Matching slides 79,264
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64,771-64,800 of 79,264

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The slide uses a red callout box to highlight the contradiction between the data and the quoted management statement.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
15
The slide uses red dashed circles to emphasize the current underperformance of BWLD relative to the peer group at the end of each time series.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
19
The slide uses a 'villain' framing by attributing margin loss to 'expense mismanagement'.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
23
The slide uses a two-column layout to categorize margin improvement levers into Cost and SG&A, with specific basis point ranges for each.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
24
The slide uses authority bias to validate the activist's thesis by citing external financial analysts.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
25
Uses a quote from Jim Sanderson (Arthur Wood) to frame the operational inefficiency of the company-owned stores.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
16
The slide uses a comparison table to frame the franchise model as more capital-efficient and resilient to cost inflation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
18
The slide uses a '4-Wall Margin' summary row above the stacked bars to show the net effect of these cost changes.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
19
The chart shows BWLD has very low international presence compared to peers, suggesting an opportunity for growth.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
20
Includes a callout box summarizing the per-share value impact and a source note at the bottom.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
21
The slide uses a dual-component approach: a line chart for stock performance and a data table for operational metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
22
Includes a highlighted box (2010-2012) emphasizing the period of 3G Capital's ownership and rapid multiple expansion.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
23
The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
24
The slide uses a 'build-up' approach to adjust the headline return metric down to a more realistic after-tax FCF return.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
25
Includes a quantitative valuation bridge and a qualitative comparison matrix.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
26
The slide uses arrows to indicate the direction of improvement (up for performance metrics, down for volatility).Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
28
The slide uses a column-based framework to categorize strategic initiatives and their associated basis point impact.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
29
The chart uses red circles to highlight specific declining trends across categories.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
30
The slide uses a dual-axis style visualization (bar for mix, line for margin) to highlight the correlation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
31
The slide uses a bar chart to show the historical percentage of takeout sales, highlighting a recent uptick in Q1 2016.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
33
Includes a table comparing franchisee acquisitions vs new company-owned stores, and a bar chart showing historical ROE vs Cost of Equity.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
34
The slide highlights the company's strategy of re-levering and returning capital to shareholders, showing a 210% cumulative payout ratio.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
35
The slide uses a 6x post-royalty EBITDA multiple to calculate the value of the store base.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Cost Of Inaction1 hit
39
The slide highlights a misalignment between management incentives and shareholder value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
40
The slide uses a checkmark matrix to compare compensation structures. Red dashed boxes highlight gaps in BWLD's current incentive program.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
42
The chart highlights a significant delta in EPS growth between the two scenarios by 2021E.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
43
The chart uses a fan-out projection from the current stock price to a range of potential future valuations based on different EBITDA multiples.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
44
The slide uses a bridge-style annotation to link specific financial line items to the qualitative drivers of value creation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit
48
The table includes historical data (2015A) and projections (2016E-2021E) covering store counts, revenue, EBITDA, EBIT, net earnings, EPS, and debt metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor 1 hit