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Matching slides 110,471
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34,651-34,680 of 110,471
11
This is a classic activist investor 'breakup' thesis slide.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
14
The slide uses a two-column layout to contrast high-level objectives with specific tactical elements.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
17
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
30
Uses a side-by-side comparison structure to frame the activist's thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction2 hits
33
Uses a table of historical EPS misses and a table of revised guidance to argue management is gaming expectations.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
36
Uses strong, accusatory language to frame the Board's actions as a breach of fiduciary duty.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
41
Uses a quote from Yogi Berra to frame the repetition of history.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
49
Uses a contrast-based argument to frame the activist slate as more qualified for the specific task of CEO succession.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
55
Uses a combination of a table for bonus history and a comparative performance table to highlight the misalignment between pay and performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
64
The slide uses a quote to contrast past successful leadership styles with current perceived disconnects.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
68
References historical leadership of Joe Lee and Brad Blum as a model for future success.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
69
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
72
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
73
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
74
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
75
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
86
Uses Brinker as a precedent to argue for Darden's turnaround potential.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
125
Includes a callout box for 'Areas not quantified' and a summary table of financial opportunities.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
128
The slide uses a bar chart to establish a performance gap, followed by a list of failures and a specific proposal for operational changes.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
131
Uses a before-after visual comparison to illustrate the proposed strategic shift.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
134
Includes a callout box highlighting Brinker's success with mobile/digital strategies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
135
Includes a visual callout (red circle) over an Olive Garden advertisement to emphasize the critique of discounting.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
142
The slide uses a series of tilted boxes to suggest successful precedents for the proposed strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown2 hits
191
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
218
Includes a reference to a previous 'Real Estate Primer' and cites Green Street Advisors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
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 Solution2 hits
94
Includes a scatter plot showing pay-for-performance grade and a table of historical compensation grades.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
96
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
100
The slide emphasizes the involvement of experienced industry advisors to contrast with the perceived lack of experience in Darden's current management.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
104
This slide serves as a transition or summary of the activist's operational thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits