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80,581-80,610 of 96,741

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167
Uses a before-after framing to expose a gap between brand promise and reality.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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168
Uses a before-after visual comparison to critique operational standards.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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170
Uses photographic evidence to demonstrate operational inconsistency.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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172
Uses a before-after process flow to contrast current vs. proposed strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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173
Uses external media quotes and social media screenshots to validate the critique of the logo change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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174
Uses Yelp ratings as a proxy for customer satisfaction to highlight underperformance.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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177
Uses Brinker's historical turnaround as a precedent for Darden's potential.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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178
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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179
Uses a bracket to link the three principles to a concluding statement about repeatability.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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180
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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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
182
Uses green arrows to visually represent positive growth/improvement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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183
Uses a historical narrative to contrast past success with current management failures.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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185
The slide uses a list-based framework to categorize turnaround initiatives.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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186
The slide uses a list-based structure to highlight operational improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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187
Includes a quote by Sam Walton to reinforce the customer-centric thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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188
The slide highlights the impact of management changes on GM turnover rates and leadership philosophy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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191
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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195
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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196
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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200
This slide outlines the culinary strategy proposed by the activist investor (Starboard Value) for Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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202
Includes a press release excerpt regarding the Pork Filettino's 'Best Entree' award.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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221
The slide uses a bulleted list structure to present arguments supporting the activist's investment thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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224
Uses Green Street Advisors benchmarks for rent coverage ratios.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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225
The slide uses a before-after comparison structure to highlight the value creation potential.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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226
The slide uses a valuation bridge approach to arrive at a $2.7B valuation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
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231
Uses a comparison frame to contrast 'Core Darden' (mass market) with 'SRG' (niche/high-end).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit