SmileDirectClub | Investor Presentation Deck | 44 slides

SmileDirectClub · 2022-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
Includes specific references to SmileDirectClub's 2021 10-K and earnings release.other
Open slide detailBeat · Setup
03
The box text 'Open for a lifetime supply of confidence' serves as a brand tagline.front_matter
Open slide detailBeat · Setup
04
inspire_vision
Open slide detailBeat · Setup
05
The slide uses a numbered list format to present strategic advantages.summarize
Open slide detailBeat · Setup
06
Includes a comparison of GAAP revenue and gross profit margins between ALGN and SDC.size_opportunity
Open slide detailBeat · ComplicationLoop · Why Now
07
The slide uses a 'hub-and-spoke' style visual to connect market dynamics to specific corporate actions.argue_timing
Open slide detailBeat · ComplicationLoop · Why Now
08
Includes before/after photo grid as social proof.show_traction
Open slide detailBeat · ComplicationLoop · Why Now
09
The slide uses a simple three-part framework to categorize customer trust channels.establish_context
Open slide detailBeat · ComplicationLoop · Why Now
10
The slide uses a combination of metrics (circles) and a bar chart to demonstrate brand strength compared to peers.show_traction
Open slide detailBeat · SolutionLoop · Zoom In
11
Uses third-party survey data to establish parity with market leader Invisalign while highlighting superior metrics vs other teledentistry competitors.compare_peers
Open slide detailBeat · SolutionLoop · Zoom In
12
The slide highlights positive professional sentiment as a key trust metric.show_traction
Open slide detailBeat · SolutionLoop · Zoom In
13
Includes a specific reference to a retraction by the AACA as a proof point of credibility.show_traction
Open slide detailBeat · SolutionLoop · Zoom In
14
The slide uses a horizontal process-style diagram to structure the value proposition.present_solution
Open slide detailBeat · SolutionLoop · Zoom In
15
The slide uses a comparison framework to highlight the value proposition of the company against the status quo.compare_peers
Open slide detailBeat · Evidence
16
The slide uses a process flow diagram combined with a 'Why' justification section.present_solution
Open slide detailBeat · Evidence
17
Includes historical capex chart, facility photos, and operational commentary.present_solution
Open slide detailBeat · Evidence
18
transition
Open slide detailBeat · Evidence
19
Includes a table of quarterly metrics and a bar chart for annual revenue/gross profit comparison.analyze_data
Open slide detailBeat · Evidence
20
Includes a waterfall-style adjustment on the final bar of the Gross Margin % chart.analyze_data
Open slide detailBeat · Evidence
21
Includes a mix of quarterly and annual financial data alongside operational metrics for SmileShop locations.analyze_data
Open slide detailBeat · Evidence
22
The slide uses stacked bar charts to show the composition of G&A expenses over time.analyze_data
Open slide detailBeat · Evidence
23
Includes non-GAAP financial measure disclosure.analyze_data
Open slide detailBeat · Evidence
24
Includes a footnote regarding non-GAAP financial measures.analyze_data
Open slide detailBeat · Projections
25
transition
Open slide detailBeat · Projections
26
The slide uses a vertical grouping structure to categorize savings into COGS/OpEx and CAPEX.summarize
Open slide detailBeat · Projections
27
summarize
Open slide detailBeat · Projections
28
The chart highlights the $50K-$69K income bracket specifically, noting a rise in inflation from 5.8% in Q2 to 7.8% in Q4 2021.frame_problem
Open slide detailBeat · ProjectionsLoop · Cost Of Inaction
29
The chart tracks five distinct economic indicators over time, showing divergent trends.establish_context
Open slide detailBeat · ProjectionsLoop · Cost Of Inaction
30
transition
Open slide detailBeat · ProjectionsLoop · Cost Of Inaction
31
The slide outlines specific operational levers for margin improvement including fixed cost leverage and machine utilization.analyze_data
Open slide detailBeat · Projections
32
The slide uses a vertical arrow-based process diagram to map growth drivers to specific strategic platforms.plan_implementation
34
transition
35
plan_implementation
36
The slide outlines the current scale (657 locations), pipeline (1,200 locations), leadership (Brett Deaver), and operational strategy.show_traction
38
The slide presents a side-by-side financial comparison of two geographic segments across two time periods.analyze_data
39
The slide presents financial performance metrics for discontinued or suspended international operations.analyze_data
40
Financial reconciliation table for SmileDirectClub.analyze_data
41
The table presents negative cash flow figures in parentheses.analyze_data
42
Includes footnotes explaining revenue adjustments and definitions.analyze_data
43
summarize
44
front_matter