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04
Financial results for a stated year represent financials for the 12 month period ending January 31 of the following year. (1) Based on 23.5mm basic shares outstanding; approximately 0.5mm restricted stock units and dilutive effect of in-the-money stock options (1.662mm gross options outstanding) as of May 22, 2013. (2) Based on EBITDA of $102mm for the twelve month period ending April 28, 2013 derived from management's estimates for Q1-FY2013 and the public filings. (3) Based on LRP EBITDA estimate of $115mm for 2013E.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Situation & Context1 hit
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Includes valuation metrics based on both Management LRP and IBES Consensus estimates.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Situation & Context1 hit
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Includes CAGR calculations for the 2012-2017 period.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Problem & Complication1 hit
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The chart includes a table of comparative returns for various peer groups.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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Includes a data table summary of 1, 3, 6, and 12-month returns for all entities shown.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
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The slide includes a pie chart showing the distribution of buy vs hold recommendations and a bar chart showing individual analyst price targets.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide compares a current multiple scenario (15.9x) against a midpoint reference range scenario (16.2x) to project future stock price.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Evidence & Proof1 hit
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The slide includes a performance context note on the left and a financial table for offer premium sensitivity.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Evidence & ProofLoop · Cost Of Inaction1 hit
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Valuation as of May 21, 2013. DCF valuation based on discount range of 12.0%-14.0% and terminal exit multiple range of 5.0x-6.0x trailing EBITDA. LBO valuation based on IRR range of 17.5%-22.5%, leverage of 7.7x LTM EBITDA, and terminal exit multiple range of 5.0x-6.0x trailing EBITDA.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The table compares valuation metrics based on both LRP (Long Range Plan) and I/B/E/S consensus estimates.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The slide highlights a deceleration in Heat's comp store sales starting August 2010, with a specific callout on early performance.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Financial results for a stated year represent financials for the 12 month period ending January 31 of the following year.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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The table includes both financial spend in millions and operational metrics like store counts.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Data sourced from company filings and Factset as of May 21, 2013.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Data sourced from Company Filings and Factset as of May 21, 2013.Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides · Perella Weinberg Partners
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
03
Slide 2 from a Pershing Square presentation.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 45 slidesPershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a comparison table to justify a higher valuation target based on improved organic growth and EBIT margins.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Uses a weighted average calculation to justify a 5% long-term growth target.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide highlights that peers with lower emerging market exposure and weaker brand/category positioning are still achieving higher growth than P&G.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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The slide uses a bridge-style logic to show how specific line items contribute to the margin expansion.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
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Pershing Square | Activist Presentation Deck | 45 slidesPershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide uses a waterfall-style logic to bridge the FY 2011 margin to the FY 2016 estimate.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide highlights a potential reduction in SG&A ratio from 14.4% to 14.1% based on peer benchmarks, while noting that this analysis ignores P&G's scale advantage.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide uses a 'Pershing View' to project peer benchmark performance onto P&G's scale.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide uses a bridge-like structure to justify margin expansion.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Mece Breakdown1 hit
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The slide includes a specific note regarding the methodology for adjusting Colgate's gross margin to ensure comparability with P&G.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a 'what-if' scenario to justify a target EPS.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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The slide uses a table to quantify the CEO's external commitments to argue against his focus.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit
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Pershing Square | Activist Presentation Deck | 45 slidesPershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 hit