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Matching slides 118,471
Current window 72,901-72,930
Pages 3,950
Rows per page 30
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72,901-72,930 of 118,471

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32
Includes a callout box highlighting the comparison to Darden's performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
35
Uses yellow arrows to emphasize the negative trend in performance metrics.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a table to highlight the lack of new leadership, framing the current management as 'the same team' that oversaw the business previously.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
This slide outlines the conditions/prerequisites the activist believes are necessary before a spin-off or separation should occur.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
46
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
47
The slide uses a 'break-even' analysis to argue that the remaining Darden entity would need to trade at a higher multiple to offset the discount applied to the spun-off Red Lobster.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
49
This is a classic activist investor thesis slide, using a combination of bulleted arguments and a strong summary callout at the bottom.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
50
Uses a simple additive equation to illustrate the 'rent subsidy' concept.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
59
This slide serves as a summary of grievances against management's strategic plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
62
Uses a table-like structure to present two specific instances of management stonewalling analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
63
The slide uses a valuation table to quantify potential value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
65
The slide uses a grouped bar chart to compare demographic segments over time (2008 vs 2013) for two brands.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
66
The slide uses a scatter plot to visually prove that two brands management claims are different are actually demographically identical.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
67
Uses AUV data to challenge management's strategic rationale for spinning off Red Lobster instead of SRG.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
69
Uses a simple table to highlight the valuation gap between REITs and Darden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
71
Uses a callout box to highlight a specific Q&A exchange from an earnings call.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
72
The slide uses a quote from Covenant Review to undermine management's credibility.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
73
Uses a specific financial argument to challenge management's narrative on debt covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
74
The slide uses a 'cont'd' suffix, indicating it is part of a multi-slide argument regarding debt breakage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
75
Includes a small table comparing current debt costs vs. a hypothetical post-separation scenario to demonstrate potential interest savings.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
76
Uses direct quotes from official documents to frame management as either incompetent or dishonest.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
79
The slide uses a callout box to explicitly label management's data selection as 'cherry-picked'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
82
The slide uses a combination of bar charts to illustrate the correlation between price increases and traffic declines.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
83
The slide uses a 'fully-leased' adjustment methodology to normalize for real estate ownership across the peer group.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
90
The slide uses a dual-axis style chart to contrast top-line growth against stagnant margins.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
91
Uses analyst quotes and specific transaction multiples to frame management's track record as value-destructive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
93
Focuses on governance entrenchment mechanisms.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
95
This is a classic activist slide framing corporate governance changes as evidence of board entrenchment.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
96
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
100
The slide emphasizes the involvement of experienced industry advisors to contrast with the perceived lack of experience in Darden's current management.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit