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64,351-64,380 of 79,264

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44
Includes a screenshot of past positive press to highlight the decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
45
The slide uses a 'ceo-quote-contradiction' framework to highlight the gap between company rhetoric and actual financial performance.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
46
The slide highlights that only peers with significant linear TV exposure and leverage issues have underperformed Disney.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
47
Includes a quote from Disney's board as a counterpoint/context.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
49
The slide uses a three-column structure to categorize the board's failures, culminating in a waterfall-style chart showing negative TSR.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
51
Uses a combination of a comparative bar chart for ownership and a waterfall-style cumulative bar chart for stock sales.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
53
The chart uses a stacked bar format to show subscriber composition and a line graph for penetration, with a red arrow highlighting the recent decline.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
59
Uses a quote from Robert Iger to highlight the conflict of interest.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
60
Uses a waterfall bridge to visualize the 'missing' EBIT between pro forma expectations and actual FY23 results.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
67
Uses a dual-chart layout to contrast compensation growth against TSR and bonus targets.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
68
Uses a two-column layout to juxtapose target setting failures with payout inflation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
69
The slide uses a bar chart to visually demonstrate the gap between compensation targets and financial benchmarks.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
71
Includes a 'FAIL' callout on the 2018 data point.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
74
The slide uses a stacked bar chart to compare peer median compensation against Iger's compensation before and after amendments.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
88
Includes a specific rebuttal to Disney's methodology regarding measurement windows.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
89
Uses a before-after framework to demonstrate the impact of Trian's board involvement.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
97
Uses a stacked bar chart to decompose cost savings and metrics to highlight the negative impact of price hikes and content cuts.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
99
Uses a quote from Netflix Q4 2023 shareholder letter to validate the margin expansion narrative.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
100
Uses a waterfall chart to bridge revenue to operating margin.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
103
Uses a 'before-after' style comparison of growth rates to expose management inaction.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
104
The slide uses a ~2x multiplier annotation to highlight the growth from FY17 to FY23.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
106
Uses media clippings to establish the loss of market leadership and a bar chart to highlight margin deterioration.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
107
The slide uses a stacked bar chart to highlight the divergence in performance between Disney and Universal, specifically calling out Universal's recent successes.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
108
The chart uses a line graph to show performance trends against a 'breakeven' threshold.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
109
Uses a 'ceo-quote-contradiction' framework to highlight the shift in strategy from the founder to the current CEO.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
111
Includes a visual example of a 'buy now' prompt within a streaming interface.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
112
The chart uses a waterfall-like logic to show historical FCF and highlights the uncertainty of 2025/2026.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
113
The slide uses a comparison table for benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
118
Uses a waterfall-style chart to show relative stock performance vs S&P 500.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
119
The slide uses a 'villain' framing (Universal) to demand transparency on Disney's capital allocation.The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit