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Peer Gap
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32
Uses logo grids to visually demonstrate industry density; uses rhetorical questions to challenge board member qualifications.Bilgari Cracker Barrel Presentation October 2020 · bilgari-cracker-barrel-presentation-october-2020
Activist deck Activist investor 1 hit
16
The slide uses a series of bar charts to highlight underperformance relative to stated targets and industry peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Trian Partners
Activist deck Activist investor Beat · Agitate1 hit
07
The slide uses a red downward arrow to visually emphasize the 'underperformance' gap between Sampo and the peer average.Elliott Management Sampo Group Presentation November 2020 · elliott-management-sampo-group-presentation-november-2020
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
05
The slide uses quotes from management to establish a baseline of intent, then uses a bar chart to demonstrate that the stated goals are insufficient compared to peers.Magellan Health, Inc. (MGLN) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Zoom In1 hit
02
The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.US Foods Holding Corp. (USFD) · Scott Ferguson
Shareholder letter Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
79
The slide uses competitor logos and a bar chart to visualize the gap in loyalty program adoption and scale.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
26
Macellum The Childrens Place Presentation April 2015Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Loop · Tale Two Worlds1 hit
22
Includes a leaderboard sidebar and a Peloton-themed dashboard footer.Peloton Interactive (PTON) · David Einhorn
Conference presentation Activist investor Beat · Rising Success1 hit
22
The slide uses a 'Delta' row to explicitly highlight the performance gap between Dillard's and its peers.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
03
The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
Uses Glassdoor reviews to frame board diversity as a root cause of cultural issues.LivePerson, Inc. (LPSN) · Peter Feld
Shareholder letter Activist investor 1 hit
05
The slide uses a waterfall-style calculation to derive implied margins and a bar chart to benchmark against peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
30
The chart highlights a -15% performance for UNP compared to a +2% for Canadian peers, with a clear visual gap of ~17% and ~10% respectively.Union Pacific Corporation (UNP) · Eric Mandelblatt
Activist deck Activist investor 1 hit