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81,961-81,990 of 96,741

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19
The slide uses a downward trend line to emphasize the acceleration of margin erosion.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
20
The chart uses a descending order of EBITDA margins to visualize the performance gap.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
22
The chart uses a custom floating bar and dot plot to show guidance ranges vs actuals.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
23
The slide uses a combination of bar and dot charts to contrast cash outflow with share price, emphasizing that buybacks occurred at high price points.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
25
The target company (BBBY) is highlighted in blue.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
27
The slide uses a list-based format to build a case for poor corporate governance and misalignment.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
28
The slide uses a stacked bar chart to visualize the accumulation of executive pay over time, framing it as a wealth transfer.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
29
The chart highlights a negative correlation of -0.28 and notes that the CEO only had positive relative TSR in 4 out of 15 years.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
30
The chart uses a dual-axis approach to overlay revenue (dots) on salary (bars).Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
31
The slide uses a combination bar and dot plot to visualize the disconnect between executive pay and company performance.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
32
The slide uses two bar charts to contrast company performance against a 'Peer Group Average' to highlight the misalignment between executive pay and shareholder value.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
34
The slide uses a timeline to frame the board's history as a series of failures, culminating in a callout box that dismisses recent changes as reactive.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
35
Legion Partners | Activist Presentation Deck | 168 slidesLegion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
38
The slide uses a direct quote from an SEC filing to frame the company's internal control failures as evidence of corruption.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
40
Legion Partners | Activist Presentation Deck | 168 slidesLegion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
41
The slide uses a visual contrast (red shading for current directors, white for nominees) to emphasize the skill gap.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The Monster1 hit
54
This slide serves as a diagnostic summary of the activist's thesis regarding the company's underperformance.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
55
Uses Glassdoor data to benchmark Bed Bath & Beyond against retail peers.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
58
Uses photographic evidence to support the 'problem' thesis.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
59
Uses photographic evidence of retail shelf space to highlight merchandising failure.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
60
Uses photographic evidence to highlight operational inefficiency.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
61
Slide 61 of an activist investor deck.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
63
Uses screenshots of the website as evidence of stale content.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
64
Includes a quote from a former employee regarding email marketing inefficiency.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
65
The slide uses a screenshot of a Google search results page to prove a lack of SEO/SEM presence.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
67
The slide uses a contrast-based diagnostic approach to highlight UX failures.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
72
The chart uses adjusted gross margins to exclude occupancy and depreciation for comparability.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
73
The chart uses a dual-axis approach to correlate penetration percentage with gross margin percentage.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
74
The slide uses a stacked bar chart to show the impact of acquisitions on vendor count and a simple bar chart to show the decline in COGS per vendor.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit
75
The slide uses a grid of product photos to illustrate the 'problem' of over-assortment.Legion Partners | Activist Presentation Deck | 168 slides · Legion Partners
Activist deck Activist investor Beat · The MonsterLoop · Mece Breakdown1 hit