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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 79,264
Current window 62,281-62,310
Pages 2,643
Rows per page 30
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18 30 60

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62,281-62,310 of 79,264

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04
The slide outlines the firm's 'Value, Plan, and Path' approach and highlights their track record of board reconstitution and associated investment returns.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
07
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
08
Includes a disclaimer at the bottom regarding the implementation of the plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
09
The chart uses a waterfall structure to show individual cost-saving/revenue-enhancing opportunities leading to a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
10
This slide acts as a continuation of a previous slide detailing EBITDA improvement opportunities.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
11
This is a classic activist investor 'breakup' thesis slide.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price than the current $48.07.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
13
Includes a callout box explaining that the top table excludes the Olive Garden turnaround, while the bottom table quantifies it.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
75
Includes a small table comparing current debt costs vs. a hypothetical post-separation scenario to demonstrate potential interest savings.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
78
The slide uses a 'CHERRY-PICKED' stamp overlay on a line chart to emphasize the activist's critique.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
79
The slide uses a callout box to explicitly label management's data selection as 'cherry-picked'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
82
The slide uses a combination of bar charts to illustrate the correlation between price increases and traffic declines.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
83
The slide uses a 'fully-leased' adjustment methodology to normalize for real estate ownership across the peer group.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
84
Uses dual-axis charts to show that despite scaling, margins remain flat.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
85
The slide uses a red dashed box to highlight the target company (DRI) and includes a callout box emphasizing the performance gap.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
89
Uses a dual-chart layout to demonstrate a negative correlation between growth spending and capital efficiency.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
90
The slide uses a dual-axis style chart to contrast top-line growth against stagnant margins.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
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 Solution1 hit
103
Includes a callout to an external 'Primer' document and mentions Green Street Advisors as a third-party validator.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
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 Solution1 hit
02
Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
05
Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
02
This is a page from a shareholder letter, likely from an activist investor campaign against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
04
This is a page from a shareholder letter, likely an activist investor campaign against Darden Restaurants.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Expose Contradiction1 hit
05
The slide uses a waterfall bridge to expose the discrepancy between reported transaction multiples and actual economic value received.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
06
The slide uses a valuation table to expose the contradiction between management's claims and the actual transaction price.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
10
The slide uses a combination of a performance table and a bar chart to argue for management underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
11
The slide uses a stacked bar chart to visualize the $6.1 billion spent on capex and acquisitions since 2005.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique1 hit