"What about cost capitalization and accounting levers? Is it really possible to never miss an EPS estimate in 10yrs? — Spruce Point Capital Management"
Callouts & quotes from 205+ 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 we've had a historical preference to grow EPS 10%, and I don't think we're walking away from that." — Michael McGarry, CEO, 10/19/2017"
"In BK's 11/14/11 Investor Day, CEO Gerald Hassell provided a roadmap for 7 – 11% EPS growth between 2011 and 2014 — Marcato Capital Management"
"“Trian’s analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont’s public filings...” — DuPont presentation, February 2015"
""the benefits from which will be increasingly seen in the second half of 2012 and into 2013," — PepsiCo Management (Q2'12 earnings call)"
"“Trian’s analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont’s public filings...” — DuPont presentation, February 2015"
"Trian's analysis relies on a 2011 EPS of $4.32 that is not reported in DuPont's public filings... — DuPont presentation, February 2015"
"Supply chain issues, sales disappointment and concerns over Pepsi distribution and inventory — Annotation on Celsius stock chart."
"WAKIX is the first and only FDA-approved treatment for people with narcolepsy that is not a controlled substance. — Wakix.com"
"“the stories that the reps provided with us...aren't things that I'm seeing right now with my patients” — Endourologist #4"
"We've always been committed to transparency and candor, and we're taking steps to align fully with those values. — Bunge"
"“these equity securities were subsequently sold in the second quarter of 2021.” — Pepsi 10-Q (April 15th, 2021, page 19)"
"We also question whether the Board is appropriately holding senior management accountable for its numerous missteps."
"Histamine Is Not a Reliable Biomarker for Narcolepsy and Other Central Hypersomnias — Thomas Scammell (2019 paper)."
"P&G claims that a reduction in tax rate drove EPS growth at Heinz from '06 - '11 — Trian Partners"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1 2019 Investor Presentation"
"Next Steps for 'Up to 15 in 5' Programs — Pfizer Q1-2019 Investor Presentation"
"DV: DoubleVerify reports Q4 EPS 18c, consensus 14c — Bloomberg"