{
  "docId": "019dd923-5e88-73ef-bd5e-56785ecbe0f5",
  "docSlug": "31db9f3b257fac52",
  "documentTitle": "2024 03 Investor Presentation",
  "authorId": "Disney",
  "authorName": "The Walt Disney Company",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 44,
  "pageCount": 67,
  "prevPage": 43,
  "nextPage": 45,
  "slideType": "key_messages",
  "function": "frame_problem",
  "density": "overcrowded",
  "nDataPoints": 1,
  "notes": "The slide uses a grid of negative points (red X) contrasted with positive testimonials (green check) to frame the opposition.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "quote_block",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5e-56785ecbe0f5/44",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5e-56785ecbe0f5#slide-44",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Peltz on the Board sends a message that creativity is being deprioritized in favor of financial engineering just as we are restoring creative confidence across Disney.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-6677-7460-8547-fd0d340948d9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.37,
        "y": 0.205
      },
      "kind": "list",
      "text": "Peltz’s “suggestions” are dangerous, uninformed, and value-destructive",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "532187d5-a8e4-4037-acc4-5f67017f8f99",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.04,
        "y": 0.205
      },
      "kind": "list",
      "text": "Peltz has never been involved in a business with creativity at its core and doesn’t understand the media sector",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5df93ae3-de75-4cfd-9431-08ae4e06e485",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.37,
        "y": 0.665
      },
      "kind": "list",
      "text": "Peltz on the Board sends a message that creativity is being deprioritized in favor of financial engineering just as we are restoring creative confidence across Disney",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6a602e1a-58a7-45f3-8831-2bbc4eb97486",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.37,
        "y": 0.435
      },
      "kind": "list",
      "text": "In previous Board experience, Peltz characteristically established a “shadow management team” committed to advancing his own agenda in lieu of long-term shareholder value",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79184760-5201-4661-9c56-55850438d88d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.04,
        "y": 0.665
      },
      "kind": "list",
      "text": "Peltz — particularly under Perlmutter’s continued influence — would create a significant distraction and waste time and resources when management needs total focus on execution",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8c6b485e-c0d7-41c6-94a1-0560f0a19c56",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.04,
        "y": 0.435
      },
      "kind": "list",
      "text": "Former Marvel exec Ike Perlmutter — whose fraught history with Bob Iger is publicly documented — owns ~79% of the shares Trian claims to represent and has collaborated with Peltz to run two consecutive proxy contests",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f20d5b91-811a-465b-85ab-727e896a39f8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.25,
        "x": 0.72,
        "y": 0.3
      },
      "kind": "quote",
      "text": "These activists must be defeated. They are not interested in preserving the Disney magic, but stripping it to the bone to make a quick profit for themselves. —Roy Disney, 02/29/24",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3308d15c-a4c2-4d62-8ad5-f59e3daf2f48",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.25,
        "x": 0.72,
        "y": 0.55
      },
      "kind": "quote",
      "text": "... I know for a fact that the worst thing that could happen to the company is Nelson Peltz. —Abigail Disney, 02/29/24",
      "attrs": null,
      "subkind": "testimonial",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c4bb49ac-6039-474e-b9ae-67b4da239012",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.7,
        "x": 0.08,
        "y": 0.05
      },
      "kind": "title",
      "text": "Peltz’s slate — exacerbated by his silent partner, Ike Perlmutter — would harm Disney ...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "171ffec7-361d-4bcf-abcd-d8c7499c7bd5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}