Matching slides 110,471
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68,221-68,250 of 110,471

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Uses a nested bullet structure to build a logical argument for franchising in specific geographic markets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
253
The slide uses a peer benchmarking approach to justify a proposed strategic shift toward franchising for Olive Garden and LongHorn.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
256
Uses two waterfall charts to demonstrate the net cash flow impact of refranchising on low-volume vs high-volume stores.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
258
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
261
The slide uses a Gantt-style visualization to show assessment vs. implementation phases for 8 distinct business initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
262
The slide uses a Gantt chart format to map specific HR, compensation, and organizational restructuring tasks over a 14-week period.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
264
The slide uses a Gantt-style visualization to map labor-related tasks over a 14-week period.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
265
The slide uses a Gantt chart format to visualize the timeline of facilities management improvements.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
268
The slide uses a Gantt chart format to visualize the timeline of strategic initiatives.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
273
Uses a quote from a credit agency to undermine management's stated rationale for a transaction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
288
The slide uses a grid layout to display headshots, brief professional summaries, and company logos for each nominee.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
289
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
293
The slide uses external analyst reports to validate Starboard's activist thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
06
Advance Auto Parts (AAP)Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
07
The slide uses a combination of bar charts and a line chart to support the thesis that macro trends favor the company's business model.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses bolding to emphasize key strategic points and the $21 billion valuation figure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
07
The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
14
The slide outlines a structural reorganization strategy for real estate assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
15
The slide uses a diagram to illustrate the flow of cash and debt obligations between Macy's, the real estate entities, and debt holders.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
16
The slide uses a diagram to illustrate the flow of cash and ownership between Macy's, real estate partners, and debt holders for two distinct JV types.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
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Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain1 hit
19
The slide uses a 'Before JVs' vs 'After JVs' comparison to illustrate the deleveraging impact of the proposed transaction.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
20
Includes a specific rationale for targeting 3.5x based on Moody's criteria.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit
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Macy's Inc. (M)Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After1 hit