Yellow Corporation | Results Presentation Deck | 23 slides

Yellow Corporation · 2022-09
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 operational metrics.summarize
Open slide detailBeat · Setup
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The slide uses a before-and-after visual comparison of the network footprint, with checkmarks indicating completed milestones and circles indicating ongoing or plan_implementation
Open slide detailBeat · Evidence
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The map displays terminal locations across the Western U.S. with specific terminal IDs.plan_implementation
Open slide detailBeat · Evidence
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Illustrates operational synergy through network consolidation.present_solution
Open slide detailBeat · Evidence
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The slide illustrates the reduction of redundant terminal locations to improve asset utilization.present_solution
Open slide detailBeat · Evidence
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analyze_data
Open slide detailBeat · Evidence
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The slide includes a specific note regarding the LTM Adjusted EBITDA covenant threshold.analyze_data
Open slide detailBeat · Evidence
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The 2022E bar is represented as a range ($250-$300M) with a dashed top.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
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The chart displays total debt balances in millions of dollars, with specific breakdowns for each tranche.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
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The slide highlights a 3.4x reduction in leverage ratio year-over-year.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
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The chart shows a downward trend in cash contributions from 2019 to 2022.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
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Includes details on plan freezes and a 2021 annuity transfer to de-risk the balance sheet.analyze_data
Open slide detailBeat · ComplicationLoop · Cost Of Inaction
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establish_context
Open slide detailBeat · DevelopmentLoop · So What Cascade
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appendix
Open slide detailBeat · DevelopmentLoop · So What Cascade
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Includes footnotes explaining adjustments for terminal sales.analyze_data
Open slide detailBeat · DevelopmentLoop · So What Cascade
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plan_implementation
Open slide detailBeat · DevelopmentLoop · So What Cascade
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summarize
Open slide detailBeat · Resolution
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Includes footnote regarding YoY percentage calculation methodology.analyze_data
Open slide detailBeat · Resolution
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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
Open slide detailBeat · Resolution
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The table details specific adjustments including TL agreements, non-cash reserve changes, and expense thresholds.analyze_data
Open slide detailBeat · Resolution
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Includes contact details for Tony Carreño, SVP of Treasury and Investor Relations.summarize
Open slide detailBeat · Resolution