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Matching slides 96,741
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80,551-80,580 of 96,741
114
The slide uses a bar chart to expose a performance gap in labor efficiency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
116
Includes a callout box at the bottom summarizing the total savings opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
117
Includes a red annotation circle highlighting the potential savings.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
120
Includes a red circle annotation highlighting the 138 total menu items for Red Lobster.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
122
The slide uses a bulleted list structure to contrast current state with proposed improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
123
Uses a quote from Joe Lee to highlight the contradiction between historical values and current corporate policy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
128
Uses a bar chart to highlight Darden's higher R&M spend compared to peers Bloomin' Brands and Brinker.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
131
Uses a before-after visual comparison to illustrate the proposed strategic shift.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
132
Uses a combination of bar chart for spend and line chart for traffic to highlight the inverse relationship.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
133
Includes a secondary table for total LTM advertising spend and a callout box emphasizing the median comparison.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
134
Includes a callout box highlighting Brinker's success with mobile/digital strategies.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
136
Uses a screenshot of a Google search result as evidence of a missed digital marketing opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
137
The slide uses screenshots of the Chili's app to illustrate specific features (location finding, promotions, ordering) as a model for Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
138
Uses a peer-benchmark comparison to justify the reduction in marketing spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
139
Includes a small table calculating potential savings from reducing advertising weeks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
142
The slide uses a series of tilted boxes to suggest successful precedents for the proposed strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
143
The slide uses a bar chart to contrast Olive Garden's 8% alcohol mix against a peer median of 16.5%.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
144
The slide uses survey data to argue that low alcohol sales at Olive Garden are a management failure rather than a customer preference issue.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
145
The slide uses a bar chart and a table to contrast Darden's brands against industry peers, with a specific callout for Red Robin.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
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
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
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
159
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
160
Uses a contrast-based framework to highlight current failures versus proposed solutions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
163
Uses visual comparison and emotive language to frame management as negligent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
165
Uses a specific product example (breadsticks) to illustrate broader operational decline.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
166
Uses a 'Before/Now' contrast to frame the company's menu strategy as a decline in quality and authenticity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit