Macy's Inc. (M)

Jeffrey C. Smith · 2016-01

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 4 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits

— 0/1 slides

100% 1/1 slides

— 0/1 slides

Agitate (Make it worse) 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides · 2 hits 100% 1/1 slides Solution (Provide relief) 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits

— 0/2 slides

100% 2/2 slides · 3 hits 100% 2/2 slides

every slide · same image gating as the playbook

This is the first page of a shareholder letter from Starboard Value to Macy's executives.front_matter

Open slide detailBeat · Problem (Identify pain)

This is a page from a shareholder letter, likely from an activist investor (Arkhouse/Brigade) proposing a real estate JV strategy.propose_solution

Open slide detailBeat · Agitate (Make it worse)Loop · Cost Of Inaction

This is a page from a shareholder letter, acting as a cover or introductory note.establish_context

Open slide detailBeat · Solution (Provide relief)Loop · Cost Of Inaction