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slides · global inventory

27 Cost Of Inaction

Loop collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 31,900
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10,081-10,110 of 31,900

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The slide serves as a firm profile and track record summary.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · SolutionLoop · Cost Of Inaction1 hit
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E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a preemptive rebuttal strategy in the bottom callout box to address potential characterizations of 'intrusiveness'.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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Includes a specific callout quote from a Trian press release to preempt concerns about a forced breakup.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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E.I. du Pont de Nemours and Company (DuPont) (DD)E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a 3x3 matrix structure to contrast historical failures, recent management actions, and ongoing investor concerns.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Loop · Cost Of Inaction1 hit
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PepsiCo (PEP)PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a causal equation structure (Snacks + Beverage = Structural Challenges).PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a narrative critique style to highlight organizational misalignment.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses two line charts to show correlation between beverage volume decline and Frito-Lay volume deceleration.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The chart shows PepsiCo (dark blue line) consistently at the bottom of the peer group.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a combination of bar charts, tables, and line charts to demonstrate capital inefficiency.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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This slide frames the company's strategic initiative as a failure, using the 'distraction' narrative to justify activist intervention.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a 'before-after' or 'short-term vs long-term' framing to critique management's capital allocation decisions.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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Uses a 'before-after' comparison structure to demonstrate the lack of EPS growth despite claimed savings.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a red dashed line to visually emphasize the peer average relative to PepsiCo's performance.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide uses a Trian estimate for PepsiCo's margin to facilitate the comparison.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
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The slide highlights PepsiCo's consistent underperformance relative to its peer group across all measured timeframes.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Uses Trian estimates for PepsiCo beverage margins; includes detailed methodology notes regarding advertising spend adjustments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a dual-chart layout to show absolute EPS growth over time and relative growth against peers.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Includes specific analyst quotes from Bernstein and Consumer Edge regarding earnings quality.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Includes pro-forma adjustments for acquisitions (PBG, PAS, WBD) and tax effects.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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The slide uses a vertical arrow timeline to organize quotes by year.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Uses a comparison framework to systematically dismantle synergy arguments.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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This slide uses a comparison frame to systematically dismantle corporate synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Uses a comparison frame to systematically dismantle management's synergy claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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Uses a contrast-pairs framework to dismantle specific management claims.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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The table highlights market share erosion in key strategic markets as defined by PepsiCo management.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit
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The chart includes a regression line with a very low R-squared value, indicating no statistical significance.PepsiCo (PEP) · Nelson Peltz
Research note Activist investor Loop · Cost Of Inaction1 hit