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Matching slides 110,471
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Pages 3,683
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68,161-68,190 of 110,471
96
The slide uses a 'gap' visualization to highlight the difference between benchmark performance and Darden's current state.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
98
Uses red dashed boxes to highlight the 'new' added layers in both field and restaurant structures.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
99
Uses organizational charts to highlight 'bloat' and the subordination of culinary expertise to marketing.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
100
Includes a callout box for 'Areas not quantified' to manage expectations.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
102
The slide uses a red dashed box to highlight Darden (DRI) and a horizontal line to indicate the industry median.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
103
This slide frames the operational failure as a 'perfect storm' and suggests a solution based on re-engineering kitchens, citing Brinker as a precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
105
The slide specifically addresses the counter-argument that they are trying to eliminate the 'unlimited' breadstick brand promise.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
111
Includes a specific callout for Olive Garden packaging as a case study for cost rationalization.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
112
Includes a 'Proved successful for Brinker' callout, indicating a precedent-based argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
115
Includes a callout box highlighting past success with outsourcing.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
116
Includes a callout box at the bottom summarizing the total savings opportunity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
119
The slide uses a red circle to highlight the 98 total items for LongHorn as a focal point.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
121
Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
124
Includes a testimonial/case study from Brinker regarding Middleby Corporation equipment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
130
Uses a central hub-and-spoke style diagram to list specific failures of the current marketing strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
133
Includes a secondary bar chart for total LTM advertising spend and a table for AUV and LTM revenue.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
136
Uses a screenshot of a Google search result as evidence of poor digital strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
138
Uses a comparison-based logic to justify cost-cutting measures.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
143
The slide uses a bar chart to contrast Olive Garden's 8% alcohol mix against a peer median of 16.5%.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
146
The slide uses a line chart to show historical performance and photographic evidence of menu layouts to support the qualitative argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
148
Uses callout boxes to highlight successful precedents (Brinker, TGI Friday's, Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
151
The slide uses a bottom-up calculation starting from average check size and table turn times to derive total EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
153
Includes screenshots of mobile apps and a callout box highlighting TGI Friday's success.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
154
Includes a callout box for a CEO quote and a table summarizing the financial opportunity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
162
The slide uses visual evidence (photos of non-Italian food) to support the argument of brand dilution.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
163
Uses a visual comparison to frame management as negligent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
164
Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame management as incompetent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
166
Uses a 'Before/Now' contrast to frame the company's menu strategy as a decline in quality and authenticity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
170
Uses photographic evidence to demonstrate operational inconsistency.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit