Trian Partners
we fear is over earning in domestic parks to subsidize streaming losses has historically relied on price to drive growth and margin at domestic parks which we believe is an unsustainable growth strategy with more muted attendance growth this has shifted dramatically earnings call the recurring issues and complaints related to cast member wages while the parks valuable employees are a crucial component of driving better guest experiences domestic parks operating income domestic parks of operating income may believe that price increases and nickel and diming of cast members arid other costs is good for the bottom line however we suspect it is short term thinking that puts the brand value and long term health of the business at risk i | Trian Partners
Company
Deck Type
Sector
Industry
Deck date
January 2023
Slide
35 of 35
Related slides by other companies
Tesla
Results
July 2023
i a i a a revenue total revenue grew yoy in to yoy revenue was impacted by the following items growth in vehicle deliveries growth in other parts of the business reduced asp yoy excluding impact negative impact of profitability our operating income decreased slightly yoy to in resulting in a operating margin yoy operating income was primarily impacted by the following items reduced asp due to mix and pricing cost of production ramp of cells and other related charges increase in operating expenses driven by and other large projects negative impact growth in vehicle deliveries despite margin from of new factories lower cost per vehicle which includes lower raw material costs and credit gross profit growth in energy business as well as services other other income below operating income line was positively impacted by movements on certain intercompany balances cash quarter end cash cash equivalents and investments increased sequentially by to in driven mainly by free cash flow of partially offset by other financing activities including debt repayments financial summary | Tesla
Broadridge Financial Solutions
Results
September 2022
reconciliation of non to measures fiscal year guidance a adjusted earnings growth adjusted operating income margin by | Broadridge Financial Solutions
Deutsche Bank
Investment Banking
January 2018
operating income growth a i me | Deutsche Bank
Klarna
Investor Presentation
August 2020
total net operating income growth of to driven primarily by growth in net interest income of and growth in commission income of growth in commission income driven by increased sales volumes and higher consumer activity across all markets but especially in the us and market total operating expenses before credit losses grew to in line with plan as the commitment stands to further invest to deliver value in terms of brand awareness and a consumer friendly product range credit quality remains steady and at low levels in core markets and is steadily improving in markets statement | Klarna
Other recent decks by Trian Partners
See all presentations (8 decks)
Activist
March 2024
Activist
March 2024
Activist
November 2019
Activist
October 2018
Search Thousands of Presentations by World Leading Companies
Trending:
Addressable Market
Ecosystem
Beauty Market
WACC
NFT
Management Team
Investment Highlights

Stay in the loop

Join our mailing list to stay in the loop with updates and newest feature releases

Presentations

Start Up
IPO
SPAC
M&A
Investor Day
Results
ESG
Credit
Investment Banking

Explore

Presentation Collections
Slide Collections

Company

Blog
Contact us
© 2021-2023 Slidebook.io