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  "notes": "Uses callout boxes to present external validation for the activist's thesis.",
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      "text": "Gordon Haskett",
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      "text": "What we found most interesting... was Interim CEO Keith McLoughlin's point-by-point assessment... we don't see how Chairman [Les] Vinney and a few other directors can continue serving as board members.",
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      "text": "One need look no further than [fiscal 4q18] performance to understand that change is long overdue.",
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      "text": "While there was a lot to digest, all-in we learned little that altered our view of the fundamental trajectory of the business or value of the stock.",
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      "text": "Note: Emphasis from Third Point; quotations from Goldman Sachs report “Fundamentals deteriorate and turnaround plans are still lacking” (8.30.18), Consumer Edge Research report “Q4 Follow up – Not The End... But The End Of The Beginning” (8.30.18), Gordon Haskett note “Mm-Mm Bad” (9.4.18)",
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