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52,771-52,800 of 110,355
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P&G is highlighted in blue with a dashed red box to emphasize its position at the bottom of the peer set.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
21
The slide uses a red dashed box to emphasize P&G's position at the bottom of the peer group rankings.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The table uses red shading to highlight negative market share changes.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a comparison table to frame P&G's historical performance as a failure relative to peers.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
The slide uses a contrast-principle to expose a contradiction in P&G's management narrative regarding currency volatility.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
28
The slide uses a 'before-after' style comparison across multiple time periods to demonstrate a decline in performance expectations.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
31
Uses a testimonial from a retired GBU President to validate the claim of 'business as usual'.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
33
The slide uses a diagram to illustrate the 'straight line / dotted line' reporting complexity.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
35
Uses a 'before-after' style logic to expose a performance gap despite structural advantages.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
36
The slide uses a '3x larger than peers' annotation to emphasize scale advantage vs margin disadvantage.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
38
The slide uses a combination of external validation (analyst quote) and internal data (sales chart) to build a case against management's strategy.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
39
Uses a 'before-after' framing to demonstrate lack of progress or cyclical messaging.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
40
The slide uses a timeline to show a pattern of 'incremental improvements' that failed to solve structural issues, implying management failure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
41
The slide uses a dual-bar chart layout to correlate market share erosion with revenue scale.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
42
The slide uses red bars to indicate market share loss and blue bars for gain. Categories with asterisks are explicitly called out as the largest categories losing share.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
43
Highlights organizational complexity vs. market failure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
44
The slide uses a timeline of product launches to contrast pre-acquisition innovation cycles with post-acquisition stagnation.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
45
The slide outlines a decentralized operating model where GBUs have significant autonomy over P&L and shared services.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
47
Uses a historical case study (Schick/Quattro) to frame a critique of current management structure.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
49
Uses a 'problem-solution' structure where the top half exposes the contradiction in management's claims and the bottom half provides the activist's proposed governance solution.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
50
The slide uses a comparison of two productivity programs to highlight the perceived lack of transparency and feasibility in P&G's cost-saving claims.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
51
Uses a causal chain structure to dismantle management's narrative on productivity savings.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
52
Includes a quote from P&G's Analyst Day presentation to expose a contradiction between claims and results.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
54
Uses a before-after-bridge structure to contrast current failure with proposed success.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
57
Includes a preemptive rebuttal regarding R&D spending levels.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
58
The slide uses a timeline-based categorization of brands to highlight the stagnation in new brand creation.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
61
Uses a 'before-after' style logic to highlight a strategic misstep.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
62
The slide uses a comparison of market share changes (bps) to contrast P&G's performance against competitors.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
64
P&G is highlighted in yellow to emphasize its low M&A activity compared to peers.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit
65
The slide uses a bracketed taxonomy to group deals by outcome status.Trian Partners | Activist Presentation Deck | 94 slides · Trian Partners
Activist deck Activist investor Beat · Expose Contradiction1 hit