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Matching slides 118,471
Current window 83,251-83,280
Pages 3,950
Rows per page 30
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83,251-83,280 of 118,471

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06
This slide serves as an introductory context-setting page for an activist investor deck.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
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
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
21
The chart compares Pershing's assumptions for earlier years against reported financials for later years.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
35
Includes detailed footnotes explaining debt allocation, stake in McOpCo, and share repurchase assumptions.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
36
The slide outlines a recapitalization strategy involving debt issuance to fund share buybacks.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
38
Stock prices as of 11/11/2005. PF McDonald's EV assumes a valuation multiple of 13x EV/FY'06 EBITDA. Total Debt includes Preferred.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
39
Part of Pershing Square's proposal for a McOpCo IPO.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
43
The slide highlights a specific qualitative judgment from advisors regarding the trading profile of PF McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
48
The slide uses a yellow callout box to emphasize the central point of contention.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
56
Includes a section divider box in the top left corner.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
59
McDonald's Corporation (MCD)McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
65
Part of Pershing Square's activist proposal for McDonald's.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
66
Data as of 11/10/05. Uses treasury stock method.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
67
Includes WACC calculation table and two sensitivity matrices (Equity Risk Premium vs Levered Beta and Debt/TEV vs Levered Beta).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
70
The slide includes a specific assumption regarding the allocation of G&A (75% to Real Estate/Franchise, 25% to McOpCo).McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
71
The slide details the separation of rent and franchise income/expenses between the two entities.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
72
The table details revenue, operating expenses, EBIT, EBITDA, and Capex across different business segments and inter-company eliminations.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
74
Includes CAGR calculations for the 2006-2011 period.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
75
Page 74 of the deck.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
78
Page number 77 indicated at the bottom.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
79
Page number 78. References assumptions on page 76.McDonald's Corporation (MCD) · William Ackman
Activist deck Activist investor 1 hit
41
The slide uses a specific FCF calculation methodology defined in the text block.McDonald's Corporation (MCD) · Pershing Square Capital Management
Activist deck Activist investor Beat · Solution1 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
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
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