Trian Partners Activist Presentation Deck slide image

Trian Partners Activist Presentation Deck

Where Can You Find Attractive Risk-Reward? Current Macro Concerns United States -S&P approaching five-year highs -High unemployment persists -Slow GDP growth -Fiscal cliff -Europe -Euro in doubt -Social unrest ■ China -Change of political leadership -Economic slowdown I Middle-East -Geopolitical risks (Syria, Iran) Food Company Strengths -Irreplaceable brands. ▪ Resilient cash flow ▪High dividends -Liquidity ▪ Ability to work income statement, optimize balance sheet Trian Credibility and Expertise ▪Trian has played a role in transforming several large cap food companies over the past six years... - 3- Heinz DR PEPPER SNAPPLE INC. Cadbury kraft foods In the face of numerous macro concerns, food companies offer attractive risk- reward at current levels GROUP,
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