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Pershing Square · activist-deck

Pershing Square | Activist Presentation Deck | 43 slides

43 pages · 5 arc beats · 2 loops

Activist-Deck Download JSON
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Pershing Square | Activist Presentation Deck | 43 slides

Pershing Square · 2018-10
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 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 21 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 5 slides 100% 5/5 slides 100% 5/5 slides · 24 hits
— 0/5 slides
40% 2/5 slides 40% 2/5 slides 100% 5/5 slides · 7 hits
— 0/5 slides
Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides · 4 hits
— 0/2 slides
Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 3 hits
— 0/2 slides
100% 2/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
50% 1/2 slides · 2 hits
— 0/2 slides
100% 2/2 slides 100% 2/2 slides Evidence 10 slides 100% 10/10 slides 100% 10/10 slides · 43 hits
— 0/10 slides
70% 7/10 slides · 9 hits 10% 1/10 slides 100% 10/10 slides 100% 10/10 slides

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
establish_context
Open slide detailBeat · Setup
03
compare_peers
Open slide detailBeat · Setup
04
The slide uses a callout to point out a specific event (tax reform) that boosted earnings, contrasting it with the stagnant share price.expose_contradiction
Open slide detailBeat · Setup
05
The chart illustrates a valuation gap, supporting an activist thesis of undervaluation.quantify_opportunity
Open slide detailBeat · Setup
06
summarize
Open slide detail
07
summarize
Open slide detail
08
The slide uses a combination of bar charts for ROI and a summary table for underlying unit economics metrics.compare_peers
Open slide detail
09
Uses a waterfall-style logic to show value creation from initial investment.quantify_opportunity
Open slide detail
10
The slide uses a stacked bar chart to illustrate the shift in earnings contribution, with CAGR annotations to emphasize growth differentials.quantify_opportunity
Open slide detail
11
The chart uses a dual-axis approach with bars for absolute dollar amounts and a line for cumulative percentage of market cap.quantify_opportunity
Open slide detail
12
diagnose_problem
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
13
transition
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
14
The slide uses a mix of dot-based comparison, bar charts, and media clippings to build a narrative of category growth.summarize
Open slide detailLoop · Cost Of Inaction
15
The chart highlights a valuation gap between M&A activity in the coffee sector and Starbucks' public market valuation.compare_peers
Open slide detailLoop · Cost Of Inaction
16
The slide uses a primary bar chart for market share and an inset bar chart for absolute sales volume to emphasize market dominance.compare_peers
Open slide detailLoop · Cost Of Inaction
17
The table uses a heatmap-style color coding for market share percentages.size_opportunity
Open slide detailLoop · Cost Of Inaction
18
transition
Open slide detailLoop · Cost Of Inaction
19
The chart highlights a consistent 5% average growth rate despite volatility in 2008-2009.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
20
The chart highlights a consistent 5% average growth rate over the period, with a clear visual split between the two growth drivers.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
21
The chart uses a stacked bar format to show the composition of owned vs licensed units over time.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
22
The slide uses a grouped bar chart to contrast domestic vs international expansion.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
23
The map uses color-coded regions to visualize store density relative to population.size_opportunity
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
24
summarize
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
25
The chart uses a stacked bar approach to show the composition of international units, with China growing at a 31% CAGR compared to 10% for the rest of the worldanalyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, emphasizing the long-term potential.quantify_opportunity
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
27
establish_context
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
28
frame_situation
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
29
The chart includes a specific callout regarding a loyalty program change in Q3'16 affecting transaction/ticket metrics.analyze_data
Open slide detailLoop · Cost Of Inaction
30
The table uses red dashed boxes to highlight the specific product categories (Core Beverage and Frappuccino) that are driving the sales deceleration.analyze_data
Open slide detailLoop · Cost Of Inaction
31
The slide highlights the gap between previous and revised financial guidance.compare_peers
Open slide detailLoop · Cost Of Inaction
32
The slide uses a list format to diagnose operational and market-driven headwinds.diagnose_problem
Open slide detailLoop · Cost Of Inaction
33
SSS stands for Same-Store Sales.propose_solution
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
34
plan_implementation
Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction
35
The slide uses a positive framing to suggest that current management is capable of fixing recent challenges.summarize
Open slide detail
36
transition
Open slide detail
37
Includes a 53rd week adjustment note for 2016. Contains annotations highlighting specific CAGR metrics.analyze_data
Open slide detail
38
The table uses a contribution-to-SSS model to derive total growth figures.analyze_data
Open slide detail
39
analyze_data
Open slide detail
40
The chart uses a bridge format to decompose EPS growth drivers.show_valuation_bridge
Open slide detail
41
The slide uses a clear 'Base' vs 'Upside' comparison to justify a bullish investment thesis.show_valuation_bridge
Open slide detail
42
Includes historical context at the bottom to frame the sensitivity analysis.quantify_opportunity
Open slide detail
43
The slide uses color-coded bars to categorize different aspects of the investment thesis.summarize
Open slide detail