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15,871-15,900 of 37,461
100
Includes a callout box for 'Areas not quantified' to manage expectations.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
101
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
102
The slide uses a red dashed box to highlight Darden (DRI) and a horizontal line to indicate the industry median.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
103
This is a classic activist investor critique of operational inefficiency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
104
Uses a before-after comparison framework to highlight operational decay.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
105
Part of a series of slides identifying operational waste at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
106
Uses checkmarks and X marks to visually contrast positive historical outcomes with negative current outcomes.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
107
Uses a contrast-principle framework to highlight the gap between Darden's internal process and industry best practices.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
108
Includes a specific example of chicken weight tolerance and a photo of a branded Red Lobster bag as a 'Cadillac' example of over-specification.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
109
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
110
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
111
The slide uses a specific example of packaging to illustrate the broader thesis of over-engineering in indirect spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
112
Includes a 'Proved successful for Brinker' callout, indicating a precedent-based argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
113
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
114
The slide uses a bar chart to expose a performance gap in labor efficiency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
115
Includes a callout box highlighting past success with outsourcing.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
116
Includes a callout box at the bottom summarizing the total savings opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
117
Includes a red annotation circle highlighting the potential savings.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
118
Includes a customer testimonial and a bar chart showing variety scores.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
119
The slide uses a red circle to emphasize the 98 total items for LongHorn.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
120
Includes a red circle annotation highlighting the 138 total menu items for Red Lobster.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
121
Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
122
The slide uses a bulleted list structure to contrast current state with proposed improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
123
Uses a quote from Joe Lee to highlight the contradiction between historical values and current corporate policy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
124
Includes a testimonial/quote from Brinker regarding Middleby Corporation and a bar chart showing labor hour reduction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
125
Includes a callout box for 'Areas not quantified' and a summary table of financial opportunities.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
126
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
127
Uses 'Proved successful' callouts to highlight peer benchmarks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
128
Uses a bar chart to highlight Darden's higher R&M spend compared to peers Bloomin' Brands and Brinker.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
129
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit