SmileDirectClub | Investor Presentation Deck | 47 slides

SmileDirectClub · 2022-05
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
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

47
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · What Is
02
Includes specific references to SEC filings and SmileDirectClub investor relations website.other
Open slide detailBeat · What Is
03
The slide uses a strong emotional appeal through the imagery of a happy customer and the tagline 'Open for a lifetime supply of confidence'.front_matter
Open slide detailBeat · What Is
04
inspire_vision
Open slide detailBeat · What IsLoop · Golden Circle
05
summarize
Open slide detailBeat · What IsLoop · Golden Circle
06
The slide uses a combination of market trends, competitive benchmarking, and value proposition highlights.argue_timing
Open slide detailBeat · What Could BeLoop · Golden Circle
07
The slide uses a visual transition from a list of market drivers to a list of specific company actions (acquisitions/launches).argue_timing
Open slide detailBeat · What Could BeLoop · Golden Circle
08
Includes before/after photos of customers.show_traction
Open slide detailBeat · What Could BeLoop · Golden Circle
09
The slide uses a numbered list to map consumer behavior to the three channels (Online, Friends & Family, Dentist).establish_context
Open slide detailBeat · What Could BeLoop · Golden Circle
10
The slide uses a combination of quantitative metrics (circles) and qualitative proof (testimonial) to establish brand authority.show_traction
Open slide detailBeat · What Could BeLoop · Golden Circle
11
Includes a disclaimer regarding a temporary NPS decline due to operational challenges.compare_peers
Open slide detailBeat · What Could BeLoop · Golden Circle
12
The slide uses stacked bar charts to visualize sentiment shifts across five quarters.show_traction
Open slide detailBeat · What Could BeLoop · Golden Circle
13
The slide uses a grid of metrics to quantify the market opportunity and brand awareness among General Practitioners (GPs).show_traction
Open slide detailBeat · What Could BeLoop · Golden Circle
14
Uses a horizontal process/pillar diagram to structure the value proposition.present_solution
Open slide detailBeat · What Could BeLoop · Golden Circle
15
The slide uses a comparative framework to contrast the incumbent model with the company's disruptive approach.compare_peers
Open slide detailBeat · Traction
16
The slide uses a process flow diagram to illustrate the customer journey and a supporting list to explain the strategic rationale for managing the entire procespresent_solution
Open slide detailBeat · Traction
17
The slide uses a combination of a bar chart for financial history and a list for operational commentary and facility details.present_solution
Open slide detailBeat · Traction
18
transition
Open slide detailBeat · Traction
19
Includes a table of financial metrics and a bar chart comparing Q4 2021 and Q1 2022 revenue and gross profit.analyze_data
Open slide detailBeat · Traction
20
Includes a specific callout for a 4% one-time cost impact in Q4 2021.analyze_data
Open slide detailBeat · Traction
21
analyze_data
Open slide detailBeat · Traction
22
The chart shows a breakdown of G&A expenses into G&A, Stock-based Compensation, and One-time Costs from Q1 2020 to Q1 2022.analyze_data
Open slide detailBeat · New Bliss
23
Includes a footnote regarding non-GAAP financial measures.analyze_data
Open slide detailBeat · New Bliss
24
Includes a footnote regarding non-GAAP financial measures.analyze_data
Open slide detailBeat · New Bliss
25
analyze_data
Open slide detailBeat · New Bliss
26
transition
Open slide detailBeat · New Bliss
27
The slide uses a vertical bracket to group COGS & Operating Expense items separately from CAPEX.summarize
Open slide detailBeat · New Bliss
28
The slide provides specific financial ranges and qualitative drivers for each metric.analyze_data
Open slide detailBeat · New Bliss
29
The chart highlights the impact of inflation on different income brackets over four quarters.frame_problem
Open slide detailBeat · ContextLoop · Cost Of Inaction
30
The chart tracks five distinct economic indicators over time.establish_context
Open slide detailBeat · ContextLoop · Cost Of Inaction
31
transition
Open slide detailBeat · ContextLoop · Cost Of Inaction
32
The slide outlines specific CAGR, margin expansion, and capex targets to guide investor expectations.analyze_data
Open slide detailBeat · ContextLoop · Cost Of Inaction
33
The slide uses a vertical arrow-based process flow to illustrate growth strategies.plan_implementation
Open slide detailBeat · ContextLoop · Cost Of Inaction
34
appendix
Open slide detailBeat · ContextLoop · Cost Of Inaction
35
transition
Open slide detailBeat · ContextLoop · Cost Of Inaction
36
The slide details how SDC integrates with dental practices to provide patient assessments and treatment.plan_implementation
Open slide detailLoop · Quick Win Big Bet
37
show_traction
Open slide detailLoop · Quick Win Big Bet
38
The slide uses a side-by-side comparison framework to illustrate strategic shifts.compare_peers
40
The table compares key operational and financial metrics including orders, revenue, gross profit, S&M, G&A, and Adjusted EBITDA.compare_peers
41
The table highlights significant losses and high operating costs relative to revenue in these markets.analyze_data
42
The table reconciles GAAP Net Loss to non-GAAP Adjusted EBITDA.analyze_data
43
The slide uses a waterfall-style logic (bridge) to explain the change in shop count per country.analyze_data
44
Includes a disclaimer that Free Cash Flow is a non-GAAP financial measure.analyze_data
45
Data covers Q1 2021 through Q1 2022.analyze_data
46
The slide provides specific financial parameters for a capital raise, including deal size, coupon, conversion price, and capped call strike prices.analyze_data
47
front_matter