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slides · global inventory

Problem Agitate Solution

Arc collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 26,550
Current window 13,381-13,410
Pages 885
Rows per page 30
Arc: Problem Agitate Solutionclear collectionreset all
18 30 60

Arc

13,381-13,410 of 26,550

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01
Slide 1
Includes Trian Partners logo and DuPont logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
47
The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
48
This slide details the 'Alternative A' scenario, likely part of an activist investor's proposal for corporate restructuring.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
49
Includes detailed footnotes regarding GAAP compliance and share repurchase assumptions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
50
Includes detailed breakdown of pro forma EBITDA and share count adjustments.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
51
Includes pro forma adjustments for synergies and dis-synergies; contains disclaimer regarding non-GAAP projections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
52
Includes disclaimer regarding pro forma projections and GAAP compliance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
53
Uses a contrast-pairs framework to systematically dismantle management's stated objections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
54
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
55
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
56
Includes specific leverage targets, growth rates, and valuation multiples for the two resulting entities.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
57
Includes detailed breakdown of debt, EBITDA, interest expense, and share buyback math.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
58
Includes pro forma adjustments for dis-synergies and management actions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
59
The slide uses a waterfall-like comparison to show value creation from different spin-off and acquisition scenarios.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
11
The slide uses a narrative structure to contrast the historical success of decentralized, distinct business units (Pepsi vs. Frito-Lay) with the current state of centralized corporate control.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
12
This is a text-heavy research note page from an activist investor (Trian) presentation.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
13
The text uses a series of rhetorical questions and data comparisons to challenge management's narrative on earnings and cost-cutting.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
14
The text uses Roman numeral citations (xxii-xxvi) typical of equity research notes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
15
The slide uses two tables to contrast historical performance with recent declines, highlighting a failure to meet promised growth targets.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain1 hit
16
The slide uses the 'prisoner's dilemma' framework to explain the competitive pricing environment between PepsiCo and Coca-Cola.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The slide uses a diagnostic framework (symptoms vs. causes) to explain financial underperformance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
18
The slide uses a list-based format to detail specific operational and strategic failures at PepsiCo, including brand mismanagement and failed product launches.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
19
The text uses the 'robbing Peter to pay Paul' metaphor to describe the internal capital allocation conflict.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
20
The slide uses a series of arguments to challenge the 'Power of One' strategy, citing historical performance and market share data.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
23
The slide uses a 'blank sheet of paper' argument to counter management's claims of dis-synergies.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
24
The slide uses a narrative structure to argue for operational restructuring and decentralization.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
25
The slide uses historical case studies to argue for the benefits of corporate focus and independent management teams.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
26
The slide uses historical case studies (Dr Pepper Snapple, Cadbury) to challenge PepsiCo's integrated business model.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit
27
This is a text-heavy research note page from Trian Partners regarding PepsiCo.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Solution (Provide relief)Loop · Logic Chain1 hit