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Matching slides 110,471
Current window 73,111-73,140
Pages 3,683
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73,111-73,140 of 110,471
172
Uses a before-after process flow to contrast current vs. proposed strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
174
Uses Yelp ratings as a proxy for customer satisfaction to highlight underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
175
The slide uses a color-coded map to highlight regional underperformance, supporting the argument for operational intervention.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
179
Uses a bracket to link the three principles to a concluding statement about repeatability.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
180
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
184
The framework is presented as a list of four criteria, supplemented by a quote from Joe Lee and a final 'authentically Italian' check.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
189
The slide uses a contrast between past successful leadership (Blum and Mock) and current performance to advocate for a return to a 'guest-first' culture.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
194
Uses callout boxes to establish credibility by referencing past successful turnarounds.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
195
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
196
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
197
Includes a 'Proved successful for Olive Garden before' callout, likely referencing a historical turnaround.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
198
The slide uses a 'Problem vs. Solution' structure to advocate for a back-to-basics operational strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
199
Uses TURF analysis (Total Unduplicated Reach and Frequency) as a specific methodology for menu optimization.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
200
This slide outlines the culinary strategy proposed by the activist investor (Starboard Value) for Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
206
Includes a bar chart comparing alcohol sales percentages across competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
207
Uses a before-after framing (Lost vs Solution) to structure the argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
210
Uses a 'problem vs solution' split layout.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
214
The slide uses screenshots of TGI Fridays' mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
221
The slide uses a bulleted list structure to present arguments supporting the activist's investment thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
224
Uses Green Street Advisors benchmarks for rent coverage ratios.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
226
The slide uses a valuation bridge approach to arrive at a $2.7B valuation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
235
The slide contrasts a theoretical 6-month timeline with a recommended 12-18 month conservative approach.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
246
Includes footnotes regarding assumptions for franchise fees, unit volume, and valuation multiples.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
247
The slide uses a comparison table structure to map strategic pillars against specific actions and success factors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
249
Includes a reference to previous slides 254-255.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
250
Uses a nested bullet structure to build a logical argument for franchising in specific geographic markets.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit