Crocs | Results Presentation Deck | 40 slides

Crocs · 2023-04
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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Slide inventory

40
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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The slide uses a split-screen layout with a large circular container for the text and a photo on the right.establish_context
Open slide detailBeat · AttentionLoop · Golden Circle
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summarize
Open slide detailBeat · AttentionLoop · Golden Circle
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transition
Open slide detailBeat · Situation & Context
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Uses a chronological framework to demonstrate business maturity and turnaround success.summarize
Open slide detailBeat · Situation & Context
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The slide uses a callout arrow to highlight the 54% five-year annualized TSR for Crocs.summarize
Open slide detailBeat · Problem & Complication
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summarize
Open slide detailBeat · Problem & Complication
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Includes footnotes regarding non-GAAP financial measures.summarize
Open slide detailBeat · Evidence
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summarize
Open slide detailBeat · Evidence
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transition
Open slide detailBeat · Evidence
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The slide uses a grid layout to present revenue composition metrics.analyze_data
Open slide detailBeat · Evidence
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quantify_opportunity
Open slide detailBeat · Evidence
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The chart uses a waterfall-bridge style arrow to indicate growth percentage between 2022 and 2023E.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
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The slide uses a four-column layout, each with a category header, a descriptive paragraph, and a representative lifestyle image.present_framework
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
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Includes a specific callout for China revenue growth in the first quarter.analyze_data
Open slide detailBeat · Evidence
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Includes screenshots of press coverage and social media engagement as social proof.summarize
Open slide detailBeat · Evidence
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The slide uses a collage of marketing assets and press clippings to illustrate brand momentum.summarize
Open slide detailBeat · Evidence
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Includes a footnote explaining pro forma vs reported revenue.summarize
Open slide detailBeat · EvidenceLoop · Quick Win Big Bet
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transition
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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Includes both GAAP and non-GAAP (Adjusted) metrics.summarize
Open slide detailBeat · Satisfaction
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The slide uses a grid layout to present key performance indicators for the company and its brands.analyze_data
Open slide detailBeat · Satisfaction
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The slide uses donut charts to visualize the percentage split between DTC and WHL channels for three different business entities.analyze_data
Open slide detailBeat · Satisfaction
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Includes a table of key financial metrics and bulleted highlights on revenue growth and margin drivers.summarize
Open slide detailBeat · Satisfaction
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Includes a table of financial KPIs and bulleted operational updates.summarize
Open slide detailBeat · Satisfaction
27
transition
Open slide detailBeat · Satisfaction
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Includes brand-specific revenue growth targets for Crocs and HEYDUDE.analyze_data
Open slide detailBeat · Satisfaction
29
The slide uses a grid layout to categorize three main pillars of capital allocation.present_framework
Open slide detailBeat · Resolution
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Includes both Gross Debt/EBITDA and Net Debt/EBITDA metrics.analyze_data
Open slide detailBeat · Resolution
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appendix
Open slide detailBeat · Resolution
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Standard financial disclosure slide for non-GAAP reporting.appendix
Open slide detailBeat · Resolution
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Includes specific footnotes explaining adjustments for distribution centers, HEYDUDE inventory fair value, and Russia operations.analyze_data
Open slide detailBeat · Resolution
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Includes specific line items for acquisition costs, IT project discontinuation, rent, and bad debt impacts.analyze_data
Open slide detailBeat · Resolution
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Includes footnotes referencing other reconciliation tables.analyze_data
Open slide detailBeat · Resolution
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Includes detailed footnotes regarding non-GAAP adjustments and intra-entity IP transfers.analyze_data
Open slide detailBeat · Resolution
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Includes GAAP to Non-GAAP adjustments for net income and share counts.analyze_data
Open slide detailBeat · Resolution
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Includes specific footnotes regarding capital investments and intellectual property amortization.summarize
Open slide detailBeat · Resolution
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The slide provides specific footnotes explaining the nature of the adjustments (distribution centers and Russia inventory reserve for Crocs; inventory fair valuanalyze_data
Open slide detailBeat · Resolution
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front_matter
Open slide detailBeat · Resolution