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slides · global inventory

Callout

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

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Matching slides 96,741
Current window 77,521-77,550
Pages 3,225
Rows per page 30
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77,521-77,550 of 96,741

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05
This slide serves as an introductory context setting for the activist campaign.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
07
Includes same-store sales growth data at the bottom of the chart.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
08
The slide highlights the turnaround in cash flow performance following 2002.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
09
The slide uses a callout box to emphasize the underperformance of the stock.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Situation & Context1 hit
10
The QSR index significantly outperforms both McDonald's and the S&P 500 over the 5-year period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Problem & Complication1 hit
16
Uses a before-after bridge to illustrate the impact of accounting adjustments on segment EBITDA contribution.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
17
The slide uses a before-after visual to demonstrate how accounting adjustments shift the perceived value contribution of McDonald's business segments.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
19
The slide uses a specific G&A allocation assumption (75% to Real Estate/Franchise) to derive the segment EBITDA.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Evidence & Proof1 hit
22
Uses historical quotes to frame the current activist argument against company-owned stores.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
24
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
26
The slide uses a before-and-after visual structure to explain the corporate restructuring proposal.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
27
Part of Pershing Square's proposal to McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
28
The table highlights the significant margin expansion (EBITDA, EBITDA-Capex, FCF) resulting from the proposed transaction.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
29
Part of a series of slides detailing Pershing Square's proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
30
Part of a series of slides detailing the Pershing Square proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor Beat · Solution & Approach1 hit
31
The slide argues for a valuation re-rating of McDonald's by comparing it to higher-multiple sectors.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
42
The slide uses a list-based argument structure to address potential concerns about transaction complexity and cost.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 hit
43
The slide uses a 'preempt_rebuttal' strategy by explicitly stating that the current valuation is conservative and does not account for these potential improvements.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
44
The chart uses a bridge/waterfall structure to show the cumulative impact of different value-creation levers.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · SolutionLoop · So What Cascade1 hit
45
The slide uses a checkmark list to emphasize the positive outcomes of the proposal.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Action1 hit
48
The table illustrates the allocation of costs and revenue to demonstrate that McOpCo is not paying market rates for rent or franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
49
Includes specific annotations (blue arrows) highlighting inter-company eliminations for rent and franchise fees.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
50
Contains specific financial modeling assumptions for a transaction involving McOpCo and McDonald's.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
51
The slide outlines a specific corporate finance transaction structure involving a parent company (McDonald's) and a subsidiary (McOpCo).McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
52
The slide uses a yellow callout box to emphasize the key takeaway regarding tax liability.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
54
Includes pro forma adjustments for share buybacks and minority interest.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
55
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
56
The table compares current valuation metrics against a post-IPO scenario for McOpCo, showing an implied share price premium.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
57
The slide provides a breakdown of unit-level economics comparing US McOpCo, International McOpCo, and US Franchisee units.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit
58
The slide uses a dashed line to anchor the 1999 peak price against the subsequent performance.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor 1 hit