Yellow Corporation | Results Presentation Deck | 23 slides

Yellow Corporation · 2021-11
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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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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The slide uses a hub-and-spoke visual metaphor to connect the company brand to its key performance metrics.summarize
Open slide detailBeat · Setup
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The slide uses a before-and-after visual comparison of the network footprint.plan_implementation
Open slide detailBeat · Problem
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Illustrates the consolidation of New Penn and YRC Freight operations into a single Yellow-branded network.present_solution
Open slide detailBeat · ProblemLoop · Before After
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The slide illustrates the consolidation of two logistics networks into one, highlighting the reduction in operational complexity.present_solution
Open slide detailBeat · SolutionLoop · Before After
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The slide uses hub-and-spoke diagrams to illustrate regional logistics coverage.present_solution
Open slide detailBeat · Solution
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The slide highlights the significant contingent liability ($8B) associated with union pension plans and the mitigating impact of the American Rescue Plan.analyze_data
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The chart shows a significant spike in contributions in 2020 followed by a sharp decline in 2021.analyze_data
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analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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The chart displays CapEx and Capital Value of Leases from 2019 to 2021E.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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The chart displays debt components including Term Loan, Lease Financing Obligations, CDA Notes, UST Tranche A, and UST Tranche B.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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summarize
Open slide detailBeat · Team
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Includes footnotes explaining adjustments for terminal sales.analyze_data
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plan_implementation
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The chart illustrates a step-up in covenant requirements over time.analyze_data
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Includes LTL and Total tonnage, shipment, and revenue metrics.analyze_data
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The table includes metrics for tonnage, shipments, revenue per hundredweight (cwt), revenue per shipment, and weight per shipment, with and without fuel surcharanalyze_data
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The table details adjustments from net income to EBITDA and then to Adjusted EBITDA, including specific line items for TL Agreements and 10% threshold adjustmenanalyze_data
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The slide features a photo of the Nasdaq tower in Times Square announcing the company's rebranding to Yellow Corporation.closing_ask
Open slide detailBeat · Closing Ask