Legion Partners | Activist Presentation Deck | 14 slides

Legion Partners · 2019-04
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 1
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Slide inventory

14
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a simple, bold typographic treatment to establish the campaign's core objective.front_matter
04
The slide uses negative values in parentheses to highlight underperformance.compare_peers
Open slide detailBeat · The Monster
05
The slide uses a dual-axis combo chart to contrast cash outflow with share price performance over time.expose_contradiction
Open slide detailBeat · The MonsterLoop · Aha Moment
06
Includes a trend line overlaying the bar chart to emphasize the decline.diagnose_problem
Open slide detailBeat · The MonsterLoop · Aha Moment
07
The slide uses a dual-axis chart to demonstrate the inefficiency of SG&A spending relative to sales growth.diagnose_problem
Open slide detailBeat · The MonsterLoop · Aha Moment
08
The slide uses a downward-sloping arrow to visually emphasize the acceleration of the margin decline.diagnose_problem
Open slide detailBeat · The MonsterLoop · Aha Moment
09
The chart highlights BBBY in blue and points out that a high furniture mix correlates with lower inventory turns.compare_peers
Open slide detailBeat · The MonsterLoop · Aha Moment
10
The slide highlights Bed Bath & Beyond's data with red circles.compare_peers
Open slide detailBeat · The Struggle
11
The chart groups companies into 'Mid & Large Box Retail and Home Related Retail', 'Department', and 'Off-Price' segments.compare_peers
Open slide detailBeat · The Struggle
12
The chart uses a stacked bar format to emphasize the compounding nature of executive pay over time.expose_contradiction
Open slide detailBeat · The Struggle
13
The slide uses a list of bullet points to build a case for governance reform.diagnose_problem
Open slide detailBeat · The VictoryLoop · Golden Circle
14
The slide outlines a comprehensive turnaround strategy including governance changes and operational levers.state_demand
Open slide detailBeat · The VictoryLoop · Golden Circle