{ "schemaVersion": "deck-intelligence.v1", "id": "019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "slug": "f46bef775063d027f8d277412d5d7c60", "title": "Toys R Us | Investor Conference Presentation Deck | 12 slides", "subtitle": "Toys R Us · 2015-02", "author": "Toys R Us", "date": "2015-02-01 00:00:00", "pageCount": 12, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "slug": "f46bef775063d027f8d277412d5d7c60", "title": "Toys R Us | Investor Conference Presentation Deck | 12 slides", "rawTitle": "Toys R Us | Investor Conference Presentation Deck | 12 slides", "authorId": "toys-r-us", "authorName": "Toys R Us", "authorDisplay": "Toys R Us", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2015-02__toys-r-us__investor-conf__f46bef77.pdf", "sourceUrl": "https://www.slidebook.io/company/toys-r-us/presentation/f46bef775063d027f8d277412d5d7c60/", "sourceDate": "2015-02-15 00:00:00", "presentationDate": "2015-02-01 00:00:00", "ingestedAt": "2026-05-01 19:40:38.805902+00", "status": "ready", "pageCount": 12, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "specialty-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2015-02__toys-r-us__investor-conf__f46bef77", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Conference Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 12, "pagesIndexed": 12, "pagesWithImages": 12, "pagesWithMetadata": 12, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 54, "chartCount": 5, "metricSlides": 0, "toolMatches": 5, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "evidence": "The presentation follows a structure similar to a Sequoia Pitch, with sections on problem, solution, market size, and financials.", "isPrimary": true, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:30.782965+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "e071496d-0d95-44b1-a040-288e4c5e8cf2", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The presentation starts with a KPI overview, highlighting the need for improvement.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Financials", "beatId": "68db9fed-2750-4e27-967c-aef32b4c3145", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The presentation provides detailed financial information, including capitalization and global liquidity.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 4, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "2d0d0bb6-ba1c-43e2-9d4a-dbd61b25da0d", "evidence": "The presentation uses a before-after format to highlight the improvement in Adjusted EBITDA.", "position": 0, "objective": "To show improvement in Adjusted EBITDA", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:30.944406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "de024e0e-fb1d-4edd-b84f-57403124567b", "evidence": "title/headline: J.P. Morgan Global High Yield & Leveraged Finance Conference", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:52:21.452391+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d8e547bc-d64c-4842-b240-9907a5be04ac", "evidence": "table/data: Full Year financial performance table for Toys\"R\"Us and Toys-Delaware.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:21.565078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c1e90449-beae-498b-a734-9e1bfff3b6d5", "evidence": "list/bullet: 3. Become Fit for Growth: Growth and Innovation, Margin Control & Forecasting, Holiday Planning, Expense Control and Process Improvement (End-to-End Process, Digital Experience, Marketing Effectiveness, Stor", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:21.680042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4cacb22f-7eff-4818-bbf3-4b79fa8d428c", "evidence": "chart/bar-grouped: Comparable Store Net Sales", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:21.793173+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7e738df0-0cad-46c7-ad94-19a5b939708f", "evidence": "chart/waterfall-bridge: Target Cost Reductions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:52:24.011504+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "e10579f4-6469-44bb-ac12-661e8766b464", "evidence": "The slide compares a baseline metric with an adjusted metric to show improved performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "before-after-framing" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/lZHfqAqGpfcApAGiZuHQny-RkTUU0UpzzbYBRtblcQE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNDZiZWY3NzUwNjNkMDI3ZjhkMjc3NDEyZDVkN2M2MC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 134, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.142+00", "seconds": 3.248, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/1", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-1", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.48, "x": 0.26, "y": 0.25 }, "kind": "image", "text": "Toys R Us logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cefe6c58-f7d6-4d45-9089-4e48d7431099", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.28, "x": 0.04, "y": 0.05 }, "kind": "paragraph", "text": "EX-99.1 2 d878130dex991.htm EX-99.1", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f3f68ca-5dc8-41f7-af2f-be90f2ef381f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.82, "y": 0.08 }, "kind": "paragraph", "text": "Exhibit 99.1", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0c2d41e-48b2-41f6-a732-84f3fa8e188b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.15, "y": 0.42 }, "kind": "title", "text": "J.P. Morgan Global High Yield & Leveraged Finance Conference", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76809ef4-57de-4fc7-a14d-78c793b60a1b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.34, "x": 0.33, "y": 0.59 }, "kind": "title", "text": "February 2015", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.142+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a62755c-48b1-4428-bb7a-27523fdf198f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "de024e0e-fb1d-4edd-b84f-57403124567b", "evidence": "title/headline: J.P. Morgan Global High Yield & Leveraged Finance Conference", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:52:21.452391+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/A8pps6Cj36FnY-c-ok00y2P8V04cXn1DicPbLWAg5NA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNDZiZWY3NzUwNjNkMDI3ZjhkMjc3NDEyZDVkN2M2MC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/zTU3YQVVSNkbfya58-QTekc2JCz32Vu02I_EwqO5RQU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNDZiZWY3NzUwNjNkMDI3ZjhkMjc3NDEyZDVkN2M2MC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/lgYQFd0k9Wz6MRN0NRquebt_dJ65vo4yw3xDKOHw6Nw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9mNDZiZWY3NzUwNjNkMDI3ZjhkMjc3NDEyZDVkN2M2MC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 325, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:46.405+00", "seconds": 2.163, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/2", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-2", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "disclaimer", "text": "This presentation and the documents filed by TOYS\"R\"US, INC. with the Securities and Exchange Commission contain \"forward looking\" statements...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e3317f-d6db-4fc4-800b-972da752cbae", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.73 }, "kind": "disclaimer", "text": "The financial information for the fourth quarter and full year fiscal 2014 contained in this presentation are preliminary estimates...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbeac51d-e1d9-44fc-891d-58532427cf5b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.75, "y": 0.77 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa980794-146b-42d9-aa65-07868258c1c1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.69 }, "kind": "title", "text": "PRELIMINARY ESTIMATES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00c29748-d662-4b6c-a24b-c3e75e65e689", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "FORWARD LOOKING STATEMENTS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.405+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d135521b-df96-4aa8-9c6b-50cd50141f6d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "analysis", "title": "Includes footnotes regarding FX impact and specific accounting adjustments.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 6, "textChars": 464, "nDataPoints": 48, "notes": "Includes footnotes regarding FX impact and specific accounting adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.255+00", "seconds": 2.768, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/3", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-3", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Q4 2014 Highlights: Strong international sales, gross margin improvement, and EBITDA growth.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b7873f0-03ca-4a72-9621-441753032316", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.05, "y": 1 }, "kind": "list", "text": "FY 2014 Highlights: Results reflect successful execution, gross margin improvement, EBITDA growth, and clean inventory.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "465bd693-5b7b-41b6-b6d4-781f2a8be8ea", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "source-note", "text": "Note: See appendix for reconciliation of Adjusted EBITDA. Excludes specific charges and benefits.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e933e545-f2da-45ee-89d2-fb4191ea7c69", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.5, "x": 0.45, "y": 0.45 }, "kind": "table", "text": "Q4 financial performance table for Toys\"R\"Us and Toys-Delaware.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8e3934d-eefa-4e2f-a745-756e0cfaa622", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.5, "x": 0.45, "y": 0.15 }, "kind": "table", "text": "Full Year financial performance table for Toys\"R\"Us and Toys-Delaware.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd6ce6d0-1d37-4927-9541-24dfb4bfc791", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "FULL YEAR AND Q4 UPDATE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22a29393-942a-415a-a6e7-6cde73c2a78c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d8e547bc-d64c-4842-b240-9907a5be04ac", "evidence": "table/data: Full Year financial performance table for Toys\"R\"Us and Toys-Delaware.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:21.565078+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "e071496d-0d95-44b1-a040-288e4c5e8cf2", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The presentation starts with a KPI overview, highlighting the need for improvement.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 4, "type": "evidence", "title": "The slide uses a waterfall-style logic to show the impact of adjustments on EBITDA growth.", "function": "analyze_data", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 239, "nDataPoints": 8, "notes": "The slide uses a waterfall-style logic to show the impact of adjustments on EBITDA growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.402+00", "seconds": 2.893, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/4", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-4", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.4, "x": 0.48, "y": 0.15 }, "kind": "chart", "text": "Adjusted EBITDA growth excluding bonus and FX impact", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c9cf319-3c2c-4e96-9d85-22f89ec3b8cb", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.08, "y": 0.15 }, "kind": "chart", "text": "Adjusted EBITDA growth FY 2013 to FY 2014", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5fc258b-7402-474f-90cf-02b908e47e53", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.08, "y": 0.85 }, "kind": "source-note", "text": "Note: See appendix for reconciliation of Adjusted EBITDA. 1Represents the mid-point of fiscal 2014 Adjusted EBITDA range. 2Estimate", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "326d1349-e49d-4714-9014-bca4836b8ab8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "ADJUSTED EBITDA", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24d1604e-aeb7-4953-985c-fec69536822e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e10579f4-6469-44bb-ac12-661e8766b464", "evidence": "The slide compares a baseline metric with an adjusted metric to show improved performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "before-after-framing" } ], "arcBeats": [], "loops": [ { "to": 4, "from": 4, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "2d0d0bb6-ba1c-43e2-9d4a-dbd61b25da0d", "evidence": "The presentation uses a before-after format to highlight the improvement in Adjusted EBITDA.", "position": 0, "objective": "To show improvement in Adjusted EBITDA", "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:30.944406+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a numbered list format to outline three distinct pillars of strategy.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 5, "textChars": 624, "nDataPoints": 0, "notes": "The slide uses a numbered list format to outline three distinct pillars of strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.237+00", "seconds": 2.672, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/5", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-5", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.75, "y": 0.76 }, "kind": "image", "text": "Toys R Us logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.237+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5104d7be-eb51-43b5-ac10-cc06ce909590", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.65, "y": 0.18 }, "kind": "list", "text": "3. Become Fit for Growth: Growth and Innovation, Margin Control & Forecasting, Holiday Planning, Expense Control and Process Improvement (End-to-End Process, Digital Experience, Marketing Effectiveness, Store Experience)", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.237+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3139949d-d215-421e-8e2e-9cf37fff5f56", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.05, "y": 0.18 }, "kind": "list", "text": "1. Transform the Customer Experience: Price Perception, Optimize eCommerce Experience, Supply Chain, Marketing Initiatives, Store Experience, Merchandising Initiatives", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.237+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fdef6db-ceb2-41c9-9051-b943ca67e575", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.35, "y": 0.18 }, "kind": "list", "text": "2. Develop High Performing, Highly Engaged Teams: Organizational Structure, Strengthen Talent, Productivity Tracking, Training, Culture & Engagement, Rewards & Recognition, Strengthen Specialization", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.237+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f313ad58-5cc1-4632-81b0-3922827bd793", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "2014 STRATEGIC PRIORITIES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.237+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9a1eb9e-8952-43f3-b795-0612495e4999", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c1e90449-beae-498b-a734-9e1bfff3b6d5", "evidence": "list/bullet: 3. Become Fit for Growth: Growth and Innovation, Margin Control & Forecasting, Holiday Planning, Expense Control and Process Improvement (End-to-End Process, Digital Experience, Marketing Effectiveness, Stor", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:21.680042+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "The slide uses a table format with embedded bar-like indicators for the percentage improvements.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 3, "textChars": 393, "nDataPoints": 6, "notes": "The slide uses a table format with embedded bar-like indicators for the percentage improvements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.402+00", "seconds": 2.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/6", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-6", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.12, "y": 0.0079 }, "kind": "subtitle", "text": "1Ratings are based on a scale of 1-10, the year-over-year change compares those customers who rated us either a 9 or 10 in 2014 vs. 2013. Source: Internal company survey", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd924860-8c58-46b7-a4d1-e17fd90d53fe", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.76, "x": 0.12, "y": 0.00165 }, "kind": "table", "text": "Categories: In-Stocks, Clean & Bright, Checkout Speed, Knowledgeable Team, Greet & Assist, Overall Satisfaction. Improvements: 3.6%, 4.6%, 4.6%, 2.7%, 5.0%, 6.0%.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02ab6a01-b579-4ebb-818f-d9949f343ed3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "TOYS\"R\"US CUSTOMER SATISFACTION SCORES IMPROVED YEAR-OVER-YEAR", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.402+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df792181-efb2-471d-beaf-b498b2072acf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "Includes footnotes regarding specific financial charges and benefits impacting margin calculations.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 5, "textChars": 584, "nDataPoints": 14, "notes": "Includes footnotes regarding specific financial charges and benefits impacting margin calculations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:48.302+00", "seconds": 3.616, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/7", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-7", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.87, "x": 0.05, "y": 0.71 }, "kind": "callout", "text": "Disciplined promotion strategy leading to 220 bps improvement in Domestic Gross Margin", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bff7175-8f53-4f82-a1b5-6e54110ca089", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Comparable Store Net Sales", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab2e8147-31cf-483c-8b5d-bbf726cd973a", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.48, "y": 0.3 }, "kind": "chart", "text": "Domestic Gross Margin Rate", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "481b299a-89d7-498e-a1b8-d342f410130f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.87, "x": 0.05, "y": 0.77 }, "kind": "disclaimer", "text": "1Excludes ($51M) charge in Q4 2013 (+1.5% impact), $11M benefit in Q1 2014 (-0.7% impact) and ($19M) charge in Q2 2014 (+1.3% impact) related to excess and obsolete inventory identified in Q4 2013. 2Includes $2M benefit in Q1 2013 (+0.1% impact) related to unrecognized dotcom sales, and excludes $3M recorded in Q2 2013 (-0.2% impact) related to a dotcom prior period sales adjustment", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2429be03-fd0d-4ebb-9eeb-eec7a213154e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "ANNUAL SALES STABILIZATION AND SIGNIFICANT MARGIN IMPROVEMENT", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.302+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "631557a9-b0f5-4ce3-960b-e6e2e3adf836", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "4cacb22f-7eff-4818-bbf3-4b79fa8d428c", "evidence": "chart/bar-grouped: Comparable Store Net Sales", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:21.793173+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The chart uses a waterfall-style logic to show achieved vs remaining targets.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 4, "textChars": 332, "nDataPoints": 8, "notes": "The chart uses a waterfall-style logic to show achieved vs remaining targets.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.47+00", "seconds": 2.735, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/8", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-8", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.4, "x": 0.54, "y": 0.16 }, "kind": "chart", "text": "Target Cost Reductions", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "850d1301-f578-462c-845e-49f4a45ad74a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.22 }, "kind": "list", "text": "Potential cost savings of $150-$200 million communicated to investment community in September 2014. Overall cost savings of over $100 million achieved in fiscal year 2014. $50-$75 million additional cost savings opportunities identified.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5acff4de-73f9-42d6-a175-3daae6c26f52", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.54, "y": 0.78 }, "kind": "source-note", "text": "Dashed bars represent high-end of range", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cddadcb-6e51-438e-8191-0165264be95c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "UPDATE ON COST SAVINGS INITIATIVES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.47+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "932d50d0-0cb6-411e-b549-0b436a2f0b04", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7e738df0-0cad-46c7-ad94-19a5b939708f", "evidence": "chart/waterfall-bridge: Target Cost Reductions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:52:24.011504+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide presents two distinct tables: Capitalization (debt instruments, rates, maturities, and outstanding amounts) and Global Liquidity (cash and availabilit", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 6, "textChars": 360, "nDataPoints": 28, "notes": "The slide presents two distinct tables: Capitalization (debt instruments, rates, maturities, and outstanding amounts) and Global Liquidity (cash and availability across different entities).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:47.845+00", "seconds": 3.019, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/9", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-9", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.77 }, "kind": "source-note", "text": "1 European Debt includes UK, France and Spain", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a07ce73-0f82-4a81-ac2e-6267338e7c1e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.52, "y": 0.67 }, "kind": "source-note", "text": "1 Toys-Delaware ABL Excess Availability is presented net of the $125 minimum excess availability covenant", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93ba0c18-a61e-42c4-887c-8b630dd02b06", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "As of January 31, 2015", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5007bd4a-fc33-495c-9c9c-6c01d4a13717", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.43, "x": 0.52, "y": 0.198 }, "kind": "table", "text": "Global Liquidity table showing cash and availability by entity.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "202ecd8c-4e8a-4ca8-b502-7b48868ac08a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.05, "y": 0.198 }, "kind": "table", "text": "Capitalization table showing debt instruments, rates, maturities, and outstanding amounts.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38873c0c-2b1b-4323-9147-5b8be1647f6a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "CAPITALIZATION AND GLOBAL LIQUIDITY", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:47.845+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afd603d0-46c9-4b8b-a524-f3a39ace2611", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Solution", "beatId": "ab19d102-fc65-439e-bed4-8d589d7083f6", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "68db9fed-2750-4e27-967c-aef32b4c3145", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The presentation provides detailed financial information, including capitalization and global liquidity.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 9, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "bbd81e2f-94d7-4857-a569-866827ddf5b7", "evidence": "The company presents its cost savings initiatives as a key strategy to improve profitability.", "position": 1, "objective": "To emphasize the importance of cost savings initiatives", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:30.984796+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 24, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:46.574+00", "seconds": 1.734, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/10", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-10", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.144, "w": 0.144, "x": 0.748, "y": 0.768 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.574+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9fa96af-f13c-4b8c-8fc7-1f228f8a2658", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.37, "y": 0.85 }, "kind": "other", "text": "EASY EXPERT FAIR", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.574+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40c15e0c-80da-4520-848a-2a243ebe141b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "APPENDIX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:46.574+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a1e2ead-3191-44f5-98ed-b02e9f39c79e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "68db9fed-2750-4e27-967c-aef32b4c3145", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The presentation provides detailed financial information, including capitalization and global liquidity.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 11, "type": "analysis", "title": "The table includes specific adjustments for items like inventory clearance, litigation, and impairment charges.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 3, "textChars": 293, "nDataPoints": 80, "notes": "The table includes specific adjustments for items like inventory clearance, litigation, and impairment charges.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:48.893+00", "seconds": 3.028, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/11", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-11", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.82 }, "kind": "source-note", "text": "1The impact of these one-time adjustments are excluded from the Gross Margin balances in this presentation", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae93c014-c184-4753-8010-e35677df4b73", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.65, "x": 0.05, "y": 0.14 }, "kind": "table", "text": "Reconciliation table with columns for Q4 and Full Year across two fiscal years, detailing operating income, EBITDA, and various adjustments.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5644dfbb-f3c1-49c0-8e27-26a1a33915d6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "TOYS\"R\"US INC. – ADJUSTED EBITDA RECONCILIATION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0916d93a-53ba-4f5c-bf89-bc14df4e82db", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 9, "name": "Financials", "beatId": "68db9fed-2750-4e27-967c-aef32b4c3145", "matchId": "cb7c6612-23ce-4647-9270-83fc1abf6992", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The presentation provides detailed financial information, including capitalization and global liquidity.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 12, "type": "appendix", "title": "The slide uses a hierarchical diagram to map debt obligations across various legal entities, including specific guarantees and pledges.", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 447, "nDataPoints": 10, "notes": "The slide uses a hierarchical diagram to map debt obligations across various legal entities, including specific guarantees and pledges.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:43:48.749+00", "seconds": 2.728, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-b1c1-743c-9a1b-9e7553fc2bbd/12", "deck": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd", "deckAnchor": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd#slide-12", "deckJson": "/decks/019de50e-b1c1-743c-9a1b-9e7553fc2bbd.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "diagram", "text": "Hierarchical structure of Toys\"R\"Us entities", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.749+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30cf71d1-977f-4aba-8626-1c53c7ccec51", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.06, "y": 0.77 }, "kind": "source-note", "text": "Note: Chart has been simplified and does not include all entities; debt balances presented at face value and excludes capital leases and finance obligations associated with capital projects. 1 Includes Spanish PropCo Loan, French PropCo Loan, UK PropCo Loans, Japan Bank Loans and Toys Asia Debt", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.749+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a045cdb-974b-4003-9351-32324e52a94b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.06, "y": 0.12 }, "kind": "subtitle", "text": "$'s in millions | as of January 31, 2015", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.749+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e6bb6a8-0eff-4948-b89c-5865e433f9a4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.14, "y": 0.48 }, "kind": "table", "text": "Debt obligations listed by entity", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.749+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "688c328e-1945-4f13-b2a5-8c16dcd374b1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.06, "y": 0.08 }, "kind": "title", "text": "SIMPLIFIED ORGANIZATIONAL STRUCTURE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:43:48.749+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1674436a-bb22-40fc-b7f0-04d8ecd5ba46", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 3, "label": "Problem", "description": "The presentation starts with a KPI overview, highlighting the need for improvement." }, { "from": 5, "to": 9, "label": "Solution", "description": "The company presents its strategic priorities and cost savings initiatives as solutions to improve profitability and liquidity." }, { "from": 9, "to": 11, "label": "Financials", "description": "The presentation provides detailed financial information, including capitalization and global liquidity." } ], "loops": [ { "from": 4, "to": 4, "label": "Before After", "description": "To show improvement in Adjusted EBITDA" }, { "from": 5, "to": 9, "label": "Cost Of Inaction", "description": "To emphasize the importance of cost savings initiatives" } ] }