2023 12 Investor Presentation

Choice Hotels
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
summarize
Open slide detailBeat · Situation & Context
03
summarize
Open slide detailBeat · Situation & Context
04
other
Open slide detailBeat · Situation & Context
05
The slide uses a three-row table structure to categorize the arguments for the transaction.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
06
summarize
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
07
present_solution
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
08
This is a slide from a hostile takeover presentation (Choice Hotels vs Wyndham).frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
09
The slide uses a structured layout to address four key pillars of the acquisition narrative.summarize
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
10
transition
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
11
summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
12
The slide uses a split-layout: left side details industry pain points, right side provides a case study of the Radisson integration success.illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
13
The slide uses a horizontal flow from current state (Day 1) to existing assets to future potential.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
14
The chart uses a stacked bar for the 'Combined Company' to show the contribution of two entities (63M and 105M).compare_peers
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
15
The slide uses a grid of metrics to demonstrate the scale of the combined entity, followed by three strategic pillars.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
16
front_matter
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
17
Includes a mix of bulleted strategic points, a growth table, and two bar charts comparing Choice to Lodging C-Corps.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
18
Includes a bar chart for NTM Adj. EBITDA multiples and a box-and-whisker plot for analyst price targets.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
19
The slide uses a waterfall-style logic to show 'unaccounted value' and a bar chart to show valuation multiple premiums.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
20
The slide uses a waterfall-style logic to show value accretion from the offer price to the offer with capitalized synergies, followed by a calculation of pro-raquantify_impact
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
21
The slide uses a waterfall-style buildup for EBITDA and a summary box for financial health metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
22
The slide uses a split layout with text on the left and a large photo of a hotel on the right.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Quick Win Big Bet
23
transition
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
24
summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
25
summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
26
The slide uses a grid of icons to illustrate the scope of franchisee autonomy.establish_context
Open slide detailBeat · Impact & Next Steps
27
The slide uses a bar chart to show room counts for major hotel groups and a logo grid to illustrate new market entrants.establish_context
Open slide detailBeat · Impact & Next Steps
28
The slide uses a 'reverse break fee' argument to mitigate regulatory risk concerns.present_solution
Open slide detailBeat · Impact & Next Steps
29
front_matter
Open slide detailBeat · Impact & Next Steps
30
illustrate_case
Open slide detailBeat · Impact & Next Steps
31
summarize
Open slide detailBeat · Impact & Next Steps
32
The chart uses a nested circle diagram to represent market sizing growth.size_opportunity
Open slide detailBeat · Impact & Next Steps
33
Includes a mix of key performance metrics, brand logos, and a financial growth chart.summarize
Open slide detailBeat · Impact & Next Steps
34
Waterfall chart illustrates the combination of two companies' EBITDA plus synergies.quantify_impact
Open slide detailBeat · Impact & Next Steps
35
summarize
Open slide detailBeat · Impact & Next Steps