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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 74,251-74,280
Pages 2,643
Rows per page 30
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18 30 60

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74,251-74,280 of 79,264

filter-aware
146
Includes visual evidence of menu layouts to support the argument regarding presentation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
147
Includes a callout box with specific Brinker 'Raising the Bar' initiative details.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
149
The slide calculates a $56M opportunity from alcohol mix, which is then added to previous opportunities to reach a $305M cumulative total.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 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) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
156
The chart uses a waterfall structure to show how individual cost/revenue opportunities aggregate into a total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
157
Assumes 9.0x EBITDA multiple and 120.3 million share count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
158
Uses color coding: Blue for peers, Red for current Darden, Green for pro-forma Darden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
161
The slide uses a causal argument linking price hikes to traffic decline.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
164
Uses a combination of anecdotal evidence (cookbook quote) and quantitative data (Yelp reviews) to frame a management failure.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
173
Uses external media quotes and social media screenshots to validate the critique of the logo change.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
176
Uses two line charts to show search frequency trends; one absolute and one adjusted for store count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
177
Uses Brinker's historical turnaround as a precedent for Darden's potential.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
181
The slide uses a 'L.I.V.E.' mnemonic to summarize the success factors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
185
The slide uses a list-based framework to categorize turnaround initiatives.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
186
The slide uses a list-based structure to highlight operational improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
187
Includes a quote by Sam Walton to reinforce the customer-centric thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
190
The slide uses historical performance to argue for current leadership change.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
218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.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
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
223
The slide uses a waterfall-style bar chart and a pie chart to visualize the asset split.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
225
The slide uses a before-after comparison structure to highlight the value creation potential.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
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
228
The slide explicitly excludes the value of Darden's headquarters complex.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit