US Foods Holding Corp. (USFD)

Scott Ferguson · 2022-04

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 5 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem (Identify pain) 2 slides 100% 2/2 slides 100% 2/2 slides · 20 hits

— 0/2 slides

100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Agitate (Make it worse) 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits

— 0/2 slides

50% 1/2 slides 100% 2/2 slides

— 0/2 slides

Solution (Provide relief) 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides 100% 1/1 slides

every slide · same image gating as the playbook

The slide uses a series of bar charts to demonstrate TSR underperformance across multiple time horizons (1Y, 3Y, 5Y, and since IPO).diagnose_problem

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

The slide uses a line chart to demonstrate historical underperformance and text to argue for operational failure regarding margin gaps.expose_gap

Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction

This is a page from a shareholder letter by Sachem Head Capital Management.name_villain

Open slide detailBeat · Agitate (Make it worse)

This is a text-heavy shareholder letter page outlining the case for board change.name_villain

Open slide detailBeat · Agitate (Make it worse)

This is a text-heavy shareholder letter page from an activist investor campaign.summarize

Open slide detailBeat · Solution (Provide relief)Loop · Golden Circle

The page includes a call to action to vote on the GOLD proxy card.introduce_nominees

This slide is a continuation of a list of nominees, starting mid-paragraph for Mr. Ferguson.introduce_nominees

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