slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,557
Current window 20,401-20,430
Pages 2,019
Rows per page 30
Component
20,401-20,430 of 60,557
09
The slide uses red dashed boxes to highlight specific data points for comparison between 2009 and 2013/2014.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
12
The slide uses a break-even analysis to argue that a spin-off is value-destructive unless the remaining Darden entity sees significant multiple expansion.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
14
The slide uses a valuation bridge to demonstrate the value leakage of keeping real estate assets within an operating company (OpCo) versus separating them into a REIT structure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
17
Uses a combination of a summary performance table and three time-series line charts to illustrate the thesis of management failure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
19
The slide uses a 'fully-leased' adjustment to normalize for real estate ownership, arguing that DRI's low margins are due to poor operations rather than real estate strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
21
The slide uses negative stock performance percentages to highlight the failure of the current leadership.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Logic Chain1 hit
30
The slide uses red dashed boxes to highlight specific data points and poses a rhetorical question at the bottom to frame the problem.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
32
Includes a callout box highlighting the comparison to Darden's performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
37
The slide uses a table to highlight the lack of new leadership, framing the current management as 'the same team' that oversaw the business previously.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
42
Uses a combination of a comparison table and two bar charts to illustrate the performance gap.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
47
The slide uses a 'break-even' analysis to argue that the remaining Darden entity would need to trade at a higher multiple to offset the discount applied to the spun-off Red Lobster.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
51
The slide uses a peer benchmark table of triple-net-lease REITs to establish a valuation baseline for real estate assets.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
52
The slide uses a comparative valuation table to highlight the difference in EBITDA multiples between the operating business (6.5x) and the real estate assets (14.6x).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
53
Includes a comparison table of historical EBITDA for Red Lobster vs Darden to illustrate the credit-worthiness argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
60
Uses a comparison frame to highlight logical inconsistencies in management's strategic justification.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
61
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
62
Uses a table-like structure to present two specific instances of management stonewalling analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
63
The slide uses a valuation table to quantify potential value destruction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
67
Uses AUV data to challenge management's strategic rationale for spinning off Red Lobster instead of SRG.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
69
Uses a simple table to highlight the valuation gap between REITs and Darden.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
73
Uses a specific financial argument to challenge management's narrative on debt covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
75
Includes a small table comparing current debt costs vs. a hypothetical post-separation scenario to demonstrate potential interest savings.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
79
The slide uses a callout box to explicitly label management's data selection as 'cherry-picked'.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
83
The slide uses a 'fully-leased' adjustment methodology to normalize for real estate ownership across the peer group.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
94
Includes a scatter plot showing pay-for-performance grade and a table of historical compensation grades.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
02
Includes trading data and FY 2014 results.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
03
The slide uses a clear segmentation between core brands and growth concepts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Situation & Context1 hit
04
The slide uses a 'fully-leased' adjustment to normalize real estate ownership differences between Darden and its peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
05
Includes summary table and three line charts showing stock performance relative to benchmarks.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Mece Breakdown1 hit
57
Includes a detailed table breaking down synergy estimates by cost category with red-text annotations explaining the rationale for each.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit