{ "schemaVersion": "deck-intelligence.v1", "id": "019de50e-c3dc-76ba-a320-c38f660b38f3", "slug": "ccdec45433ef4867471d959c0af919b8", "title": "Yellow Corporation | Investor Presentation Deck | 30 slides", "subtitle": "Yellow Corporation · 2016-02", "author": "Yellow Corporation", "date": "2016-02-01 00:00:00", "pageCount": 30, "kind": "pitchdeck", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de50e-c3dc-76ba-a320-c38f660b38f3", "slug": "ccdec45433ef4867471d959c0af919b8", "title": "Yellow Corporation | Investor Presentation Deck | 30 slides", "rawTitle": "Yellow Corporation | Investor Presentation Deck | 30 slides", "authorId": "yellow-corporation", "authorName": "Yellow Corporation", "authorDisplay": "Yellow Corporation", "kind": { "slug": "pitchdeck", "label": "Pitch deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2016-02__yellow-corporation__investor-pres__ccdec454.pdf", "sourceUrl": "https://www.slidebook.io/company/yellow-corporation/presentation/ccdec45433ef4867471d959c0af919b8/", "sourceDate": "2016-02-15 00:00:00", "presentationDate": "2016-02-01 00:00:00", "ingestedAt": "2026-05-01 19:40:43.441217+00", "status": "ready", "pageCount": 30, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "trucking", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2016-02__yellow-corporation__investor-pres__ccdec454", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 30, "pagesIndexed": 30, "pagesWithImages": 30, "pagesWithMetadata": 30, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 157, "chartCount": 22, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 5, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "evidence": "The deck's focus on the company's turnaround and growth trajectory", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:47:42.309763+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 1, "name": "Humble Origins", "beatId": "4c4cebe9-5ce9-425d-bc25-229c26fd91ab", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Introduction to YRC Freight and Regional Transportation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 8, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 5, "name": "Early Struggles", "beatId": "64d73b99-f263-4185-aebe-1eba9917bee9", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Early Struggles", "slug": "rags-to-riches-early-struggles", "status": "active", "canonId": "019dd9b8-49ce-74b8-9380-2d085fa29e28", "version": 1, "description": null }, "evidence": "Discussion of financial challenges and refinancing", "position": 1, "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": 0.8 }, { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 }, { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null, "categoryName": "Booker's 7 Plots", "categorySlug": "booker-s-7-plots" }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 8, "from": 5, "loop": { "name": "36_maturity_curve", "slug": "36-maturity-curve", "status": "active", "bestFor": "Digital transformation, capability building, benchmarking", "canonId": "019dd956-748d-7329-ad3a-5c550b66e275", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "description": "Show where you are on a progression and what it takes to reach the next level", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "d0c21780-a6fd-45cf-866c-b67071838719", "evidence": "Discussion of financial challenges and refinancing", "position": 2, "objective": "Show the company's progress along the maturity curve", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:42.667867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3417c63d-c65e-48c3-be76-a0a62db79b61", "evidence": "YRC Worldwide is one of the largest less-than-truckload (LTL) carriers in North America and generates approximately $4.8 billion of annual revenue by providing services under a portfolio of four subs", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:53:04.978486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c9aaac4c-3a67-4a5a-9c73-ed7431515aa0", "evidence": "table/kpi: YRC Regional metrics table, table/kpi: YRC Freight metrics table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:53:05.04296+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "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": "9f32ad21-e8fe-4ebc-b10f-f4f8f07f9b4c", "evidence": "chart/bar-vertical: Market Share by Tonnage (Public LTL Carriers Only)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 00:53:05.105596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6ef26fc0-f98c-4c25-8ab7-43758a64c6b0", "evidence": "The slide compares EBITDA margin with peer groups, indicating a peer gap chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:53:09.38493+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "065f3348-0208-4647-85f5-464ae57207a9", "evidence": "chart/bar-vertical: YRC Freight Adjusted EBITDA Margin, chart/bar-vertical: Regional Adjusted EBITDA Margin, chart/bar-vertical: Regional Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:54.59227+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2ac458eb-fe1e-4536-8fba-c1b2da512922", "evidence": "chart/bar-vertical: Adjusted EBITDA Margin 2014-2015, chart/bar-vertical: Adjusted EBITDA 2014-2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:54.678221+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "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": "2f61ddaf-c378-4c62-b3d4-590339d08396", "evidence": "table/data: Reconciliation of net income (loss) to adjusted EBITDA table for FY 2014 and FY 2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:54.89388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "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": "88e1b3b3-85cf-4a05-a2df-7db8d2357f0c", "evidence": "table/data: Regional Transportation Segment reconciliation table for 2014 and 2015, table/data: YRC Freight Segment reconciliation table for 2014 and 2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:54.980141+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "f4a7aac0-358f-4f05-b58e-073bbc2c470e", "evidence": "Side-by-side comparison of two business units using identical metrics", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison-frame" }, { "matchId": "29578ab1-0e35-49ba-ba65-6cebdcf2c343", "evidence": "Bullet points used to structure key market insights.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "list-presentation" }, { "matchId": "ff597d73-f849-4d0d-acbb-391d10ac7afb", "evidence": "Visual representation of events over a chronological axis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "timeline" }, { "matchId": "219a851a-7dc9-47d4-83fb-ae3a538b55b0", "evidence": "Central node connected to peripheral nodes representing strategic pillars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:45.349+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "hub-spoke" }, { "matchId": "e08d9dea-d4cc-421f-b138-891857a08be7", "evidence": "Chronological sequence of corporate events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "timeline" } ], "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/QdZ6gglk-SWaPqMMaN75akqxzZyG3KnoTZQmB1Oi5jM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2RlYzQ1NDMzZWY0ODY3NDcxZDk1OWMwYWY5MTliOC9wMDAxLmpwZw", "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": "sparse", "densityScore": 6, "componentCount": 2, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:42.854+00", "seconds": 2.233, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/1", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-1", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:42.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccb6c866-adea-4eb6-a5b4-acb458e078d0", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.2, "y": 0.4 }, "kind": "title", "text": "YRC Worldwide Inc. Investor Presentation February 2016", "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 10:42:42.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59dc8b21-d703-4cb3-8d28-ce0fc22586ab", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Humble Origins", "beatId": "4c4cebe9-5ce9-425d-bc25-229c26fd91ab", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Introduction to YRC Freight and Regional Transportation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/ukhbiLb_141mdy6KTLO8APs_Vashgcgs7B3K1eTooZ4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2RlYzQ1NDMzZWY0ODY3NDcxZDk1OWMwYWY5MTliOC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/viDzE7ZwBtKaIhlRLJi8vm_6W97mUwbrsnM62Nm4DzI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2RlYzQ1NDMzZWY0ODY3NDcxZDk1OWMwYWY5MTliOC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/BNmztssZ6C5GLWJZ1wRu5AuyhWj6bBawSNJi07TEeIY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jY2RlYzQ1NDMzZWY0ODY3NDcxZDk1OWMwYWY5MTliOC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 5, "textChars": 3256, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.56+00", "seconds": 3.777, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/2", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-2", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "disclaimer", "text": "The information in this presentation is summary in nature and may not contain all information that is important to you. The Recipient acknowledges and agrees that (i) no representation or warranty regarding the material contained in this presentation is made by YRC Worldwide Inc. (the “Company” or “we”) or any of its affiliates and (ii) that the Company and its affiliates have no obligation to update or supplement this presentation or otherwise provide additional information. This presentation is for discussion and reference purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities or other property.", "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 10:42:44.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ba4df18-5be6-4c95-9fb4-81313c96b5cf", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.34 }, "kind": "disclaimer", "text": "This presentation contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements relate to future events or future performance of the Company and include statements about the Company’s expectations or forecasts for future periods and events. Specific forward-looking statements can be identified by the fact that they do not relate strictly to historical or current facts and include, without limitation, words such as “may,” “will,” “should,” “expect,” “plan,” “anticipate,” “believe,” “estimate,” “predict,” “potential” or “continue,” the negative of such terms or other comparable terminology. We disclaim any obligation to update those statements, except as applicable law may require us to do so, and we caution you not to rely unduly on them. We have based those forward-looking statements on our current expectations and assumptions about future events, and while our management considers those expectations and assumptions to be reasonable, they are inherently subject to significant business, economic, competitive, regulatory and other risks, contingencies and uncertainties, most of which are difficult to predict and many of which are beyond our control. Therefore, actual results may differ materially and adversely from those expressed in any forward-looking statements. Factors that might cause or contribute to such differences include, but are not limited to, those we discuss in the “Risk Factors” section of our Annual Report on Form 10-K and in other reports we file with the Securities and Exchange Commission.", "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 10:42:44.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6966614c-dacf-4ad7-af36-66f917aa5c8a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.69 }, "kind": "disclaimer", "text": "This presentation includes the presentation of Adjusted EBITDA, a non-GAAP financial measure. Adjusted EBITDA is not a measure of financial performance in accordance with generally accepted accounting principles and may exclude items that are significant in understanding and assessing our financial results. Therefore, this measure should not be considered in isolation or as an alternative to net income from operations, cash flows from operations, earnings per fully-diluted share or other measures of profitability, liquidity or performance under generally accepted accounting principles. You should be aware that this presentation of Adjusted EBITDA may not be comparable to similarly-titled measures used by other companies. A reconciliation of this measure to the most comparable measures presented in accordance with generally accepted accounting principles has been included in this presentation.", "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 10:42:44.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9b23fe3-38db-4f7a-9140-c58da162a9b7", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.132, "x": 0.838, "y": 0.064 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c88f8810-74d4-445f-98ef-89cbf3b3e055", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Forward-Looking Disclosures", "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 10:42:44.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "389c2c6f-bf33-4dfc-8dfc-a84df49daf87", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Humble Origins", "beatId": "4c4cebe9-5ce9-425d-bc25-229c26fd91ab", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Introduction to YRC Freight and Regional Transportation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "Slide 3 of the deck.", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "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": 64, "componentCount": 6, "textChars": 462, "nDataPoints": 2, "notes": "Slide 3 of the deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:43.782+00", "seconds": 2.895, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/3", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-3", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.574, "x": 0.213, "y": 0.777 }, "kind": "callout", "text": "Providing the broadest coverage and more service capability throughout North America than any competitor", "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 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba3a6aae-4c78-47dc-8282-03961da61ded", "parentComponentId": null }, { "bbox": { "h": 0.125, "w": 0.262, "x": 0.369, "y": 0.296 }, "kind": "image", "text": "YRC Worldwide 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 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a7cda2-6db5-4491-b312-2d310900801b", "parentComponentId": null }, { "bbox": { "h": 0.062, "w": 0.683, "x": 0.158, "y": 0.528 }, "kind": "image", "text": "Subsidiary logos: YRC Freight, Holland, Reddaway, New Penn", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c819ea3-0ce9-45a8-b564-1a7b435c9c6a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.574, "x": 0.213, "y": 0.713 }, "kind": "paragraph", "text": "Approximately 23% of the public carrier market share by tonnage", "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 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "805d6952-e795-4569-a5de-31f723ab3f41", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.66, "x": 0.17, "y": 0.16 }, "kind": "paragraph", "text": "YRC Worldwide is one of the largest less-than-truckload (LTL) carriers in North America and generates approximately $4.8 billion of annual revenue by providing services under a portfolio of four subsidiaries", "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 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c79a212c-c3fa-4063-8492-01bb6a71c866", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.23, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Introduction", "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 10:42:43.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2c3c6b1-f857-4d52-b9a2-3ff00dbc6d6f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3417c63d-c65e-48c3-be76-a0a62db79b61", "evidence": "YRC Worldwide is one of the largest less-than-truckload (LTL) carriers in North America and generates approximately $4.8 billion of annual revenue by providing services under a portfolio of four subs", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:53:04.978486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Humble Origins", "beatId": "4c4cebe9-5ce9-425d-bc25-229c26fd91ab", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Introduction to YRC Freight and Regional Transportation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "The slide uses a side-by-side comparison structure to differentiate between the long-haul (Freight) and regional (Regional) business units.", "function": "establish_context", "rawType": "context", "block": null, "metadata": { "slideType": "context", "slideTypeCanon": { "name": "Context (pitchdeck)", "slug": "context", "status": "active", "canonId": "019de52d-1094-779e-9590-e4603e6a191c", "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": 74, "componentCount": 7, "textChars": 499, "nDataPoints": 14, "notes": "The slide uses a side-by-side comparison structure to differentiate between the long-haul (Freight) and regional (Regional) business units.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.675+00", "seconds": 3.645, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/4", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-4", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.35, "x": 0.55, "y": 0.0018 }, "kind": "image", "text": "YRC Regional coverage map", "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": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c5b6faf-efaa-4ab0-b5ba-cac7e254319b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.12, "y": 0.0018 }, "kind": "image", "text": "YRC Freight coverage map", "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": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c7526c3-d381-4171-89ec-53cbad70cdc9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.52, "y": 0.0053 }, "kind": "list", "text": "Three distinct carriers serving separate regions (Holland, Reddaway, New Penn); Well established brands with long histories; Focused on next-day and time-sensitive services", "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 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10f8db5e-b0d7-4fe3-b34e-db9d80334dd4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.08, "y": 0.0053 }, "kind": "list", "text": "Formed by the combination of Yellow Transportation and Roadway Express; Roadway acquired in 2003 and integrated in 2009; Branded as YRC Freight in 2012; Focused on longer-haul LTL shipping", "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 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebc42b70-6f17-4d47-9504-0f56475738a1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.58, "y": 0.0073 }, "kind": "table", "text": "YRC Regional metrics table", "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 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b00e1a8-e604-457b-a0d1-65dee4d38f06", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.28, "x": 0.14, "y": 0.0073 }, "kind": "table", "text": "YRC Freight metrics table", "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 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba37450c-9502-4413-b0f4-b48531c12040", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "YRC Freight and Regional Transportation", "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 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e0c8204-8c95-48db-936e-a48577454ac3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c9aaac4c-3a67-4a5a-9c73-ed7431515aa0", "evidence": "table/kpi: YRC Regional metrics table, table/kpi: YRC Freight metrics table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 00:53:05.04296+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "f4a7aac0-358f-4f05-b58e-073bbc2c470e", "evidence": "Side-by-side comparison of two business units using identical metrics", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:42:44.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 4, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 1, "name": "Humble Origins", "beatId": "4c4cebe9-5ce9-425d-bc25-229c26fd91ab", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Humble Origins", "slug": "rags-to-riches-humble-origins", "status": "active", "canonId": "019dd9b8-4938-7404-a51e-be10eff8a9d5", "version": 1, "description": null }, "evidence": "Introduction to YRC Freight and Regional Transportation", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "resolution", "title": "The slide uses two bar charts to illustrate current competitive landscape and historical stability.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 6, "textChars": 805, "nDataPoints": 14, "notes": "The slide uses two bar charts to illustrate current competitive landscape and historical stability.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:48.484+00", "seconds": 7.443, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/5", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-5", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.45, "x": 0.5, "y": 0.15 }, "kind": "chart", "text": "Market Share by Tonnage (Public LTL Carriers Only)", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55d3e740-1ebf-4bdd-82cc-a887d4cd5d62", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.5, "y": 0.55 }, "kind": "chart", "text": "Historical Market Share", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9a03720-ce6b-4286-95a0-512eec422ad0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.42, "x": 0.05, "y": 0.18 }, "kind": "list", "text": "Market share stable since 2010\n23% market share by tonnage (public LTL carriers only)\nYRC Freight and YRC Regional’s combined networks cover all 50 states, Puerto Rico, Canada and Mexico\nBroad footprint with service to over 250,000 customers\nScale is important for an LTL operator given the capital intensity/requirement to build the large “hub and spoke” network infrastructure and the significant operating leverage associated with the business model’s fixed costs", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3392121a-978d-4f0e-b9fd-d1e057b46150", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.5, "y": 0.88 }, "kind": "source-note", "text": "Historical market share by tonnage based upon publicly traded LTL carriers only. Conway’s market share estimated using YoY change in tonnage per day provided in the XPO Logistics Earnings Call.", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61870bd1-9f7d-4ba1-8a04-3fe1e15d6ca5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.5, "y": 0.48 }, "kind": "source-note", "text": "Market share by tonnage reflects 3Q 2015 data.", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fd7487e-ddda-4e59-9799-0b4938c22e6a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "North American Market Share", "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 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7355fdda-0237-474e-93e6-5d50f03c2554", "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": "9f32ad21-e8fe-4ebc-b10f-f4f8f07f9b4c", "evidence": "chart/bar-vertical: Market Share by Tonnage (Public LTL Carriers Only)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 00:53:05.105596+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "29578ab1-0e35-49ba-ba65-6cebdcf2c343", "evidence": "Bullet points used to structure key market insights.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:42:48.484+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 8, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 5, "name": "Early Struggles", "beatId": "64d73b99-f263-4185-aebe-1eba9917bee9", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Early Struggles", "slug": "rags-to-riches-early-struggles", "status": "active", "canonId": "019dd9b8-49ce-74b8-9380-2d085fa29e28", "version": 1, "description": null }, "evidence": "Discussion of financial challenges and refinancing", "position": 1, "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": 0.8 } ], "loops": [ { "to": 8, "from": 5, "loop": { "name": "36_maturity_curve", "slug": "36-maturity-curve", "status": "active", "bestFor": "Digital transformation, capability building, benchmarking", "canonId": "019dd956-748d-7329-ad3a-5c550b66e275", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "description": "Show where you are on a progression and what it takes to reach the next level", "familyLabel": null }, "matchId": "d0c21780-a6fd-45cf-866c-b67071838719", "evidence": "Discussion of financial challenges and refinancing", "position": 2, "objective": "Show the company's progress along the maturity curve", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:42.667867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "evidence", "title": "The slide uses a list of bullet points to describe customer relationships and specific awards, paired with a grid of logos.", "function": "show_traction", "rawType": "customer_logos", "block": null, "metadata": { "slideType": "customer_logos", "slideTypeCanon": { "name": "Customer logos", "slug": "customer_logos", "status": "active", "canonId": "019de52d-101d-705c-8956-65f1b315e58a", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 3, "textChars": 547, "nDataPoints": 0, "notes": "The slide uses a list of bullet points to describe customer relationships and specific awards, paired with a grid of logos.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:43.83+00", "seconds": 2.661, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/6", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-6", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.45, "x": 0.0048, "y": 0.0015 }, "kind": "image", "text": "Collection of customer logos", "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:43.83+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "975382cf-f751-45b2-98c9-f2785a1a9155", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.07, "y": 0.0018 }, "kind": "list", "text": "Long-standing and stable relationships with a large, diversified base of customers. Customers range from Fortune 500 companies to small, privately-held businesses. Recognized by customers as leading operator. YRC Freight received Walmart's national LTL carrier of the year award for outstanding service 3 of the last 5 years. Holland and Reddaway named by Toyota as 2015 LTL logistics partners of the year. New Penn received 2 Quest of Quality awards in 2015 from Logistics Management magazine.", "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 10:42:43.83+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "355f84a8-b05b-4bbc-9a87-8762284d364e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Diversified Customer Base", "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 10:42:43.83+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb868aa2-e352-4b19-8c25-7942794d0f59", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 5, "name": "Early Struggles", "beatId": "64d73b99-f263-4185-aebe-1eba9917bee9", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Early Struggles", "slug": "rags-to-riches-early-struggles", "status": "active", "canonId": "019dd9b8-49ce-74b8-9380-2d085fa29e28", "version": 1, "description": null }, "evidence": "Discussion of financial challenges and refinancing", "position": 1, "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": 0.8 } ], "loops": [ { "to": 8, "from": 5, "loop": { "name": "36_maturity_curve", "slug": "36-maturity-curve", "status": "active", "bestFor": "Digital transformation, capability building, benchmarking", "canonId": "019dd956-748d-7329-ad3a-5c550b66e275", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "description": "Show where you are on a progression and what it takes to reach the next level", "familyLabel": null }, "matchId": "d0c21780-a6fd-45cf-866c-b67071838719", "evidence": "Discussion of financial challenges and refinancing", "position": 2, "objective": "Show the company's progress along the maturity curve", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:42.667867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide lists 7 executives with their roles and key career highlights.", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 16, "textChars": 624, "nDataPoints": 7, "notes": "The slide lists 7 executives with their roles and key career highlights.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:45.187+00", "seconds": 4.012, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/7", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-7", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.08, "x": 0.5, "y": 0.53 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e3b67f9-fcdb-4cda-8d63-8fb01f4dc325", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.07, "y": 0.53 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f897383-de0e-4117-a13d-5908f1968bd5", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.07, "y": 0.175 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "568b602e-bf08-4d68-b2d7-81dab594d731", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.5, "y": 0.35 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5704d6b0-ff72-4c8c-843e-07926d2146fa", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.07, "y": 0.7 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "784d99fe-f827-4db5-b5d1-da0b9a1bb8d6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.07, "y": 0.35 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cb796ec-94bb-4858-a309-c11e112310b6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.5, "y": 0.175 }, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd3ff82a-5a0a-4f52-8f6f-9a6ff6d5c9f2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.17, "y": 0.7 }, "kind": "list", "text": "Darren Hawkins, President, YRC Freight: 24 years of experience, former SVP of Sales.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15b414e9-004f-4939-b6ac-eb229008b218", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.6, "y": 0.35 }, "kind": "list", "text": "Don Foust, President, New Penn: 35 years of experience, recognized for sales and operations.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43733acc-8a91-4017-bdda-d6d426e8bcd8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.17, "y": 0.35 }, "kind": "list", "text": "Jamie Pierson, CFO, YRCW: Advisor in 2011, joined as CFO late 2011.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad7d3501-aec1-4557-8d78-f144d2e5ffb2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.6, "y": 0.175 }, "kind": "list", "text": "Scott Ware, President, Holland: 27 years of experience, former VP of Operations.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b04c80b1-8acd-4ea6-abd6-11b706fa1eed", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.17, "y": 0.175 }, "kind": "list", "text": "James Welch, CEO, YRCW: 34 years of experience, returned in 2011.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dba22539-791d-4c72-8c1f-6df762e9ef29", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.17, "y": 0.53 }, "kind": "list", "text": "Jim Fry, VP General Counsel: 20 years of experience, former EVP at Swift.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e40faa03-2188-4888-b32c-6ff0d499316e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.6, "y": 0.53 }, "kind": "list", "text": "TJ O'Connor, President, Reddaway: 30 years of experience, former President/CEO of USF Bestway.", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8424daf-4c50-48b2-869f-49e65be25956", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.54, "y": 0.76 }, "kind": "metric", "text": "150 Years of Operating Experience", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a2ac0fe-a1a9-4fdc-ae62-16ca9562e72a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Highly Experienced Senior Management", "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 10:42:45.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ec6449-72dc-4288-9d32-20a402759ecc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 5, "name": "Early Struggles", "beatId": "64d73b99-f263-4185-aebe-1eba9917bee9", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Early Struggles", "slug": "rags-to-riches-early-struggles", "status": "active", "canonId": "019dd9b8-49ce-74b8-9380-2d085fa29e28", "version": 1, "description": null }, "evidence": "Discussion of financial challenges and refinancing", "position": 1, "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": 0.8 } ], "loops": [ { "to": 8, "from": 5, "loop": { "name": "36_maturity_curve", "slug": "36-maturity-curve", "status": "active", "bestFor": "Digital transformation, capability building, benchmarking", "canonId": "019dd956-748d-7329-ad3a-5c550b66e275", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "description": "Show where you are on a progression and what it takes to reach the next level", "familyLabel": null }, "matchId": "d0c21780-a6fd-45cf-866c-b67071838719", "evidence": "Discussion of financial challenges and refinancing", "position": 2, "objective": "Show the company's progress along the maturity curve", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:42.667867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "evidence", "title": "The chart illustrates debt reduction and simplification of the capital structure.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 4, "textChars": 272, "nDataPoints": 20, "notes": "The chart illustrates debt reduction and simplification of the capital structure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:43.639+00", "seconds": 2.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/8", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-8", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.815 }, "kind": "callout", "text": "Greatly simplified funded debt structure with maturities extended to 2019. Reduced cash interest payments by ~$40M per year", "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 10:42:43.639+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2241500f-4bdc-4bfc-be22-a1423f3fc337", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.85, "x": 0.08, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing debt composition over three time periods", "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 10:42:43.639+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ad3d070-0e14-4a86-826d-27afbde7f9b1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.11, "y": 0.88 }, "kind": "source-note", "text": "(1) Average effective interest rate as of December 31, 2015", "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 10:42:43.639+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8050d6bc-63db-4344-9875-2ca4857366c8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Refinancing & Turnaround", "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 10:42:43.639+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae188c48-bde1-4ea1-af52-d0b0c2eab6be", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 8, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 5, "name": "Early Struggles", "beatId": "64d73b99-f263-4185-aebe-1eba9917bee9", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Early Struggles", "slug": "rags-to-riches-early-struggles", "status": "active", "canonId": "019dd9b8-49ce-74b8-9380-2d085fa29e28", "version": 1, "description": null }, "evidence": "Discussion of financial challenges and refinancing", "position": 1, "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": 0.8 } ], "loops": [ { "to": 8, "from": 5, "loop": { "name": "36_maturity_curve", "slug": "36-maturity-curve", "status": "active", "bestFor": "Digital transformation, capability building, benchmarking", "canonId": "019dd956-748d-7329-ad3a-5c550b66e275", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Current Maturity Level -> The Gap to Next Level -> Required Capabilities -> The Roadmap", "description": "Show where you are on a progression and what it takes to reach the next level", "familyLabel": null }, "matchId": "d0c21780-a6fd-45cf-866c-b67071838719", "evidence": "Discussion of financial challenges and refinancing", "position": 2, "objective": "Show the company's progress along the maturity curve", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:47:42.667867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "evidence", "title": "The 2015 data point is shaded differently, suggesting it is a projection or partial year.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 6, "textChars": 339, "nDataPoints": 6, "notes": "The 2015 data point is shaded differently, suggesting it is a projection or partial year.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.461+00", "seconds": 3.168, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/9", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-9", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.18, "x": 0.53, "y": 0.25 }, "kind": "callout", "text": "3.7x reduction since 2010", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "210e3f2f-b885-400f-a90c-a6af3cb4b790", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.52, "x": 0.24, "y": 0.165 }, "kind": "chart", "text": "Funded Debt / Adjusted EBITDA", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fcccbd2-7eae-4297-8a59-2121fd609d5f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.08, "y": 0.64 }, "kind": "list", "text": "Steady progress every year since 2010\nFunded Debt to Adjusted EBITDA ratio down 3.7x\nEBITDA cushion for leverage covenant is approximately $79M", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81c09e47-ad45-44ab-9919-45c7bbb34ebc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.86, "x": 0.07, "y": 0.8 }, "kind": "paragraph", "text": "YRCW is on much stronger footing as a result of reduced debt and increased earnings", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cacd8f2c-2507-4aab-815c-e9fd70f5ff80", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.27, "y": 0.6 }, "kind": "source-note", "text": "Note: Funded debt balances based on par value", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a0138a0-23e1-4975-a5b8-b15d98fbf92e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Leverage Ratio", "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 10:42:44.461+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "623042f2-b571-4839-976e-c12885afc1c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a timeline to visualize debt maturity events and strategic focus.", "function": "argue_timing", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "argue_timing", "functionCanon": { "name": "Argue timing (why now)", "slug": "argue_timing", "status": "active", "canonId": "019de52d-16f8-74de-9ec2-900be07d90dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 188, "nDataPoints": 0, "notes": "The slide uses a timeline to visualize debt maturity events and strategic focus.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.308+00", "seconds": 2.972, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/10", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-10", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.76 }, "kind": "callout", "text": "Significant extension of debt maturities provides longer runway to continue operational transformation", "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 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48b910de-34ad-49b4-997e-1b72262d973e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.75, "x": 0.12, "y": 0.45 }, "kind": "chart", "text": "Timeline of debt maturity events from 2014 to 2020", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdaf91c4-9f6c-4bf2-ba2b-855f11628438", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.12, "x": 0.83, "y": 0.06 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35f57274-7115-4bc4-b888-2e3657ac81a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "No Near-Term Maturities", "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 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a5724a9-1925-40ec-ac63-7f0af279fd45", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ff597d73-f849-4d0d-acbb-391d10ac7afb", "evidence": "Visual representation of events over a chronological axis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:44.308+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "evidence", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 379, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.388+00", "seconds": 2.874, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/11", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-11", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.13, "x": 0.838, "y": 0.065 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc9c12ed-3c27-4fa3-913a-c0cfd1884a00", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.08, "y": 0.64 }, "kind": "list", "text": "Standard and Poor's upgraded YRCW's corporate credit rating to B- from CCC+ in August 2015 due to strengthening operating conditions and improved liquidity.", "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 10:42:44.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "800f2c3d-b62d-4b5d-a585-8a5249c761cd", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.85, "x": 0.08, "y": 0.16 }, "kind": "list", "text": "2015 Financial and Operational Highlights: Adjusted EBITDA of $333.3M vs $244.5M in 2014; Executed strategy prioritizing freight mix; $239.7M total capital investment; $140.8M cash from operations.", "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 10:42:44.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e689dbdc-0733-4118-bea1-9b153dff3976", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Recent Events", "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 10:42:44.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cbb7ad3-bcbb-4914-a00c-c35e4d29de28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "title": "Includes a table detailing the calculation of EBITDA margins for YRC Freight and YRC Regional.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 5, "textChars": 908, "nDataPoints": 14, "notes": "Includes a table detailing the calculation of EBITDA margins for YRC Freight and YRC Regional.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.839+00", "seconds": 3.241, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/12", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-12", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.48, "y": 0.0016 }, "kind": "chart", "text": "FY 2015 EBITDA Margin", "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 10:42:44.839+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "487fdffc-dbae-4599-9608-c0b4cfd559c6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.0085 }, "kind": "disclaimer", "text": "Note: The peer groups FY 2015 EBITDA and OR excludes XPO Logistics' LTL Division. Note: For comparison purposes, EBITDA for all companies is defined as Operating Income, excluding gains or losses from property sales, plus Depreciation and Amortization.", "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 10:42:44.839+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80994c1d-fba7-4fcc-9934-f9eb71f2350c", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.07, "y": 0.0016 }, "kind": "list", "text": "Significant opportunity for both segments to achieve margin improvements. Assuming current market performance of an OR of 91 to 93, the long-term EBITDA margin segment goals are as follows: YRCF = 7.6% (equivalent to an OR of 95 – 96), Regional = 10.4% (equivalent to an OR of 93 – 94). Plan to achieve margin improvements includes reinvesting in the business.", "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 10:42:44.839+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "033dd9cf-29f7-4085-9feb-24772a104b68", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.45, "y": 0.0062 }, "kind": "table", "text": "Revenue, EBITDA, Non-union pension settlement loss, (Gains) / losses on property sales, EBITDA less losses on property sales + Non-union pension settlement loss, EBITDA margin, less (gains) / losses on property sales", "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 10:42:44.839+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b74c3af6-2747-4803-a251-ca3ae74a36a7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Opportunity for EBITDA Margin Growth & Further Deleveraging", "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 10:42:44.839+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f94a4b7a-5085-4204-9fff-59c8ec6c730b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6ef26fc0-f98c-4c25-8ab7-43758a64c6b0", "evidence": "The slide compares EBITDA margin with peer groups, indicating a peer gap chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:53:09.38493+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "evidence", "title": "The slide uses a 'CapEx Equivalent' metric to combine direct capital expenditure and the capital value of operating leases.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 5, "textChars": 469, "nDataPoints": 24, "notes": "The slide uses a 'CapEx Equivalent' metric to combine direct capital expenditure and the capital value of operating leases.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.449+00", "seconds": 2.842, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/13", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-13", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.45, "x": 0.48, "y": 0.15 }, "kind": "chart", "text": "CapEx Equivalent", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aec09b32-be04-4bfb-9fc1-f4fb3df75fc4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.48, "y": 0.55 }, "kind": "chart", "text": "CapEx Equivalent - as a % Revenue", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "115562ec-c320-4233-82f6-ea6779110060", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.83, "y": 0.05 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c7cc282-1871-44ef-b31e-3c867713ca1b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "After several years of curtailing investment in the business, capital spending has resumed. Fleet replenishment through operating leases beginning in 2013. Increased leasing activity due to greater financing options. Acquired 70 dimensioners since 2014. For FY 2015, the CapEx Equivalent was 5.0% of revenue. 2015 additions included over 1,300 new tractors and 1,500 new trailers.", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06b0f6bf-590d-4029-bf60-792d988eeabe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Reinvesting in the Business", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37c8c0be-c58c-47ee-a72f-963862359687", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 193, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.194+00", "seconds": 2.559, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/14", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-14", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.131, "x": 0.838, "y": 0.066 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.194+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22eb9df8-e52f-4b72-b5d4-58690038d6b3", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.74, "x": 0.13, "y": 0.46 }, "kind": "list", "text": "PEOPLE\nPHYSICAL ASSETS\nGENERATION-SKIPPING TECHNOLOGY INVESTMENTS", "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 10:42:44.194+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32231230-cbae-4cf4-aab3-89282fd9c988", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.66, "x": 0.17, "y": 0.265 }, "kind": "title", "text": "YRCW’s competitive strengths provide a platform for continued improvement and long-term growth", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:44.194+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edcd5848-e31b-4a92-9b6b-d555c405518f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Competitive Strengths", "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 10:42:44.194+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7495022d-6a30-497c-879c-9557770962ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 9, "name": "Rising Success", "beatId": "28d78179-db3a-406a-80fd-e921115a33d8", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Rising Success", "slug": "rags-to-riches-rising-success", "status": "active", "canonId": "019dd9b8-4b41-72fa-a0c3-6e8fd75a9278", "version": 1, "description": null }, "evidence": "Presentation of progress and competitive strengths", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 9, "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": "1b293801-04ce-4ad8-b08f-e58cdd33779e", "evidence": "Discussion of refinancing and operational transformation", "position": 0, "objective": "Highlight the consequences of not investing in the company's turnaround", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.581765+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a 'People' category header to group these specific competitive strengths.", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 4, "textChars": 486, "nDataPoints": 4, "notes": "The slide uses a 'People' category header to group these specific competitive strengths.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:47.289+00", "seconds": 5.557, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/15", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-15", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.66, "x": 0.12, "y": 0.0018 }, "kind": "callout", "text": "PEOPLE", "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 10:42:47.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2238dd6-95ec-4896-85ba-9207ba687dd3", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.2, "x": 0.16, "y": 0.0033 }, "kind": "image", "text": "Photo of a YRC Freight driver", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec5e6bca-349c-46d4-a093-d835d8a40b47", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.41, "y": 0.0025 }, "kind": "list", "text": "~32,000 highly experienced employees throughout North America\nTypical LTL driving distance contributes to stable workforce and low turnover\nYRCW drivers covered over 940 million miles in 2015\nThe equivalent of more than 168,000 round trips between New York and Los Angeles\nLong-term relationships with more than 250,000 customers\nExperienced senior management with 150 combined years of operating experience leading transformation", "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 10:42:47.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e21d67f-7744-44d3-b6e2-a0dba4659288", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Competitive Strengths", "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 10:42:47.289+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cb77736-259a-44e0-b27b-65320d871a21", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 } ], "loops": [ { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 4, "textChars": 383, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.449+00", "seconds": 2.717, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/16", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-16", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.65, "x": 0.12, "y": 0.0017 }, "kind": "callout", "text": "PHYSICAL ASSETS", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f42f0aa4-0ca5-4bb6-b45b-429848dc12ce", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "x": 0.12, "y": 0.0035 }, "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201f4535-aefe-4cda-8451-18f36b399a9f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.41, "y": 0.0025 }, "kind": "list", "text": "YRC Freight operates a large hub and spoke network\nRegional carriers operate direct loading and quick sort networks\nYRCW Totals\n384 terminals\n~15,000 tractors\n~41,000 trailers\nReinvesting in the business by replenishing the fleet through a combined approach of purchasing and leasing\nAcquired over 1,300 new tractors and 1,500 new trailers in 2015", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8111de12-a0ce-4087-bee4-5bf5543cf049", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Competitive Strengths", "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 10:42:44.449+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "082e52d6-4072-411a-b0ea-4e7aa74213d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 } ], "loops": [ { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "title": "The slide uses a list of specific hardware and software technologies to demonstrate a competitive edge in logistics operations.", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 10, "textChars": 280, "nDataPoints": 0, "notes": "The slide uses a list of specific hardware and software technologies to demonstrate a competitive edge in logistics operations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:47.032+00", "seconds": 4.764, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/17", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-17", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.76, "x": 0.12, "y": 0.185 }, "kind": "callout", "text": "GENERATION-SKIPPING TECHNOLOGY INVESTMENTS", "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 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c7493fe-0923-4d79-a3ef-bbc097985b37", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.25, "x": 0.12, "y": 0.4 }, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "185e1c7a-76f6-4881-ab91-761d2fca15b1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.56, "y": 0.42 }, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9acc3edd-1e15-40db-97ae-4e8faaf89ea1", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.1, "x": 0.67, "y": 0.56 }, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1b1f000-06d3-480c-a569-46f62b633ecd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.06, "x": 0.57, "y": 0.5 }, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9bf70f2-8ee2-4405-bd39-3cd3b9a47548", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.1, "x": 0.74, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9734681-6430-4a26-a9e7-dec799a5595d", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.11, "x": 0.73, "y": 0.67 }, "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7db1e6b-f7bc-44da-b66c-5d89bd2a82cb", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.39, "y": 0.37 }, "kind": "list", "text": "In-Cab Safety Recorders\nDimensioners\nDock Supervisor Tablets\nLogistics Planning Technology\nKronos Workforce Management", "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 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d545f34-fb0f-402e-8629-be558576f4bc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.46, "x": 0.39, "y": 0.26 }, "kind": "paragraph", "text": "Implementing technological tools for continuous improvement in safety, efficiency, and productivity", "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 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc976f6f-2f39-462b-bce1-34b82d98baca", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Competitive Strengths", "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 10:42:47.032+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f602a0db-1988-4a49-8dd7-2907b0b0fa71", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 } ], "loops": [ { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "title": "The term 'Generation-Skipping Technology Investments' is a unique phrasing for their tech stack.", "function": "present_solution", "rawType": "unfair_advantage", "block": null, "metadata": { "slideType": "unfair_advantage", "slideTypeCanon": { "name": "Unfair advantage", "slug": "unfair_advantage", "status": "active", "canonId": "019de52d-0f56-744f-8bb4-c8a8cca240d6", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 264, "nDataPoints": 0, "notes": "The term 'Generation-Skipping Technology Investments' is a unique phrasing for their tech stack.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:49.482+00", "seconds": 7.088, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/18", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-18", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.26, "w": 0.16, "x": 0.18, "y": 0.594 }, "kind": "image", "text": "Employee photo", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e63f8c1-3046-4dc6-8cd7-ccb07a27bce8", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.24, "x": 0.38, "y": 0.594 }, "kind": "image", "text": "Truck photo", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad9ae85d-2808-4d4d-88e1-872a1653b0aa", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.21, "x": 0.65, "y": 0.634 }, "kind": "image", "text": "Lytx DriveCam photo", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1d0b66d-4000-450b-9cc6-159ccec03d51", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.76, "x": 0.12, "y": 0.168 }, "kind": "list", "text": "PEOPLE\nPHYSICAL ASSETS\nGENERATION-SKIPPING TECHNOLOGY INVESTMENTS", "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 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20163514-d074-4914-86a3-a65b20100156", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.15, "y": 0.4 }, "kind": "paragraph", "text": "The result is award-winning customer service with a flexible supply chain that provides the broadest coverage throughout North America", "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 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef5d2d79-298e-4f0b-b6b9-97bc1cf693e3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Competitive Strengths", "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 10:42:49.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92f55257-4982-47a8-bda3-1ae4f20ddc3a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 } ], "loops": [ { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "title": "The central hub describes the core value proposition, while the surrounding nodes detail the strategic drivers.", "function": "summarize", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 157, "nDataPoints": 0, "notes": "The central hub describes the core value proposition, while the surrounding nodes detail the strategic drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:45.349+00", "seconds": 2.915, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/19", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-19", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.2, "y": 0.2 }, "kind": "diagram", "text": "Flexible supply chain focused on ensuring customers can ship industrial, commercial and retail goods with confidence", "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": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:45.349+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7f44918-8dd6-4c30-822b-c08d39393394", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.131, "x": 0.838, "y": 0.066 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:45.349+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79b66ef8-f340-48a2-857b-2d74d73207f5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Compelling Investment Thesis", "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 10:42:45.349+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9da84615-9a48-4d87-a88f-e88910c7792d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "219a851a-7dc9-47d4-83fb-ae3a538b55b0", "evidence": "Central node connected to peripheral nodes representing strategic pillars.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:45.349+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 15, "name": "The Breakthrough", "beatId": "7dc460d0-f595-4013-9bc3-a899c23598b1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "The Breakthrough", "slug": "rags-to-riches-the-breakthrough", "status": "active", "canonId": "019dd9b8-4ab3-73dd-aeb6-bf930dcb0353", "version": 1, "description": null }, "evidence": "Compelling Investment Thesis", "position": 3, "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": 0.8 } ], "loops": [ { "to": 19, "from": 15, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "ed8810aa-3c2b-4471-95a4-8ceea4fea876", "evidence": "Compelling Investment Thesis", "position": 1, "objective": "Present the investment thesis as a compelling opportunity", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:47:42.622984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 8, "textChars": 871, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:46.564+00", "seconds": 3.742, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/20", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-20", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "list", "text": "Installation of in-cab safety equipment in all company’s tractors expected to be substantially complete by the end of 1Q 2016", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b4292fe-f757-4de9-8a23-c0f6c527e098", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.08, "y": 0.64 }, "kind": "list", "text": "Federal net operating losses (NOL) as of year-end 2014 that expire between 2028 - 2034", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e6aab4c-ddcc-4329-8e8d-e11eb5dd59b2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.08, "y": 0.16 }, "kind": "list", "text": "Plan to continue investing back into the business through combined purchasing and leasing to enhance shareholder value", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bdcb710-420c-4dab-960d-8faf59226e3b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.12, "y": 0.69 }, "kind": "list", "text": "$462.8 million of NOL carryforwards (total of $697.8 million less $234.7 million that will not be utilized due to IRS limitations); Mitigates federal cash income tax payments", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9048fcd6-5658-4c5e-81aa-684395307b57", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.85, "x": 0.08, "y": 0.34 }, "kind": "list", "text": "International Brotherhood of Teamsters memorandum of understanding (MOU) in place through March 2019", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d43da75-9163-4aee-9da3-ae22d63a5e6e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.08, "y": 0.58 }, "kind": "list", "text": "No long-term debt / facility maturities until 2019", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad2543da-e794-446b-8a87-e2c95ebc21dc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.12, "y": 0.42 }, "kind": "list", "text": "Annual wage increases of $0.34 per hour from 2016 - 2018; Required contributions to pension plans remain $1.75 per hour; Established profit sharing bonuses based on operating ratio metrics", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa87b479-5cdb-4e9d-914e-2d32baf4432a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Forward Looking Considerations", "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 10:42:46.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "566f8967-5f55-4fe6-9271-61b3ddb89c4d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 34, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:44.926+00", "seconds": 2.04, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/21", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-21", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.037, "w": 0.131, "x": 0.838, "y": 0.068 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:44.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14aaeb79-15ce-4800-84b8-5870881033a4", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.345, "x": 0.228, "y": 0.498 }, "kind": "title", "text": "Key Financial Results", "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 10:42:44.926+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba6fd355-4228-4a97-894d-77725588b7ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "evidence", "title": "The slide highlights pricing yield improvements across two business segments between 2014 and 2015.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "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": 71, "componentCount": 7, "textChars": 447, "nDataPoints": 8, "notes": "The slide highlights pricing yield improvements across two business segments between 2014 and 2015.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:45.714+00", "seconds": 2.591, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/22", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-22", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.75 }, "kind": "callout", "text": "Both segments experiencing positive pricing growth driven by a focused effort on improving yield and further supported by a favorable industry pricing environment", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfbaf527-50e4-4da7-94ff-347ac2cb75d6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.07, "y": 0.16 }, "kind": "chart", "text": "YRC Freight Revenue per Shipment (x-FSC)", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "159a5fac-ef78-48d0-ab2f-9e060b884e08", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.07, "y": 0.46 }, "kind": "chart", "text": "YRC Freight Revenue per cwt (x-FSC)", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16fba521-014e-4a6d-849a-e3f16cf99377", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.46 }, "kind": "chart", "text": "Regional Revenue per cwt (x-FSC)", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b1c48d5-044f-4556-ad3b-2f7fb2c9c21a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.16 }, "kind": "chart", "text": "Regional Revenue per Shipment (x-FSC)", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dbfc379-bae8-4de0-aa24-b0604f556641", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.07, "y": 0.88 }, "kind": "source-note", "text": "Note: Percent change calculation based on unrounded figures and not the rounded figures presented", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e7c31bd-4762-47f0-a65d-87b23a260285", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "YOY Revenue per Shipment and Revenue per cwt", "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 10:42:45.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9ffd031-cea0-448b-bc37-831ad099e5c2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "evidence", "title": "The slide explains the volume decline as a strategic shift rather than a loss of market share.", "function": "analyze_data", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "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": 69, "componentCount": 7, "textChars": 409, "nDataPoints": 8, "notes": "The slide explains the volume decline as a strategic shift rather than a loss of market share.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:58.467+00", "seconds": 15.302, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/23", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-23", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.73 }, "kind": "callout", "text": "YOY decrease at YRCF due to shift away from minimum charge and lighter shipments and toward higher yielding business. YOY decrease at Regional is primarily due to efforts to better manage capacity", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc5660b7-f3f5-4cf2-9171-8550e76bea2c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.08, "y": 0.16 }, "kind": "chart", "text": "YRC Freight Shipments per Day", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1811a127-b9dd-4bfd-a5eb-436066329f06", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.08, "y": 0.46 }, "kind": "chart", "text": "YRC Freight Tonnage per Day", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "373964aa-9b20-4995-9cc3-12a6bdaab1c6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.46 }, "kind": "chart", "text": "Regional Tonnage per Day", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "718b54f5-307d-42b7-a48d-7fc65ebac72b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.16 }, "kind": "chart", "text": "Regional Shipments per Day", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a046e37c-0539-4b1b-8384-a177fa2c562a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Note: Percent change calculation based on unrounded figures and not the rounded figures presented", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "350f6241-146c-4ea0-ab4e-c4eda05473b5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "YOY Volume", "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 10:42:58.467+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d08ada4-6c1b-4350-92b3-d10fb4f4c69c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "Includes a summary callout explaining the drivers of performance changes.", "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": "dense", "densityScore": 71, "componentCount": 7, "textChars": 442, "nDataPoints": 8, "notes": "Includes a summary callout explaining the drivers of performance changes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:46.386+00", "seconds": 3.151, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/24", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-24", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.73 }, "kind": "callout", "text": "Improved performance at both segments driven by yield improvement and impact of investment in high ROI generating technologies, partially offset by lower volume, productivity and higher lease equipment lease costs", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "640748b8-e3bc-4209-b35f-026331658830", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.45 }, "kind": "chart", "text": "Regional Adjusted EBITDA Margin", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19ad8cc9-0fa2-40bf-a0f3-892dc471e265", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.08, "y": 0.45 }, "kind": "chart", "text": "YRC Freight Adjusted EBITDA Margin", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5774c0dd-fad5-416f-baa9-8b4451955cb8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "chart", "text": "Regional Adjusted EBITDA", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "663c8ac5-83e1-4629-9dcd-2c4d1010b2b2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.08, "y": 0.15 }, "kind": "chart", "text": "YRCF Adjusted EBITDA", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4456c6e-24b9-4eeb-b409-306facf7e678", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Note: Percent change calculation based on unrounded figures and not the rounded figures presented", "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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c89532f-6bd6-4023-9c10-85240bb84fb5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Segment 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 10:42:46.386+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3db81721-055d-4836-a9a1-69c9c95d5fa0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "065f3348-0208-4647-85f5-464ae57207a9", "evidence": "chart/bar-vertical: YRC Freight Adjusted EBITDA Margin, chart/bar-vertical: Regional Adjusted EBITDA Margin, chart/bar-vertical: Regional Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:54.59227+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "type": "evidence", "title": "Includes a summary callout box explaining the drivers of the performance improvement.", "function": "show_traction", "rawType": "traction", "block": null, "metadata": { "slideType": "traction", "slideTypeCanon": { "name": "Traction", "slug": "traction", "status": "active", "canonId": "019de52d-0edd-72ab-820f-3ebc71a9c542", "version": 1, "description": null }, "function": "show_traction", "functionCanon": { "name": "Show traction", "slug": "show_traction", "status": "active", "canonId": "019de52d-16a8-756a-9b38-a7d35420561d", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 5, "textChars": 416, "nDataPoints": 6, "notes": "Includes a summary callout box explaining the drivers of the performance improvement.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:46.369+00", "seconds": 2.889, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/25", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-25", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.88, "x": 0.06, "y": 0.69 }, "kind": "callout", "text": "Improved performance driven by yield improvement and impact of investment in high ROI generating technologies, partially offset by lower volume, productivity and higher lease equipment lease costs. Highest YTD EBITDA since 2008", "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 10:42:46.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64c0a05c-8979-41f9-9b1a-afb8f64916cd", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.12, "y": 0.16 }, "kind": "chart", "text": "Adjusted EBITDA 2014-2015", "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 10:42:46.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "346db264-0e1b-49e7-92a4-45c4b85d4ddc", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.53, "y": 0.16 }, "kind": "chart", "text": "Adjusted EBITDA Margin 2014-2015", "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 10:42:46.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95fe49ac-a2f6-45f5-b168-eb20a65481ac", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.08, "y": 0.88 }, "kind": "source-note", "text": "Note: Percent change calculation based on unrounded figures and not the rounded figures presented", "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 10:42:46.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae3ec4a2-5bfb-4952-acaa-0d54ab1d8b4f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Consolidated (YRCW) 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 10:42:46.369+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "032149e8-0a52-4c6c-a424-8d262bf264a8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2ac458eb-fe1e-4536-8fba-c1b2da512922", "evidence": "chart/bar-vertical: Adjusted EBITDA Margin 2014-2015, chart/bar-vertical: Adjusted EBITDA 2014-2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:52:54.678221+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "appendix", "function": "other", "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": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 161, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:46.275+00", "seconds": 2.568, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/26", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-26", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.131, "x": 0.838, "y": 0.067 }, "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 10:42:46.275+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b8ba71f-32ce-4fd9-8c8c-6ed5a8086eb0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.43, "x": 0.333, "y": 0.258 }, "kind": "list", "text": "NASDAQ: YRCW\nwww.yrcw.com\nCompany contact: Tony Carreño, Vice President – Investor Relations, (913) 696-6108, tony.carreno@yrcw.com", "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 10:42:46.275+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d6e880-0d06-4924-996e-e04aaffacd02", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Investor Relations Information", "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 10:42:46.275+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2ba4bf9-ec45-4fde-8774-381bffe88b30", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "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": 3, "componentCount": 2, "textChars": 21, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:45.709+00", "seconds": 1.746, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/27", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-27", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.037, "w": 0.131, "x": 0.838, "y": 0.067 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:45.709+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e2afaf3-9009-4b2a-9482-9deb5e746449", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.155, "x": 0.229, "y": 0.495 }, "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 10:42:45.709+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "755cb791-776e-4712-a6fc-09cc5b39b51a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "resolution", "title": "The timeline uses orange bars for early expansion/acquisitions and blue/green bars for later restructuring and financial stabilization.", "function": "plan_implementation", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 4, "textChars": 286, "nDataPoints": 7, "notes": "The timeline uses orange bars for early expansion/acquisitions and blue/green bars for later restructuring and financial stabilization.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:47.025+00", "seconds": 3.019, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/28", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-28", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Chronological events from 2003 to 2015", "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": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b29a6e2-69e3-4e40-80a7-18dd1839e38b", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.132, "x": 0.838, "y": 0.063 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f64df86-82aa-4540-a54c-8035bef64d59", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "2003: Acquired Roadway for $1.1B; 2005: Acquired USF for $1.3B; 2008: Acquired 65% stake in Jiayu; 2010: CEO/Execs depart; 2011: Restructuring; 2012: Divestitures; 2014: Refinancing; 2015: EBITDA improvement", "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": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11d1b528-233f-4e09-8930-f977b1530120", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "YRC Worldwide Transformation", "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 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2610173a-be65-46a6-8ab7-b6a050f43422", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e08d9dea-d4cc-421f-b138-891857a08be7", "evidence": "Chronological sequence of corporate events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:42:47.025+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "Includes specific adjustments for debt covenants and margin calculation.", "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": 33, "componentCount": 3, "textChars": 265, "nDataPoints": 48, "notes": "Includes specific adjustments for debt covenants and margin calculation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:46.911+00", "seconds": 2.768, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/29", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-29", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "(a) As required under our Term Loan Agreement, other, net, shown above consists of the impact of certain items to be included in Adjusted EBITDA", "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 10:42:46.911+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12c96260-04c3-4767-9b04-c80716ebeac1", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.52, "x": 0.24, "y": 0.225 }, "kind": "table", "text": "Reconciliation of net income (loss) to adjusted EBITDA table for FY 2014 and FY 2015", "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 10:42:46.911+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68cebd6c-1b33-4555-8048-6762c364ef76", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "EBITDA Reconciliation – Consolidation", "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 10:42:46.911+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f0244f1-3943-4cea-a169-4cc0afe3cdca", "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": "2f61ddaf-c378-4c62-b3d4-590339d08396", "evidence": "table/data: Reconciliation of net income (loss) to adjusted EBITDA table for FY 2014 and FY 2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:54.89388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "title": "Includes footnote (a) regarding non-cash foreign currency gains or losses.", "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": "dense", "densityScore": 52, "componentCount": 5, "textChars": 319, "nDataPoints": 32, "notes": "Includes footnote (a) regarding non-cash foreign currency gains or losses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:42:47.953+00", "seconds": 3.701, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de50e-c3dc-76ba-a320-c38f660b38f3/30", "deck": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3", "deckAnchor": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3#slide-30", "deckJson": "/decks/019de50e-c3dc-76ba-a320-c38f660b38f3.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.08, "y": 0.88 }, "kind": "disclaimer", "text": "(a) As required under our Term Loan, other nonoperating, net, shown above does not include the impact of non-cash foreign currency gains or losses.", "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 10:42:47.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "091a10ad-b9ca-4e4e-8ac4-98d06348f5fd", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.135, "x": 0.838, "y": 0.065 }, "kind": "image", "text": "YRC Worldwide", "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 10:42:47.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce13bd06-57b6-43cd-b694-5482e123ea3b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.54, "x": 0.23, "y": 0.53 }, "kind": "table", "text": "Regional Transportation Segment reconciliation table for 2014 and 2015", "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 10:42:47.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f256fba-b2e1-4fb6-85d4-4a4037b66e4b", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.54, "x": 0.23, "y": 0.22 }, "kind": "table", "text": "YRC Freight Segment reconciliation table for 2014 and 2015", "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 10:42:47.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaac83a2-03ee-4a71-9927-3f01c55748aa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "EBITDA Reconciliation – Segment", "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 10:42:47.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "252f9afd-1432-420f-afbc-c3bab011f9c5", "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": "88e1b3b3-85cf-4a05-a2df-7db8d2357f0c", "evidence": "table/data: Regional Transportation Segment reconciliation table for 2014 and 2015, table/data: YRC Freight Segment reconciliation table for 2014 and 2015", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:52:54.980141+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 30, "arc": { "name": "Rags to Riches", "slug": "rags-to-riches", "status": "active", "bestFor": "Founder stories, IPO roadshows, brand origin", "canonId": "019dd956-63ce-718e-8e61-e46409564085", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Humble Origins -> Early Struggles -> The Breakthrough -> Rising Success -> Ultimate Achievement", "description": null, "familyLabel": null }, "from": 20, "name": "Ultimate Achievement", "beatId": "f845a953-23e6-4be0-a3d5-641bf72575f1", "matchId": "f2253cce-c6e8-4b6d-a34d-40303fc2b135", "beatType": { "name": "Ultimate Achievement", "slug": "rags-to-riches-ultimate-achievement", "status": "active", "canonId": "019dd9b8-4bd4-742e-8790-192b9ccb6049", "version": 1, "description": null }, "evidence": "Financial results and future outlook", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Humble Origins", "description": "Introduction to YRC Freight and Regional Transportation" }, { "from": 5, "to": 8, "label": "Early Struggles", "description": "Discussion of financial challenges and refinancing" }, { "from": 9, "to": 14, "label": "Rising Success", "description": "Presentation of progress and competitive strengths" }, { "from": 15, "to": 19, "label": "The Breakthrough", "description": "Compelling Investment Thesis" }, { "from": 20, "to": 30, "label": "Ultimate Achievement", "description": "Financial results and future outlook" } ], "loops": [ { "from": 9, "to": 14, "label": "Cost Of Inaction", "description": "Highlight the consequences of not investing in the company's turnaround" }, { "from": 15, "to": 19, "label": "Quick Win Big Bet", "description": "Present the investment thesis as a compelling opportunity" }, { "from": 5, "to": 8, "label": "Maturity Curve", "description": "Show the company's progress along the maturity curve" } ] }