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 53,461-53,490
Pages 3,679
Rows per page 30
Component
53,461-53,490 of 110,355
05
The chart illustrates a valuation gap, supporting an activist thesis of undervaluation.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · Setup1 hit
08
The slide uses a combination of bar charts for ROI and a summary table for underlying unit economics metrics.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
09
Uses a waterfall-style logic to show value creation from initial investment.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
10
The slide uses a stacked bar chart to illustrate the shift in earnings contribution, with CAGR annotations to emphasize growth differentials.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
14
The slide uses a mix of dot-based comparison, bar charts, and media clippings to build a narrative of category growth.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
16
The slide uses a primary bar chart for market share and an inset bar chart for absolute sales volume to emphasize market dominance.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
17
The table uses a heatmap-style color coding for market share percentages.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
19
The chart highlights a consistent 5% average growth rate despite volatility in 2008-2009.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
20
The chart highlights a consistent 5% average growth rate over the period, with a clear visual split between the two growth drivers.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
21
The chart uses a stacked bar format to show the composition of owned vs licensed units over time.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
22
The slide uses a grouped bar chart to contrast domestic vs international expansion.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
23
The map uses color-coded regions to visualize store density relative to population.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
25
The chart uses a stacked bar approach to show the composition of international units, with China growing at a 31% CAGR compared to 10% for the rest of the world.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, emphasizing the long-term potential.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Beat · EvidenceLoop · Cost Of Inaction1 hit
29
The chart includes a specific callout regarding a loyalty program change in Q3'16 affecting transaction/ticket metrics.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
The table uses red dashed boxes to highlight the specific product categories (Core Beverage and Frappuccino) that are driving the sales deceleration.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
Includes a 53rd week adjustment note for 2016. Contains annotations highlighting specific CAGR metrics.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
38
The table uses a contribution-to-SSS model to derive total growth figures.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
39
Pershing Square | Activist Presentation Deck | 43 slidesPershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
40
The chart uses a bridge format to decompose EPS growth drivers.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
41
The slide uses a clear 'Base' vs 'Upside' comparison to justify a bullish investment thesis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
42
Includes historical context at the bottom to frame the sensitivity analysis.Pershing Square | Activist Presentation Deck | 43 slides · Pershing Square
Activist deck Activist investor 1 hit
02
Third Point Management | Activist Presentation Deck | 45 slidesThird Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
06
The slide outlines the core thesis for an activist campaign against Campbell Soup Company.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
08
Slide provides a high-level snapshot of the company's portfolio and sales distribution.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
09
The chart uses a red bar for Campbell's to emphasize the negative performance gap.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor 1 hit
11
Uses an Andy Warhol-style illustration of a man with a Campbell's soup can to evoke brand decline.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
13
Uses the 'ceo-quote-contradiction' framework to highlight management's own admission of failure.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
14
The slide uses a timeline to visualize a series of acquisitions, framing them as a 'hodgepodge' to support an activist critique of the board's governance.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit
15
Uses a quote from Piper Jaffray to reinforce the 'abysmal execution' narrative.Third Point Management | Activist Presentation Deck | 45 slides · Third Point
Activist deck Activist investor Beat · The Monster (incumbent Board)Loop · Cost Of Inaction1 hit