GMS | Investor Presentation Deck | 25 slides

GMS · 2023-08
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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coverage by narrative range · generated from this deck JSON

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a grid of metrics to summarize company performance and scale.summarize
Open slide detailBeat · Problem
04
The chart uses imagery inside the donut segments to visually represent the market types.decompose_segments
Open slide detailBeat · Problem
05
present_solution
Open slide detailBeat · Product
06
The slide uses a logo grid to demonstrate the 'local brand' aspect of their strategy and a map to show geographic coverage.present_framework
Open slide detailBeat · Product
07
Includes a combo chart showing historical net sales and EBITDA margin trends.show_traction
Open slide detailBeat · Market Size
08
The slide uses a four-column layout to categorize strategic priorities, with a bottom summary callout regarding EBITDA margin expansion.summarize
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
09
The slide uses a combination of a pie chart with a callout for product breakdown and two donut charts to compare historical sales mix.show_traction
Open slide detailLoop · Quick Win Big Bet
10
The slide distinguishes between acquisitions (top table) and greenfield openings (bottom table).show_traction
11
The slide highlights both existing distribution locations and targeted expansion areas.size_opportunity
12
Includes metrics on cash from operations, free cash flow, leverage ratios, and debt maturity.analyze_data
13
Includes a footnote clarifying the scope of greenfield and acquisition totals.argue_timing
Open slide detailLoop · Why Now
15
The table uses qualitative ranges (e.g., 'high teens', 'low single-digits') to describe quantitative expectations.analyze_data
Open slide detailBeat · Financials
16
Includes a footnote regarding GAAP reconciliation.analyze_data
Open slide detailBeat · Financials
17
The table includes both GAAP financial metrics and operational KPIs like branch counts and business days.analyze_data
Open slide detailBeat · Financials
18
Includes supplemental disclosures and a reconciliation for Free Cash Flow.analyze_data
Open slide detailBeat · Financials
19
Includes footnote explaining organic net sales growth calculation.analyze_data
Open slide detailBeat · Financials
20
Includes detailed line-item adjustments (A-H) with corresponding explanatory notes.analyze_data
Open slide detailBeat · Financials
21
Includes detailed adjustments for non-recurring items, acquisitions, and non-cash expenses.analyze_data
Open slide detailBeat · Financials
22
Includes footnotes A and B explaining specific accounting adjustments.analyze_data
Open slide detailBeat · Financials
23
Includes a commentary section explaining the specific adjustments (A-E).analyze_data
Open slide detailBeat · Financials
24
The table tracks debt components, total debt, net debt, and leverage ratios (Total Debt/EBITDA and Net Debt/EBITDA).analyze_data
Open slide detailBeat · Financials
25
analyze_data
Open slide detailBeat · Financials