Despegar | Investor Day Presentation Deck | 70 slides

Despegar · 2022-06
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 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

70
every slide · same image gating as the playbook
01
Slide 1
Includes logos of various Despegar brands: Decolar, Despegar, BestDay, BDExperience, Viajes Falabella, Viajanet, HotelDO, Koin, Stays.front_matter
03
introduce_nominees
Open slide detailBeat · Team
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front_matter
Open slide detailBeat · Team
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transition
Open slide detailBeat · Problem
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summarize
Open slide detailBeat · Problem
07
The slide uses a bold, minimalist design to emphasize the core financial thesis.summarize
Open slide detailBeat · ProblemLoop · Golden Circle
08
The slide uses a circular layout to present five distinct market attributes.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
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The slide uses a hub-and-spoke style diagram to illustrate market characteristics.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
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The slide uses a hub-and-spoke style layout to connect market trends to specific market attributes.establish_context
Open slide detailBeat · ProblemLoop · Golden Circle
11
The slide uses a stacked bar chart to show the shift in market share between online and offline travel, with CAGR bubbles connecting the segments.size_opportunity
Open slide detailBeat · Solution
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The slide uses stacked bar charts to show the market share of top players versus 'all other' suppliers.size_opportunity
Open slide detailBeat · Solution
13
The chart shows a recovery trend in vacation rental demand relative to 2019 levels.quantify_opportunity
Open slide detailBeat · Solution
14
The slide uses a grid layout to connect strategic pillars (Complete Trip, Affordable, Omnichannel) with specific initiatives and foundational competencies.present_framework
Open slide detailBeat · Solution
15
The slide uses a vertical numbered list with a final checkmark to indicate a concluding outcome or goal.summarize
Open slide detailBeat · Solution
16
transition
Open slide detailBeat · Solution
17
The slide uses a simple three-circle layout to present key strategic pillars.present_framework
Open slide detailBeat · Solution
18
The slide uses a visual hierarchy where the first pillar is highlighted in red, suggesting a focus on 'Willingness to Pay'.present_solution
Open slide detailBeat · Solution
19
The central circle acts as a flywheel connecting the two sides of the business.present_framework
Open slide detailBeat · Solution
20
The slide uses a grid-like structure to map strategic pillars to operational initiatives and foundational competencies.present_framework
Open slide detailBeat · Solution
21
The slide highlights two key metrics: Share of Packages and Packages Sales Margin, showing growth trends.summarize
Open slide detailBeat · Product
22
The slide highlights the expansion of the loyalty program across multiple Latin American countries with local banking partners.present_solution
Open slide detailBeat · Product
23
The slide uses a mix of line charts, bar charts, and a 3D surface plot to demonstrate performance improvements.present_solution
Open slide detailBeat · Product
24
The slide uses a mobile app screenshot as a central visual anchor to connect payment features to the user experience.present_solution
Open slide detailBeat · Product
25
The slide emphasizes mobile leadership as a key pillar of their value proposition.analyze_data
Open slide detailBeat · Product
26
The slide uses a combination of survey data (reasons for choosing offline) and internal performance metrics (offline GB growth).analyze_data
27
transition
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The slide uses a circular layout to represent the business model components.present_framework
29
The diagram uses a hub-and-spoke style architecture to show shared services supporting multiple brands.present_framework
30
Includes a historical bar chart of investments, a regional brand awareness table, and a specific trend line for Viajes Falabella in Chile.analyze_data
31
The slide uses a 'Growth Loop' diagram to connect segmentation, spend optimization, and sales attribution.present_framework
32
The slide demonstrates efficiency gains in marketing spend while maintaining traffic volume.analyze_data
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The slide uses a process flow diagram to show data inputs (elasticity) feeding into a data lake, which then informs a 3D pricing model to improve margins.present_solution
34
The slide serves as a transition or summary statement, emphasizing the company's portfolio of brands.establish_context
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summarize
36
The slide uses a visual 'feature-highlight' layout with screenshots of the Despegar mobile app.present_solution
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summarize
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The slide features a split layout with a solid teal background on the left containing text and logos, and a mountain landscape photo on the right.front_matter
40
The slide maps specific acquisitions to strategic initiatives (Complete Trip, Affordable, Omnichannel).present_solution
41
The slide uses a matrix-like structure to map value propositions to specific initiatives, followed by a visual representation of the acquired brands.present_solution
42
The slide uses a process flow diagram to show how two distinct brands are integrated into a unified back-end infrastructure.present_solution
43
The slide uses a two-column layout to contrast market presence metrics (left) with operational capability improvements (right).analyze_data
44
The slide uses a two-column layout to contrast market presence metrics (left) with operational P&L improvements (right).analyze_data
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Uses a comparison frame to highlight outperformance against market benchmarks.analyze_data
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transition
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The slide uses a matrix-like structure to map strategic pillars (Complete Trip, Affordable, Omnichannel) to specific initiatives and brands.present_solution
48
The slide uses a three-part structure: Value Proposition, Right to Win (comparison table), and Relevance B2B (growth chart).present_solution
49
The slide uses a three-part structure to explain the business model: Value Proposition, Right to Win (capabilities), and Relevance (growth metrics).present_framework
50
The slide uses screenshots of mobile interfaces to demonstrate the versatility of the white-label solution.present_solution
51
The slide uses a customer journey framework on the left to illustrate the touchpoints for Tours & Activities.summarize
52
The value chain diagram shows the flow from Property Owner to Booking Platform, highlighting Stays as the #1 local channel manager.present_solution
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present_solution
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The slide uses a two-column layout to contrast the 'Why' (strategic rationale) with the 'Right to Succeed' (competitive advantage).summarize
55
The slide uses a grid-based layout to categorize partners into four distinct buckets: BNPL Merchants, Payments & Fraud Customers, Distribution Channels, and Buspresent_framework
56
Includes specific callouts for COVID-19 impact periods and a 6.5x growth annotation.analyze_data
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transition
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transition
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The slide uses icons to categorize the 11 material areas.summarize
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transition
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Includes specific callouts for March 2022 FX data points and a list of growth drivers.analyze_data
Open slide detailLoop · Cost Of Inaction
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The slide uses a stacked bar chart to show revenue composition and triangles for total take rate per transaction.analyze_data
Open slide detailLoop · Cost Of Inaction
63
The slide uses a dual-axis approach (stacked bars for percentages, line/dot plots for dollar values) to show cost components over time.analyze_data
Open slide detailLoop · Cost Of Inaction
64
The slide uses a dual-axis representation (bar for % of GB, line for indexed cost per transaction).analyze_data
Open slide detailLoop · Cost Of Inaction
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The chart combines a stacked bar chart for cost components with a line chart for cost per transaction and markers for orders per FTE.present_solution
Open slide detailLoop · Cost Of Inaction
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The slide uses a table to map operational drivers to financial outcomes, concluding with a 5x earnings power target.analyze_data
Open slide detailLoop · Quick Win Big Bet
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The slide uses growth-adjusted multiples to highlight the valuation gap.compare_peers
Open slide detailLoop · Quick Win Big Bet
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summarize
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summarize
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state_next_steps