Levi Strauss | Investor Presentation Deck | 49 slides

Levi Strauss & Co. · 2022-09
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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coverage by narrative range · generated from this deck JSON

Slide inventory

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
establish_context
04
summarize
05
The slide uses two donut charts to visualize geographic and channel distribution, alongside icons for product and gender demographics.analyze_data
06
introduce_nominees
07
The left chart uses a concentric circle diagram to show market share hierarchy; the right chart is a line graph showing historical and projected market growth.size_opportunity
Open slide detailBeat · Market Size
08
The slide uses a waterfall-style buildup to explain how specific financial levers contribute to a 9-10% annual TSR target.present_solution
09
The chart uses a line graph to represent business performance over time, annotated with specific corporate initiatives.summarize
10
Uses a before-after framing to show strategic progress over a decade.analyze_data
Open slide detailLoop · Before After
11
summarize
12
The slide uses flag icons to represent specific countries and ranks.summarize
13
transition
Open slide detailBeat · Problem
14
The slide uses a classic 'Where to Play / How to Win' strategic framework.present_framework
Open slide detailBeat · Solution
15
summarize
Open slide detailBeat · Solution
16
The slide uses a numbered list format to present three core strategic pillars.summarize
Open slide detailBeat · Solution
17
The chart highlights a projected revenue increase of $2-2.5B between 2022E and 2027E.analyze_data
Open slide detailBeat · Solution
18
summarize
Open slide detailBeat · Solution
19
The slide uses a background image of a Levi's store to reinforce the DTC theme.summarize
Open slide detailBeat · Solution
20
summarize
Open slide detailBeat · Solution
21
The slide uses a visual of a store interior on the left and a growth projection chart on the right.size_opportunity
Open slide detailBeat · Solution
22
The slide uses a bar chart to show revenue growth and a callout to highlight the absolute dollar increase and CAGR.analyze_data
Open slide detailBeat · Solution
23
transition
Open slide detailBeat · Solution
24
The slide uses a visual callout to emphasize the CAGR and shows the percentage of total net revenue for each period.analyze_data
Open slide detailBeat · Solution
25
The slide uses a bar chart to show historical and projected revenue growth, with a callout highlighting the CAGR.quantify_opportunity
Open slide detailBeat · Solution
26
The slide uses a map graphic as a background element to reinforce the 'International' theme.analyze_data
Open slide detailBeat · Solution
27
The slide uses a split layout with a brand-focused left panel and a data-focused right panel.quantify_opportunity
Open slide detailBeat · Solution
28
This slide serves as the 'before' state in a before-after transformation narrative.frame_situation
Open slide detailBeat · Solution
29
Includes brand strategy pillars and financial targets (revenue growth and gross margin expansion).summarize
Open slide detailBeat · Solution
30
Includes a donut chart representing channel mix and key growth metrics.summarize
Open slide detailBeat · Solution
31
Uses bubble charts for market sizing and a donut chart for segmentation.size_opportunity
Open slide detailBeat · Solution
32
The slide uses a waterfall-style buildup to explain the components of TSR.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
33
LSD = Low Single Digits, MSD = Mid Single Digits, HSD = High Single Digits. The chart visualizes the shift from 4-6% to 6-8% CAGR.analyze_data
Open slide detailBeat · Solution
34
Uses a before-after-bridge style visual to show margin expansion.analyze_data
Open slide detailBeat · Solution
35
Uses directional arrows to indicate impact on margins.analyze_data
Open slide detailBeat · Solution
36
The slide uses a two-column layout to distinguish between dividend policy and total shareholder return targets.summarize
Open slide detailBeat · Solution
37
Uses a numbered list to define strategic pillars.prioritize
Open slide detailBeat · Solution
38
transition
Open slide detailBeat · Solution
39
The slide uses a grid layout with three images paired with icons and descriptive text to communicate brand values.summarize
Open slide detailBeat · Solution
40
summarize
Open slide detailBeat · Solution
41
summarize
Open slide detailBeat · Solution
43
Includes footnotes explaining COVID-19 related inventory costs and acquisition-related charges.analyze_data
44
Includes footnotes (1) through (6) referenced in the table rows.analyze_data
45
The slide contains six numbered explanatory notes regarding financial adjustments.summarize
46
Includes two separate tables: one for Net Debt reconciliation and one for Leverage Ratio calculation.analyze_data
47
The table reconciles GAAP net income to non-GAAP adjusted net income by adding back various one-time or non-cash charges.analyze_data
48
This slide serves as a technical appendix to explain specific line items in financial reconciliation tables.appendix
49
Includes non-GAAP financial measure disclosure and specific footnotes regarding adjustments.analyze_data