Membership Collective Group | Results Presentation Deck | 31 slides

Membership Collective Group · 2022-03
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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Slide inventory

31
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
summarize
Open slide detailBeat · AttentionLoop · Logic Chain
04
Includes a disclaimer about non-GAAP financial measures at the bottom.summarize
Open slide detailBeat · AttentionLoop · Logic Chain
05
illustrate_case
Open slide detailBeat · NeedLoop · Logic Chain
06
The chart shows a clear upward trend in membership numbers across all categories (Other, House, Waitlist) from 2019 through 2022(F).analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
07
analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
08
The chart shows historical and projected growth in the number of houses.summarize
Open slide detailBeat · NeedLoop · Logic Chain
09
analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
10
Includes a disclaimer regarding non-GAAP financial measures at the bottom.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
11
analyze_data
Open slide detailBeat · Satisfaction
12
Includes specific callouts for 'Expenses not added back' for both periods.analyze_data
Open slide detailBeat · Satisfaction
13
Includes margin percentages and specific dollar contributions for two business segments.analyze_data
Open slide detailBeat · Satisfaction
14
The slide provides a snapshot of debt, lease obligations, and equity, with specific callouts for non-recurring cash outflows.analyze_data
Open slide detailBeat · Satisfaction
15
summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
16
appendix
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
17
Includes non-GAAP financial measures disclaimer at the bottom.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
18
analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
19
The chart uses a standard waterfall bridge format to explain the variance between two fiscal years.show_valuation_bridge
Open slide detailBeat · ActionLoop · Cost Of Inaction
20
analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
21
analyze_data
Open slide detailBeat · Action
22
This slide provides a glossary of financial and operational KPIs.analyze_data
Open slide detailBeat · Action
23
analyze_data
Open slide detailBeat · Action
24
Standard financial reporting table.analyze_data
Open slide detailBeat · Action
25
The slide contains three distinct financial reconciliation tables side-by-side.analyze_data
Open slide detailBeat · Action
26
Contains three distinct financial reconciliation tables for the fiscal years ending Jan 2, 2022 and Jan 3, 2021.analyze_data
Open slide detailBeat · Action
27
The table reconciles GAAP debt components to a non-GAAP 'Net Debt' figure.analyze_data
Open slide detailBeat · Action
28
The slide acts as a directory or portfolio overview of non-core house locations.summarize
Open slide detailBeat · Action
29
The table tracks 16 properties with various amenities like club space, bedrooms, screening rooms, gyms, spas, pools, and beach access.analyze_data
Open slide detailBeat · Action
30
The table uses checkmarks to indicate the presence of specific amenities at each location.analyze_data
Open slide detailBeat · Action
31
Shows revenue breakdown by region for Membership, In-House, and Total revenues.analyze_data
Open slide detailBeat · Action