GMS | Investor Presentation Deck | 25 slides

GMS · 2024-03
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 1
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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 within the donut segments to represent the sectors.analyze_data
Open slide detailBeat · ProblemLoop · Benchmark Gap
05
The slide uses a donut chart to show revenue breakdown by product category and includes photos of construction sites and products.establish_context
Open slide detailBeat · ProblemLoop · Voice Of Customer
06
The slide features a map of North America with regional color-coding and a large grid of subsidiary company logos.present_framework
Open slide detailBeat · Solution
07
The slide uses a four-column layout to categorize strategic initiatives and provides supporting bullet points for each.summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
08
The slide uses donut charts to compare product mix over time and a pie chart with a callout to show current category distribution.show_traction
09
The map uses blue dots for GMS distribution locations, yellow dots for AMES locations, and green circles for targeted expansion areas.size_opportunity
10
The slide uses a 2x3 grid of checkmark-prefixed points to summarize the acquisition benefits.summarize
11
The slide uses a mix of big numbers, a donut chart for historical cash allocation, and bar charts for leverage and debt maturity.analyze_data
Open slide detailBeat · Financials
12
Includes a combo chart for historical trends and a grid of big-number metrics for FY23 performance.show_traction
Open slide detailBeat · Financials
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transition
Open slide detailBeat · Financials
14
Includes a note regarding selling days and the exclusion of the Kamco transaction.analyze_data
Open slide detailBeat · Financials
15
Includes footnotes regarding selling days, transaction exclusions, and reconciliation references.analyze_data
Open slide detailBeat · Financials
16
appendix
Open slide detailBeat · Financials
17
Includes operational metrics like Wallboard Volume, Price, and Branch counts alongside standard P&L line items.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 table includes adjustments for acquisitions and foreign currency impact to calculate organic growth.analyze_data
Open slide detailBeat · Financials
20
Includes detailed adjustments labeled A-H with corresponding commentary.analyze_data
Open slide detailBeat · Financials
21
The slide provides a detailed breakdown of non-GAAP financial adjustments, including stock-based compensation, acquisition impacts, and one-time costs.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 adjustment categories (A-E).analyze_data
Open slide detailBeat · Financials
24
Includes detailed footnotes regarding debt adjustments and EBITDA reconciliation.analyze_data
Open slide detailBeat · Financials
25
Includes a note regarding selling days and the exclusion of the Kamco transaction.analyze_data
Open slide detailBeat · Financials