Trian Partners Activist Presentation Deck
Share Price Performance
72%
Unilever
20%
Nestle
5-Year Total Shareholder Return
61%
Gen. Mills
56%
Colgate
19% 19%
49% 47%
Heinz
Kraft
Colgate
Dr Pepper
Kraft
18%
15%
Unilever
Coke
40%
14%
PepsiCo
30%
Nestle
1-Year Total Shareholder Return
Coke
16% 15%
P&G
P&G
Kellogg
12% 12% 12%
10%
12%
Heinz
Campbell
Campbell
PepsiCo
7%
9%
Gen. Mills
0%
Danone
-3%
-3%
Kellogg Danone
71%
Dr Pepper
16%
3-Year Total Shareholder Return
Kraft
Colgate
64%
Nestle
60%
13%
Heinz
Coke
52%
12%
Kraft
Colgate
44% 43%
11%
Dr Pepper
Unilever
YTD Total Shareholder Return
10%
37%
33% 31%
Nestle
Gen. Mills
Unilever
Heinz
Campbell
9% 9% 9%
P&G
Dan one
Coke
26% 25% 23%
111
P&G
7% 7%
PepsiCo
Campbell
PepsiCo
6%
11
Kellogg
Kellogg
2%
12%
Gen. Mills
0%
Danone
Source: Capital IQ as of Oct 31, 2012.
Note: Total returns include dividends. Unilever's total shareholder return represents total return of PLC shares. Dr Pepper excluded from 5-year total shareholder return due to lack of
trading history.
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