Matching slides 78,138
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66,511-66,540 of 78,138

filter-aware
04
Uses the 'Rule of 50' framework (Revenue Growth + Adj. Operating Margin).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Situation & ContextLoop · Benchmark Gap1 hit
05
The slide uses a dashed green oval to emphasize the margin expansion delta.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Benchmark Gap1 hit
06
Uses the 'Rule of 50' framework to benchmark performance against peers.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
07
The slide uses a stock price chart to validate the thesis that recent operational changes have been rewarded by the market.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Before After1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor 1 hit
12
The chart uses a 'Rule of 50' framework, a common SaaS metric. The slide explicitly calls for Salesforce to move up the leaderboard to match the peer median.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Mece Breakdown1 hit
13
The chart uses a broken axis for ORCL and NOW to accommodate higher multiples.Starboard Value | Activist Presentation Deck | 14 slides · Starboard Value
Activist deck Activist investor Beat · Impact & Next Steps1 hit
35
The chart uses color coding to distinguish between 'Diversified HPC Peers' and 'Skin Health and Beauty Peers', with Kenvue highlighted in red.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
36
The chart uses a trend line to illustrate the valuation gap for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
38
The slide uses visual annotations (arrows and dashed circles) to suggest a path for valuation expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
43
Uses a bar chart with horizontal reference lines to illustrate the drag effect of a specific business unit.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
The slide uses a dashed line to represent market growth, visually isolating Kenvue's underperformance.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
45
The slide highlights a ~525bps decline using a red callout box and arrow.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
46
The chart highlights KVUE SH&B in red to emphasize its underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
53
Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
55
The chart uses a dual-axis style (bar for absolute spend, line for % of sales) to demonstrate growth.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
63
The slide uses a regression line to highlight Kenvue's position below the trend line, indicating undervaluation.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
65
The slide uses a 'gap' visualization to highlight the opportunity for Kenvue to reach the market growth benchmark.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
66
The slide uses a waterfall-like bridge to show the potential impact of Kenvue's Skin Health & Beauty segment growing at the end-market rate.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
67
The slide uses a regression line to show the valuation gap for Kenvue (KVUE) relative to its peer group.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
68
The slide uses a green bar for the target (FY2019) and a red bar for the current state (FY2023) to emphasize the potential for margin expansion.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
69
The chart uses a dashed line to indicate the peer median of 20%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
The chart uses a color-coded legend to distinguish between Diversified HPC Peers and Skin Health and Beauty Peers.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
05
Uses a dual-axis chart to visually suggest causality between vaccine rollout and death rate reduction.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
06
The slide uses a visual callout to emphasize the $40bn incremental FCF figure.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
07
The chart uses a red vertical arrow to quantify the 132-point gap between the market and Pfizer.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
08
The chart uses a custom bridge structure to calculate total value lost by adding market cap decline and COVID benefit.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
09
The chart highlights LLY and NVO as GLP-1 participants; PFE is highlighted in a different color.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor 1 hit
12
The chart uses a dashed box to highlight PFE and a dashed red line to indicate the peer median of 46 drugs.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit