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slides · global inventory

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

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Matching slides 110,355
Current window 34,621-34,650
Pages 3,679
Rows per page 30
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Component

34,621-34,650 of 110,355

filter-aware
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
234
The slide uses a scatter plot to visualize demographic clustering, supporting an activist argument for a corporate split.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
247
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
257
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
261
The slide uses a Gantt-style visualization to show assessment vs. implementation phases for 8 distinct business initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
276
Includes a bar chart showing estimated real estate value added by year from 2008-2013.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
288
The slide uses a grid layout to display headshots, brief professional summaries, and company logos for each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
05
Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
07
The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
09
The slide includes a bottom callout emphasizing that value creation is concentrated in B or better mall stores.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
13
The slide outlines a specific financial target of $70 per share as a result of the proposed JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
The slide uses a diagram to illustrate the flow of cash and debt obligations between Macy's, the real estate entities, and debt holders.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
16
The slide uses a diagram to illustrate the flow of cash and ownership between Macy's, real estate partners, and debt holders for two distinct JV types.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
21
Includes pro forma cash and debt tables showing the impact of JV transactions.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
22
The slide uses a sum-of-the-parts valuation approach for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
24
Uses Hudson's Bay as a comparative precedent for real estate monetization.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
25
Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit