P&G presentation to the identified errors.expose_contradiction

Open slide detailBeat · Appendix DisclosureLoop · Aha Moment

This is a classic activist investor 'fact-check' slide, specifically targeting P&G's presentation of peer data.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Aha Moment

The slide uses a table to expose the poor performance of individual P&G directors compared to their peers, directly contradicting P&G's 'world-class board' narrpreempt_rebuttal

Open slide detailBeat · Preempt RebuttalLoop · Zoom In

The slide uses a multi-step chart to visualize investment performance and then provides a detailed rebuttal of P&G's methodology.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Zoom In

The slide is split into two distinct sections: a rebuttal of P&G's 'short-term' claim (Page 79) and a performance case study of Mondelēz (Pages 80-83).preempt_rebuttal

Open slide detailBeat · Preempt RebuttalLoop · Zoom In

The slide uses a red-bordered callout box to highlight a specific quote and its subsequent clarification.expose_contradiction

Open slide detailBeat · Expose ContradictionLoop · Iceberg

This slide is from a Trian Partners activist investor presentation targeting P&G, specifically refuting P&G's critique of Heinz's historical performance.preempt_rebuttal