slides · global inventory
Consultants Gambit
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Matching slides 39,432
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27,931-27,960 of 39,432
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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This slide serves as an introductory context setting for the activist campaign.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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This slide serves as an introductory context-setting page for an activist investor deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Includes same-store sales growth data at the bottom of the chart.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide highlights the turnaround in cash flow performance following 2002.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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The slide uses a callout box to emphasize the underperformance of the stock.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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The QSR index significantly outperforms both McDonald's and the S&P 500 over the 5-year period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a 'Pershing Square' logo in the top left corner. The data is based on 30-day average trailing prices as of 11/11/05.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a simple two-column comparison to illustrate the economic relationship between the corporate entity and its franchisees.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses an org-chart style diagram to illustrate the business structure and highlights a specific accounting/operational critique regarding transfer pricing.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
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The slide uses a hierarchical structure to categorize business units and then compares them across four key financial metrics.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Uses a before-after bridge to illustrate the impact of accounting adjustments on segment EBITDA contribution.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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Includes specific arrows pointing to inter-company eliminations and rent/fee adjustments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide uses a specific G&A allocation assumption (75% to Real Estate/Franchise) to derive the segment EBITDA.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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The slide highlights the resilience of the Real Estate and Franchise segment compared to the core McOpCo business.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide details the mechanics of a capital allocation strategy involving debt issuance and share repurchases.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Part of Pershing Square's proposal to McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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The table highlights the significant margin expansion (EBITDA, EBITDA-Capex, FCF) resulting from the proposed transaction.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Part of a series of slides detailing Pershing Square's proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Part of a series of slides detailing the Pershing Square proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
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Slide 56 of the deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Page number 1 at the bottom.Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
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Target Corporation (TGT)Target Corporation (TGT) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit