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  "docSlug": "33891c625660bf65301187bedd1a6954",
  "documentTitle": "Starboard Value | Activist Presentation Deck | 71 slides",
  "authorId": "starboard-value",
  "authorName": "Starboard Value",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
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  "presentationDate": "2024-10-01 00:00:00",
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  "density": "balanced",
  "nDataPoints": 9,
  "notes": "The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.",
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  "slideHref": "/slides/019de077-4afb-71c3-9c30-47bdfd22c0dd/63",
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      "kind": "callout",
      "text": "Kenvue trades at a steep discount to its peers – even accounting for its growth profile.",
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      "kind": "chart",
      "text": "P / CY25 EPS vs. Sales CAGR % (2023 – 2026)",
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      "kind": "disclaimer",
      "text": "Source: Capital IQ, and Wall Street Research. Market data as of October, 18, 2024.",
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      "kind": "legend",
      "text": "Legend: Home & Personal Care Peers; Skin Health and Beauty Peers",
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      "kind": "title",
      "text": "We Believe Kenvue Is Too Cheap Given Its World-Class Brand Portfolio and Current Consensus Growth Expectations",
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      "evidence": "Scatter plot comparing valuation multiples against growth metrics for peer group.",
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  "loops": [
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      "to": 70,
      "from": 49,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
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      "evidence": "The deck presents Starboard Value's big bet for Kenvue's growth and improvement, including a renewed focus on Skin Health and Beauty.",
      "position": 2,
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      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
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