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Campaigns / Trian Partners → E.I. du Pont de Nemours and Company (DuPont)
Trian Partners vs. E.I. du Pont de Nemours and Company (DuPont)

E.I. du Pont de Nemours and Company (DuPont) · DD

3 decks published between 2015-02-17 and 2015-04-21 — 227 pages, 227 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-02-17 proxy fight

    2015 02 Trian DuPont Can Be Great Presentation Feb 2015

    95pp · full_deck

    DuPont is an underperforming conglomerate burdened with $2-4bn of excess costs; elect Trian's four nominees to drive separation, cost cuts, and board accountability.

    N 5 V 3 C 3
    ⌂ ◫ ” ⇌ ⚑
  2. 2015-04-17 proxy fight

    c81061_ex 1

    45pp · full_deck

    DuPont is a chronic underperformer under CEO Kullman; electing Nelson Peltz and three nominees unlocks $2-4bn of excess costs and drives DuPont stock to $120 by 2017 (21% IRR).

    N 4 V 3 C 3
    ⌂ ◫ ” ⇌ ⚑
  3. 2015-04-21 proxy fight

    2015 04 Trian DuPont Presentation Apr 2015

    87pp · full_deck

    DuPont is a chronically underperforming conglomerate bloated with $2-4bn of excess costs; putting Trian on the board unlocks a $120+/share, 21% IRR path by 2017.