Grove | Investor Presentation Deck | 41 slides

Grove Collaborative · 2023-03
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
appendix
Open slide detailBeat · Attention
04
other
Open slide detailBeat · Attention
05
The slide uses a high-quality product photography composition to establish brand identity.summarize
06
The slide uses a 'before-after' or 'us-vs-them' framing to highlight the company's sustainability leadership.compare_peers
07
inspire_vision
08
The slide uses a background image of plastic pollution to emphasize the severity of the problem.frame_problem
Open slide detailBeat · Problem (Identify pain)
09
Includes a specific callout for a pandemic-related revenue spike in 2021 and subsequent burn reduction.show_traction
Open slide detailBeat · Problem (Identify pain)
10
The slide uses a valuation comparison table to argue that the current stock price is undervalued relative to industry peers.size_opportunity
11
The slide uses a celebrity endorsement (Drew Barrymore) to establish brand authority and market potential.transition
12
argue_timing
Open slide detailBeat · NeedLoop · Why Now
13
The chart uses a mix of individual bars for competitors and a final cumulative bar for the total market value.size_opportunity
Open slide detailBeat · NeedLoop · Why Now
14
The slide highlights the superior growth of clean/natural and eCommerce segments compared to conventional products.size_opportunity
Open slide detailBeat · NeedLoop · Why Now
15
The slide uses a circular flow diagram to represent a virtuous cycle or flywheel effect.present_framework
Open slide detailBeat · Solution & Approach
16
The slide uses a comparison table for efficacy and callout boxes for sustainability, supported by a footer of certification logos.compare_peers
Open slide detailBeat · Solution & Approach
17
HPC likely stands for Home and Personal Care.show_traction
Open slide detailBeat · Solution & Approach
18
The slide uses a choropleth map to visualize market penetration and includes specific location data for retail partnerships.analyze_data
19
The slide uses a lifestyle image of a person juggling wool dryer balls, likely to evoke a sense of balance or household management.transition
20
The chart illustrates cohort analysis, specifically net revenue retention over time.show_traction
Open slide detailBeat · Satisfaction
21
show_traction
Open slide detailBeat · Satisfaction
22
The slide highlights the shift toward higher-margin 'Grove Brands' and the resulting expansion in gross margin.analyze_data
Open slide detailBeat · Satisfaction
23
The chart highlights a specific downward trend in the final period (2H 2022) compared to the previous three periods.analyze_data
Open slide detailBeat · Satisfaction
24
The slide uses a combination of bar charts for absolute values and line charts for year-over-year percentage changes to demonstrate the impact of marketing spenshow_traction
Open slide detailBeat · Satisfaction
25
The slide uses a 3-step process visual on the retail display to illustrate the customer experience.transition
26
Uses concentric circles to illustrate market expansion potential.size_opportunity
Open slide detailLoop · Cost Of Inaction
27
1. Includes Seasonal SKUs, Amazon bundles and forecasted SKU launchesshow_traction
Open slide detailLoop · Cost Of Inaction
28
Includes a product showcase for 'Grove Wellness' and a 'Feel Good' standards callout.size_opportunity
Open slide detailLoop · Cost Of Inaction
29
The slide uses a '1+1=3' framework to illustrate the value creation potential of M&A.present_solution
Open slide detailLoop · Quick Win Big Bet
30
The slide uses a 'build-up' logic to contrast the consolidation of the market with the unique position of the company.cite_precedent
Open slide detailLoop · Quick Win Big Bet
31
The slide uses a bright yellow background and a photo of a child in a cardboard box to maintain brand identity while transitioning to the financial section.transition
32
Includes detailed footnotes regarding restricted cash, ABL capacity constraints, and structural debt covenants.analyze_data
33
The chart uses a dashed arrow to visually emphasize the trend toward profitability in Adjusted EBITDA.show_traction
34
Includes historical data and 2023 projections.show_traction
35
Gross margin excludes the impact of Non-cash inventory reserve as disclosed in the Consolidated Statement of Cash Flows in our 10-K Filingsshow_traction
36
Slide 36 of the deck.summarize
37
The table highlights a valuation gap by comparing current/hypothetical TEV/Sales multiples against a peer group benchmark.compare_peers
39
The table shows various non-cash and non-recurring adjustments to arrive at Adjusted EBITDA.analyze_data
40
plan_implementation
41
The image uses a child stacking toilet paper to visually represent the brand's mission and product.inspire_vision