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Mick McGuire · activist-deck

Buffalo Wild Wings (BWLD)

50 pages · 5 arc beats · 4 loops

Activist-Deck Download JSON
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Buffalo Wild Wings (BWLD)

Mick McGuire · 2017-04
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— 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 68 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Agitate 22 slides 100% 22/22 slides 100% 22/22 slides · 145 hits
— 0/22 slides
4.5% 1/22 slides 68.2% 15/22 slides · 16 hits 100% 22/22 slides · 44 hits 100% 22/22 slides · 41 hits Solution 43 slides 100% 43/43 slides 100% 43/43 slides · 274 hits
— 0/43 slides
14% 6/43 slides · 8 hits 72.1% 31/43 slides · 32 hits 100% 43/43 slides · 65 hits 100% 43/43 slides · 67 hits Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides
— 0/1 slides
Impact & Next Steps 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
100% 1/1 slides · 2 hits 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
front_matter
Open slide detail
05
transition
Open slide detailBeat · Situation & Context
06
diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
propose_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
The slide uses a quote to build credibility by showing alignment between the activist's views and internal perspectives.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
The slide uses red text to emphasize specific criticisms within the quote.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
The slide uses a quote to build credibility and social proof for the activist's position.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
11
The slide uses a quote to validate the activist's thesis by citing external insider sentiment.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
12
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
13
The slide uses a high-contrast, tinted photo of a female executive (likely Sally Smith, former CEO) to frame the quote.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
14
The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
16
Uses external analyst sentiment to validate the activist's thesis regarding management incompetence.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
17
transition
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
The slide is designed to be contrasted with poor performance metrics in subsequent slides.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.diagnose_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
20
The slide uses a quote to frame management as out of touch with investor priorities.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
21
The slide uses red text to emphasize the core complaints within the quote.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
22
The slide uses a direct quote to highlight a perceived management failure.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
23
The slide uses a two-column layout to categorize margin improvement levers into Cost and SG&A, with specific basis point ranges for each.propose_solution
Open slide detailBeat · AgitateLoop · Cost Of Inaction
24
The slide uses authority bias to validate the activist's thesis by citing external financial analysts.cite_precedent
Open slide detailBeat · AgitateLoop · Cost Of Inaction
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
27
Uses a contrast-pairs framework to highlight the gap between corporate rhetoric and operational reality.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
28
transition
Open slide detailBeat · AgitateLoop · Cost Of Inaction
29
summarize
Open slide detailBeat · AgitateLoop · Cost Of Inaction
30
Red circles highlight the downward trend across multiple categories.diagnose_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
31
Uses a mapping technique to link specific corporate claims to corresponding low-performing consumer metrics.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
32
The slide uses a quote from the COO to emphasize the importance of the guest experience, contrasting it with the poor performance shown in the chart.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
33
The slide highlights the target company (On The Border) in yellow within the bar charts.compare_peers
Open slide detailBeat · AgitateLoop · Cost Of Inaction
34
The slide uses a 'villain' framing technique to dismiss management's narrative.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
35
The slide uses a series of red-bordered boxes to highlight negative customer sentiment.diagnose_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
36
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
37
establish_context
Open slide detailBeat · SolutionLoop · Cost Of Inaction
38
The slide uses a waterfall bridge to reconcile management's reported return with the actual economic return after accounting for G&A, Capex, lost royalties, andshow_valuation_bridge
Open slide detailBeat · SolutionLoop · Cost Of Inaction
39
Uses external analyst quotes to validate the activist's thesis regarding poor capital allocation.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
40
The slide uses a vertical dashed line and a red circle to emphasize the 'turning point' of the stock performance.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
41
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
42
The quote is used to preemptively rebut a strategic proposal by citing internal leadership skepticism.expose_contradiction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
43
The slide uses a scatter plot with color-coded markers representing EBITDA growth tiers to demonstrate the valuation premium of highly franchised business modelcompare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
44
cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
45
The slide uses a grid of pull-quotes to build credibility for the activist's thesis by citing third-party financial experts.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
46
The slide uses red underlining to emphasize the core argument of the quote.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
47
The slide uses red text to highlight negative sentiment and specific complaints about corporate management.illustrate_case
Open slide detailBeat · SolutionLoop · Cost Of Inaction
48
Uses authority bias to validate the refranchising thesis.cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
49
cite_precedent
Open slide detailBeat · SolutionLoop · Cost Of Inaction
50
This is a classic activist investor 'villain' slide, framing the incumbent management as incompetent and unresponsive.name_villain
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction