Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

138,901-138,960 of 319,975

filter-aware
179
Uses a bracket to link the three principles to a concluding statement about repeatability.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
180
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
181
The slide uses a 'L.I.V.E.' mnemonic to summarize the success factors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
182
Uses green arrows to visually represent positive growth/improvement.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
183
Uses a historical narrative to contrast past success with current management failures.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
184
The framework is presented as a list of four criteria, supplemented by a quote from Joe Lee and a final 'authentically Italian' check.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
185
The slide uses a list-based framework to categorize turnaround initiatives.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
186
The slide uses a list-based structure to highlight operational improvements.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
187
Includes a quote by Sam Walton to reinforce the customer-centric thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
188
The slide highlights the impact of management changes on GM turnover rates and leadership philosophy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
189
The slide uses a contrast between past successful leadership (Blum and Mock) and current performance to advocate for a return to a 'guest-first' culture.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
190
The slide uses historical performance to argue for current leadership change.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
191
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
192
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
193
The slide uses a quote from a 2004 Darden Annual Report to validate the activist's focus on leadership.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
194
Uses callout boxes to establish credibility by referencing past successful turnarounds.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
195
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
196
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
197
Includes a 'Proved successful for Olive Garden before' callout, likely referencing a historical turnaround.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
198
The slide uses a 'Problem vs. Solution' structure to advocate for a back-to-basics operational strategy.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
199
Uses TURF analysis (Total Unduplicated Reach and Frequency) as a specific methodology for menu optimization.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
200
This slide outlines the culinary strategy proposed by the activist investor (Starboard Value) for Olive Garden.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
201
The slide uses a specific industry methodology (TURF) to justify operational changes.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
202
Includes a press release excerpt regarding the Pork Filettino's 'Best Entree' award.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
203
Part of an activist investor presentation (Starboard Value) proposing operational changes.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
204
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
205
Includes a historical quote from Joe Lee (2005) to support the argument for valuing GMs.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
206
Includes a bar chart comparing alcohol sales percentages across competitors.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
207
Uses a before-after framing (Lost vs Solution) to structure the argument.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
208
Uses a 'Problem vs Solution' split-column layout.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
209
The slide uses a 'before-after' framing implicitly by contrasting the current 'flat-footed' state with a list of proposed solutions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
210
Uses a 'problem vs solution' split layout.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
211
The slide uses a photo of an Olive Garden exterior overlaid with callout boxes suggesting specific sub-concepts.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
212
The slide uses a 'before-after' framing implicitly by contrasting 'Inefficient advertising spending' with a 'Solution' list.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
213
Uses a before/after framing (problem vs solution) and a callout for precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
214
The slide uses screenshots of TGI Fridays' mobile app as a precedent for the proposed technology.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
215
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
216
The slide uses a 'problem-solution' structure, contrasting high labor costs with specific tactical interventions.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
217
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
218
Includes a disclaimer at the bottom and references a previous 'Real Estate Primer' document.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
220
Includes a reference to an external 'Real Estate Primer' URL.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
221
The slide uses a bulleted list structure to present arguments supporting the activist's investment thesis.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
222
Includes a comparison table and a bar chart visualizing lease rates and cap rates.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
223
The slide uses a waterfall-style bar chart and a pie chart to visualize the asset split.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
225
The slide uses a before-after comparison structure to highlight the value creation potential.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
226
The slide uses a valuation bridge approach to arrive at a $2.7B valuation.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
227
Includes a specific reference to Life Time Fitness REIT conversion as a precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
228
The slide explicitly excludes the value of Darden's headquarters complex.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
229
Uses a bar chart to compare EBITDA margins on a fully-leased basis, highlighting Darden (DRI) as an outlier.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
230
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
231
Uses a comparison frame to contrast 'Core Darden' (mass market) with 'SRG' (niche/high-end).Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
232
The slide uses a table format to compare operational metrics and growth trajectories across a portfolio of restaurant brands.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
233
Includes a valuation bridge calculation for SRG and a peer benchmarking table.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
234
The slide uses a scatter plot to visualize demographic clustering, supporting an activist argument for a corporate split.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
235
The slide contrasts a theoretical 6-month timeline with a recommended 12-18 month conservative approach.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
236
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
237
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
238
Includes a callout box referencing Brinker as a successful precedent.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit