Carl C. Icahn · activist-deck
McDonald's Corporation (MCD)
65 pages · 3 arc beats · 2 loops
McDonald's Corporation (MCD)
Carl C. Icahn · 2022-05 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
15101520253035404550556065
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 65 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 9 slides 100% 9/9 slides 100% 9/9 slides · 41 hits — 0/9 slides
11.1% 1/9 slides 44.4% 4/9 slides 100% 9/9 slides — 0/9 slides
Agitate (Make it worse) 25 slides 100% 25/25 slides 100% 25/25 slides · 181 hits — 0/25 slides
24% 6/25 slides 68% 17/25 slides 100% 25/25 slides 24% 6/25 slides Solution (Provide relief) 31 slides 100% 31/31 slides 100% 31/31 slides · 172 hits — 0/31 slides
32.3% 10/31 slides · 12 hits 41.9% 13/31 slides · 14 hits 100% 31/31 slides 41.9% 13/31 slides Slide inventory
65 every slide · same image gating as the playbook
01
The background image depicts pigs in gestation crates, establishing a critical tone regarding animal welfare.front_matter
Open slide detailBeat · Problem (Identify pain)
05
This slide serves as the opening thesis statement for the activist deck.frame_problem
Open slide detailBeat · Problem (Identify pain)
06
The timeline highlights a pattern of broken commitments and defensive responses from McDonald's.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
07
Uses a grid of six cards to categorize board failures.name_villain
Open slide detailBeat · Problem (Identify pain)
08
Uses a contrast-pairs framework to systematically debunk seven specific claims.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
09
Uses color-coded ratings (red/yellow) to emphasize poor performance.expose_contradiction
Open slide detailBeat · Problem (Identify pain)
10
The slide uses a color-coded legend to map specific ESG factors to broader themes (Product & Life Cycle, Social Impact, Human Capital, Governance).prioritize
13
The slide uses a side-by-side comparison format to detail the grievances against each director.introduce_nominees
14
The table uses green checkmarks to indicate expertise. The background color of the rows for current committee members is light red.introduce_nominees
17
The slide uses a high-contrast overlay on a photo of pigs in crates to establish an emotional tone.frame_problem
Open slide detailBeat · Agitate (Make it worse)
18
Uses a timeline framework to contrast historical promises with current failures.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
19
Includes a screenshot of a McDonald's statement stamped with 'UNACCEPTABLE'.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
20
The slide uses a maturity-model style spectrum (Gap to Strong) to visualize competitive positioning.expose_gap
Open slide detailBeat · Agitate (Make it worse)
21
The slide uses three bar charts to highlight the relative underperformance of McDonald's (red bars) compared to its peers (grey bars).compare_peers
Open slide detailBeat · Agitate (Make it worse)
22
The slide uses a four-column layout to categorize failures in ESG governance.name_villain
Open slide detailBeat · Agitate (Make it worse)
23
Uses a grid of six cards to categorize failures under ESG pillars.name_villain
Open slide detailBeat · Agitate (Make it worse)
24
Uses a series of testimonials/quotes to frame the company's position as dishonest or lagging.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
25
Uses BBFAW and FAIRR data to highlight McDonald's underperformance.compare_peers
Open slide detailBeat · Agitate (Make it worse)
26
Uses a split-screen comparison: left side highlights peer examples of transparency; right side highlights McDonald's shortcomings and the proposed solution via expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
27
The slide uses a 'preempt_rebuttal' strategy to counter the board's likely argument about consumer price sensitivity.preempt_rebuttal
Open slide detailBeat · Agitate (Make it worse)
28
Uses a Bloomberg headline and a Humane Society blog post as evidence of the contradiction.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
29
Uses a Bloomberg article screenshot as evidence of management's refusal to adapt.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
30
The slide uses a combination of a line chart for cost trends and a table for consumption changes to build a case for strategic pivot.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
31
Uses a combination of comparative bar charts and callout boxes to frame the company as both a villain and a victim of climate change.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
32
The chart uses a single red bar for the CEO and almost no visible bar for the employee to emphasize the disparity.expose_contradiction
Open slide detailBeat · Agitate (Make it worse)
33
Includes a callout box citing Bloomberg Intelligence regarding supply chain risks.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
34
The slide uses a series of bullet points to build a case for urgency, citing specific legislation and consumer survey data.diagnose_problem
Open slide detailBeat · Agitate (Make it worse)
35
The use of pigs as a background image is likely a metaphorical or provocative visual choice common in activist investor decks.transition
37
The table uses checkmarks to indicate expertise across SASB criteria and other relevant experience categories.introduce_nominees
38
The slide uses a side-by-side comparison format to list grievances against two specific directors.introduce_nominees
43
The slide uses a grid of six boxes, each representing a specific ESG initiative, categorized by theme (Social Impact, Product & Lifecycle Impacts, Governance, Hstate_demand
48
The slide uses a high-contrast visual callout to emphasize the specific action required (voting the GOLD card).closing_ask
Open slide detailBeat · Solution (Provide relief)
50
Uses a stacked bar chart and a pie chart to visualize the sow's 20-week breeding cycle.expose_contradiction
Open slide detailBeat · Solution (Provide relief)
51
The slide uses a line chart to visualize stock growth and a table to summarize 1-year and 5-year returns.compare_peers
Open slide detailBeat · Solution (Provide relief)
52
The slide uses a logo-grid layout to categorize inputs into three distinct groups: Assessed Peers, Key ESG Ratings Agencies, and ESG Frameworks and Standards.establish_context
Open slide detailBeat · Solution (Provide relief)
53
The slide uses a color-coded dot system to represent performance levels (Gap, Weak, Moderate, Strong) across different evaluation criteria.compare_peers
Open slide detailBeat · Solution (Provide relief)
54
Includes a small embedded table/image of Unilever's 2021 progress report.plan_implementation
Open slide detailBeat · Solution (Provide relief)
55
Includes logos for 7 companies and a detailed matrix of 10 metrics per company.compare_peers
Open slide detailBeat · Solution (Provide relief)
56
This slide provides a reference for ESG reporting standards specific to the restaurant sector.appendix
Open slide detailBeat · Solution (Provide relief)
57
The slide uses a two-part structure: a descriptive list of ESG factors followed by a matrix showing how different agencies (SASB, TCFD, FAIRR, ISS, MSCI, Sustaiprioritize
Open slide detailBeat · Solution (Provide relief)
58
The slide provides a mapping of qualitative ESG definitions to quantitative weighting data from agencies like SASB, TCFD, FAIRR, ISS, MSCI, and Sustainalytics.analyze_data
Open slide detailBeat · Solution (Provide relief)
59
The slide compares how different agencies (SASB, TCFD, FAIRR, ISS, MSCI, Sustainalytics) weight human capital factors for restaurant and protein producer sectoranalyze_data
Open slide detailBeat · Solution (Provide relief)
60
The slide compares how SASB, TCFD, FAIRR, ISS, MSCI, and Sustainalytics weight governance factors for the restaurant and protein producer sectors.analyze_data
Open slide detailBeat · Solution (Provide relief)
61
The slide uses a color-coded table to contrast supplier performance against ESG benchmarks.compare_peers
Open slide detailBeat · Solution (Provide relief)
62
The slide uses a callout box to link strategic actions to specific ESG outcomes.propose_solution
Open slide detailBeat · Solution (Provide relief)