Third Point Management Activist Presentation Deck
July 2018, 34 slides
  1. Third Point Management
  2. Nestle
  3. Related Decks
  4. Activist Presentation Decks
now confidential ara | Third Point Management
i i i i a nestle not living up to its potential | Third Point Management
a a a i assessment recommendation at i a i at i to reverse nestle must adopt | Third Point Management
a a at i a i at i a i a i a a i proposed changes can materially improve the long term operating and financial trajectory of the business | Third Point Management
industry backdrop a a global food beverage company | Third Point Management
industry backdrop i a a consumer products has changed | Third Point Management
a at i i pat i i i i a i nestle has been late to participate in key trends driving growth in the food and beverage industry | Third Point Management
financial performance i a a a i a i a a slow response to industry changes has led to weak | Third Point Management
i i a a a pay at i a i dividend growth has also stalled and ratio has moved higher | Third Point Management
a i i i a a shares have significantly staples peers | Third Point Management
i i a pat i a a i a i i i i a a third point offered path forward for nestle in june efficiency portfolio management | Third Point Management
a a i a i i a i a i management responded by announcing series of new targets financial portfolio | Third Point Management
i a i a a a i i a i financial targets helpful start though less ambitious than targets nestle | Third Point Management
i a i i a at i a i at i furthermore internal problems have yet to be sufficiently addressed strategy portfolio organization | Third Point Management
at i vag i a i i i strategy still vaguely defined and plagued by inconsistencies | Third Point Management
a i i at board of directors responsible for strategy | Third Point Management
at at i a i a i at i at a i a at at strategy recommendation be sharper in articulating strategy clarify overall corporate strategy | Third Point Management
i i i a portfolio still suboptimal | Third Point Management
a i at i i i large exposure outside key categories weighing on growth | Third Point Management
i i a i a at i i a a a a i a i i despite owning many and non strategic businesses nestle has barely made any sizable divestitures life insurance company | Third Point Management
i at i i a i i portfolio recommendation be in shaping the portfolio | Third Point Management
i i i i segment portfolio into three buckets focus develop divest | Third Point Management
i a i i i a at i i i at at i divest and acquire businesses to build more attractive portfolio with greater exposure to key categories | Third Point Management
i i a time to monetize loreal | Third Point Management
i a tag i i i a at i i i a a opportunity to take advantage of significant valuation disparity between nestle and | Third Point Management
a a a i i i a a a nestle can use proceeds from asset sales for acquisitions and share repurchases | Third Point Management
a i at i i i a organization still too insular | Third Point Management
a i at i i i a a at i organization design still too complex and bureaucratic | Third Point Management
a i at i at i i a i a i at i organization recommendation be faster in overhauling the organization | Third Point Management
i i at at i i i i i i reinvigorate nestle structure by separating business into three divisions | Third Point Management
i i i i i a a at a i a each division should have its own regional structure and category marketing heads | Third Point Management
a i a i i a a a adopting will allow nestle to become sharper and faster | Third Point Management
i i at i i at i a i a i third point recommendations will materially improve the long term trajectory of the business | Third Point Management
i a i disclaimer | Third Point Management
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Third Point Management
Nestle
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