Starboard Value · activist-deck
Darden Restaurants, Inc. (DRI)
108 pages · 3 arc beats · 2 loops
Darden Restaurants, Inc. (DRI)
Starboard Value · 2014-03 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
15101520253035404550556065707580859095100105108
Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 78 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 7 slides 42.9% 3/7 slides 42.9% 3/7 slides · 22 hits — 0/7 slides
14.3% 1/7 slides 42.9% 3/7 slides 100% 7/7 slides 100% 7/7 slides · 8 hits Agitate (Make it worse) 69 slides 2.9% 2/69 slides 2.9% 2/69 slides · 11 hits — 0/69 slides
2.9% 2/69 slides 2.9% 2/69 slides 100% 69/69 slides 100% 69/69 slides · 70 hits Solution (Provide relief) 2 slides 50% 1/2 slides 50% 1/2 slides · 9 hits — 0/2 slides
50% 1/2 slides — 0/2 slides
100% 2/2 slides — 0/2 slides
Slide inventory
108 every slide · same image gating as the playbook
08
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'permanently impaired') to frame the management's proposal as a threat to sharehdiagnose_problem
12
The slide uses a 'break-even' analysis to highlight the risk of multiple compression in a spin-off scenario.show_valuation_bridge
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into show_valuation_bridge
19
Uses a custom 'fully-leased EBITDA' metric to normalize for real estate ownership structures.compare_peers
87
Uses visual evidence to support a critique of corporate overhead (G&A).name_villain