Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)

Slide locked Sign in to view

Slide schematic 5/7

callout 1/2 chart 1/1 metric 0/1 paragraph 1/1 source-note 1/1 title 1/1

2 without position callout 1 · metric 1

calloutmetric · primary

Slide metadata 21

Deck: Multiple (portfolio-level LP update: MDLZ, APD, ZTS, QSR, CP, HHC, VRX, PAH, NOMD, HLF short)
Kind: Activist deck
Type: before_after
Function: quantify_opportunity
Density: balanced
Data points: 6
Confidence: 100%

Arc beats covering this slide 2

The Consultant's GambitEvidence & Proofpp 18-25 · confidence 80%

The presentation provides data and examples of successful investments, such as Heinz's expanded global gross margins

The Consultant's GambitSolution & Approachpp 20-30 · confidence 80%

The presentation discusses potential solutions, such as implementing 3G's ZBB approach at Mondelez

Loops covering this slide 2

Cost Of Inactionpp 16-21confidence 70%

What are the consequences of not taking action to improve profitability?

Before Afterpp 18-25confidence 70%

How can we improve the profitability of portfolio companies?

Components 7

primary callout bar-vertical primary paragraph source-note headline

Tools 2

Before/after framing slide · 70%

While management is making progress with their plan to increase margins to 17-18% by 2018, we believe optimized margins are far higher

Waterfall chart slide · 50%

Mondelez EBIT Margin

Metrics 0

∅

No metrics

No metric insight is anchored to this slide.

Frameworks 1

before-after-framing 90%

Compares current management targets against a proposed 'optimized' future state.

Find anything