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slides · global inventory

Problem Agitate Solution

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Matching slides 26,550
Current window 12,361-12,390
Pages 885
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12,361-12,390 of 26,550

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44
This slide outlines the conditions/prerequisites the activist believes are necessary before a spin-off or separation should occur.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
45
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
47
The slide uses a 'break-even' analysis to argue that the remaining Darden entity would need to trade at a higher multiple to offset the discount applied to the spun-off Red Lobster.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
48
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
49
This is a classic activist investor thesis slide, using a combination of bulleted arguments and a strong summary callout at the bottom.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
50
Uses a simple additive equation to illustrate the 'rent subsidy' concept.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
51
The slide uses a peer benchmark table of triple-net-lease REITs to establish a valuation baseline for real estate assets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
52
The slide uses a comparative valuation table to highlight the difference in EBITDA multiples between the operating business (6.5x) and the real estate assets (14.6x).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
53
Includes a comparison table of historical EBITDA for Red Lobster vs Darden to illustrate the credit-worthiness argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
54
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
55
The slide uses external analyst quotes to build a narrative of management incompetence and market misalignment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
56
The slide uses a grid of four quotes to demonstrate a consensus of negative sentiment from the investment community.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
57
Includes a visual poll result graphic showing 84.17% 'NO' vote.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
58
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
59
This slide serves as a summary of grievances against management's strategic plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
60
Uses a comparison frame to highlight logical inconsistencies in management's strategic justification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
61
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
62
Uses a table-like structure to present two specific instances of management stonewalling analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
63
The slide uses a valuation table to quantify potential value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
64
The slide uses a 'MISLEADING' stamp overlay on a bar chart to emphasize the contradiction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
65
The slide uses a grouped bar chart to compare demographic segments over time (2008 vs 2013) for two brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
66
The slide uses a scatter plot to visually prove that two brands management claims are different are actually demographically identical.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
67
Uses AUV data to challenge management's strategic rationale for spinning off Red Lobster instead of SRG.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
68
This slide is part of an activist campaign by Starboard Value against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
69
Uses a simple table to highlight the valuation gap between REITs and Darden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
70
Uses a strong 'WE DISAGREE' callout to emphasize the activist's stance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
71
Uses a callout box to highlight a specific Q&A exchange from an earnings call.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
72
The slide uses a quote from Covenant Review to undermine management's credibility.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
73
Uses a specific financial argument to challenge management's narrative on debt covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit