Contrarian Corpus
Starboard Value vs. Bloomin' Brands

Bloomin' Brands · BLMN

1 deck published between 2023-10-01 and 2023-10-01 — 23 pages, 23 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. 2023-10-01 initial thesis

    2023 10 2023_C4K_Conference_Presentation_ _Bloomin_Brands_Inc

    23pp · conference_presentation

    Bloomin' Brands trades at 5.0x EBITDA vs Darden's 9.5x because of operational execution failures at Outback; Starboard's Darden playbook can narrow the gap and unlock shareholder value.