{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5eff-723e-9be6-dd0da7f25d79", "slug": "328e01145f03a30e", "title": "2024 Q2 Investor Presentation v2", "subtitle": "Hyatt", "author": "Hyatt", "pageCount": 22, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5eff-723e-9be6-dd0da7f25d79", "slug": "328e01145f03a30e", "title": "2024 Q2 Investor Presentation v2", "rawTitle": "2024 Q2 Investor Presentation v2", "authorId": "Hyatt", "authorName": "Hyatt", "authorDisplay": "Hyatt", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2024-Q2-Investor-Presentation-v2.pdf", "sourceUrl": null, "sourceDate": "2024-06-30 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:22+00", "status": "ready", "pageCount": 22, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/328e01145f03a30e", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 22, "pagesIndexed": 22, "pagesWithImages": 22, "pagesWithMetadata": 22, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 149, "chartCount": 7, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 3, "arcMatches": 1, "beatMatches": 5, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "evidence": "The deck's structure and content, including sections on market landscape, financial analysis, and capital allocation strategy, resemble a Sequoia Pitch.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:29:03.61837+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "f6c7c041-f69c-4f09-85d7-05f544ea6dd6", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The initial slides introduce the investment considerations and provide an executive summary.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 7, "name": "Market Size", "beatId": "347c86d7-4181-4f81-8413-6869e7dc860f", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "A slide on the world of Hyatt global brands provides context on the market.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Financials", "beatId": "20331469-caf9-4fe1-ab19-cd5dbfa8552a", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides on Q2 2024 highlights and full-year 2024 outlook provide financial information.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Solution", "beatId": "ddb80110-fa10-4e3c-a2c8-3a5ccfbc945e", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Capital allocation strategy and commitment to investment grade and capital return are presented as solutions.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 15, "name": "The Ask", "beatId": "c60700c0-8a33-403d-9173-1479dd457158", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "A slide on what to expect in 2024 and beyond implies a call to action.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 3, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "64585da4-c4b5-4ad2-ae82-366d5c9ed849", "evidence": "The investment considerations slide implies that not investing could mean missing out on growth opportunities.", "position": 1, "objective": "The cost of not investing in Hyatt", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:29:03.89535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "92b645d9-1621-473c-b7b8-60777e4c33ce", "evidence": "Hyatt Investor Deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:18.009813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cb448749-7d74-4106-a08c-b316a50c0cb7", "evidence": "list/bullet: Simple and predictable asset-light business model; Global portfolio of brands; Rooms, fees, pipeline, and loyalty growth; Operational and commercial execution; Capital allocation strategy.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:27.82881+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a5051e40-32a2-48a7-ad1a-2d4115d4f73c", "evidence": "paragraph/paragraph: World's Largest Portfolio of Luxury Branded Rooms in Resort Locations\nparagraph/paragraph: Countries Around the World and 6 Continents\nparagraph/paragraph: Hotels and All-Inclusive Properties", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:17:27.919661+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Capital Allocation Framework", "slug": "capital-allocation-framework", "status": "active", "bestFor": null, "canonId": "d2901a21-50b9-4151-ab1b-55b432772ea1", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "177f0b80-e678-474f-8259-5dd50c3a5c0c", "evidence": "callout: WE HAVE AND WILL CONTINUE TO: Invest in growth to increase shareholder value, Return excess cash to shareholders, Commit to an investment-grade profile.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:28.16244+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22409e86-9117-4df5-8082-c048b6f6d21c", "evidence": "chart/bar-vertical: Senior Notes Maturities by Year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:27.43972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "777a3f07-cd37-4b06-9e1a-f2fbbea706b5", "evidence": "list/bullet: Durable and predictable asset-light earnings model designed to generate significant and expanding Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:27.512196+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4846407b-04d1-4a7c-8951-7e895be1d957", "evidence": "title/action-title: We care for people so they can be their best.", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:27.584195+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [ { "matchId": "65ff2cd3-107e-4cc9-9d28-45fa874351d1", "evidence": "Categorization of brands into distinct collections (Timeless, Boundless, Independent, Inclusive)", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "ccb932b0-333c-48d1-8765-9f50c90bc0c5", "evidence": "The slide explicitly outlines the company's strategy for allocating capital across growth, shareholder returns, and balance sheet health.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "capital-allocation-framework" }, { "matchId": "a077fa73-eb3d-4c86-bd98-394930795f1c", "evidence": "Growth strategy focused on enhancing network effect", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "network-effects-flywheel" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 20:56:28.333+00", "subScores": { "scqa_arc": 55, "action_titles": 61, "mece_structure": 65, "closing_strength": 58, "evidence_quality": 80, "clarity_of_thesis": 72, "production_quality": 69, "visual_storytelling": 76 }, "totalScore": 67, "coveragePct": 100, "explanations": { "scqa_arc": "Slides 3-6 establish the situation and answer, but the deck has little complication or explicit question, so it reads more like an investor update than a full SCQA narrative.", "action_titles": "Action-title usage is mixed: slide 6 has the insight-bearing title \"HYATT'S PORTFOLIO IS UNIQUELY POSITIONED; DRIVEN BY SIGNIFICANT EXPANSION OF LUXURY, RESORT, AND LIFESTYLE HOTELS,\" while slides 9-12 mostly use topic labels.", "mece_structure": "The deck broadly separates investment case, performance, outlook, capital allocation, and appendix, but growth, portfolio quality, and asset-light earnings overlap across slides 3-6 and 11-15 while risks and competitive counterpoints are thin.", "closing_strength": "Slide 15 provides a forward-looking summary, but slide 16 shifts to mission language and the deck enters appendix without a crisp investor call to action or decision ask.", "evidence_quality": "Most financial and operating claims are supported by metrics, charts, tables, footnotes, and Non-GAAP reconciliations in slides 4, 9-14, and 21-22, with some strategic claims relying more on assertion.", "clarity_of_thesis": "The investment thesis is identifiable by slides 3-5 as a high-end, asset-light, growth-and-cash-flow story, but slide 3 frames it as a list of considerations rather than one declarative argument.", "production_quality": "The deck has consistent corporate polish, imagery, footnotes, and appendix discipline, but inconsistent action-title density and crowded dashboards on slides 6, 9, 13, and 14 hold it below top-tier.", "visual_storytelling": "The deck generally matches tools to messages through KPI dashboards, bar charts, tables, callouts, and big-number slides such as slides 4, 9, 11, and 14, though some dense slides reduce the punch." }, "slidesAnalyzed": 22 }, "review": { "backend": null, "verdict": "A competent, above-average investor relations deck with several genuine action titles and a BLUF-style opening, but as a Storymakers exemplar it is mid-tier — it lacks a complication, MECE pillars, and a memorable close.", "reviewedAt": "2026-05-01 21:51:34.962+00", "slidesSeen": 22, "suggestions": [ "Rewrite slide 3's title from 'INVESTMENT CONSIDERATIONS' to a one-sentence thesis (e.g., 'Asset-light model is compounding earnings and returning capital at record pace') so the opening explicitly states the answer.", "Either delete slide 16 or insert 2-3 actual human capital / ESG slides behind it — leaving a section divider with no section is the single biggest narrative defect.", "Replace slide 15's 'WHAT TO EXPECT...' with a true closing slide that names the ask ('Why Hyatt now: three reasons to own the stock through 2025') and pairs each reason with a number from earlier in the deck.", "Convert slide 12 from 'CAPITAL ALLOCATION STRATEGY' into an action title that states the priority order (e.g., 'Growth first, returns second, investment grade always') so it functions as a pillar header rather than a topic label.", "Add an explicit Complication slide between slides 7 and 8 — e.g., the cyclical/macro question the deck is answering — to create the missing tension that elevates this from a quarterly update to an investment narrative." ], "closingScore": 58, "openingScore": 68, "topStrengths": [ "Slides 11, 13, 14 chain three declarative action titles that together articulate the asset-light earnings, capital return, and investment grade story cleanly.", "Slide 3 leads with the answer (investment thesis) within the first three pages, respecting BLUF discipline.", "Slide 6's title makes a defensible #1-in-category claim with the proof callout right beneath it — a textbook insight-bearing title." ], "topWeaknesses": [ "No Complication act — the deck never names a risk, headwind, or strategic question it is answering, so it reads as a status update rather than a story.", "Slide 16 'We care for people' is a section divider with no following content before slide 17 APPENDIX — a structural orphan that breaks the arc at its most important moment (the close).", "Topic-label titles on the highest-stakes summary slides (3 'INVESTMENT CONSIDERATIONS', 9 'Q2 2024 HIGHLIGHTS', 12 'CAPITAL ALLOCATION STRATEGY', 15 'WHAT TO EXPECT IN 2024 AND BEYOND...') waste prime real estate where the deck most needs to commit to a sentence." ], "narrativeScore": 62, "pillarCritique": "Only one true content section divider exists (slide 8 'QUARTERLY HIGHLIGHTS'), and slide 16 introduces a 'people' pillar that is never developed — so the deck is effectively one flat sequence rather than MECE pillars. Sections are topic dumps, not parallel arguments.", "closingCritique": "Slide 15 ('WHAT TO EXPECT IN 2024 AND BEYOND...') gestures at a forward outlook but reads as another bulleted list rather than an explicit recommendation or 'why invest now' close. Slide 16's mission divider is the literal final non-appendix slide and goes nowhere — there is no memorable single-line takeaway or capital-allocation ask to send the investor home with.", "openingCritique": "Slide 3 ('INVESTMENT CONSIDERATIONS') does lead with the answer — asset-light earnings, growth, returns — which is the right move, but the title is a generic noun phrase rather than the actual thesis sentence. Slides 4-5 land the positioning crisply, so the point arrives by page 3, but the opening title undersells what's on the page.", "extractionSeconds": 115.026, "narrativeCritique": "The deck follows a thesis to proof to outlook arc (slide 3 setup, 4-7 positioning, 9-14 financial proof, 15 forward outlook) but skips the Complication act — there is no tension, headwind, or strategic problem the deck is resolving. Slide 16's 'We care for people' divider promises a human capital chapter that never materializes before the appendix, leaving the arc ending on a dangling section break.", "titleQualityScore": 64, "titleQualityCritique": "About half the body titles are strong declarative action titles (slide 6 'HYATT'S PORTFOLIO IS UNIQUELY POSITIONED...', slide 11 'EARNINGS GROWTH MODEL REFLECTS SIMPLIFIED AND MORE PREDICTABLE EARNINGS', slide 13 'COMMITTED TO RETURNING CAPITAL...'), but the other half are topic labels ('INVESTMENT CONSIDERATIONS', 'CAPITAL ALLOCATION STRATEGY', 'FULL YEAR 2024 OUTLOOK', 'QUARTERLY HIGHLIGHTS') that name the subject without stating the insight." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Features a photo of The Legend Paracas Resort.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/Mx5_smHeKPap5kL2qvHxitU4-GgY_gGwHvdoTF5IOhs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjhlMDExNDVmMDNhMzBlL3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 5, "textChars": 214, "nDataPoints": 0, "notes": "Features a photo of The Legend Paracas Resort.", "elementsJson": [ "photo", "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:50.063+00", "seconds": 2.55, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/1", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-1", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.15, "y": 0.96 }, "kind": "disclaimer", "text": "HYATT AND RELATED MARKS ARE TRADEMARKS OF HYATT CORPORATION OR ITS AFFILIATES. © 2024 HYATT CORPORATION. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c51f2718-0965-44ad-a9d4-45a7e6325b10", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.77, "y": 0.81 }, "kind": "image", "text": "HYATT", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "516cd86a-fa0a-49b7-af6a-e27a43badae5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.02, "y": 0.85 }, "kind": "paragraph", "text": "THE LEGEND PARACAS RESORT NEWLY OPENED Q2 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59a54952-a0d6-4588-9cee-78a7b8843fd9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.25, "y": 0.35 }, "kind": "title", "text": "Hyatt Investor Deck", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0aac5d7-086f-4c95-ad24-762cd95e322d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.4, "y": 0.63 }, "kind": "title", "text": "SECOND QUARTER 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.063+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40c36331-646a-46fd-b1d5-af01664020b8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "92b645d9-1621-473c-b7b8-60777e4c33ce", "evidence": "Hyatt Investor Deck", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:18.009813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/Ah8g7b35yKPD_Kqdhh01Wk-GuSsneNN7ikLrgZccpDM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjhlMDExNDVmMDNhMzBlL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/7mvZgHtmqo6maLdwYVC-gLX_MuGNOQ7ZtTPfo3BdS0U/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjhlMDExNDVmMDNhMzBlL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/dFioUEaD2gu69JmHd_vEpmaIKyOT3XoEST4AgqNSdm4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zMjhlMDExNDVmMDNhMzBlL3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 610, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:50.97+00", "seconds": 3.424, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/2", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-2", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.1, "x": 0.05, "y": 0.94 }, "kind": "image", "text": "HYATT", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99789864-2b5b-4acc-a551-4d61a1f54b34", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "This presentation includes references to certain financial measures, each identified with the symbol '†', that are not calculated or presented in accordance with generally accepted accounting principles...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09da6cd5-32fd-4e65-aa7a-1ad4ee86ca34", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "Forward-Looking Statements in this presentation, which are not historical facts, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11d3c843-9653-4abb-a024-20ad284dd574", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.05, "y": 0.62 }, "kind": "paragraph", "text": "Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "123c3152-1873-4781-99fd-3f97ddcc9e3a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.82 }, "kind": "paragraph", "text": "Key Business Metrics", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d58f4b0c-6533-4d2d-b4e9-7c9f0c9405e7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Forward-Looking Statements", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d84a639e-4978-426f-a671-62f50abb8ad1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "paragraph", "text": "This presentation includes references to certain key business metrics used by the Company, each identified with the symbol '◊'.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef5bd31d-8935-4c6b-aa93-76cc4960fa57", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Disclaimers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.97+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3abc8e73-19a0-4a9c-b4a7-94dca72b429d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a split-layout with quantitative metrics on the left and qualitative strategic pillars on the right.", "function": "summarize", "rawType": "business_case", "block": null, "metadata": { "slideType": "business_case", "slideTypeCanon": { "name": "Business case", "slug": "business_case", "status": "active", "canonId": "019de52d-0e16-7764-9eec-dceac9d5f517", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 575, "nDataPoints": 4, "notes": "The slide uses a split-layout with quantitative metrics on the left and qualitative strategic pillars on the right.", "elementsJson": [ "big_number", "icon_grid", "bullet_list", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:51.19+00", "seconds": 3.512, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/3", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-3", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.62 }, "kind": "disclaimer", "text": "Key investment data as of December 31, 2023. Asset-Light Earnings Mix included Net Deferrals and Net Financed Contracts in 2023. Returned to shareholders through share repurchases and dividends since year end 2017.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b95a2e2-6b04-4601-bfd8-7bd4ab46f268", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.02 }, "kind": "list", "text": "Simple and predictable asset-light business model; Global portfolio of brands; Rooms, fees, pipeline, and loyalty growth; Operational and commercial execution; Capital allocation strategy.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27ae2d1c-3bb8-440d-b1de-4cc5e0b21f46", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.03, "y": 0.35 }, "kind": "metric", "text": "7 Years Industry-Leading Net Rooms Growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34eb9e8e-b491-4b09-b6c1-1832e6b524f5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.03, "y": 0.15 }, "kind": "metric", "text": "76% Asset-Light Earnings Mix", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fdcaff8-a729-4499-b086-a05205ff1eab", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.26, "y": 0.35 }, "kind": "metric", "text": "$2.5B Returned to Shareholders", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c65c96f-8ec0-4dbc-bcf4-8d23eb35480b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.26, "y": 0.15 }, "kind": "metric", "text": "$602M Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d81133f-3ab7-48ef-b4ca-64946903b738", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Asset-Light Earnings Mix: 76%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ac-e4387f3da6db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "INVESTMENT CONSIDERATIONS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.19+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bf3b976-f084-4d8d-aac5-8f3fad478684", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cb448749-7d74-4106-a08c-b316a50c0cb7", "evidence": "list/bullet: Simple and predictable asset-light business model; Global portfolio of brands; Rooms, fees, pipeline, and loyalty growth; Operational and commercial execution; Capital allocation strategy.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:27.82881+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "f6c7c041-f69c-4f09-85d7-05f544ea6dd6", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The initial slides introduce the investment considerations and provide an executive summary.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 3, "from": 3, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "64585da4-c4b5-4ad2-ae82-366d5c9ed849", "evidence": "The investment considerations slide implies that not investing could mean missing out on growth opportunities.", "position": 1, "objective": "The cost of not investing in Hyatt", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:29:03.89535+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "analysis", "title": "The slide uses a series of bar charts to compare 2017 and 2023 performance metrics.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 8, "textChars": 323, "nDataPoints": 10, "notes": "The slide uses a series of bar charts to compare 2017 and 2023 performance metrics.", "elementsJson": [ "headline_text", "bar_chart_grouped", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:51.189+00", "seconds": 3.303, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/4", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-4", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.15, "x": 0.76, "y": 0.2 }, "kind": "chart", "text": "Asset-light earnings mix growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04a0e6c8-68b2-474a-a563-6e90ada58399", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.58, "y": 0.2 }, "kind": "chart", "text": "Loyalty members growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c161729-4f74-4b46-9d1a-286b38aa898b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.22, "y": 0.2 }, "kind": "chart", "text": "Gross fee revenue growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ad1555c-b7a5-499d-ad55-74aac79f3a77", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "System-wide rooms growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b64126c0-9367-4b72-a434-0155ad3d0f3e", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.15, "x": 0.4, "y": 0.2 }, "kind": "chart", "text": "Pipeline growth", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccc2013a-b7ce-444f-83cd-cfc132fa391c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "disclaimer", "text": "Asset-Light Earnings Mix included Net Deferrals and Net Financed Contracts in 2023. Calculated comparisons based on year ends 2017 and 2023.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f066adc2-537d-429f-ac94-6c4c8082a723", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Growth percentage: +340%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ab-a6a578bf4b4a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "STRATEGIC GROWTH ACROSS MULTIPLE DIMENSIONS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:51.189+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82d339ac-df0e-478e-9c9f-e1d6cec4e65e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "f6c7c041-f69c-4f09-85d7-05f544ea6dd6", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The initial slides introduce the investment considerations and provide an executive summary.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a background image of a hotel lobby with a dark overlay to highlight key metrics.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 15, "textChars": 461, "nDataPoints": 6, "notes": "The slide uses a background image of a hotel lobby with a dark overlay to highlight key metrics.", "elementsJson": [ "headline_text", "big_number", "photo", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.302+00", "seconds": 4.246, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/5", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-5", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.05, "x": 0.14, "y": 0.4 }, "kind": "metric", "text": "78", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e40b2f5-491d-4ab2-8b84-e5f5d83abe67", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.39, "y": 0.61 }, "kind": "metric", "text": "#1", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48aed369-7e77-4fd0-9df2-28d59a8fb18a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.56, "y": 0.61 }, "kind": "metric", "text": "~130,000", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54fc8a1d-8fd8-4dc4-b467-0085924e14bb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.1, "y": 0.61 }, "kind": "metric", "text": "325,507", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "846ddb19-e0a3-412b-8e08-5299c2ba8e78", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.57, "y": 0.4 }, "kind": "metric", "text": "1,352", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b460a80c-b7e9-4215-91a2-87868cc7f381", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.39, "y": 0.4 }, "kind": "metric", "text": "29", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b81bbd32-d824-4ffc-a0ff-0282d9fb5396", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Rooms in Pipeline: ~130,000", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-7a00a78ee5a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.18, "x": 0.08, "y": 0.49 }, "kind": "paragraph", "text": "Countries Around the World and 6 Continents", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02cf7fff-5aae-45bd-9549-6213d456ead9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.13, "y": 0.7 }, "kind": "paragraph", "text": "Rooms", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1628e01c-3581-4c79-988f-7906647c5eb2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.55, "y": 0.49 }, "kind": "paragraph", "text": "Hotels and All-Inclusive Properties", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bab4cf0-9fdd-44d9-9f52-20c65f143aca", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.35, "y": 0.49 }, "kind": "paragraph", "text": "Global Brands", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d871613b-5efe-4745-9ce9-89fb8f8b8851", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.56, "y": 0.7 }, "kind": "paragraph", "text": "Rooms in Pipeline A Company Record", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e274ac93-41eb-412c-8f89-4ebf8bdc6f68", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.31, "y": 0.7 }, "kind": "paragraph", "text": "World's Largest Portfolio of Luxury Branded Rooms in Resort Locations", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e93e81e3-30d8-47af-87df-8c09317acfe9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "Figures as of June 30, 2024. Source: STR Global Census as of June 30, 2024; Luxury Branded Rooms as defined by STR Chain Scale Classification.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b6c8cd2-48ec-49c5-9311-abafcce8e331", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.05, "y": 0.24 }, "kind": "title", "text": "GLOBAL HOSPITALITY COMPANY FOCUSED ON SERVING THE HIGH-END TRAVELER", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "322e07b5-c181-4693-9e4a-3acf849f91ab", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a5051e40-32a2-48a7-ad1a-2d4115d4f73c", "evidence": "paragraph/paragraph: World's Largest Portfolio of Luxury Branded Rooms in Resort Locations\nparagraph/paragraph: Countries Around the World and 6 Continents\nparagraph/paragraph: Hotels and All-Inclusive Properties", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:17:27.919661+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "f6c7c041-f69c-4f09-85d7-05f544ea6dd6", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The initial slides introduce the investment considerations and provide an executive summary.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide highlights significant growth in key segments and market leadership in luxury resort rooms.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 8, "textChars": 949, "nDataPoints": 12, "notes": "The slide highlights significant growth in key segments and market leadership in luxury resort rooms.", "elementsJson": [ "headline_text", "data_table", "kpi_table", "footnote", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:55.762+00", "seconds": 7.57, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/6", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-6", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Hyatt holds the #1 World's Largest Portfolio of Luxury Branded Rooms in Resort Locations.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ac-3560d7719eab", "parentComponentId": null }, { "bbox": { "x": 0.65, "y": 650 }, "kind": "metric", "text": "13% Global Share of Luxury Branded Rooms in all locations", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83f933c7-bbe8-455d-b55a-8b284d912604", "parentComponentId": null }, { "bbox": { "x": 0.65, "y": 350 }, "kind": "metric", "text": "#1 World's Largest Portfolio of Luxury Branded Rooms in Resort Locations", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c00915f-98ba-43aa-95f0-82c3d67ad7ba", "parentComponentId": null }, { "bbox": { "x": 0.65, "y": 500 }, "kind": "metric", "text": "17% Global Share of Luxury Branded Rooms in Resort Locations", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4f37d91-ba47-4d37-9dbb-196d9af14d64", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Global Share of Luxury Branded Rooms: #1", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ac-39946b65c9e8", "parentComponentId": null }, { "bbox": { "x": 0.02, "y": 0.9 }, "kind": "source-note", "text": "Baseline growth since 2017 reflects when Hyatt announced its permanent owned asset sell down commitment. Includes Alila, Andaz, Hyatt Centric, The Unbound Collection by Hyatt, Thompson Hotels, Dream Hotels, & JdV by Hyatt. Source: STR Global Census as of December 31, 2023; Luxury Branded Rooms as defined by STR Chain Scale Classification. Key investment data as of December 31, 2023 (unless otherwise noted).", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f8fcf9f-8c46-47aa-ae3e-957055c4b02d", "parentComponentId": null }, { "bbox": { "x": 0.02, "y": 220 }, "kind": "table", "text": "2017 2023 GROWTH Luxury Rooms 43K 96K Doubled Resort Rooms 23K 75K Tripled Lifestyle Rooms 9K 43K Quintupled", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d5b9f46-9731-4619-8aea-36047abd7de4", "parentComponentId": null }, { "bbox": { "x": 0.02, "y": 0.05 }, "kind": "title", "text": "HYATT'S PORTFOLIO IS UNIQUELY POSITIONED; DRIVEN BY SIGNIFICANT EXPANSION OF LUXURY, RESORT, AND LIFESTYLE HOTELS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.762+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f95ee467-6f92-48e1-b5b9-cef6b1c33216", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The slide uses a hierarchical categorization framework to organize the brand portfolio.", "function": "present_framework", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 7, "textChars": 191, "nDataPoints": 0, "notes": "The slide uses a hierarchical categorization framework to organize the brand portfolio.", "elementsJson": [ "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:56.244+00", "seconds": 7.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/7", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-7", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.11, "w": 0.08, "x": 0.46, "y": 0.17 }, "kind": "image", "text": "World of Hyatt logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "315671c0-9546-4c42-91af-f65bd2bb0e57", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "image", "text": "Inclusive Collection logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "616b6600-8480-4644-a3e9-cff543447fb3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.05, "y": 0.58 }, "kind": "image", "text": "Boundless Collection logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85b6c8d6-f56d-466a-9b8b-6f51b5b02bc7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.75, "y": 0.58 }, "kind": "image", "text": "Independent Collection logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a5b400c-2fd3-4dce-b816-fef2665de071", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.38 }, "kind": "image", "text": "Timeless Collection logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b60d6e06-28b5-4d3a-9d95-3ddccef8fde9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.1, "y": 0.95 }, "kind": "source-note", "text": "Based on brand bar as of June 30, 2024.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "646213c0-9d11-4598-85bf-29188fcf4188", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.52, "x": 0.24, "y": 0.05 }, "kind": "title", "text": "World of Hyatt global brands", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15b2c2e7-aa33-4a83-aff7-cf638c6cf6fa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "65ff2cd3-107e-4cc9-9d28-45fa874351d1", "evidence": "Categorization of brands into distinct collections (Timeless, Boundless, Independent, Inclusive)", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 16:54:56.244+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [ { "to": 7, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 7, "name": "Market Size", "beatId": "347c86d7-4181-4f81-8413-6869e7dc860f", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "A slide on the world of Hyatt global brands provides context on the market.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "This is a branding/filler slide used to transition or introduce a section.", "function": "filler", "rawType": "filler", "block": null, "metadata": { "slideType": "filler", "slideTypeCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-0829-76f9-9abe-4c11ee7bf4ab", "version": 1, "description": null }, "function": "filler", "functionCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-1568-702b-ad12-428490978783", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 48, "nDataPoints": 0, "notes": "This is a branding/filler slide used to transition or introduce a section.", "elementsJson": [ "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:50.584+00", "seconds": 2.003, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/8", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-8", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99110f80-22c3-4c19-8302-efa9cedd1031", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.23, "x": 0.745, "y": 0.108 }, "kind": "paragraph", "text": "CAPTION BY HYATT NAMBA OSAKA", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43059081-f1a2-40bd-bad8-3be4c96d04e1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.07, "y": 0.65 }, "kind": "title", "text": "QUARTERLY HIGHLIGHTS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:50.584+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c70123de-7521-4b95-ad5d-c656cbca5e15", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "Includes a photo of Park Hyatt Changsha and a list of strategic achievements.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 13, "textChars": 412, "nDataPoints": 8, "notes": "Includes a photo of Park Hyatt Changsha and a list of strategic achievements.", "elementsJson": [ "photo", "big_number", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.046+00", "seconds": 3.289, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/9", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-9", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "GROSS FEES A NEW RECORD", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ab-265d9b05cd71", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.45, "x": 0, "y": 0 }, "kind": "image", "text": "Park Hyatt Changsha", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1aa942e-016d-4e24-91b3-1704ddca26e0", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.47, "y": 0.73 }, "kind": "list", "text": "World of Hyatt named Best Hotel Rewards Program; 80% of Mr & Mrs Smith properties received bookings; Announced alliance with Under Canvas.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2d8a56c-8100-4775-8861-f379a2471427", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.88, "y": 0.43 }, "kind": "metric", "text": "+21% WORLD OF HYATT MEMBER GROWTH", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ffe80e-2762-47a0-b08a-03b78e2e27a2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.75, "y": 0.21 }, "kind": "metric", "text": "+4.7% SYSTEM-WIDE HOTELS REVPAR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a5ca762-9b5e-44bd-aeeb-514a021b9179", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.75, "y": 0.43 }, "kind": "metric", "text": "+9% INCREASE OF ROOMS IN PIPELINE", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41d38a43-846e-435f-96d8-df47aecc73cf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.47, "y": 0.21 }, "kind": "metric", "text": "$359M NET INCOME", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f0e02c3-6ed8-4fd5-b966-9b52a69c5754", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.47, "y": 0.43 }, "kind": "metric", "text": "$307M ADJUSTED EBITDA", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a64a3e4b-2082-48de-9907-ebfd72b80566", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.88, "y": 0.21 }, "kind": "metric", "text": "+4.6% NET ROOMS GROWTH", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6cb4ca0-f7a2-4d4e-bca8-6d3d64f8b654", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.6, "y": 0.21 }, "kind": "metric", "text": "$3.46 DILUTED EPS", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c8cb6d-779a-4861-8ce9-ddb3be7f7310", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.6, "y": 0.43 }, "kind": "metric", "text": "$275M GROSS FEES", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5a0c9dc-6d61-4357-94a7-cdc5650ec03f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net Income: $359M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:50+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ab-2b84980b80a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.46, "y": 0.03 }, "kind": "title", "text": "HYATT | Q2 2024 HIGHLIGHTS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.046+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94251c9e-0c5d-4870-9dab-70f9a42097d5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "20331469-caf9-4fe1-ab19-cd5dbfa8552a", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides on Q2 2024 highlights and full-year 2024 outlook provide financial information.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The slide presents six key performance indicators including RevPAR, Net Income, Net Rooms Growth, Adjusted EBITDA, Free Cash Flow, and Capital Returns.", "function": "summarize", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 9, "textChars": 506, "nDataPoints": 6, "notes": "The slide presents six key performance indicators including RevPAR, Net Income, Net Rooms Growth, Adjusted EBITDA, Free Cash Flow, and Capital Returns.", "elementsJson": [ "headline_text", "icon_grid", "big_number", "footnote", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.449+00", "seconds": 3.639, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/10", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-10", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.65, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "During the quarter ended June 30, 2024, the Company revised its definition of Adjusted EBITDA... Figure inclusive of dividends and share repurchases. Full details of the Company's 2024 outlook can be found in its second quarter 2024 earnings release.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7ea7f4a-0e8e-48f1-8774-14c8f3474991", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.5, "y": 0.25 }, "kind": "metric", "text": "5.5 - 6.0% Net Rooms Growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1529c3fb-a06e-4cf7-8484-ef3e299bcfb5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.55 }, "kind": "metric", "text": "$1,135M to $1,175M Adjusted EBITDA", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f736ad3-3b90-41db-b696-d10cfcc56bbd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.25, "y": 0.55 }, "kind": "metric", "text": "$560M to $610M Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "784afee9-cd62-46db-9135-be62a49d485e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.25, "y": 0.25 }, "kind": "metric", "text": "$1,055M - $1,115M Net Income", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b237bb4b-6d31-46b9-9ef7-442aefc7580e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.5, "y": 0.55 }, "kind": "metric", "text": "$800M to $850M Capital Returns to Shareholders", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf89854f-ff1e-47fb-8926-af8ac649d93c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.25 }, "kind": "metric", "text": "3.0 - 4.0% System-Wide Hotels RevPAR", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d15355a3-b935-4685-b3b7-5f934413b003", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: $1,135M - $1,175M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ac-c17c00bed417", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "FULL YEAR 2024 OUTLOOK", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9e5d2b2-b0ee-4b13-b355-a2d7369f805c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "20331469-caf9-4fe1-ab19-cd5dbfa8552a", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Slides on Q2 2024 highlights and full-year 2024 outlook provide financial information.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "resolution", "title": "The slide uses a simple additive equation to demonstrate the impact of key drivers on EBITDA.", "function": "quantify_impact", "rawType": "sensitivity_analysis", "block": null, "metadata": { "slideType": "sensitivity_analysis", "slideTypeCanon": { "name": "Sensitivity analysis", "slug": "sensitivity_analysis", "status": "active", "canonId": "019de52d-0e3e-71aa-afde-42c88c3adc5f", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 426, "nDataPoints": 10, "notes": "The slide uses a simple additive equation to demonstrate the impact of key drivers on EBITDA.", "elementsJson": [ "headline_text", "donut_chart", "icon_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.041+00", "seconds": 3.019, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/11", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-11", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.25, "x": 0.68, "y": 0.3 }, "kind": "chart", "text": "2025 Illustrative Earnings Mix before Overhead", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.041+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90167a98-3f02-4406-90d8-5b7f108f4f47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.1, "y": 0.92 }, "kind": "disclaimer", "text": "Asset-Light Earnings Mix included Net Deferrals and Net Financed Contracts in 2023. System-wide hotels RevPAR includes comparable hotels.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.041+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "813e8630-c7e7-4834-bb3d-b038356049f0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.73 }, "kind": "list", "text": "Overhead Growth 3% per year; Distribution Margins 16%-19%; Asset-Light Earnings Mix +100bps", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.041+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39f7d5ad-0436-4954-8c5c-d5b17d8edc25", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: $20M - $30M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-c52239b60e75", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.02, "y": 0.05 }, "kind": "title", "text": "EARNINGS GROWTH MODEL REFLECTS SIMPLIFIED AND MORE PREDICTABLE EARNINGS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.041+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5a858c1-7c99-407c-ad13-edcb4af88c7d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.05, "y": 0.19 }, "kind": "title", "text": "EARNINGS GROWTH MODEL SENSITIVITIES FOR 2024 AND 2025", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.041+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1be450ec-0d1f-4b57-8e40-81fb384f5c4e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "appendix", "function": "present_solution", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 382, "nDataPoints": 0, "notes": null, "elementsJson": [ "photo", "icon_grid" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.254+00", "seconds": 2.959, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/12", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-12", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "WE HAVE AND WILL CONTINUE TO: Invest in growth to increase shareholder value, Return excess cash to shareholders, Commit to an investment-grade profile.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d5a-7237-a022-f4b10388af54", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Capital Allocation Strategy", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "993a3384-c878-443d-912b-6527cd3d571f", "parentComponentId": null }, { "bbox": { "h": 0.921, "w": 0.478, "x": 0.017, "y": 0.079 }, "kind": "image", "text": "Park Hyatt Changsha interior", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3dc8f503-f062-4bea-a2e8-048234cbcef1", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.45, "x": 0.515, "y": 0.438 }, "kind": "list", "text": "Invest in growth to increase shareholder value\nReturn excess cash to shareholders\nCommit to an investment-grade profile", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e63569a-e843-4dc1-b486-613872d121c6", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.265, "x": 0.491, "y": 0.285 }, "kind": "paragraph", "text": "WE HAVE AND WILL CONTINUE TO:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6976b33-bf0e-4b1b-a140-37fc5954f0a2", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.485, "x": 0.491, "y": 0.215 }, "kind": "title", "text": "CAPITAL ALLOCATION STRATEGY", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dca1f65-4dbc-4ce8-881f-262507894abf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Capital Allocation Framework", "slug": "capital-allocation-framework", "status": "active", "bestFor": null, "canonId": "d2901a21-50b9-4151-ab1b-55b432772ea1", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "177f0b80-e678-474f-8259-5dd50c3a5c0c", "evidence": "callout: WE HAVE AND WILL CONTINUE TO: Invest in growth to increase shareholder value, Return excess cash to shareholders, Commit to an investment-grade profile.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:28.16244+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "ccb932b0-333c-48d1-8765-9f50c90bc0c5", "evidence": "The slide explicitly outlines the company's strategy for allocating capital across growth, shareholder returns, and balance sheet health.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 16:54:52.254+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "ddb80110-fa10-4e3c-a2c8-3a5ccfbc945e", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Capital allocation strategy and commitment to investment grade and capital return are presented as solutions.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes footnotes detailing dividend payment dates and share repurchase program terms.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 7, "textChars": 505, "nDataPoints": 4, "notes": "Includes footnotes detailing dividend payment dates and share repurchase program terms.", "elementsJson": [ "headline_text", "photo", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.16+00", "seconds": 2.65, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/13", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-13", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "The Company expects to return capital to shareholders through a combination of cash dividends on its common stock and share repurchases.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-00756ebcb6d1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.1, "y": 0.88 }, "kind": "disclaimer", "text": "Third quarter dividend payable on September 10, 2024... Share repurchase authorization as of June 30, 2024... The Company expects to return capital to shareholders...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5b5bc48-c66b-4fe7-a5fa-e80822e90a5c", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.33, "x": 0.02, "y": 0.6 }, "kind": "metric", "text": "$0.15 QUARTERLY DIVIDEND", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1b4ea82-2bb0-4331-858c-0c00a4ecfc28", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.33, "x": 0.67, "y": 0.6 }, "kind": "metric", "text": "$800M to $850M 2024 OUTLOOK FOR CAPITAL RETURNS", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6e25da2-d2ea-4e62-9b62-a88475b124a1", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.33, "x": 0.34, "y": 0.6 }, "kind": "metric", "text": "$1.6B SHARE REPURCHASE AUTHORIZATION", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd17596f-581d-4599-88e7-827cd09a2225", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Capital Returns: $800M-$850M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-062edac3302a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.02, "y": 0.08 }, "kind": "title", "text": "COMMITTED TO RETURNING CAPITAL THROUGH DIVIDENDS & SHARE REPURCHASES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.16+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21fdb3a9-86cb-406c-8234-da4e0f51583e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "ddb80110-fa10-4e3c-a2c8-3a5ccfbc945e", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Capital allocation strategy and commitment to investment grade and capital return are presented as solutions.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "The slide highlights Hyatt's financial stability through investment-grade ratings and strong liquidity, with a debt maturity schedule.", "function": "summarize", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 521, "nDataPoints": 10, "notes": "The slide highlights Hyatt's financial stability through investment-grade ratings and strong liquidity, with a debt maturity schedule.", "elementsJson": [ "headline_text", "bar_chart_vertical", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.557+00", "seconds": 3.042, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/14", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-14", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "STRONG POSITION WITH: $2.0B Cash, Cash Equivalents, & Short-Term Investments; $1.5B Revolver Capacity Available, Net of Letters of Credit Outstanding.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-5debc57e1b8a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.6, "x": 0.38, "y": 0.09 }, "kind": "chart", "text": "Senior Notes Maturities by Year", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a538d600-746b-4e06-9b24-7df5a14cabf2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.38, "y": 0.77 }, "kind": "disclaimer", "text": "Chart excludes $45 million of variable rate term loan... The Company intends to use cash on hand to fully repay notes maturing on October 1, 2024.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fc1da64-afec-4c07-8a0f-aa18b14c229d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.04, "y": 0.33 }, "kind": "metric", "text": "BBB- Stable (S&P), Baa3 Stable (Moody's), BBB- Stable (Fitch)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96ac9d64-bc44-4319-ba89-fe2a6d689be2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.04, "y": 0.78 }, "kind": "metric", "text": "$1.5B Revolver Capacity Available", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ec40851-e285-4f82-994a-26334f9e07ad", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.04, "y": 0.65 }, "kind": "metric", "text": "$2.0B Cash, Cash Equivalents, & Short-Term Investments", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab52c74e-4ece-490d-90b2-0a68169a8985", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Debt: $3.9B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-61b0620e9599", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.32, "x": 0.04, "y": 0.11 }, "kind": "title", "text": "COMMITTED TO INVESTMENT GRADE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.557+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd3c5727-c59d-4620-8526-12b876dddd2e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "22409e86-9117-4df5-8082-c048b6f6d21c", "evidence": "chart/bar-vertical: Senior Notes Maturities by Year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:27.43972+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "ddb80110-fa10-4e3c-a2c8-3a5ccfbc945e", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Capital allocation strategy and commitment to investment grade and capital return are presented as solutions.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "resolution", "title": "The slide uses a split-screen layout with a photo on the left and key bullet points on the right.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 6, "textChars": 864, "nDataPoints": 1, "notes": "The slide uses a split-screen layout with a photo on the left and key bullet points on the right.", "elementsJson": [ "headline_text", "bullet_list", "photo", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:55.209+00", "seconds": 5.56, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/15", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-15", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Durable and predictable asset-light earnings model designed to generate significant and expanding Free Cash Flow.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-a7a976878174", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.5, "y": 0.9 }, "kind": "disclaimer", "text": "The Company's 2024 and beyond outlook is based on a number of assumptions that are subject to change and many of which are outside the control of the Company. If actual results vary from these assumptions, the Company's expectations may change. There can be no assurance that the Company will achieve these results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfd32ab9-41f1-46e4-80f4-2b24435be9da", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.45, "x": 0, "y": 0 }, "kind": "image", "text": "Photo of a person at a Bentley Southampton branded mobile unit", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a29e52c-c410-4f48-9e10-e2134ad3c78c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.65, "x": 0.3, "y": 0.2 }, "kind": "list", "text": "Durable and predictable asset-light earnings model designed to generate significant and expanding Free Cash Flow\nAsset-Light Earnings Mix above 80%, underpinned by the successful completion of our asset disposition program\nGrowth strategy focused on enhancing network effect creates value for all stakeholders", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5da04421-e528-4529-9725-48bcb66d2de6", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Asset-Light Earnings Mix: 80%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-a9bea64089d8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.25, "y": 0.08 }, "kind": "title", "text": "WHAT TO EXPECT IN 2024 AND BEYOND...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90ba4fe0-2894-451e-9702-805fcb806733", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "777a3f07-cd37-4b06-9e1a-f2fbbea706b5", "evidence": "list/bullet: Durable and predictable asset-light earnings model designed to generate significant and expanding Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:17:27.512196+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "a077fa73-eb3d-4c86-bd98-394930795f1c", "evidence": "Growth strategy focused on enhancing network effect", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 16:54:55.209+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "network-effects-flywheel" } ], "arcBeats": [ { "to": 15, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 15, "name": "The Ask", "beatId": "c60700c0-8a33-403d-9173-1479dd457158", "matchId": "9944df31-427f-48b1-b272-f9308aff2d75", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "A slide on what to expect in 2024 and beyond implies a call to action.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 5, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "06fb95b5-02f6-4639-bf79-db8887578f16", "evidence": "The document presents a clear 'why' (growth and capital return), 'how' (strategic growth and capital allocation), and implicit 'what' (investment in Hyatt).", "position": 0, "objective": "Why Hyatt's approach to growth and capital allocation matters", "confidence": 0.7, "extraction": { "at": "2026-07-16 21:29:03.855519+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "title": "The word 'care' is highlighted in a different color (teal) to emphasize the company's core value.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 45, "nDataPoints": 0, "notes": "The word 'care' is highlighted in a different color (teal) to emphasize the company's core value.", "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:54.284+00", "seconds": 4.471, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/16", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-16", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.23, "w": 0.68, "x": 0.096, "y": 0.384 }, "kind": "title", "text": "We care for people so they can be their best.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:54.284+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcab2605-69dc-4e01-9c8e-cbf214c9783d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4846407b-04d1-4a7c-8951-7e895be1d957", "evidence": "title/action-title: We care for people so they can be their best.", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-16 22:17:27.584195+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:53.346+00", "seconds": 3.531, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/17", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-17", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.045, "w": 0.185, "x": 0.142, "y": 0.375 }, "kind": "title", "text": "APPENDIX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.346+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84d4d409-eec2-43c5-9009-9807bb7bdf36", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "title": "Standard financial disclosure slide defining non-GAAP metrics and their reconciliation/usage logic.", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 5878, "nDataPoints": 0, "notes": "Standard financial disclosure slide defining non-GAAP metrics and their reconciliation/usage logic.", "elementsJson": [ "paragraph", "numbered_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:56.199+00", "seconds": 6.305, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/18", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-18", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.08, "x": 0.05, "y": 0.95 }, "kind": "image", "text": "HYATT", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5af8b711-3c0d-4493-b1bb-a647befa40ac", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.07, "y": 0.17 }, "kind": "list", "text": "interest expense; benefit (provision) for income taxes; depreciation and amortization; amortization of management and hotel services agreement and franchise agreement assets and performance cure payments, which constitute payments to customers (\"Contra revenue\"); revenues for reimbursed costs; reimbursed costs that we intend to recover over the long term; transaction and integration costs; equity earnings (losses) from unconsolidated hospitality ventures; stock-based compensation expense; gains (losses) on sales of real estate and other; asset impairments; and other income (loss), net.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a8428e0-8e6e-40f4-a204-850d61a56259", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "paragraph", "text": "Adjusted EBITDA is not a substitute for net income (loss) attributable to Hyatt Hotels Corporation, net income (loss), or any other measure prescribed by GAAP. There are limitations to using non-GAAP measures such as Adjusted EBITDA. Although we believe that Adjusted EBITDA can make an evaluation of our operating performance more consistent because it removes items that do not reflect our core operations, other companies in our industry may define Adjusted EBITDA differently than we do. As a result, it may be difficult to use Adjusted EBITDA or similarly named non-GAAP measures that other companies may use to compare the performance of those companies to our performance. Because of these limitations, Adjusted EBITDA should not be considered as a substitute of the income (loss) generated by our business. Our management compensates for these limitations by referencing our GAAP results and using Adjusted EBITDA supplementally.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "283f2073-cb9a-4ead-92b5-3f683918f851", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.09 }, "kind": "paragraph", "text": "Adjusted Earnings Before Interest Expense, Taxes, Depreciation, and Amortization (\"Adjusted EBITDA\"): We use the term Adjusted EBITDA throughout this earnings release. Adjusted EBITDA, as we define it, is a measure that is not recognized in accordance with accounting principles generally accepted in the United States of America (\"GAAP\"). We define consolidated Adjusted EBITDA as net income (loss) attributable to Hyatt Hotels Corporation plus our pro rata share of unconsolidated owned and leased hospitality ventures' Adjusted EBITDA based on our ownership percentage of each owned and leased venture, adjusted to exclude the following items:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8568376a-e713-4933-a6cb-f2b5f6c9f41b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.91 }, "kind": "paragraph", "text": "Adjusted General and Administrative (\"G&A\") Expenses: Adjusted G&A Expenses, as we define it, is a non-GAAP measure. Adjusted G&A Expenses exclude the impact of deferred compensation plans funded through rabbi trusts and stock-based compensation expense. Adjusted G&A Expenses assist us in comparing our performance over various reporting periods on a consistent basis because it removes from our operating results the impact of items that do not reflect our core operations, both on a segment and consolidated basis.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1a8496b-26de-4b1a-83db-b6434a892c66", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.44 }, "kind": "paragraph", "text": "We calculate consolidated Adjusted EBITDA by adding the Adjusted EBITDA of each of our reportable segments and eliminations to overhead Adjusted EBITDA. Our board of directors and executive management team focus on Adjusted EBITDA as one of the key performance and compensation measures both on a segment and on a consolidated basis. Adjusted EBITDA assists us in comparing our performance over various reporting periods on a consistent basis because it removes from our operating results the impact of items that do not reflect our core operations both on a segment and on a consolidated basis. Our President and Chief Executive Officer, who is our chief operating decision maker, also evaluates the performance of each of our reportable segments and determines how to allocate resources to those segments, in part, by assessing the Adjusted EBITDA of each segment. In addition, the compensation committee of our board of directors determines the annual variable compensation for certain members of our management based in part on consolidated Adjusted EBITDA, segment Adjusted EBITDA, or some combination of both. We believe Adjusted EBITDA is useful to investors because it provides investors with the same information that we use internally for purposes of assessing our operating performance and making compensation decisions and facilitates our comparison of results with results from other companies within our industry.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e91ab7b9-d17f-4d4c-bf77-4b5a90ec68da", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.63 }, "kind": "paragraph", "text": "Adjusted EBITDA excludes certain items that can vary widely across different industries and among companies within the same industry, including interest expense and benefit (provision) for income taxes, which are dependent on company specifics, including capital structure, credit ratings, and jurisdictions in which they operate; depreciation and amortization, which are dependent on company policies including how the assets are utilized as well as the lives assigned to the assets; Contra revenue, which is dependent on company policies and strategic decisions regarding payments to hotel owners; and stock-based compensation expense, which varies among companies as a result of different compensation plans companies have adopted. We exclude revenues for reimbursed costs and reimbursed costs which relate to the reimbursement of payroll costs and for system-wide services and programs that we operate for the benefit of our hotel owners as contractually we do not provide services or operate the related programs to generate a profit over the terms of the respective contracts. Over the long term, these programs and services are not designed to impact our economics, either positively or negatively. Therefore, we exclude the net impact when evaluating period-over-period changes in our operating results. Adjusted EBITDA includes reimbursed costs related to system-wide services and programs that we do not intend to recover from hotel owners. Finally, we exclude other items that are not core to our operations and may vary in frequency or magnitude, such as transaction and integration costs, asset impairments, unrealized and realized gains and losses on marketable securities, and gains and losses on sales of real estate and other.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9803c82-ddc2-4999-9871-f979193f5158", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:56.199+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "975112d6-c0c3-49c3-889e-0779e5a17252", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 10, "textChars": 1415, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:53.706+00", "seconds": 3.806, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/19", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-19", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.71 }, "kind": "paragraph", "text": "Net Package ADR: Net Package ADR represents net package revenues divided by the total number of rooms sold in a given period.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00c35c69-a654-4811-b36c-dd67184db2a1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Average Daily Rate (\"ADR\"): ADR represents hotel room revenues, divided by the total number of rooms sold in a given period.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "027572be-391a-4d38-89e8-b3be517a8e18", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.55 }, "kind": "paragraph", "text": "Net Deferrals: Net Deferrals represent the change in contract liabilities associated with the Unlimited Vacation Club membership contracts less the change in deferred cost assets.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18ad0ae2-3f07-4f96-8d41-e44fcb24d929", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.8 }, "kind": "paragraph", "text": "Net Package Revenue per Available Room (\"RevPAR\"): Net Package RevPAR is the product of the Net Package ADR and the average daily occupancy percentage.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a7e7b99-4622-4236-b4cb-a552f5956f4e", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "paragraph", "text": "Comparable system-wide and Comparable owned and leased: \"Comparable system-wide\" represents all properties we manage, franchise, or provide services to, including owned and leased properties.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "760eab6b-d134-4e9b-90be-3f9f97fb57fa", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.46 }, "kind": "paragraph", "text": "Free Cash Flow: Free Cash Flow represents net cash provided by operating activities less capital expenditures.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d00bfde1-e4bf-42ee-b81f-49697b03f55c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.11 }, "kind": "paragraph", "text": "Asset-Light Earnings Mix: Asset-Light Earnings Mix is calculated as Adjusted EBITDA from the management and franchising segment and distribution segment divided by Adjusted EBITDA, excluding overhead and eliminations.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1daedb6-a1b3-4a2a-a5c8-a876e2fe9f9c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.38 }, "kind": "paragraph", "text": "Constant Dollar Currency: We report the results of our operations both on an as-reported basis, as well as on a constant dollar basis.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc684add-2f28-4687-9bd5-9c945606f91b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.62 }, "kind": "paragraph", "text": "Net Financed Contracts: Net Financed Contracts represent Unlimited Vacation Club contracts signed during the period for which an initial cash down payment has been received.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fec526fc-24e7-4c73-86ca-87ddefa8ba43", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:53.706+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da30f6c8-9945-46b6-ba25-601ed1f58af5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 3, "textChars": 1626, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:52.868+00", "seconds": 2.961, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/20", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-20", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "paragraph", "text": "RevPAR: RevPAR is the product of the ADR and the average daily occupancy percentage. RevPAR does not include non-room revenues, which consist of ancillary revenues generated by a hotel property, such as food and beverage, parking, and other guest service revenues. Our management uses RevPAR to identify trend information with respect to room revenues from comparable properties and to evaluate hotel performance on a regional and segment basis. RevPAR is a commonly used performance measure in our industry. RevPAR changes that are driven predominantly by changes in occupancy have different implications for overall revenue levels and incremental profitability than do changes that are driven predominantly by changes in average room rates. For example, increases in occupancy at a hotel would lead to increases in room revenues and additional variable operating costs, including housekeeping services, utilities, and room amenity costs, and could also result in increased ancillary revenues, including food and beverage. In contrast, changes in average room rates typically have a greater impact on margins and profitability as average room rates result in minimal impacts to variable operating costs.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.868+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "403c8d06-7b8c-4eca-bf2d-171b5fd5a747", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.11 }, "kind": "paragraph", "text": "Occupancy: Occupancy represents the total number of rooms sold divided by the total number of rooms available at a hotel or group of hotels. Occupancy measures the utilization of a hotel's available capacity. We use occupancy to gauge demand at a specific hotel or group of hotels in a given period. Occupancy levels also help us determine achievable ADR levels as demand for hotel rooms increases or decreases.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.868+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92b87a7c-1b73-45f8-8974-5aaa7713dcb6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:52.868+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f415d20-6cf6-4d61-a216-c6b416ac423b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "setup", "title": "Includes footnotes (a) and (b) explaining adjustments to Adjusted EBITDA and expense classification.", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 318, "nDataPoints": 60, "notes": "Includes footnotes (a) and (b) explaining adjustments to Adjusted EBITDA and expense classification.", "elementsJson": [ "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:55.25+00", "seconds": 5.119, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/21", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-21", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "disclaimer", "text": "(a) During the three months ended June 30, 2024, the Company revised its definition of Adjusted EBITDA... (b) Includes amounts recognized in general and administrative expenses and distribution expenses.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a49ca1e-fb52-401c-8b3b-f0281b8c394c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 307", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-15f252e862c2", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.33 }, "kind": "table", "text": "Adjusted EBITDA reconciliation table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "129a23b0-5a0e-4ed1-b374-a452244c1a11", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Free Cash Flow reconciliation table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b8ff767-a873-4b01-bcce-59a57bdb5f37", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.38, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:55.25+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f97a81a-980b-43c0-b2c7-13e3c820dd17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "Financial reconciliation table showing adjustments for Hyatt Hotels Corporation.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 118, "nDataPoints": 44, "notes": "Financial reconciliation table showing adjustments for Hyatt Hotels Corporation.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 16:54:54.45+00", "seconds": 4.211, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be6-dd0da7f25d79/22", "deck": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79", "deckAnchor": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79#slide-22", "deckJson": "/decks/019dd923-5eff-723e-9be6-dd0da7f25d79.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 1,135", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:23:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-6d59-7489-b3ad-dd615e75d939", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "(in millions)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:54.45+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c187bbf-c653-4952-b238-5cb1780369cd", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Reconciliation table for Adjusted EBITDA and Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:54.45+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bde1fc89-7b51-4ad2-944b-9a2ef6a4dd9b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 16:54:54.45+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f2843a7-8a7d-4c79-a9d6-fd15546407a3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 5, "label": "Problem", "description": "The initial slides introduce the investment considerations and provide an executive summary." }, { "from": 7, "to": 7, "label": "Market Size", "description": "A slide on the world of Hyatt global brands provides context on the market." }, { "from": 9, "to": 10, "label": "Financials", "description": "Slides on Q2 2024 highlights and full-year 2024 outlook provide financial information." }, { "from": 12, "to": 14, "label": "Solution", "description": "Capital allocation strategy and commitment to investment grade and capital return are presented as solutions." }, { "from": 15, "to": 15, "label": "The Ask", "description": "A slide on what to expect in 2024 and beyond implies a call to action." } ], "loops": [ { "from": 5, "to": 15, "label": "Golden Circle", "description": "Why Hyatt's approach to growth and capital allocation matters" }, { "from": 3, "to": 3, "label": "Cost Of Inaction", "description": "The cost of not investing in Hyatt" } ] }