Elliott · activist-deck
The Goodyear Tire & Rubber Company (GT)
41 pages · 3 arc beats · 2 loops
The Goodyear Tire & Rubber Company (GT)
Elliott · 2023-05 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 38 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 15 slides 100% 15/15 slides 100% 15/15 slides · 120 hits — 0/15 slides
6.7% 1/15 slides 73.3% 11/15 slides 100% 15/15 slides · 30 hits 20% 3/15 slides Agitate 15 slides 100% 15/15 slides 100% 15/15 slides · 120 hits — 0/15 slides
6.7% 1/15 slides 73.3% 11/15 slides 100% 15/15 slides · 30 hits 20% 3/15 slides Solution 8 slides 100% 8/8 slides 100% 8/8 slides · 58 hits — 0/8 slides
12.5% 1/8 slides 62.5% 5/8 slides 100% 8/8 slides 25% 2/8 slides Slide inventory
41 every slide · same image gating as the playbook
02
Contains standard language regarding forward-looking statements, non-solicitation, and investment intent.other
03
Includes campaign branding 'Accelerating Goodyear' and campaign website.front_matter
04
The slide serves as a corporate profile/credibility statement for the activist firm.establish_context
05
The slide establishes credibility by detailing the depth of research and external expert engagement.establish_context
06
Uses a three-column structure to contrast current status with the proposed path forward.frame_problem
07
Uses a visual metaphor of tires on an upward-trending arrow to represent growth.propose_solution
08
The slide uses a waterfall-bridge chart to illustrate value creation levers.show_valuation_bridge
10
The slide uses a four-column timeline structure with historical imagery for each period.establish_context
11
Uses a three-column layout to present key pillars of competitive advantage.summarize
12
The slide uses a stacked bar chart for capacity mix and a simple bar chart for warranty costs to support the thesis of operational excellence.compare_peers
13
The slide uses a combination of market share data and pricing trends to justify a bullish outlook on Goodyear's OEM business.quantify_opportunity
14
The slide uses a table to show competitive wins and a combo chart to show market growth.summarize
15
The slide uses two stacked bar charts to illustrate the shift in vehicle mix and the resulting growth in HVA replacement tire volume.quantify_opportunity
16
The slide uses a bold, minimalist design typical of activist investor presentations to signal a shift in the narrative.transition
17
Uses a numbered list format to highlight specific performance failures.diagnose_problem
Open slide detailBeat · Problem
18
The slide includes a critique of Goodyear's peer group selection methodology, suggesting manipulation by removing high-performing peers and adding low-performincompare_peers
Open slide detailBeat · Problem
19
Uses a combination of bar charts and a waterfall-style gap chart to illustrate underperformance.expose_gap
Open slide detailBeat · Problem
20
The slide uses a combination of a horizontal bar chart for margin/SG&A changes and a line chart for indexed advertising costs to highlight operational inefficiecompare_peers
Open slide detailBeat · Problem
21
The slide uses a trend line to show the expected correlation between awareness and price, with Goodyear circled to emphasize its deviation from the trend.compare_peers
Open slide detailBeat · Problem
22
Uses a two-column comparison structure to contrast historical context with the specific failures of the TireHub initiative.diagnose_problem
Open slide detailBeat · Problem
23
The slide uses a quote to preemptively challenge management's strategic narrative regarding distribution control.expose_contradiction
Open slide detailBeat · Problem
24
The slide uses a line chart to show the divergence of ASPs and a grouped bar chart to show peer performance.expose_contradiction
Open slide detailBeat · Problem
25
Includes a quote from a former employee to support the critique.name_villain
Open slide detailBeat · Problem
26
Includes a table of store counts by region/banner and a bar chart comparing J.D. Power satisfaction scores.quantify_opportunity
Open slide detailBeat · Problem
27
Uses expert quotes to frame the quantitative underperformance.expose_contradiction
Open slide detailBeat · Problem
28
Uses a CEO quote to establish the original target and contrasts it with actual performance data.expose_contradiction
29
The slide uses a 'CEO quote contradiction' pattern to highlight management's failure to meet stated margin goals over time.expose_contradiction
30
Uses a quote from a former CFO to frame the importance of ROIC as a metric.compare_peers
31
The slide uses a bar chart to show analyst coverage and a series of pull-quotes to demonstrate low confidence.compare_peers
Open slide detailBeat · Problem
32
Uses a road metaphor to represent the path forward.propose_solution
Open slide detailBeat · Solution
33
The slide uses a split-column layout to contrast board-level changes with management-level expectations.propose_solution
Open slide detailBeat · Solution
34
Includes a valuation bridge/upside analysis and peer benchmarking for retail auto service.propose_solution
35
The slide uses a waterfall chart to bridge the gap between current consensus margins and target margins.quantify_opportunity
36
The slide uses a three-column process/pillar layout to categorize cost-saving initiatives.propose_solution
Open slide detailBeat · Solution
37
Uses a road/streetlamp metaphor to frame the two strategic pillars of the review.propose_solution
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38
Includes a specific callout for a 70bps margin improvement and $1.5B revenue opportunity.propose_solution
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39
The slide uses a high-contrast black background with yellow text, typical of Elliott Management activist presentations.state_demand
Open slide detailBeat · Solution
40
Includes two primary tables for valuation logic and a waterfall-style comparison chart for TEV and Market Cap.analyze_data