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214
Includes screenshots of TGI Fridays mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
215
The slide uses a 'problem-solution' split layout.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
220
Includes a reference to an external 'Real Estate Primer' URL.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
222
Includes a comparison to the ARCP/Golden Gate transaction as a benchmark for conservatism.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
223
The slide uses a waterfall-style bar chart and a pie chart to visualize the asset split.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
241
Uses peer benchmarking (Brinker, TGI Friday's) to expose management's lack of focus.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
247
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
258
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
264
The slide uses a Gantt-style visualization to map labor-related tasks over a 14-week period.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
274
Uses Moody's rating criteria to derive a synthetic credit score.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
277
Includes three distinct financial tables: Portfolio Sale Assumptions, Remaining Real Estate, and Illustrative Impact of Portfolio Sale on Leverage.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
281
Includes a detailed footnote explaining the rationale for REIT payout ratios and referencing a precedent (Granite Real Estate).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
04
Uses a combination of revenue/margin trends and EPS guidance waterfall charts to demonstrate management's lack of visibility and poor performance.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Problem & ComplicationLoop · Zoom In2 hits
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
08
Uses quotes from historical documents to establish the 'String of Pearls' strategy as a long-standing corporate policy.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
09
Uses a visual equation (Historical Acquisitions + Internal R&D = Success) vs (Celgene Acquisition = High Risk/Patent Cliff) to frame the contradiction.Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 2 hits
09
The slide uses a clear visual callout to quantify the performance gap between the subject company and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
14
The chart uses annotations to link specific corporate events (acquisitions, management changes) to performance trends.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 2 hits
06
Uses a waterfall-style build for EBITDA and a bridge-style calculation for enterprise value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain2 hits
08
The slide uses a waterfall chart to bridge individual property values to the total portfolio value.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
10
The slide presents two distinct valuation tables for owned vs. ground-leased assets.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
12
Uses a numbered list to outline the strategic benefits of a JV structure.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
17
Includes a financial table and a flow diagram illustrating cash distribution percentages.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
18
Includes a supporting calculation box for the JV net cash flow to Macy's.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Evidence & ProofLoop · Logic Chain2 hits
23
The slide highlights an 88.5% upside based on the sum of the operating business and real estate JVs.Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Impact & Next StepsLoop · Before After2 hits