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slides · global inventory

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Matching slides 79,264
Current window 64,021-64,050
Pages 2,643
Rows per page 30
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64,021-64,050 of 79,264

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10
The slide uses a consistent color scheme where the company (PepsiCo) is highlighted in blue, while peers and the index are in grey.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a combination of a time-series bar chart and a peer-comparison bar chart to highlight underperformance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
12
The slide uses a combination of a line chart to show the downward trend of EPS estimates and a bar chart to compare 2013 growth expectations against peers and internal guidance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
14
Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
16
Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
17
The chart shows PepsiCo (dark blue line) consistently at the bottom of the peer group.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
18
Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
22
Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed line to visually emphasize the peer average relative to PepsiCo's performance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
24
The slide uses a Trian estimate for PepsiCo's margin to facilitate the comparison.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
28
The slide uses a line chart to show valuation trends and a table to summarize average multiples over three distinct time periods.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
29
Uses a peer benchmark table to imply that PepsiCo Snacks, if separated, would command a higher valuation multiple.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
30
Uses historical stock performance data to validate the thesis that spin-offs create shareholder value.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
31
The slide uses a bar chart to visualize the profit growth and tables to show revenue and margin expansion.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
33
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
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
36
The slide uses a visual hierarchy to highlight 'Alternative A' as the preferred option via a callout bubble.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
38
This is a classic activist investor 'breakup' thesis slide.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
39
The table lists 15 historical M&A deals in the consumer staples sector to justify the 8.3% synergy assumption.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
40
The slide uses a bar chart to visualize the margin gap between Mondelez and its peers, supporting an activist thesis for operational improvement.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
41
Includes a specific valuation proposal for a hypothetical PEP/MDLZ merger.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
43
The slide uses stock price data to argue that the market viewed a potential merger as value-accretive for both parties.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
47
The slide uses a combination of a sensitivity table for accretion/dilution and a precedent transaction table to justify a capital allocation strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
48
This slide details the 'Alternative A' scenario, likely part of an activist investor's proposal for corporate restructuring.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
49
Includes detailed footnotes regarding GAAP compliance and share repurchase assumptions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
50
Includes detailed breakdown of pro forma EBITDA and share count adjustments.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
51
Includes pro forma adjustments for synergies and dis-synergies; contains disclaimer regarding non-GAAP projections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit