slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 26,011-26,040
Pages 10,128
Rows per page 30
Component
26,011-26,040 of 303,834
01
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
05
This slide serves as the core thesis statement for the activist campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
12
The slide uses a sum-of-the-parts valuation approach to justify a higher share price than the current $48.07.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
17
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
25
The slide uses a combination of a summary table and three line charts to visualize the underperformance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
32
The slide uses a 'villain_critique' approach by linking poor operational metrics directly to management's strategic failures (fire sale of Red Lobster, inability to turn around Olive Garden).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction2 hits
37
Uses a waterfall bridge to isolate the value of the operating business vs. real estate and other costs.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
47
Uses a matrix-like structure to link specific directors to committee roles and subsequent failures.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
48
Uses a 'villain' framing to discredit the company's proposed board slate.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
56
Uses three bar charts to demonstrate the discrepancy in market cap, revenue, and TSR between Darden and its chosen proxy peers.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
63
The slide uses a large callout box with a dashed border to emphasize a historical quote from a respected former executive.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 2 hits
64
The slide uses a 'MISLEADING' stamp overlay on a bar chart to emphasize the contradiction.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
66
The slide uses a scatter plot to visually prove that two brands management claims are different are actually demographically identical.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
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 Solution2 hits
70
Uses a strong 'WE DISAGREE' callout to emphasize the activist's stance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
71
Uses a callout box to highlight a specific Q&A exchange from an earnings call.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
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 Solution2 hits
76
Uses direct quotes from official documents to frame management as either incompetent or dishonest.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
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 Solution2 hits
84
Uses dual-axis charts to show that despite scaling, margins remain flat.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
85
The slide uses a red dashed box to highlight the target company (DRI) and includes a callout box emphasizing the performance gap.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
96
Includes a screenshot of a tweet from Howard Penney as evidence of management shutting out analysts.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
102
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'question whether its interests are aligned') typical of activist investor presentations.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
107
This is a classic activist investor 'call to action' slide, emphasizing shareholder rights and board accountability.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution2 hits
06
The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction2 hits
01
This is the cover page of an activist investor letter.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Hook2 hits
06
The slide uses a valuation table to expose the contradiction between management's claims and the actual transaction price.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
09
The slide uses external analyst quotes to validate the activist's thesis of value destruction.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor 2 hits
12
Includes a quote from Glass Lewis regarding Darden's poor shareholder engagement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Villain Critique2 hits
14
Includes a pull-quote from the New York Post at the top.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Nominee Bio2 hits