"Direct-to-consumer ready-to-eat meals are a nascent food vertical that we believe has the potential to grow into a multi-billion-dollar category over time. — Uwe Voss, HelloFresh U.S. CEO"
Callouts & quotes from 1,436+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
""We've completed the strategic priorities that we laid out in 2022, enhanced in 2023 and committed to achieving by the end of 2024." — Phillips 66 CEO Mark Lashier, Q4 2024 Earnings Call"
"management - which, by its own admission, had taken its "eye off the ball" with respect to the Company's core refining business. — Mark Lashier (CEO), January 2023, GS Energy Conference."
"And then starting next year, the actual spend on these programs will start to decrease, and you'll start to have a margin pickup starting in ‘19. — CEO Kevin Lobo, JPM Conf, Jan 10, 2018"
""We don't -- we're not -- we get a little bit of a sugar high from tuck-in acquisitions where we're just slam-dunking them into the existing business." — CEO, JPMorgan Conf Sept 19, 2023"
"Adelong represents a unique investment opportunity, combining near-term gold production potential with significant high-grade exploration upside and future antimony prospects. — Nova CEO"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"We see a lot of potential in the Phillips 66 refining company. I mean, there's just tremendous capability there. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"WE SEE A LOT OF POTENTIAL IN THE PHILLIPS 66 REFINING COMPANY. I MEAN, THERE'S JUST TREMENDOUS CAPABILITY THERE. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
"Under CEO Mike Hennigan, MPC has shown the most visible improvement among their peers over the past 3 years in both reliability, unit cost and profitability. — Scotiabank, June 30, 2023"
"I have been disappointed by what I see as a breakdown of effective corporate governance at Phillips 66. — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"
"“be available to address shareholders’ concerns which have failed to be resolved by the chair, CEO or CFO or for which such contact is inappropriate” — BP Corporate Governance Document"
"Has TransMedics ever used private aircraft to transport staff and equipment without the purpose of transporting organs? — Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024"
"“it’s probably that well-kept of a secret at this point...all those people have been interviewed....” — CEO of a major OPO (Organ Procurement Organization), longtime industry executive"
"Bruce Linton, the CEO of Canopy Growth acknowledged in a recent interview on CNBC's Mad Money that the FDA has been clear that food including CBD it is not ready for human consumption."
"“Ultimately, our goal was to make this neutral or accretive to investors and not have an impact from a shareholder standpoint except for a positive one…” — CEO Aaron Levie, April 2021"
"Once again, we expect to maintain our full-price selling philosophy and do not anticipate a material change in promotions or markdowns going forward. — CEO Conroy, Q2'23: Oct 26, 2022"
"'Your company stinks': Resident confronts Norfolk Southern CEO — CNN. 'Evacuate Us!' Fear and Anxiety Boil Over as Residents Confront Train Company on Derailment — The New York Times."
"I think as the personalized learning products, those would be factored a little bit more towards the tail end of 3 to 5 years plus. — Hardeep Gulati, CEO, September 2023 Investor Day"
"“...our conventional portfolio generate[s] the cash needed to fund the unconventional growth that we have in the Bakken and the Utica.” — John Hess, Chairman & CEO Hess, January 2013"
"“Capital allocation is a CEO’s most important job” — The Outsiders; “Decentralized organizations release entrepreneurial energy and keep both costs and ‘rancor down” — The Outsiders"
"…on the monetization of Patch… I would just say when we started the product in general, we started it without monetization in mind… — CEO Tim Armstrong, 2Q10 conference call, 8/4/10"
"With the exception of the current and former CEOs, the Board lacks significant, recent experience with water and wastewater utilities — Aqua NJ Audit by SAGE Management Consultants"
""And so what I think you can expect from us is that continued expansion every quarter, every two quarters, the launch of new major categories." — CEO Dudum on Q3 2021 Earnings Call"
"“There is, some that are bigger, some that are smaller. There’s some that we never think about and there some that we think about every other day.” — Bryant Riley, Chairman and CEO"
"“...there’s an opportunity for Carrabba’s clearly...more to come on development, but Carrabba’s certainly earned the right to more expansion.” — Dave Deno, CEO, 2Q23 Earnings Call"
""We're not running the company for the OR, we're running the company for EPS growth, operating income, free cash flow" — Jean-Jacques Ruest, CEO, Q2 2021 earnings conference call"
"“Element i+ is now shipping the full commercial quantities this quarter and we are working to quickly expand Element i+'s very exciting menu.” — CEO Wilson, Q2 2020 Earnings Call"
"I think we’re getting better at both identifying and building a pipeline of future tenancy, and the strategy is playing out exactly as we thought. — CEO Jay Brown, February 2020"
""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"
"「極秘の扱いではありませんが、訊くべき人に訊けば、話してもらえます。私が知っているある人は、レーザーテックで〇〇〇を務めており、問題について〇〇〇に話しました。3ヶ月しか保たない光源は実質的に2ヶ月しか使えないし、交換に時間もお金もすごくかかる、そう認めました」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"
"“If they didn’t have any [issues], he would happily talk about how things are going.” — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO"
"“...parallel inspections of the same masks...just to make sure there are no defects.” — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO"
""It was obvious to open on the East coast and not anywhere else. The sky is blue, the people are nice. Can't be better, right?" — Oatly CEO Peterson, Vice Interview, March 2019"
"As you saw from the first quarter impact, we are not immune from COVID-19, especially since roughly half of our business is exposed to elective surgery. — CEO Lobo, May 5, 2020"
""We're just waiting for the FDA approval... that's not in our hands, it's in the government's hands. Once we get the FDA approval, we'll be launching posthaste." — PepsiCo CEO"
""During the fourth quarter, we achieved our strategic priority targets for shareholder distributions and asset dispositions." — Phillips 66 CEO Mark Lashier, January 31, 2025"
"We[re] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds. — Phillips 66 CEO Mark Lashier, March 6, 2025"
""Either way, we're charging a small fraction of the serious ridiculously high 30% to 40% of commissions being charged by Zillow and Realtor.com to agents." — CoStar Group CEO"
"Concerning Mr. Weimann's question number 2.6.: Media Ventures has an agreement that enables them to buy advertisements from Ströer at a reduced price, etc. — Udo Müller (CEO)"
"Curtailment requests from ERCOT are rare, less than 3% of the time according to Marathon Digital's CEO (and confirmed in our conversations with other industry participants)."
"“I think a good way for you to think about it is $1 of [new] revenue costs us about $1 of sales [and] implementation expense.” — Gary Butler, ADP Former CEO (February 2009)"
"In terms of TurboTax Live, we intentionally do not report the actual numbers in TurboTax Live other than just our growth rate. — Intuit CEO Goodarzi, FQ3 2021 Earnings Call"
"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"
"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"
"Since our CEO transition, we have consistently outperformed what an investor could have earned by buying a synthetic basket of our segment peers. — Company Proxy Materials"
"“No, we've stopped providing that level of detail. We think it's commercially not a great idea. And so we think we give enough information without that.” — Joe Adams, CEO"
"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"
"while there will always be cost savings when you bring two companies like these together, the opportunity in this transaction is not based on reducing head count. — CEO"
"And the brewer consumption per brewer is not particularly important, it is the overall portion packs sales and our share of household that we're focused on. — GMCR CEO"
""She tried. It's impossible. It's not her fault" — @jonsteinberg, CEO of DailyMail.com North America on Mayer's efforts to turn Yahoo around on CNBC, October 21, 2015"
""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"
"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"
""I don't anticipate that you'll see a -- sort of a big acquisition of the size of Wright Medical for a couple of years." — CEO Lobo, Q4 2020 Conf Call, Jan 27, 2021"
"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"
"We had extraordinarily good performance in the first quarter of 2016, the best start to the business years since the company was formed in 1990. — Udo Müller (CEO)"