{
  "docId": "019de077-1511-74ad-8779-d4a5bd51f53e",
  "docSlug": "36531221f1c67575f86f87d8dbd73e65",
  "documentTitle": "Trian Partners | Activist Presentation Deck | 133 slides",
  "authorId": "trian-partners",
  "authorName": "Trian Partners",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.2938006,
  "pageNumber": 66,
  "pageCount": 129,
  "prevPage": 65,
  "nextPage": 67,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "Uses a timeline to highlight the shift in messaging regarding CEO succession.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de077-1511-74ad-8779-d4a5bd51f53e/66",
  "deckHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e",
  "deckJsonHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e.json",
  "deckAnchorHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e#slide-66",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.84,
        "x": 0.08,
        "y": 0.35
      },
      "kind": "diagram",
      "text": "Timeline of Iger's contract statements",
      "attrs": null,
      "subkind": "timeline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6322a25b-953a-4883-8f12-2c448bce0b7c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.84,
        "x": 0.08,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "The Board Announced That it Had Extended Mr. Iger's Employment Contract Through 2026 Just Months After Signing a Two-Year Agreement",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ddcd7f32-78d5-4ec9-82c8-447e037fe7d9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.84,
        "x": 0.08,
        "y": 0.76
      },
      "kind": "quote",
      "text": "...I think we're approaching [the succession process at Disney] differently, and I just don't want to... it's just not something that I feel other than saying that we're aggressively pursuing succession, there's no more detail that I want to give.",
      "attrs": null,
      "subkind": "pull-quote",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0f55bafe-dc5b-444c-a841-40b06d37d401",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.65,
        "x": 0.08,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: SEC filings, Company press releases, The New York Times. Note: Quotes in timeline represent statements made in press releases and Disney's FY 2023 proxy statement.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b754aa27-452e-41d6-bdb5-5c1a8042c024",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.84,
        "x": 0.08,
        "y": 0.13
      },
      "kind": "title",
      "text": "The Succession Committee Is Already Off to a Rough Start",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f4224434-9107-41b6-b462-7623c3c67348",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "ceo-quote-contradiction",
      "slug": null,
      "matchId": "fec94979-6c77-4fd9-883b-74e04ce2300f",
      "evidence": "Contrasts initial two-year mandate with later contract extension using quotes.",
      "confidence": 0.95
    }
  ],
  "arcBeats": [
    {
      "to": 76,
      "from": 17,
      "beatId": "158fe0c2-f6cc-4ac8-b261-074cb3e1f60b",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate (Make it worse)",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The document highlights the board's complacency, lack of accountability, and poor oversight on strategy and culture.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 76,
      "from": 17,
      "name": "Iceberg",
      "slug": "10-iceberg",
      "bestFor": "Consulting, complex problem solving, organizational change",
      "matchId": "3989da04-4616-439d-99cf-416eeb555de0",
      "evidence": "The document reveals the underlying issues with Disney's board, including complacency and lack of accountability.",
      "position": 1,
      "objective": "To reveal the underlying issues with Disney's board",
      "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause",
      "confidence": 0.7,
      "description": "Reveal that the visible problem is merely a symptom of a deeper root cause"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}