{
  "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": 88,
  "pageCount": 129,
  "prevPage": 87,
  "nextPage": 89,
  "slideType": "comparison_table",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 24,
  "notes": "The slide uses a before-after comparison to validate Trian's investment thesis.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de077-1511-74ad-8779-d4a5bd51f53e/88",
  "deckHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e",
  "deckJsonHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e.json",
  "deckAnchorHref": "/decks/019de077-1511-74ad-8779-d4a5bd51f53e#slide-88",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.08,
        "y": 0.26
      },
      "kind": "list",
      "text": "TSR Analysis Overview: We believe it is important to measure performance from the time of Trian's involvement through Nelson Peltz's board tenure and beyond.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "333404ea-f241-4e29-8966-3e07cc9beeb2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.8,
        "x": 0.08,
        "y": 0.19
      },
      "kind": "paragraph",
      "text": "Nelson Peltz and Trian have worked closely with many blue-chip companies, driving long-term value creation through numerous corporate and brand turnarounds.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7a3d0df9-42a9-469c-ba73-266d91d86c7f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.75,
        "x": 0.08,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "Source: FactSet. Note: Represents the annualized absolute Total Shareholder Return ('TSR') performance at each company...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d31d43a3-877c-4496-851f-b9feaebbd881",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.38,
        "x": 0.55,
        "y": 0.25
      },
      "kind": "table",
      "text": "Annualized TSR of Trian Portfolio Companies Where Nelson Peltz Served on the Board",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca521edc-aadf-4565-b87e-c76465c65142",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.8,
        "x": 0.08,
        "y": 0.13
      },
      "kind": "title",
      "text": "Nelson Peltz & Trian Involvement Drives TSR Performance",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d6fc6713-9da1-4cac-8bea-11054569ff39",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "before-after-framing",
      "slug": null,
      "matchId": "5b912073-b9aa-4c30-b768-f72213f48206",
      "evidence": "Compares performance '5-Years Prior to Involvement' vs 'From Involvement through YE 2023'",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 129,
      "from": 77,
      "beatId": "bb2c33c7-1b54-4e3b-a439-4c13d2a6f61f",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document proposes Trian Partners' nominees as a solution to restore the magic at Disney.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}