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Pershing Square Capital Management · conference-presentation

Starbucks (SBUX)

43 pages · 5 arc beats · 2 loops

Conference-Presentation Download JSON
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Starbucks (SBUX)

Pershing Square Capital Management · 2018-10
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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 19 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits
— 0/2 slides
50% 1/2 slides
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100% 2/2 slides
— 0/2 slides
Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 27 hits
— 0/4 slides
50% 2/4 slides 75% 3/4 slides 100% 4/4 slides
— 0/4 slides
Product 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits
— 0/4 slides
25% 1/4 slides
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100% 4/4 slides
— 0/4 slides
Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Financials 7 slides 100% 7/7 slides 100% 7/7 slides · 40 hits
— 0/7 slides
28.6% 2/7 slides 28.6% 2/7 slides 100% 7/7 slides 57.1% 4/7 slides

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
Slide 1 of a presentation, likely an investor deck.establish_context
Open slide detail
03
The slide uses a callout box to highlight the primary takeaway.summarize
Open slide detail
04
The slide uses a callout to explain a specific event (tax reform) and its impact on earnings.diagnose_problem
Open slide detailBeat · Problem
05
The chart uses a line graph to visualize historical valuation trends, with a summary table for historical averages.analyze_data
Open slide detailBeat · Problem
06
summarize
Open slide detail
07
summarize
Open slide detail
08
The slide uses a combination of bar charts and a summary table to highlight Starbucks' superior ROI and shorter payback periods compared to peers.compare_peers
Open slide detail
09
The slide uses a waterfall-like logic to show the value creation from initial investment to valuation.quantify_opportunity
Open slide detail
10
The slide uses a stacked bar chart with CAGR annotations to illustrate the shift in earnings contribution.size_opportunity
Open slide detail
11
The chart uses a dual-axis approach (implied) to show absolute dollar buybacks and cumulative percentage of market cap.quantify_opportunity
Open slide detail
12
diagnose_problem
Open slide detail
13
transition
Open slide detail
14
The slide uses a mix of custom dot-plot/flow diagrams, a grouped bar chart, and media clippings to build a narrative of market growth.analyze_data
Open slide detailBeat · Market Size
15
The chart highlights a premium in M&A multiples compared to Starbucks' current valuation.show_valuation_bridge
Open slide detailBeat · Market Size
16
Includes an inset chart comparing systemwide sales for the top 3 players.compare_peers
Open slide detailBeat · Market Size
17
The table highlights the contrast between US market dominance and international white space.size_opportunity
Open slide detailBeat · Market Size
18
transition
Open slide detail
19
The chart highlights a 13-year average of 5% growth, with a clear visual distinction between transaction and ticket contributions.analyze_data
Open slide detailBeat · Product
20
The chart uses a stacked bar format to illustrate the components of SSS growth, with a dashed line indicating the long-term average.analyze_data
Open slide detailBeat · Product
21
The chart highlights an 8% CAGR over the period.analyze_data
Open slide detailBeat · Product
22
The chart uses a grouped bar format to compare two categories over time.analyze_data
Open slide detailBeat · Product
23
The map uses a color gradient to represent population density per store, with red indicating higher density (fewer stores per capita) and blue indicating lower size_opportunity
Open slide detail
24
summarize
Open slide detail
25
The chart uses a stacked bar approach where the total height represents the sum of China and Rest of World units.analyze_data
Open slide detail
26
The slide uses a bar chart to illustrate the growth trajectory of Starbucks in China, comparing current estimates, management targets, and long-term potential rsize_opportunity
Open slide detail
27
summarize
Open slide detail
28
frame_situation
Open slide detail
29
The chart highlights a deceleration in growth and notes a specific accounting/loyalty program distortion between Q3 2016 and Q2 2017.analyze_data
Open slide detail
30
The slide highlights specific product categories (Core Beverage and Frappuccino) with red dashed boxes to emphasize their contribution to the growth deceleratioanalyze_data
Open slide detail
31
The slide highlights a downward revision in financial targets due to same-store sales slowdown.analyze_data
Open slide detailLoop · Cost Of Inaction
32
The slide uses a list format with nested bullet points to explain specific business challenges.diagnose_problem
Open slide detailLoop · Cost Of Inaction
33
SSS stands for Same-Store Sales.propose_solution
Open slide detailBeat · Solution
34
The slide outlines four key strategic pillars: loyalty program enhancements, shift in growth strategy (owned vs. licensed), portfolio rationalization, and leadepropose_solution
Open slide detailBeat · Solution
35
summarize
Open slide detail
36
transition
Open slide detailBeat · Financials
37
Includes a 53rd week adjustment note for 2016.analyze_data
Open slide detailBeat · FinancialsLoop · Mece Breakdown
38
The table uses a decomposition framework to arrive at the total SSS growth figure.quantify_opportunity
Open slide detailBeat · FinancialsLoop · Mece Breakdown
39
analyze_data
Open slide detailBeat · FinancialsLoop · Mece Breakdown
40
The chart uses a waterfall-bridge structure to decompose EPS growth drivers.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Mece Breakdown
41
The slide uses a 'Summary Valuation' table to justify an investment thesis based on historical reversion.show_valuation_bridge
Open slide detailBeat · Financials
42
Includes historical context on EPS growth and P/E multiples at the bottom.analyze_data
Open slide detailBeat · Financials
43
The slide uses a list of colored callout boxes to present key investment arguments.summarize
Open slide detail