◆ Contrarian Corpus
Campaigns / Trian Partners → PPG Industries, Inc.
Trian Partners vs. PPG Industries, Inc.

PPG Industries, Inc. · PPG

1 deck published between 2018-10-11 and 2018-10-11 — 42 pages, 42 analysed slides total.

initial thesis

Timeline

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

  1. 2018-10-11 initial thesis

    2018 10 Trian PPG Presentation October 2018

    42pp · full_deck

    PPG has underperformed peers by 3,500 bps under CEO McGarry; Trian wants Chuck Bunch reinstalled, the balance sheet levered, and the portfolio split into Architectural and Industrial to unlock ~40% upside.