The RealReal | Investor Day Presentation Deck | 58 slides

The RealReal · 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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4
coverage by narrative range · generated from this deck JSON

Slide inventory

58
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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Includes background illustrations of a watch and a handbag.front_matter
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front_matter
Open slide detailBeat · Problem
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The slide uses a grid layout to present key performance indicators and company milestones.summarize
Open slide detailBeat · Problem
07
The slide uses a three-column layout to present core pillars of the investment thesis.summarize
Open slide detailBeat · Problem
08
Includes a mix of market sizing metrics, consumer survey data on purchase drivers, and qualitative expert commentary.size_opportunity
Open slide detailBeat · Problem
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The slide uses a split layout with text on the left and a lifestyle image on the right.establish_context
Open slide detailBeat · Solution
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Uses a three-column layout to categorize ESG efforts.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a grid layout to map board members to committees and a bar chart for skills.introduce_nominees
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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other
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The table uses color-coded cells to highlight The RealReal's 'High' performance across all categories compared to competitors.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a circular flow diagram to represent a business flywheel.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
15
present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
16
The slide uses a list-based structure to present three core pillars of the investment thesis.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
front_matter
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summarize
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The slide uses a quadrant-style visual layout to organize the four pillars.transition
20
summarize
Open slide detailLoop · Quick Win Big Bet
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The map visualizes the distribution of neighborhood stores, flagship stores, and luxury consignment offices across the US.quantify_opportunity
Open slide detailLoop · Quick Win Big Bet
22
The slide uses a numbered list format (1-4) mapped to a central collage of images.transition
Open slide detailLoop · Quick Win Big Bet
23
Includes a headshot of the speaker and a lifestyle image of luxury shoes.front_matter
Open slide detailLoop · Quick Win Big Bet
24
The slide uses a combination of trend charts and a circular flywheel diagram to explain business model mechanics.analyze_data
Open slide detailLoop · Quick Win Big Bet
25
The charts visualize cohort retention and acquisition growth from 2012 to 2021.analyze_data
Open slide detailLoop · Quick Win Big Bet
26
The slide uses six pie charts to visualize audience segmentation.analyze_data
Open slide detailLoop · Quick Win Big Bet
27
The slide uses a Venn-diagram-like visual to group the three competitors, though it functions as a simple comparison table.compare_peers
Open slide detailLoop · Quick Win Big Bet
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summarize
Open slide detailLoop · Quick Win Big Bet
29
The slide uses a numbered grid layout to organize the four pillars.transition
30
front_matter
31
The slide uses a circular flow diagram to show how supply and demand sides interact through the company's authentication centers.present_framework
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The slide outlines a linear operational workflow for product authentication.present_framework
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summarize
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plan_implementation
35
The slide uses a visual collage to represent four strategic pillars.present_framework
36
front_matter
37
present_solution
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Uses a scatter plot visualization to show the shift from simple heuristic-based screening to complex ML-based screening.present_solution
39
The slide illustrates a deep learning architecture (CNN) applied to product authentication.present_solution
40
plan_implementation
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front_matter
42
The slide uses a combination of text-based value propositions and product imagery to illustrate the business model.summarize
43
The slide uses a process flow diagram to illustrate the difference between static control and dynamic continuous testing.present_solution
44
front_matter
45
summarize
46
front_matter
Open slide detailBeat · Financials
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The slide uses a 'Key Observations' vs 'What is Changing' structure to frame the CFO's agenda.summarize
Open slide detailBeat · Financials
48
summarize
Open slide detailBeat · Financials
49
The chart displays a dual-bar comparison for each year representing Revenue and GMV.analyze_data
Open slide detailBeat · Financials
50
The slide uses a pie chart to show the split of $438M total operating expense.analyze_data
Open slide detailBeat · Financials
51
present_solution
Open slide detailBeat · Financials
52
The table shows a transition from operating losses to profitability by 2025.analyze_data
Open slide detailBeat · Financials
53
The chart uses a bridge format to show how various operational improvements contribute to margin growth.show_valuation_bridge
Open slide detailBeat · Financials
54
The slide uses a three-column layout to categorize strategic priorities.present_solution
Open slide detailBeat · Financials
55
The slide uses a circular process flow overlaying luxury watch imagery.summarize
Open slide detailBeat · Financials
56
summarize
58
analyze_data