slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 62,401-62,430
Pages 2,643
Rows per page 30
Component
62,401-62,430 of 79,264
225
The slide uses a before-after comparison structure to highlight the value creation potential.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
226
The slide uses a valuation bridge structure to arrive at total real estate value by adding ground lease value to the rent-based valuation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
228
Includes a specific exclusion for the Darden headquarters complex.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
234
The slide uses a scatter plot to visualize demographic clustering, supporting an activist argument for a corporate split.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
241
Uses peer benchmarking (Brinker, TGI Friday's) to expose management's lack of focus.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
242
The slide uses grouped bar charts to show the correlation between store count and revenue growth across four competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
243
The slide uses a red oval annotation to highlight the total store count disparity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
245
The slide uses green circles to highlight specific high-potential cells in the table.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
261
The slide uses a Gantt-style visualization to show assessment vs. implementation phases for 8 distinct business initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
276
Includes a bar chart showing estimated real estate value added by year from 2008-2013.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
277
Includes three distinct financial tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
279
Includes a table of capital structure and a pie chart showing debt composition.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
284
Includes a waterfall-style bar chart and a scenario table comparing payout ratios under different EBITDA improvement assumptions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
05
Includes a call-to-action box at the bottom summarizing the valuation target.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
07
The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit