slides · global inventory
Table
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 60,568
Current window 27,931-27,960
Pages 2,019
Rows per page 30
Component
27,931-27,960 of 60,568
100
Includes a callout box for 'Areas not quantified' to manage expectations.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
104
Uses a before-after comparison framework to highlight operational decay.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
105
Part of a series of slides identifying operational waste at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
106
Uses checkmarks and X marks to visually contrast positive historical outcomes with negative current outcomes.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
109
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
110
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
111
The slide uses a specific example of packaging to illustrate the broader thesis of over-engineering in indirect spend.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
112
Includes a 'Proved successful for Brinker' callout, indicating a precedent-based argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
115
Includes a callout box highlighting past success with outsourcing.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
116
Includes a callout box at the bottom summarizing the total savings opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
117
Includes a red annotation circle highlighting the potential savings.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
118
Includes a customer testimonial and a bar chart showing variety scores.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
119
The slide uses a red circle to emphasize the 98 total items for LongHorn.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
120
Includes a red circle annotation highlighting the 138 total menu items for Red Lobster.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
121
Includes a callout box referencing a successful precedent at Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
125
Includes a callout box for 'Areas not quantified' and a summary table of financial opportunities.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
128
Uses a bar chart to highlight Darden's higher R&M spend compared to peers Bloomin' Brands and Brinker.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
133
Includes a secondary table for total LTM advertising spend and a callout box emphasizing the median comparison.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
134
Includes a callout box highlighting Brinker's success with mobile/digital strategies.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
139
Includes a small table calculating potential savings from reducing advertising weeks.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
140
The slide outlines a transition from traditional to digital media, supported by a quantitative bridge at the bottom.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
145
The slide uses a bar chart and a table to contrast Darden's brands against industry peers, with a specific callout for Red Robin.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
147
Includes a callout box with specific Brinker 'Raising the Bar' initiative details.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor Beat · The Victory1 hit
151
The slide uses a bottom-up calculation starting from average check size and table turn times to derive total EBITDA impact.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
154
Includes a callout box for a CEO quote and a table summarizing the financial opportunity.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
157
Assumes 9.0x EBITDA multiple and 120.3 million share count.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
171
Includes a table of past presidents and a callout box justifying the nomination of Brad Blum.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
219
Includes a callout box explaining the logic of the valuation bridge.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
224
Uses Green Street Advisors benchmarks for rent coverage ratios.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit