{
  "docId": "019de076-fd9d-73d2-8e05-3055a9cfa543",
  "docSlug": "90f942664dc4b257b81b443a064a153d",
  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides",
  "authorId": "disney",
  "authorName": "The Walt Disney Company",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7744917,
  "pageNumber": 52,
  "pageCount": 66,
  "prevPage": 51,
  "nextPage": 53,
  "slideType": "preempt_rebuttal",
  "function": "preempt_rebuttal",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "This is a defensive slide from Disney's management against Trian Partners' activist campaign.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/52",
  "deckHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543",
  "deckJsonHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json",
  "deckAnchorHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-52",
  "components": [
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "list",
      "text": "Disney has an unparalleled creative engine that drives shareholder value creation. Our 100 years of storytelling excellence, creativity, and rejuvenation.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3a1b6d64-d40b-428d-9cec-d9000c99c7af",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.4
      },
      "kind": "list",
      "text": "Disney is uniquely positioned to thrive amid generational disruption. Leading streaming platforms, differentiated IP, and unique monetization capabilities.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3c5c3efa-ff8d-47a3-8794-a939c65d2f49",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.9,
        "x": 0.05,
        "y": 0.65
      },
      "kind": "list",
      "text": "Nelson Peltz and Trian's approach would absolutely damage Disney. Lack of creative experience, value-destructive bureaucracy, and misunderstanding of the media business.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5277d7db-1c36-45e4-ab8c-e5f7c8358dfd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "You cannot “restore the magic” if you don’t understand magic",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3f763125-b8dd-4b94-858c-954d6fcfa391",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "preempt_rebuttal",
      "slug": null,
      "matchId": "e4d0574f-4b17-4561-a704-08c61be3aa36",
      "evidence": "The slide explicitly attacks the activist's qualifications and proposals to defend the current management's strategy.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 66,
      "from": 20,
      "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}