Contrarian Corpus
activist response filing response
2014-09-01 · 18 pages

Darden Restaurants DRI

N 3 Narrative
V 3 Visual
C 2 Craft
Source URL unavailable

The three reasons

  1. 1

    Starboard's REIT math inflates multiples by ~4x turns through flawed peer selection and LTM vs. forward mismatch

  2. 2

    REIT spin plus $300-375M friction costs would destroy ~$270M of value and trigger credit downgrade

  3. 3

    Specialty Restaurants separation risks ~$500M value destruction and the $2.20 annual dividend

Primary demands

  • Vote the BLUE proxy card FOR ALL of Darden's director nominees
  • Reject Starboard's proposed full board turnover
  • Reject REIT spin-off / sale-leaseback as value-destructive
  • Reject separation of Specialty Restaurants from Darden
  • Reject wholesale refranchising of Darden brands

KPIs cited

Starboard REIT EBITDA multiple (LTM)
Starboard used 18.2x vs. Darden's appropriate forward peer median of 14.2x
REIT valuation multiple for Darden
Starboard 14.6x vs. Darden's 11.5x after 10-30% peer discount
Debt breakage costs
~$300-$350M make-whole on existing debt, ignored by Starboard
Transaction expenses
$45-$60M in legal, tax, and advisory fees
Pro forma adjusted leverage post-REIT
4.7x vs. current 3.5x, likely loss of investment grade rating
Specialty Restaurants FY15E EBITDA
$105M standalone vs. $750M Darden total
Specialty Restaurants FY15E EBITDA less CapEx
$(10)M standalone, negative free cash flow
Remaining Darden dividend payout ratio post-separation
115% of earnings, unsustainable
Potential value destruction from Specialty spin
~$500M from dis-synergies plus ~$150M from remaining Darden re-rating
Annual dividend at risk
$2.20 per share; ~$0.32 reduction required to sustain payout ratio
Net value change of REIT transaction
Starboard claims +$1,067M; Darden calculates -$270M

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Notable slides (7)

Notes

Management rebuttal deck from Darden defending against Starboard's 294-page 'Primer' and proxy campaign. Structured as a point-by-point analytical takedown of Starboard's REIT, Specialty Restaurants separation, and refranchising proposals. Deck is textbook 'activist defense' playbook: side-by-side 'Starboard Assumptions vs. Our Detailed Assumptions' tables, peer-set quality attacks, friction-cost disclosure, and dividend-threat framing. Closing ask on p.4 is explicit: vote the BLUE card. No new strategic vision offered — purely defensive. Darden ultimately lost this proxy fight in Oct 2014; all 12 board seats went to Starboard. Useful specimen of the incumbent-board defensive genre.