Azek | Investor Presentation Deck | 35 slides

The AZEK Company · 2021-02
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
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
Features brand logo, lifestyle imagery of decking, and a cross-section of recycled material.front_matter
03
transition
04
The slide uses a clear segmentation between Residential (86% sales) and Commercial (14% sales) to categorize the brand portfolio.establish_context
05
The slide uses a list-based framework to outline the company's value proposition.summarize
06
The central diagram is a circular flywheel-style representation of company values.summarize
07
Includes financial metrics for LTM 12/31/20 and historical performance from 2017-2020.summarize
08
The slide uses a layered horizontal flow diagram to illustrate how market tailwinds, internal strengths, and strategic initiatives drive performance.present_framework
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summarize
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The slide features branding and lifestyle imagery of outdoor living spaces.transition
11
show_traction
Open slide detailLoop · Why Now
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The slide uses a 2x2 grid layout to present product imagery.show_traction
Open slide detailLoop · Why Now
13
transition
Open slide detailLoop · Why Now
14
Uses a central circular diagram to illustrate the 'early innings' of material conversion, flanked by specific market data for three product categories.size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
15
Uses a before-and-after visual comparison for conversion and stacked bar charts for cost analysis.compare_peers
Open slide detailBeat · ProblemLoop · Cost Of Inaction
16
Includes AIA survey data and visual examples of outdoor living spaces.size_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
17
The slide uses a combination of bar charts for quality benchmarking and a list for qualitative awards.compare_peers
Open slide detailBeat · Solution
18
Uses a Good-Better-Best pricing framework combined with product line segmentation.present_solution
Open slide detailBeat · Solution
19
Includes a footnote regarding fabricated products and a visual indicator for 2021 new product launches.present_solution
Open slide detailBeat · Solution
20
The slide uses a side-by-side comparison framework to detail two distinct business units under the corporate umbrella.present_solution
21
The slide uses a stepped process diagram to illustrate growth drivers.plan_implementation
22
The slide uses a process flow diagram to link investments to outcomes, followed by a timeline-based bar chart showing historical, near-term, and future margin esummarize
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Includes a timeline of recycling milestones from 2018 to 2020+.plan_implementation
24
transition
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The chart uses a stacked bar format to distinguish between Residential and Commercial revenue, with growth percentages highlighted in ovals above each bar.show_traction
Open slide detailBeat · Financials
26
The slide uses a split-chart layout to compare historical annual performance with recent quarterly performance.show_traction
Open slide detailBeat · Financials
27
Includes a photo of production lines and a financial table for net leverage.plan_implementation
Open slide detailBeat · Financials
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summarize
29
The slide is a collage of product application photos with the company logo and the word 'Appendix' overlaid.appendix
30
Includes definitions for Adjusted RONTA in the footer.analyze_data
31
The slide uses a dual-track timeline structure separating internal development from acquisitions.plan_implementation
32
Contains detailed footnotes explaining specific line-item adjustments for business transformation, acquisition costs, and other non-recurring expenses.appendix
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Contains three distinct financial reconciliation tables with detailed footnotes.analyze_data
34
Contains two primary tables: Adjusted Net Income Reconciliation and Adjusted Diluted EPS Reconciliation, followed by 10 numbered explanatory notes.appendix
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front_matter