{
  "docId": "019dd923-622b-71dc-a6db-4e5c6908a228",
  "docSlug": "e685a047c782",
  "documentTitle": "E.I. du Pont de Nemours and Company (DuPont) (DD)",
  "authorId": "06_Trian_Partners",
  "authorName": "Nelson Peltz",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2015-02-17 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 54,
  "pageCount": 95,
  "prevPage": 53,
  "nextPage": 55,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "dense",
  "nDataPoints": 24,
  "notes": "The slide uses a color-coded bar chart to highlight DuPont's underperformance relative to various peer groups and the S&P 500.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "bar_chart_vertical",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-4e5c6908a228/54",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-4e5c6908a228",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-4e5c6908a228.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-4e5c6908a228#slide-54",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Even using DuPont's choice of comparables, which we disagree with, and their market capitalization-weighting methodology, DuPont has underperformed the benchmarks in the more normalized economic environment of the last 4 years",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-5374-767b-b3c4-7c6378537be4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.88,
        "x": 0.06,
        "y": 0.28
      },
      "kind": "chart",
      "text": "TSR for Period Ended 9/16/14",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3b9aca5a-cb1b-4334-b191-618a9ea73150",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.88,
        "x": 0.06,
        "y": 0.14
      },
      "kind": "list",
      "text": "Even using DuPont's choice of comparables, which we disagree with, and their market capitalization-weighting methodology, DuPont has underperformed the benchmarks in the more normalized economic environment of the last 4 years\nTrian believes this is a direct reflection of management's inability to grow EPS since 2011",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f1aaa6c8-59fc-438c-8202-aa0c54e551b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "TSR: 73%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-5374-767b-b3c4-832f73a69cae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.88,
        "x": 0.06,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "Source: Bloomberg and CapIQ. (1) Because DuPont's stock has outperformed the comparables by 13% - 18% since the release of Trian's white paper on September 16, 2014... (2) Since September 16, 2014 through February 6, 2015...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "250d4070-67f1-4297-8776-b7ab618d36f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.88,
        "x": 0.06,
        "y": 0.03
      },
      "kind": "title",
      "text": "Not Subjective: Even Using DuPont's Suggested Comparables And Weighting Methodology, TSR has Lagged",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33c0c6c0-dacf-416e-a078-b4eca5b145b6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "comparison-frame",
      "slug": null,
      "matchId": "76f6bd5d-1f05-40c9-8021-f7b70f7d1ee6",
      "evidence": "Comparing DuPont's performance against multiple peer groups over various time horizons.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}