SmileDirectClub | Results Presentation Deck | 19 slides

SmileDirectClub · 2020-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

19
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
other
Open slide detailBeat · Problem
03
The slide uses a 'before-after' visual narrative to build social proof.illustrate_case
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
establish_context
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
The slide uses a central pyramid to represent the business model, flanked by 'Members' and 'Business' value drivers.present_framework
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
06
The slide uses a dual-axis chart for reviews and sentiment, and a bar chart for ratings, supplemented by key performance metrics in callout boxes.compare_peers
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
07
transition
Open slide detailBeat · Financials
08
The table provides a detailed breakdown of revenue adjustments including implicit price concessions, reserves, and financing revenue.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Pareto Focus
09
Includes a comparison between reported Q1 2020 results and estimated COVID-19 adjusted performance.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
10
The slide uses a bar chart to compare quarterly and monthly gross margin percentages, highlighting a dip in March 2020.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
11
Includes a table of operational metrics and a combo chart showing absolute spend vs percentage of revenue.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
12
The chart shows a significant spike in Q3 2019, likely due to IPO-related costs, followed by a stabilization of G&A expenses.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
13
The slide uses a split-layout with text explanations on the left and bar charts on the right.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
14
The slide uses a split layout with bulleted commentary on the left and a financial data table on the right.analyze_data
Open slide detailBeat · FinancialsLoop · Pareto Focus
15
transition
Open slide detailBeat · Solution
16
The slide uses a line chart to show indexed daily credit card authorization performance from Jan to May 2020.analyze_data
Open slide detailBeat · Solution
18
The slide includes a disclaimer at the bottom regarding the non-GAAP nature of Adjusted EBITDA.analyze_data
19
front_matter