The Walt Disney Company (DIS)

Nelson Peltz · 2024-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 15 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
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100% 1/1 slides
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Agitate 13 slides 38.5% 5/13 slides 38.5% 5/13 slides · 28 hits
0/13 slides
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38.5% 5/13 slides 100% 13/13 slides 100% 13/13 slides · 21 hits Solution 1 slides
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100% 1/1 slides
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Slide inventory

133
every slide · same image gating as the playbook
04
frame_problem
Open slide detailBeat · Problem
10
Uses a before-after-bridge style visual to connect high revenue to low margins.expose_gap
Open slide detailBeat · AgitateLoop · Mece Breakdown
11
Open slide detailBeat · AgitateLoop · Mece Breakdown
12
Open slide detailBeat · AgitateLoop · Mece Breakdown
13
Uses a dot-matrix visualization to contrast losing vs. winning trading days.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
14
Open slide detailBeat · AgitateLoop · Cost Of Inaction
15
Open slide detailBeat · AgitateLoop · Cost Of Inaction
16
Open slide detailBeat · AgitateLoop · Cost Of Inaction
17
The slide uses a 'report card' metaphor to frame the board's failures as objective assessments.diagnose_problem
Open slide detailBeat · AgitateLoop · Cost Of Inaction
18
Open slide detailBeat · AgitateLoop · Cost Of Inaction
19
Open slide detailBeat · AgitateLoop · Cost Of Inaction
20
The slide uses a 2x4 grid to present a chronological narrative of failure.expose_contradiction
Open slide detailBeat · AgitateLoop · Cost Of Inaction
21
Open slide detailBeat · AgitateLoop · Mece Breakdown
22
The slide uses a red dashed box to highlight the 'Relative Underperformance' column, emphasizing the negative impact of the current board.expose_gap
Open slide detailBeat · AgitateLoop · Mece Breakdown
133
Open slide detailBeat · Solution