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slides · global inventory

Source Note

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 36,601-36,630
Pages 3,679
Rows per page 30
Component: Source Noteclear collectionreset all
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36,601-36,630 of 110,355

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05
The slide uses a table to contrast performance metrics before and during the activist investment period.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
02
E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
38
The slide provides a detailed breakdown of adjustments to revenue, expenses, EBIT, net income, and EPS.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
07
Includes three pie charts showing geographic and segment-based revenue/profit distribution.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
08
The chart uses product imagery as bars to represent relative sales volume.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
10
The slide uses a consistent color scheme where the company (PepsiCo) is highlighted in blue, while peers and the index are in grey.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
15
The slide uses a narrative critique style to highlight organizational misalignment.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
17
The chart shows PepsiCo (dark blue line) consistently at the bottom of the peer group.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
21
Uses a 'before-after' or 'short-term vs long-term' framing to critique management's capital allocation decisions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed line to visually emphasize the peer average relative to PepsiCo's performance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
24
The slide uses a Trian estimate for PepsiCo's margin to facilitate the comparison.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
28
The slide uses a line chart to show valuation trends and a table to summarize average multiples over three distinct time periods.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
36
The slide uses a visual hierarchy to highlight 'Alternative A' as the preferred option via a callout bubble.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
43
The slide uses stock price data to argue that the market viewed a potential merger as value-accretive for both parties.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
44
The table uses 'X' to denote overlap, with shaded rows indicating current Mondelez shareholders.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
45
Includes a specific call-out regarding Mondelez's historical precedent with Cadbury.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
47
The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
21
This is a text-heavy research note page. It uses a series of arguments to dismantle management's 'Power of One' synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Logic Chain1 hit
28
The slide highlights PepsiCo's consistent underperformance relative to its peer group across all measured timeframes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
31
Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
33
The slide uses a vertical arrow timeline to organize quotes by year.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
34
Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
35
This slide uses a comparison frame to systematically dismantle corporate synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
39
The chart includes a regression line with a very low R-squared value, indicating no statistical significance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit