Starboard Value · activist-deck
Starboard Value | Activist Presentation Deck | 71 slides
71 pages · 0 arc beats · 3 loops
Starboard Value | Activist Presentation Deck | 71 slides
Starboard Value · 2024-10 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 71 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 71 slides 100% 71/71 slides 100% 71/71 slides · 299 hits — 0/71 slides
22.5% 16/71 slides · 19 hits 64.8% 46/71 slides — 0/71 slides
81.7% 58/71 slides Slide inventory
71 every slide · same image gating as the playbook
04
This is a context-setting slide for an activist investor presentation, likely leading into a discussion about the brand's market position or potential.establish_context
05
This slide serves as a transition or illustrative example in an activist investor presentation.establish_context
07
This slide uses a product image to establish brand dominance/familiarity.illustrate_case
10
This slide serves as a visual anchor to establish the brand portfolio of the company being discussed (Kenvue/J&J Consumer Health).establish_context
11
This slide acts as a 'curiosity gap' hook before revealing the target company's portfolio.transition
13
The slide uses a simple process flow to show the separation of business units.establish_context
Open slide detailLoop · Tale Two Worlds
14
The slide uses a 2x2 matrix to visually justify the corporate separation.compare_peers
Open slide detailLoop · Tale Two Worlds
15
The slide uses the CEO's own words to validate the activist's thesis regarding the strategic divergence of the business units.expose_contradiction
Open slide detailLoop · Tale Two Worlds
17
The slide uses a callout box to highlight that Consumer Health represents a minority of overall revenue.analyze_data
Open slide detailLoop · Tale Two Worlds
19
The slide uses a three-column layout to categorize the company's brand portfolio.decompose_segments
Open slide detailLoop · Tale Two Worlds
20
The slide uses a logo-grid layout to establish brand equity comparison.compare_peers
Open slide detailLoop · Tale Two Worlds
21
The slide uses a logo-grid layout to visually demonstrate brand strength.compare_peers
Open slide detailLoop · Tale Two Worlds
22
The slide uses a logo-grid to visually demonstrate brand strength.compare_peers
Open slide detailLoop · Tale Two Worlds
23
The slide uses a logo-grid layout to contrast the two companies' brand assets.compare_peers
Open slide detailLoop · Tale Two Worlds
24
The slide uses a logo-grid layout to establish brand equity comparison.compare_peers
Open slide detailLoop · Tale Two Worlds
25
The slide uses a logo-grid to establish brand equity comparison.compare_peers
Open slide detailLoop · Tale Two Worlds
26
The slide uses a logo-grid layout to establish brand equity and portfolio breadth.compare_peers
Open slide detailLoop · Tale Two Worlds
27
The chart uses a dashed line to indicate the peer median of 10%.compare_peers
Open slide detailLoop · Tale Two Worlds
28
LSD = Low Single Digit, MSD = Mid Single Digit.analyze_data
Open slide detailLoop · Tale Two Worlds
30
The chart uses a dashed line to indicate the peer median valuation of 25x.compare_peers
Open slide detailLoop · Tale Two Worlds
31
The chart highlights Kenvue's underperformance relative to the peer median.compare_peers
Open slide detailLoop · Tale Two Worlds
33
Uses a waterfall-style gap annotation to emphasize the performance deficit.expose_gap
Open slide detailLoop · Cost Of Inaction
34
Uses red color coding and a dashed box to emphasize the negative performance outcome.expose_contradiction
Open slide detailLoop · Cost Of Inaction
35
The chart uses color coding to distinguish between 'Diversified HPC Peers' and 'Skin Health and Beauty Peers', with Kenvue highlighted in red.compare_peers
Open slide detailLoop · Cost Of Inaction
36
The chart uses a trend line to illustrate the valuation gap for KVUE.compare_peers
Open slide detailLoop · Cost Of Inaction
37
The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.compare_peers
Open slide detailLoop · Cost Of Inaction
38
The slide uses visual annotations (arrows and dashed circles) to suggest a path for valuation expansion for KVUE.compare_peers
Open slide detailLoop · Cost Of Inaction
40
The slide uses a CEO quote to validate the performance of the segment, supported by a visual grid of the segment's key brands.illustrate_case
Open slide detailLoop · Cost Of Inaction
41
The slide uses a CEO quote to validate the segment's growth and strategic execution.summarize
Open slide detailLoop · Cost Of Inaction
42
The slide uses a red dashed box to emphasize the CEO's admission of failure.expose_contradiction
Open slide detailLoop · Cost Of Inaction
43
Uses a bar chart with horizontal reference lines to illustrate the drag effect of a specific business unit.expose_gap
Open slide detailLoop · Cost Of Inaction
44
The slide uses a dashed line to represent market growth, visually isolating Kenvue's underperformance.expose_gap
Open slide detailLoop · Cost Of Inaction
45
The slide highlights a ~525bps decline using a red callout box and arrow.expose_contradiction
Open slide detailLoop · Cost Of Inaction
46
The chart highlights KVUE SH&B in red to emphasize its underperformance relative to the peer median.compare_peers
Open slide detailLoop · Cost Of Inaction
48
Uses a causal chain visual to link past management issues to current financial underperformance.diagnose_problem
Open slide detailLoop · Cost Of Inaction
49
Uses a visual 'not equal to' symbol to emphasize the distinction between the two business units.frame_situation
Open slide detailLoop · Quick Win Big Bet
50
Uses a funnel-style process diagram to show the attrition rate of drug compounds.frame_problem
Open slide detailLoop · Quick Win Big Bet
51
The slide uses celebrity endorsements (Jennifer Garner for Neutrogena, Jennifer Aniston for Aveeno) to illustrate the reliance on marketing in the beauty industexpose_contradiction
Open slide detailLoop · Quick Win Big Bet
54
The slide uses quotes to preemptively address concerns about segment performance by highlighting management's focus and strategic plans.summarize
Open slide detailLoop · Quick Win Big Bet
55
The chart uses a dual-axis style (bar for absolute spend, line for % of sales) to demonstrate growth.analyze_data
Open slide detailLoop · Quick Win Big Bet
56
The slide uses a 'villain critique' style to frame the company's marketing strategy as a potential weakness or distraction.expose_contradiction
Open slide detailLoop · Quick Win Big Bet
57
Includes screenshots of marketing materials and press coverage.summarize
Open slide detailLoop · Quick Win Big Bet
58
The slide uses a news article screenshot to establish the historical context of the CeraVe acquisition.cite_precedent
Open slide detailLoop · Quick Win Big Bet
59
Uses screenshots of news articles to build a narrative of brand growth.illustrate_case
Open slide detailLoop · Quick Win Big Bet
60
Uses a process flow to link acquisition to marketing strategy to financial outcome.illustrate_case
Open slide detailLoop · Quick Win Big Bet
62
The slide uses a logo-grid layout to establish brand dominance/quality comparison.compare_peers
Open slide detailLoop · Quick Win Big Bet
63
The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.compare_peers
Open slide detailLoop · Quick Win Big Bet
64
Uses CEO quotes to contrast successful segments with the underperforming Skin Health and Beauty segment.expose_contradiction
Open slide detailLoop · Quick Win Big Bet
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.compare_peers
Open slide detailLoop · Quick Win Big Bet
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.compare_peers
Open slide detailLoop · Quick Win Big Bet
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.compare_peers
Open slide detailLoop · Quick Win Big Bet
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.compare_peers
Open slide detailLoop · Quick Win Big Bet
69
The chart uses a dashed line to indicate the peer median of 20%.compare_peers
Open slide detailLoop · Quick Win Big Bet
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.compare_peers
Open slide detailLoop · Quick Win Big Bet