Matching slides 9,820
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2,851-2,880 of 9,820

filter-aware
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The slide uses red highlighting to draw attention to DuPont's poor performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
09
The slide uses a 3-column matrix structure to frame the activist's narrative of past failure, current progress, and future demands.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · Problem1 hit
43
The slide uses red boxes to draw attention to DuPont's (DD) position in the rankings across different timeframes.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
44
DuPont (DD) is highlighted in red in all three charts to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
47
The slide uses a red highlight box to draw attention to DuPont's (DD) negative performance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
48
The chart uses a red box to emphasize the negative performance of DD (DuPont).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
54
The slide uses a color-coded bar chart to highlight DuPont's underperformance relative to various peer groups and the S&P 500.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
58
The slide uses a series of bar charts to highlight the gap between DuPont's actual performance (red bars) and its targets/peers (grey/blue bars).E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
15
Trian Portfolio Company (IR) is highlighted in green; DuPont (DD) is highlighted in red.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
16
DuPont is highlighted in red in each chart to show underperformance relative to peers.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor Beat · The ProblemLoop · Pattern Hunter1 hit
19
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor 1 hit
27
Lazard Ltd (LAZ)Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
28
The slide uses a split-chart approach to group two distinct peer sets (Advisors vs Asset Managers) and includes specific exclusions for comparability.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
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The slide uses a split-chart approach to compare two distinct peer groups.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
30
The slide uses peer benchmarks (Greenhill, Evercore) to justify a target margin expansion for Lazard.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet1 hit
32
The chart uses a green dashed line to indicate the peer average of 5.8%.Lazard Ltd (LAZ) · Trian Partners
Activist deck Activist investor Beat · Solution1 hit
10
The slide uses a consistent color scheme where the company (PepsiCo) is highlighted in blue, while peers and the index are in grey.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
11
The slide uses a combination of a time-series bar chart and a peer-comparison bar chart to highlight underperformance.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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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
24
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
28
The slide uses a line chart to show valuation trends and a table to summarize average multiples over three distinct time periods.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
29
Uses a peer benchmark table to imply that PepsiCo Snacks, if separated, would command a higher valuation multiple.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
34
The chart highlights KRAFT in red to emphasize its valuation premium relative to peers.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
35
This slide is part of an activist investor presentation (Trian) critiquing PepsiCo's strategy.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
36
The slide uses a visual hierarchy to highlight 'Alternative A' as the preferred option via a callout bubble.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
44
The table uses 'X' to denote overlap, with shaded rows indicating current Mondelez shareholders.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
28
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
30
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