Trian Partners | Activist Presentation Deck

Slide schematic 5/5

callout 1/1 chart 1/1 list 1/1 source-note 1/1 title 1/1

Components 5

primary scatter bullet source-note headline

Tools 1

list/bullet: Despite (a) health focus, (b) structurally attractive categories and (c) top-tier emerging markets exposure, Danone trades in-line with slower-growing US peers like Campbell and General Mills

Metrics 0

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No metrics

No metric insight is anchored to this slide.

Frameworks 1

valuation-bridge 90%

The chart shows a current valuation point and an arrow indicating a target valuation based on historical averages.

Find anything

The chart uses a regression line to show the expected valuation based on growth, with an arrow indicating the potential re-rating of Danone stock.