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Slide 1
H.J. Heinz Company (HNZ)H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Humble Origins2 hits
05
The slide uses a table to contrast performance metrics before and during the activist investment period.H.J. Heinz Company (HNZ) · Trian Partners
Activist deck Activist investor Beat · Rising Success2 hits
86
Uses a 'preempt_rebuttal' strategy by adopting the opponent's own logic to prove the activist's point.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The VictoryLoop · Golden Circle2 hits
16
The chart highlights GE's significantly higher backlog ratio compared to peers.General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
17
The chart highlights GE in blue and includes a dashed line representing the peer average (excluding GE).General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
21
The slide uses a trend arrow to emphasize the growth trajectory.General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
22
The chart highlights GE's relative stability (5% decline) versus the peer average (30% decline).General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
26
Uses a waterfall-style bridge to explain the drop in ROE from ~40% to ~8%.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
27
GE is highlighted in yellow boxes across all three timeframes to emphasize its low ranking.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
28
The chart uses indexed values starting at 1.00 in 2004. The CAGR labels emphasize the divergence in growth rates.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
29
The slide uses a red arrow to visually emphasize the decline from the 2008 peak.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Before After2 hits
36
Slide 35 from an activist deck, likely Trian Partners or similar.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
38
The slide argues that the industrial business was forced to carry an inefficient capital structure to subsidize the financial arm.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
39
The chart highlights the disparity between GE Industrial's performance and GE Capital's performance, using a median benchmark line.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
40
The chart highlights the strategic shift away from GE Capital, comparing historical data (2001-2014) with a 2014 pro forma estimate.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Agitate2 hits
50
The chart highlights GE's performance relative to Siemens, Mitsubishi, Rolls-Royce, Pratt & Whitney, and Philips.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
51
The chart segments peers into 'Higher technology product offerings' and 'Lower technology product offerings' to contextualize the margin variance.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
52
The chart uses a yellow arrow overlay to emphasize the upward trend in margins.General Electric (GE) · Trian Partners
Activist deck Activist investor Beat · Solution2 hits
63
Includes detailed footnotes regarding pension adjustments and interest rate assumptions.General Electric (GE) · Trian Partners
Activist deck Activist investor Loop · Quick Win Big Bet2 hits
71
The slide uses a waterfall bridge to justify a specific EPS target.General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
72
General Electric (GE)General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
74
The chart uses a dashed line to indicate the 13% average premium.General Electric (GE) · Trian Partners
Activist deck Activist investor 2 hits
08
The chart uses product imagery as bars to represent relative sales volume.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor 2 hits
02
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 2 hits
03
PepsiCo (PEP)PepsiCo (PEP) · Nelson Peltz
Research note Activist investor 2 hits
15
The slide uses two tables to contrast historical performance with recent declines, highlighting a failure to meet promised growth targets.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
05
Uses a negative framing technique to neutralize potential opposition arguments.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Problem Statement2 hits
07
Uses a combination of bar charts for internal performance and text-based callouts for industry trends.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Beat · Expose Contradiction2 hits
23
Includes a table of average volume growth during the CEO's tenure and a callout quantifying the performance gap.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter2 hits
25
Includes a specific callout for Core EPS (as Reported) as the most comparable metric.The Procter & Gamble Company (PG) · Nelson Peltz
Activist deck Activist investor Loop · Pattern Hunter2 hits