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Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 9,820
Current window 2,521-2,550
Pages 328
Rows per page 30
Slide function
2,521-2,550 of 9,820
119
The slide uses a red circle to highlight the 98 total items for LongHorn as a focal point.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
133
Includes a secondary bar chart for total LTM advertising spend and a table for AUV and LTM revenue.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
134
Includes a callout box highlighting Brinker's success with mobile/digital strategies.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
143
The slide uses a bar chart to contrast Olive Garden's 8% alcohol mix against a peer median of 16.5%.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
145
The slide uses a bar chart and a table to demonstrate that Darden's brands (Olive Garden, Red Lobster, LongHorn) consistently underperform peers in alcohol sales.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
146
The slide uses a line chart to show historical performance and photographic evidence of menu layouts to support the qualitative argument.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
147
Includes a callout box with specific Brinker 'Raising the Bar' initiative details.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
158
The slide uses a 'Pro-forma DRI' bar to illustrate the impact of proposed operational improvements.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
174
The slide uses a median line to highlight Olive Garden's underperformance relative to peers.Darden Restaurants, Inc. (DRI) · Starboard Value
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) · Starboard Value
Activist deck Activist investor 1 hit
240
The slide uses a red dashed box and an arrow to emphasize Darden's low international unit count compared to competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
242
The slide uses grouped bar charts to show the correlation between store count and revenue growth across four competitors.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
243
The slide uses a red oval annotation to highlight the total store count disparity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
244
Includes a 'Global Development Trends' chart sourced from The Coca-Cola Company and Brinker presentation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
252
The slide uses historical stock performance charts to validate the thesis that franchising drives superior shareholder returns compared to the S&P 500.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
253
The slide uses a peer benchmarking approach to justify a proposed strategic shift toward franchising for Olive Garden and LongHorn.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
10
The slide highlights the shift in AAP's business model towards commercial (DIFM) sales following the Carquest acquisition.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
11
Includes a 'Starboard Margin Target' and 'Starboard Multiple Target' as benchmarks.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
17
Uses a 'current vs pro forma' comparison to illustrate the impact of the Carquest acquisition on AAP's distribution capabilities.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
18
The slide uses a waterfall-style annotation on a bar chart to quantify the gap between AAP and its peers.Advance Auto Parts (AAP) · Starboard Value
Activist deck Activist investor 1 hit
04
The slide uses a comparison table to frame the company's performance as a failure of management execution rather than market conditions.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit
04
The slide uses a line chart to illustrate the 'patent cliff' phenomenon, contrasting the steep decline of small molecules with the relative stability of biologics.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The Monster1 hit
07
The slide uses a bar chart to highlight the high revenue concentration of Revlimid compared to historical blockbuster drugs, and a range chart to show analyst uncertainty for Celgene's pipeline.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The StruggleLoop · The Reveal1 hit
12
The slide uses a bar chart to highlight BMY's high R&D investment relative to peers, framing it as a potential inefficiency or misallocation of capital.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
14
The slide uses annotations to link specific clinical trial events (KEYNOTE-189, CHECKMATE-331, CHECKMATE-451) to share price volatility.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · The VictoryLoop · Cost Of Inaction1 hit
15
The slide uses a bar chart to visually demonstrate that BMY's margins are below the peer average, supporting the activist's argument for operational improvement or sale.Bristol-Myers Squibb Company (BMY) · Jeffrey C. Smith
Shareholder letter Activist investor 1 hit
02
The slide argues that the Family Dollar acquisition is a distraction and suggests strategic alternatives, including a potential sale.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Situation & Context1 hit
06
The slide uses a comparison table to highlight Dollar Tree's outlier status regarding pricing strategy, then provides a narrative argument for moving away from the $1.00 price point.Dollar Tree, Inc. (DLTR) · Jeffrey C. Smith
Shareholder letter Activist investor Beat · Solution & Approach1 hit
03
The slide uses a 'villain' narrative to critique Mellanox's operational efficiency and growth relative to peers.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
04
The slide uses peer benchmarking to expose the company's historical underperformance and lack of credibility in meeting future targets.Mellanox Technologies, Ltd. (MLNX) · Peter A. Feld
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit