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Marcato · activist-deck

Dillard's, Inc. (DDS)

11 pages · 3 arc beats · 2 loops

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Dillard's, Inc. (DDS)

Marcato · 2014-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem (Identify pain) 3 slides 100% 3/3 slides 100% 3/3 slides · 10 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides 100% 3/3 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
— 0/2 slides
— 0/2 slides
100% 2/2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits Solution (Provide relief) 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits
— 0/6 slides
— 0/6 slides
66.7% 4/6 slides 100% 6/6 slides 100% 6/6 slides

Slide inventory

11
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem (Identify pain)Loop · Tale Two Worlds
02
other
Open slide detailBeat · Problem (Identify pain)Loop · Tale Two Worlds
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.analyze_data
Open slide detailBeat · Problem (Identify pain)Loop · Tale Two Worlds
04
cite_precedent
Open slide detailBeat · Agitate (Make it worse)Loop · Tale Two Worlds
05
The slide uses company logos and executive quotes to build credibility for the PropCo strategy.cite_precedent
Open slide detailBeat · Agitate (Make it worse)Loop · Tale Two Worlds
06
The slide uses a standard OpCo/PropCo valuation methodology to estimate market rent.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds
07
The slide uses red dashed boxes to highlight specific rows related to Kohl's transactions.cite_precedent
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds
09
Data presented for CY14 and CY15.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds
10
Includes two distinct peer groups with calculated averages for each.compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds
11
Includes a secondary table showing implied Cap Rate, P/AFFO, and Dividend Yield based on PropCo multiples.show_valuation_bridge
Open slide detailBeat · Solution (Provide relief)Loop · Tale Two Worlds