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Uses a 'before-after' visual comparison for two different restaurant chains to highlight a recurring strategic error.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
80
Uses a before-after framework to justify a divestiture strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
81
The slide uses a timeline-annotated line chart to correlate corporate strategy (divestitures/turnaround) with stock performance.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
84
Uses a before-after-bridge structure to demonstrate the efficacy of the turnaround plan.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
104
Uses a before-after comparison table to illustrate operational decay.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
106
Uses checkmarks and X marks to visually contrast positive historical outcomes with negative current outcomes.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
166
Uses a 'Before/Now' contrast to frame the company's menu strategy as a decline in quality and authenticity.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
168
Uses a before-after visual comparison to critique operational standards.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
169
Uses a before-after framework to expose operational failure.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
172
Uses a before-after process flow to contrast current vs. proposed strategy.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
177
Uses Brinker's historical turnaround as a precedent for Darden's potential.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
182
Uses green arrows to visually represent positive growth/improvement.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
34
The slide uses a 'before-after' framework to justify a standalone strategy, contrasting current governance/capital allocation issues with future targets.Toyota Industries Corporation (6201.T) · Elliott Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
03
The slide uses a 'before-after' framework to argue that Elliott's intervention leads to superior shareholder returns.Phillips 66 (PSX) · 02_Elliott_Management
Shareholder letter Activist investor Beat · Complication1 hit
19
Uses a 'before-after' framework to contrast analyst views on peer companies before and after Elliott's involvement.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · ProblemLoop · Before After1 hit
26
Uses a before-after-bridge framework to show how management changes/Elliott involvement shifts market perception.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
27
Uses a before-after-bridge structure to highlight the shift in analyst sentiment and propose a turnaround.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · SolutionLoop · Before After1 hit
48
Uses a 'before' screenshot from a 2019 presentation to contrast with 'actual results' in a table.Phillips 66 (PSX) · John Pike
Activist deck Activist investor 1 hit
07
Includes a summary table of returns and three line charts showing performance over different time horizons.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
Uses a before-after framing to contrast management's stated strategy with the actual financial outcome.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
24
Uses a before-after framework to demonstrate value erosion.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
79
Uses a combination of a summary table and a line chart to demonstrate alpha generation.AOL, Inc. (AOL) · Jeffrey C. Smith
Activist deck Activist investor Loop · Cost Of Inaction1 hit
30
Uses red trend lines to highlight the contrasting performance (118% increase vs 55% decrease).DSP Group, Inc. (DSPG) · Starboard Value
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
10
Uses a timeline-annotated line chart to frame the activist's intervention as the catalyst for value creation.Office Depot, Inc. (ODP) · Starboard Value
Activist deck Activist investor Beat · The Monster1 hit
20
Uses a before-after-bridge narrative structure to justify activist intervention.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Struggle1 hit
78
Uses a before-after framing to contrast current failures with proposed corrective actions.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
90
Uses a directional arrow graphic to frame the choice.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · The Victory1 hit
127
Includes a bar chart for EBITDA margin and a line chart for TSR performance relative to XAR index.Phillips 66 (PSX) · Elliott
Activist deck Activist investor 1 hit
11
Uses a classic red/yellow split-screen contrast layout.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit
12
Uses a red-to-yellow arrow graphic to frame the choice between the current state and the proposed activist path.Phillips 66 (PSX) · Elliott
Activist deck Activist investor Beat · Expose Contradiction1 hit