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Matching slides 41,127
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17,161-17,190 of 41,127

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01
Slide 1
H.J. Heinz Company (HNZ)H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Humble Origins1 hit
02
Page 2 of the deck.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
03
H.J. Heinz Company (HNZ)H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor 1 hit
06
Includes detailed footnotes regarding activist involvement timeline and disclaimer on attribution.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success1 hit
01
Slide 1
Includes Trian Partners logo and DuPont logo.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
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This slide is part of an activist investor presentation (Trian) critiquing PepsiCo's strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
38
This is a classic activist investor 'breakup' thesis slide.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
39
The table lists 15 historical M&A deals in the consumer staples sector to justify the 8.3% synergy assumption.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
40
The slide uses a bar chart to visualize the margin gap between Mondelez and its peers, supporting an activist thesis for operational improvement.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
41
Includes a specific valuation proposal for a hypothetical PEP/MDLZ merger.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
46
The slide uses historical performance data to validate a strategic thesis for M&A.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
48
This slide details the 'Alternative A' scenario, likely part of an activist investor's proposal for corporate restructuring.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
49
Includes detailed footnotes regarding GAAP compliance and share repurchase assumptions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
50
Includes detailed breakdown of pro forma EBITDA and share count adjustments.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
51
Includes pro forma adjustments for synergies and dis-synergies; contains disclaimer regarding non-GAAP projections.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
52
Includes disclaimer regarding pro forma projections and GAAP compliance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
56
Includes specific leverage targets, growth rates, and valuation multiples for the two resulting entities.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
57
Includes detailed breakdown of debt, EBITDA, interest expense, and share buyback math.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
58
Includes pro forma adjustments for dis-synergies and management actions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
59
The slide uses a waterfall-like comparison to show value creation from different spin-off and acquisition scenarios.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
02
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
03
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 1 hit
29
Uses Trian estimates for PepsiCo beverage margins; includes detailed methodology notes regarding advertising spend adjustments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
30
The slide uses a dual-chart layout to show absolute EPS growth over time and relative growth against peers.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
32
Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
34
Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
36
Uses a comparison frame to systematically dismantle management's synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
37
Uses a contrast-pairs framework to dismantle specific management claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
38
The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit