slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 34,501-34,530
Pages 3,679
Rows per page 30
Component
34,501-34,530 of 110,355
04
The slide outlines the firm's 'Value, Plan, and Path' approach and highlights their track record of board reconstitution and associated investment returns.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
05
This slide serves as the core thesis statement for the activist campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price than the current $48.07.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
20
Includes two testimonials and a performance chart comparing Office Depot to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
21
The slide uses a grid layout to present headshots, brief bios, and company logos for each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
22
The slide uses a grid layout to display headshots, brief bios, and company logos associated with each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
25
The slide uses a combination of a summary table and three line charts to visualize the underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
26
The slide uses color-coded annotations (red for negative, green for positive) to contrast management's 'comprehensive plan' with market performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
27
The slide uses a clear visual contrast (red line vs others) to highlight value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
Uses a 'past behavior' argument to discredit incumbent board nominees.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
29
Uses red arrows to signify negative trends and a contrast-based layout to highlight underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
31
The chart uses a 'fully-leased' adjustment to normalize for real estate ownership differences among restaurant chains.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide uses a dual-chart layout to show the inverse relationship between capital deployment and return on capital.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The slide uses dual-axis charts to contrast growth metrics (bars) with margin performance (lines).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Uses a waterfall bridge to isolate the value of the operating business vs. real estate and other costs.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
90
The slide uses a dual-axis style chart to contrast top-line growth against stagnant margins.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
91
Uses analyst quotes and specific transaction multiples to frame management's track record as value-destructive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
105
The slide explicitly criticizes management's December 2013/March 2014 plan as unacceptable and reactive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
108
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
02
Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
03
The slide uses a clear segmentation between core brands and growth concepts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
05
Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
04
This is a page from a shareholder letter, likely an activist investor campaign against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a waterfall bridge to expose the discrepancy between reported transaction multiples and actual economic value received.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
08
This is a page from an activist investor letter (likely Starboard Value) criticizing Darden Restaurants' board.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
11
The slide uses a stacked bar chart to visualize the $6.1 billion spent on capex and acquisitions since 2005.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit