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The slide uses a logo-grid to visually demonstrate brand strength.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses a logo-grid layout to contrast the two companies' brand assets.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses a logo-grid layout to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses a logo-grid to establish brand equity comparison.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses a logo-grid layout to establish brand equity and portfolio breadth.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The chart uses a dashed line to indicate the peer median of 10%.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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LSD = Low Single Digit, MSD = Mid Single Digit.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The chart highlights Kenvue's underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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Uses a waterfall-style gap annotation to emphasize the performance deficit.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses red color coding and a dashed box to emphasize the negative performance outcome.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart uses color coding to distinguish between 'Diversified HPC Peers' and 'Skin Health and Beauty Peers', with Kenvue highlighted in red.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart uses a trend line to illustrate the valuation gap for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a visual arrow to suggest a path for valuation multiple expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses visual annotations (arrows and dashed circles) to suggest a path for valuation expansion for KVUE.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a CEO quote to validate the performance of the segment, supported by a visual grid of the segment's key brands.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a CEO quote to validate the segment's growth and strategic execution.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a red dashed box to emphasize the CEO's admission of failure.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a bar chart with horizontal reference lines to illustrate the drag effect of a specific business unit.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide highlights a ~525bps decline using a red callout box and arrow.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The chart highlights KVUE SH&B in red to emphasize its underperformance relative to the peer median.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a causal chain visual to link past management issues to current financial underperformance.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Uses a visual 'not equal to' symbol to emphasize the distinction between the two business units.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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Uses a funnel-style process diagram to show the attrition rate of drug compounds.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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The slide uses celebrity endorsements (Jennifer Garner for Neutrogena, Jennifer Aniston for Aveeno) to illustrate the reliance on marketing in the beauty industry.Starboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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Starboard Value | Activist Presentation Deck | 71 slidesStarboard Value | Activist Presentation Deck | 71 slides · Starboard Value
Activist deck Activist investor Loop · Quick Win Big Bet1 hit