GMS | Investor Conference Presentation Deck | 24 slides

GMS · 2023-03
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 1
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3
coverage by narrative range · generated from this deck JSON

Slide inventory

24
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Problem
04
The chart is a donut chart with an embedded image collage.analyze_data
Open slide detailBeat · Problem
05
The slide highlights the 'hub-and-spoke' or 'platform' nature of the business, where a central entity (GMS) manages a network of local brands.establish_context
Open slide detailBeat · Solution
06
Includes a footnote regarding reconciliation and definitions of the fiscal periods.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
07
summarize
Open slide detailLoop · Cost Of Inaction
08
The slide uses a combination of a pie chart with a callout segment and two gauge-style charts to show growth over time.analyze_data
Open slide detailLoop · Cost Of Inaction
09
The slide uses a table to contrast acquisitions (orange border) with greenfield openings (green border).illustrate_case
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The slide highlights both existing footprint and whitespace for future expansion.size_opportunity
11
The chart displays Net Sales as bars and Adj. EBITDA Margin as a line. The right side highlights the CAGR for both metrics.analyze_data
12
Includes LTM Net Debt/EBITDA trend and debt maturity schedule.analyze_data
13
Includes a footer note clarifying the calculation period for greenfield and acquisition totals.summarize
Open slide detailLoop · So What Cascade
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The slide features a construction-themed background image with the company logo (GMS) and conference details.summarize
Open slide detailLoop · So What Cascade
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summarize
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Includes operational metrics like business days and branch counts.analyze_data
Open slide detailBeat · Financials
18
Includes supplemental cash flow disclosures and a reconciliation for free cash flow.analyze_data
Open slide detailBeat · Financials
19
The slide presents a reconciliation of net sales and a breakdown by product segment with reported and organic variance.analyze_data
Open slide detailBeat · Financials
20
Includes a detailed breakdown of add-backs and adjustments with corresponding lettered footnotes.analyze_data
Open slide detailBeat · Financials
21
Includes detailed footnotes (A-J) explaining specific adjustments.analyze_data
Open slide detailBeat · Financials
22
Includes EPS calculations and effective tax rate reconciliation.analyze_data
Open slide detailBeat · Financials
23
Includes a commentary section explaining the nature of the adjustments (A-E).analyze_data
Open slide detailBeat · Financials
24
The table tracks debt components, total debt, net debt, PF Adj. EBITDA, and leverage ratios (Total Debt/EBITDA and Net Debt/EBITDA).analyze_data
Open slide detailBeat · Financials