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63,451-63,480 of 79,264
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a comparison of product images and their respective price tags to establish the 'expensive' claim.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The table segments coffee into Drip (Lower/Higher End) and K-cup (Lower/Higher End) to highlight the price disparity.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Uses a stacked bar chart to contrast company claims vs. analyst estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a dual-line chart with overlaid bar markers to contrast company-reported data with external estimates.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The chart illustrates the slowing expansion of retail and supermarket locations for Green Mountain Coffee Roasters (GMCR).Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Green Mountain Coffee Roasters (GMCR)Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The table compares two business models for K-cup distribution, showing a breakdown of costs and margins.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a bottom-up buildup to derive a specific fee based on industry benchmarks and company-specific margin commentary.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a negative thesis to challenge the company's quality.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide calculates ROIC by dividing implied net income by the sum of working capital, acquisitions, and fixed assets/capex.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a dark background with high-contrast text, typical of a critical investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The table provides a breakdown of acquisition dates, prices, revenue, multiples, and goodwill/intangible allocations for Tully's, Timothy's, Diedrich, and Van Houtte.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
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The slide highlights the accounting impact of the acquisition, specifically the goodwill and intangible asset allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
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The slide highlights a $53.7 million increase in goodwill allocation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · The Patent IssueLoop · The Reveal1 hit
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The slide uses a table to perform a sensitivity analysis on EPS by adjusting key operational metrics like K-cup consumption and private label penetration.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The chart highlights a significant increase in projected capital expenditures for 2011 and 2012 compared to historical levels.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide highlights a discrepancy between projected CapEx based on unit growth efficiency and the company's official guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide highlights an 'Unexplained CapEx' of $186M by comparing itemized investments against the company's total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a forensic accounting approach to identify a discrepancy between itemized CapEx and total guidance.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Data is in millions of dollars, except for EPS.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide provides context for the Van Houtte acquisition and its impact on operating expense ratios.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide includes a footnote link to an investor relations page.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a quote from the CFO to contrast with subsequent financial data points.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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Slide provides financial performance metrics for GMCR in Q2 2011.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The slide uses a 'causal chain' logic (Installed base x attachment rate x days) to explain revenue predictability.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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The chart uses a color contrast (blue vs yellow) to emphasize the positive growth in the final data point.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
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This slide serves as a concluding summary for an investment thesis presentation.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Beat · Putting It All TogetherLoop · The Reveal1 hit