Jeff Smith's activist firm Starboard Value is out with a presentation on their position in Darden Restaurants (DRI). They're pushing for change here and has put together a massive 293 slide deck illustrating the company's margin improvement opportunity, the need for a turnaround in its Olive Garden brand, among other things.
Embedded below is Starboard Value's presentation "Transforming Darden Restaurants":
You can download a .pdf copy here.
For more on Starboard, check out Jeff Smith's presentation at the recent Value Investing Congress as well.
Tuesday, September 16, 2014
Starboard Value's Presentation on Transforming Darden Restaurants
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