GMS | Investor Conference Presentation Deck

GMS | Investor Conference Presentation Deck | 26 slides

GMS · 2023-09

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

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Narrative range 17 total

Metadata

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Loops

Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 21 hits

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66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides · 5 hits 66.7% 2/3 slides Solution 4 slides 100% 4/4 slides 100% 4/4 slides · 29 hits

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50% 2/4 slides · 3 hits

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100% 4/4 slides 25% 1/4 slides Financials 8 slides 100% 8/8 slides 100% 8/8 slides · 36 hits

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25% 2/8 slides 25% 2/8 slides 100% 8/8 slides

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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides · 4 hits 100% 2/2 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

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Open slide detailBeat · Problem

The chart uses imagery within the donut segments to represent the two sectors.analyze_data

Open slide detailBeat · ProblemLoop · Mece Breakdown

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Open slide detailBeat · ProblemLoop · Voice Of Customer

The slide features a large grid of company logos and a map of North America showing distribution locations.establish_context

Open slide detailBeat · Solution

The slide uses green arrows to emphasize positive growth across all displayed metrics.analyze_data

Open slide detailBeat · Solution

The slide uses a mix of absolute values and percentage changes to summarize quarterly performance.summarize

Open slide detailBeat · Solution

The slide uses a four-column layout to detail strategic priorities, with a footer callout summarizing financial performance.summarize

Open slide detailBeat · SolutionLoop · Cost Of Inaction

Uses a combination of a pie chart with a callout segment and two donut charts to illustrate portfolio shift.analyze_data

Open slide detailBeat · Financials

The slide uses a table to categorize recent expansions into acquisitions and greenfield openings.summarize

Open slide detailBeat · Financials

The slide highlights whitespace and underpenetrated markets in the US and Canada.size_opportunity

Open slide detailBeat · Financials

Includes financial metrics for GMS Inc. as of 7/31/23.analyze_data

Open slide detailBeat · Financials

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Open slide detailBeat · Financials

appendix

Open slide detailBeat · Financials

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Open slide detailBeat · Financials

Includes footnotes regarding Adjusted EBITDA, Free Cash Flow, and Tax Rate.analyze_data

Open slide detailBeat · Financials

Includes operational metrics like business days and branch counts.analyze_data

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Includes supplemental cash flow disclosures and a non-GAAP reconciliation for free cash flow.analyze_data

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The table breaks down net sales by organic growth, acquisitions, and FX impact, as well as by product category (Wallboard, Ceilings, Steel Framing, Complementaranalyze_data

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Includes a commentary section explaining specific adjustment line items.analyze_data

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The table includes a detailed breakdown of adjustments including stock appreciation rights, equity-based compensation, and acquisition-related costs.analyze_data

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Includes footnotes A and B explaining specific adjustments.analyze_data

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The table includes a commentary section explaining the specific adjustments (A-E).analyze_data

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Includes footnotes detailing adjustments for unamortized discounts and deferred financing costs.analyze_data

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