◆ Contrarian Corpus
Campaigns / Pershing Square → Family Dollar Stores
Pershing Square vs. Family Dollar Stores

Family Dollar Stores · FDO

1 deck published between 2011-05-25 and 2011-05-25 — 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. 2011-05-25 initial thesis

    2011 05 Pershing Square Family Dollar Presentation May 2011

    42pp · full_deck

    Family Dollar runs a 37% EBIT/sqft productivity gap to Dollar General post-KKR; closing it via ops, a leveraged buyback, or sale unlocks ~$90/share (70% upside).