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Introduction and executive summary\nII. Argument for reconstitution of board and replacement of CEO\nIII. The Bed Bath turnaround team\nIV. What's broken?\nV. 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Turnaround plan: Refocusing on operational priorities to drive sales, margins and turns\na) Company Culture\nb) Sales\nc) Gross Margin\nd) SG&A Expenses\ne) Inventory\nf) Capital Allocation\nVII. 100-Day Plan\nVIII. Drivers of the $5 EPS forecast\na) Investor Group forecast assumptions\nb) Mid-term EPS build-up\nIX. 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"notes": "The slide emphasizes the reliance on third-party resources and proprietary research due to a perceived lack of transparency in the company's public disclosures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:14:03.99+00", "seconds": 3.661, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-cf3f-750e-9bf3-5c34169235bc/7", "deck": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc", "deckAnchor": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc#slide-7", "deckJson": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.92, "x": 0.04, "y": 0.27 }, "kind": "list", "text": "The Investor Group and our nominees believe substantial opportunity exists to enhance long-term value at Bed Bath - the material herein will help serve as the roadmap for new leadership", "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 14:14:03.99+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "033e766c-a0e7-4c93-adb2-136fa0f61351", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.89, "x": 0.07, "y": 0.41 }, "kind": "list", "text": "Store Visits: +200 store visits across the country, many of which were performed with operating advisors on site\nIndustry Experts: Discussion with over 40 former BBBY employees and +100 industry executives and vendors with domain expertise in retail operations, marketing, vendor relationships, direct sourcing, supply chain, and digital technology / IT\nConsulting Resources: Advisory services of a nationally renowned consulting firm with focus on operational turnarounds, consumer engagement, and cost restructuring to quantify expected impact of initiatives\nNominees: Engaged team with deep retail experience includes 7 former retail CEOs, 3 ecommerce experts, 4 executives with domain expertise in supply chain and vendor relationships\nConsumer Study: Proprietary consumer survey of more than 650 active Bed Bath customers\nManagement/Board Due Diligence: In-person meetings with board members and executive officers and review of 15 years of SEC filings and 10 years of earnings transcripts\nNominee Background Checks: Interviews and third-party background checks on all director nominees\nBenchmarking: Detailed operational benchmarking with analysis of peer accounting and business models", "attrs": null, "canon": { "kind": { "name": "List", "slug": 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Grove - Private Label and Supply Chain Expertise Specific to Home Category\nb) Victor Herrero Amigo - Leadership, Cultural Transformation, Global Supply Chain and Product Sourcing in Home\nc) Hugh R. Rovit - Vendor Perspectives, Supply Chain and Product Sourcing in Home and Décor Categories\nd) Theresa R. Backes - Retail Execution and Growth\ne) Sue Ellen Gove - Retail Operations and Turnarounds\nf) Cynthia S. Murray - Retail Execution, Turnarounds and Growth\ng) Jeff A. Kirwan - Retail Operations and Global Supply Chain\nh) Alex W. Smith - Retail Execution and Turnarounds - Expertise in Home & Décor\ni) David A. Duplantis - Branding Merchandising, Branding, Digital Marketing, Ecommerce, Consumer Experience\nj) John E. Fleming - Ecommerce Architecture and Strategy in addition to Big Box Marketing and Merchandising\nk) Jeremey I. Liebowitz - Ecommerce Operations, Strategy and Growth - Experience in Kitchen, Home and Baby\nl) Martine M. 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"runId": null, "at": "2026-05-02 14:14:12.573+00", "seconds": 3.083, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-cf3f-750e-9bf3-5c34169235bc/63", "deck": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc", "deckAnchor": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc#slide-63", "deckJson": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.82 }, "kind": "callout", "text": "Despite significant investment in website optimization effort, content is stale and fails to engage the customer", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, 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"google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94710d11-f2ff-456c-a2ce-4240c477eb93", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "list", "text": "Bed Bath TV on website has stale content that doesn’t highlight products or customer experience\nBed Bath TV on the website was a step in the right direction, however, the first click in ‘cooking’ and ‘home’ serve content from December 2017 and September 2015, respectively\nNautica product shown is no longer sold on the Company’s website\nContent doesn’t help decision-making or focus on features and benefits", "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 14:14:12.573+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d3768ee-bba4-44b6-974b-37980951b40e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.04, "y": 0.92 }, "kind": "source-note", "text": "Source: Company website April 2019, Investor Group estimates", "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. 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Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 83, "from": 54, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "2b5e27cf-58a8-441e-88e3-6116c3a9dd58", "evidence": "Detailed analysis of the company's problems.", "position": 1, "objective": "Break down the problems into manageable parts.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:07:37.52739+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 64, "type": "tension", "title": "Includes a quote from a former employee regarding email marketing inefficiency.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 9, "textChars": 829, "nDataPoints": 20, "notes": "Includes a quote from a former employee regarding email marketing inefficiency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:14:19.217+00", "seconds": 9.489, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-cf3f-750e-9bf3-5c34169235bc/64", "deck": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc", "deckAnchor": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc#slide-64", "deckJson": "/decks/019de06f-cf3f-750e-9bf3-5c34169235bc.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Despite repeated claims about \"personalized marketing\" initiatives, SEM remains an area of heavy investment", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aab621eb-2817-4978-a15f-9ff63b72cee9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Direct as % of Total Traffic", "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 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "215c6297-f5a1-4000-8e7c-5075163e79a2", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.55 }, "kind": "chart", "text": "Paid Search (SEM) as % of Total Traffic", "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 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35942d38-1617-4e8a-88f0-4db59d867587", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "Social as % of Total Traffic", "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 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1ce2343-5e71-4dba-8b2f-99649b689aff", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "chart", "text": "Email as % of Total Traffic", "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 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee79e1fa-0b61-4546-a5cc-497a88664f28", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "The Company appears to over-rely on paid SEM (\"Search Engine Marketing\") as its direct traffic lags a number of peers, email efforts seem ineffective, and social media strategy is underwhelming", "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 14:14:19.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4bf89f2-7235-42cd-b12e-b469c45ebab9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "quote", "text": "The Company has a enormous list in their CRM database, but they still send the same emails to everyone. 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