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Slide 1
H.J. Heinz Company (HNZ)H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Humble Origins1 hit
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The slide uses a table to contrast performance metrics before and during the activist investment period.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
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The slide uses a 'ripped paper' visual effect to frame the three testimonial blocks.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Ultimate AchievementLoop · Voice Of Customer1 hit
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Trian Partners activist investor presentation slide.Danone (BN.PA) · Trian Partners
Conference presentation Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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This slide serves as a historical case study of Trian's activist strategy, specifically highlighting the 'breakup' or 'spinoff' thesis.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Impact & Next StepsLoop · Mece Breakdown1 hit
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Includes a disclaimer regarding the selection criteria for the displayed portfolio companies.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
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E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The Victory1 hit
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The slide uses a Trian Partners branded background with a pull-quote format.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The slide uses a quote to preemptively rebut the narrative that Trian cuts capex.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The slide uses a dark blue background with a geometric pattern and the Trian logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Trian Partners branding with a quote from a former colleague.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The slide uses a Trian Partners branded background with a quote to build credibility for the activist's collaborative style.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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The slide uses a strong blue background with the Trian Partners logo and a call-to-action at the bottom.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Trian Partners branding, activist campaign slide.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle1 hit
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Slide 1
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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This is an introductory slide for an activist investor deck, establishing the relationship between the investor (Trian) and the target (Lazard).Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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Slide 10 of an activist deck, providing a baseline company profile.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
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Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
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Slide 1
PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · Problem1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
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The slide uses a 'breakup-spinoff' framework to justify the potential value of a PepsiCo spin-off.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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Slide 1
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
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This is a formal activist investor letter. It frames the problem as underperformance and proposes a structural split.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
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Slide 1
State Street Corporation (STT)State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit
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The slide uses a 'before-after' framing to contrast management's self-reported growth metrics.State Street Corporation (STT) · Trian Partners
Activist deck Activist investor 1 hit