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02
Data sourced from Bloomberg; specific LTM periods noted for WRC and JNY.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Evidence1 hit
09
The slide uses the data to contrast Pinehurst's royalty-heavy profit model against JNY's low-margin operational model.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
10
The slide uses a waterfall-style logic to adjust LTM EBITDA to a pro-forma figure, then applies exit multiples to derive a target price per share.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
12
The slide uses two side-by-side scenario tables to demonstrate the impact of valuation parameters on exit price and return.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 hit
06
The slide uses a comparison table format to highlight past successes as a proxy for future performance on the Kohl's board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 'villain' framing for the current board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
15
The SPTN bar is highlighted with a red dashed border to draw attention to its underperformance relative to the peer groups.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The chart uses a $100 investment baseline to compare total return performance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The table includes specific acquisition context for Caito and Martin's.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a comparison table to frame the company's EBITDA decline as a failure of board oversight.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The table highlights that while peers have seen significant growth in EBT, SPTN has seen a decline over the 2014-2021 period.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a bar chart to visualize the jump in CapEx spending in 2022 compared to the 2014-2021 average.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The chart uses a 'Miss' label to explicitly call out instances where actual performance fell below the guidance range.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Uses a classic myth vs. reality framework to discredit the incumbent board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
The slide uses a bulleted list to detail specific failures in the board's governance and refreshment process.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
34
Uses a logical chain to demonstrate value destruction relative to initial merger projections.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
35
Uses a quote from the CFO to contrast with the declining EBT, EPS, and rising debt/interest expense metrics.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
38
Uses a dual-table structure to contrast rising compensation against declining EBIT.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
The slide uses a timeline-annotated line chart to link leadership changes to stock performance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
54
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
55
The slide presents a bottom-up buildup of potential operational savings.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
56
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
57
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
58
The table demonstrates the impact of increased rent expense and reduced D&A on EBIT, EBITDA, and net income, leading to a share repurchase scenario.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
59
The slide compares current market valuation against a hypothetical sale scenario including real estate monetization (SLB).Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
62
The slide uses a logo grid to establish industry precedent for the proposed strategy.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
63
The chart uses Walmart as the baseline (1.00) for price indexing.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit