{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8f-2c24-765a-97b8-82631955283d", "slug": "jarvis-legion-genesco-presentation-june-2021", "title": "Legion Genesco Presentation June 2021", "subtitle": "legion-genesco-presentation-june-2021 · 2021-06", "author": "legion-genesco-presentation-june-2021", "date": "2021-06-01 00:00:00", "pageCount": 182, "kind": "activist-deck", "document": { "id": "019f6b8f-2c24-765a-97b8-82631955283d", "slug": "jarvis-legion-genesco-presentation-june-2021", "title": "Legion Genesco Presentation June 2021", "rawTitle": "Legion Genesco Presentation June 2021", "authorId": "legion-genesco-presentation-june-2021", "authorName": null, "authorDisplay": "legion-genesco-presentation-june-2021", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "activist_investor", "label": "Activist investor" }, "fileName": "jarvis-legion-genesco-presentation-june-2021.pdf", "sourceUrl": "file://Jarvis_Resources/Legion-Genesco-Presentation-June-2021.pdf", "sourceDate": null, "presentationDate": "2021-06-01 00:00:00", "ingestedAt": "2026-07-16 15:32:52.982431+00", "status": "ready", "pageCount": 182, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-legion-genesco-presentation-june-2021", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "activist", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 182, "pagesIndexed": 182, "pagesWithImages": 182, "pagesWithMetadata": 182, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 1075, "chartCount": 85, "metricSlides": 0, "toolMatches": 54, "documentToolMatches": 0, "frameworkMatches": 147, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "evidence": "The deck follows a clear PAS structure, highlighting problems, agitating them, and offering a solution.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:20:16.056215+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null, "categoryName": "Analysis", "categorySlug": "analysis" }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5ec80d76-59e0-4ed6-a15a-5bb3278e73bc", "evidence": "This slide is titled 'Business Overview' and contains a brief summary of the company, including its business description, key statistics, and a diagram of its holding company structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:20.348836+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "df056d9f-db47-4b84-9a5c-c876f03b7e56", "evidence": "This slide compares the Genesco business structure before and after the Lids divestiture, using a diagram/before-after-bridge.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:20.462422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "79647ba4-2c37-4ae0-85fc-d3008bf1700b", "evidence": "Comparison table of ESG metrics across Genesco and 9 peers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:22.86417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Villain slide", "slug": "villain-slide", "status": "active", "bestFor": "In activist decks where the personality matters", "canonId": "019dd9e1-518c-7404-976a-5be5a517b659", "version": 1, "bodyDocId": null, "description": "A dedicated slide presenting the named villain visually", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a281eab8-3daa-4934-8989-00f411266113", "evidence": "III-Conceived and Inefficient Footwear Conglomerate Structure", "pageRefs": null, "priority": null, "whenToUse": "In activist decks where the personality matters", "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:22.938058+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Makes the antagonist concrete", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e5c89cd9-1f3d-4ec0-b328-1be7a51d0c71", "evidence": "Value Chain Comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:23.012251+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Venn diagram", "slug": "venn-diagram", "status": "active", "bestFor": null, "canonId": "019de52d-1f53-7290-96c8-79388c95fc17", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7218144b-9c59-4228-b2f8-efc236563ae4", "evidence": "Venn diagram showing overlap between Footwear Retailers and Footwear Brands", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:23.089276+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "NxN matrix", "slug": "matrix-nxn", "status": "active", "bestFor": null, "canonId": "019de52d-2313-71fa-bb45-a7d1a4aae23a", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4ffa190e-533f-4d5a-a5d7-a496118668fb", "evidence": "Matrix of age ranges vs business segments", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:23.202219+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "CEO quote contradiction", "slug": "ceo-quote-contradiction", "status": "active", "bestFor": "When management credibility is the lever", "canonId": "019dd9e1-52e9-717f-8454-93e627563ed6", "version": 1, "bodyDocId": "019dd9a1-8296-720d-8f51-da76937f9415", "description": "You reproduce management's own words — verbatim, with source and date — and\nthen place them next to the outcome that contradicts them. The CEO built\nthe rope; you put it around their own neck.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4ef9c3d7-37c1-4c63-926f-658050fa61ae", "evidence": "Robert J. Dennis, former Chairman and CEO of Genesco", "pageRefs": null, "priority": null, "whenToUse": "When management credibility is the lever", "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:23.275264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": "- **Maximum credibility**: no adjective you could write is as damning as the\n target's own prior statement.\n- **No rebuttal path**: management can't argue they didn't say it.\n- **It forces accountability onto a person**, not an institution — even if\n you aren't explicitly naming a villain elsewhere.\n- **Reporters amplify it**. A CEO-quote-contradiction slide is quotable,\n which means it lands in WSJ/FT/Bloomberg coverage.", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a40bf163-1978-418b-ba05-d7ece12129f1", "evidence": "table/data: Company, Market Cap, Proxy Fight Cost, % of Market Cap", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:10.449955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "dbe8ae33-22f8-4771-adcd-226cae651680", "evidence": "The Genesco Board is spending an outrageous amount of shareholder money to protect the status quo, including a 20-year tenured Lead Director who has a relative TSR of negative 3,446%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.41252+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "00aaa8a5-cdb7-4515-99c7-4aab0d6cfe25", "evidence": "We believe Genesco's management, employees, customers and stockholders all deserve new Board leadership that is highly experienced in leading and overseeing retailers", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:10.52495+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "NxN matrix", "slug": "matrix-nxn", "status": "active", "bestFor": null, "canonId": "019de52d-2313-71fa-bb45-a7d1a4aae23a", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7ac29ebb-9df1-4620-bce6-27f931894e00", "evidence": "table/data: Comparison matrix of incumbent directors vs Legion nominees across 7 skill categories.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.599004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "776327ac-85d4-45ff-939d-85050bc6c9c7", "evidence": "chart/waterfall-bridge: The Value Creation Opportunity: EPS Improvement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:10.672952+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "CEO quote contradiction", "slug": "ceo-quote-contradiction", "status": "active", "bestFor": "When management credibility is the lever", "canonId": "019dd9e1-52e9-717f-8454-93e627563ed6", "version": 1, "bodyDocId": "019dd9a1-8296-720d-8f51-da76937f9415", "description": "You reproduce management's own words — verbatim, with source and date — and\nthen place them next to the outcome that contradicts them. The CEO built\nthe rope; you put it around their own neck.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca22b707-a709-43c9-af9f-58ccaba319d6", "evidence": "quote/testimonial: I don't think Genesco is getting lift for owning a brand, Johnston & Murphy...[Genesco] is trading at a retail multiple even though they own a brand.", "pageRefs": null, "priority": null, "whenToUse": "When management credibility is the lever", "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.747107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": "- **Maximum credibility**: no adjective you could write is as damning as the\n target's own prior statement.\n- **No rebuttal path**: management can't argue they didn't say it.\n- **It forces accountability onto a person**, not an institution — even if\n you aren't explicitly naming a villain elsewhere.\n- **Reporters amplify it**. A CEO-quote-contradiction slide is quotable,\n which means it lands in WSJ/FT/Bloomberg coverage.", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f70a3714-19d0-4a9e-a969-54976f451998", "evidence": "Legion’s nominees will seek to: Restore profit and revive growth; Refine investor communications; Implement best practices in governance; Explore all opportunities to achieve fair value.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.85866+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "5479f9ae-7e91-4c1a-a1b1-eed0ebb69af4", "evidence": "We urge fellow stockholders to vote the WHITE proxy card to elect strong and proven industry leaders to the Board", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:10.821293+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca856ad5-7706-41e0-9b0e-b8254be33659", "evidence": "list/bullet: 1. Genesco Has a Poor Financial Track Record, 2. Genesco Has Been a Poor Allocator of Capital, 3. Operational Issues", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:10.969453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "9f61635d-3dd8-4ebd-8c6a-89fc083ed8a0", "evidence": "title/action-title: Genesco Has a Poor Financial Track Record", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:11.045193+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f7f14eba-aa58-4325-aa72-83de3e0ca578", "evidence": "table/data: Table of top 10 existing wholesale doors, total chain doors, penetration rate, and available doors.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:25.891831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "634f0434-441a-4c84-8935-7c309bb789f2", "evidence": "table/data: Score Card comparing J&M and Cole Haan across 6 financial metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:25.964813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "373e1778-e0f0-43b5-90e2-07cc0fdd5831", "evidence": "table/comparison: Comparison matrix of J&M vs Cole Haan across three dimensions: Ownership, CEO, and Brand Management.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:26.038403+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "60811a0b-8230-46bf-b186-8c5d32aeb186", "evidence": "title/subtitle: Section 2", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:26.112679+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "8a2acc54-3440-4b7f-a123-84bc4822d857", "evidence": "paragraph/paragraph: While Journeys has a strong, loyal customer base and good sales momentum, we believe there are opportunities for growth and profitability that have been neglected by the Board and management", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:26.186575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "607fb82d-db0a-412f-b3a4-326486733c94", "evidence": "annotation/legend: Least Favorable to Customers (white circle) vs Most Favorable to Customers (dark blue circle)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:29.441115+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "52425843-6e49-469e-83d4-749b3922f6b6", "evidence": "The slide mentions a three-pillar strategic plan.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.595962+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ac48618a-290e-4247-a2e6-1f04a51ad278", "evidence": "chart/line: BURL Share Price Performance during Bart's Tenure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.645454+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 129, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a5939c6c-e3fd-4ec3-a3d9-8f90caa19c82", "evidence": "During Bart’s tenure as CMO, advertising cost as a percentage of total revenue declined from 2.0% to 1.0% while fueling 30% compounding comparable store sales growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:24.720072+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d8292a99-6c8f-4256-bad5-0c456d3d27a5", "evidence": "table/data: 1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.79396+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Three Pillars Framework", "slug": "three-pillars-framework", "status": "active", "bestFor": null, "canonId": "5546e77b-3aa3-4806-946d-d1e6e8841ceb", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d75e82cc-bbf1-4e4d-a21f-00f7faed7f1b", "evidence": "list/bullet: Reset Strategy and Transform Culture; Restore Profitability; Revive Growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:24.90521+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8c67bc56-e02e-4452-9bb6-73cb57e80870", "evidence": "chart/waterfall-bridge: EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.979483+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "30bea726-56bc-46ab-b0e1-aac54d88d576", "evidence": "diagram/org-chart: Genesco corporate structure with business units", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:25.053082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff19036b-3dd4-4379-a326-301e3cbe3158", "evidence": "list/bullet: Promote culture focused on diversity & inclusion both internally and externally and commit resources to this mission", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.833208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "5d8e15d1-fc06-4391-a8f1-4bc24512a04a", "evidence": "paragraph/description: Increase diversity in product offerings and workforce, more inclusive marketing programming, and greater accountability through the institution of updated employee conduct policies", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:15.943116+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bb64a8df-64c1-40c7-840c-cba1eb5d0892", "evidence": "list/bullet: In-Store Experience and Operations pillar details", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.905979+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4efd4746-a60f-498c-b457-d6005dafeb30", "evidence": "paragraph/description: We believe caring about the environment matters to Gen Z. – Journeys 2.0 will thread sustainability into each of the 3 phases of the product lifecycle, making visible to customers the environmental", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:16.089629+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "58c0f7f4-1106-4bd4-a3bf-c260eac47d84", "evidence": "list/bullet: Supply Chain and Manufacturing: Partner with vendors to commit to 30% of assortment made from renewables or upcycled materials by 2025; Work with logistics and vendors to identify and share with consumers a", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.052553+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3b8190fa-3288-4152-88f3-cc7acbfcb5a5", "evidence": "list/bullet: Implementation of minimum ownership guidelines for directors along with holding requirements until six months after leaving Board", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.165052+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b8006e61-dbbd-4a31-9215-84cddb942de5", "evidence": "list/bullet: Improve segment financial disclosures – disclose gross margins and SG&A by segment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.237311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "72b5c77e-8c9f-4f27-950d-cf2ce9bdf836", "evidence": "table/comparison: Current Plan vs A Better Plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:16.311375+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af740c48-fef0-4574-8dd5-f91e37342ab6", "evidence": "chart/waterfall-bridge: EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:16.38601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b8e9ec6e-58f6-4041-ac66-461756f474ca", "evidence": "chart/bar-vertical: Inventory turns (COGS / inventory)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.461508+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Process flow", "slug": "process-flow", "status": "active", "bestFor": null, "canonId": "019dd9e1-4dca-76bc-8135-401836a1c4c0", "version": 1, "bodyDocId": null, "description": "Workflow, steps, sequential diagram.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cf7de711-d5b5-4f3e-81b5-e6da502bb381", "evidence": "diagram/process: Process flow showing order transmission from Journeys to vendor, vendor to carrier, carrier to customer, and returns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:16.535585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1b391d94-1b28-45bc-9dc7-ce0586681097", "evidence": "table/data: Fiscal Year table showing Net Sales, Corporate & Other Expenses, and % of Net Sales from 2012-2020 with '18-'20 change.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.609937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "30d4c92c-a152-487e-a78e-2c434c464297", "evidence": "EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:17.223717+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ec0eb8e3-5073-4fbf-b21c-80aa616d5253", "evidence": "EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:17.37564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "b26f4d86-b3ff-49a7-9852-cc2ad4c8a795", "evidence": "The slide implies a specific audience (likely investors or stakeholders) and their concerns regarding social engagement.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:17.623181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "66da58a9-6451-4b76-b515-033e3cdf5d2b", "evidence": "This slide presents a clear problem statement about social engagement, including a headline and supporting data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.58726+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "cf6d23ca-3465-4f4a-b927-6863eeddf8fb", "evidence": "This slide continues to present a problem statement about social engagement, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.698309+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 174, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "63dd80d3-3f9e-4630-86ef-a0467483d9cc", "evidence": "This slide presents a clear problem statement about search execution, including data and screenshots.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.775733+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 175, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "06889aed-0800-4eb4-b939-d11181beae38", "evidence": "This slide continues to present a problem statement about search execution, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.849257+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 176, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "90411277-6dc4-4638-8b38-0caf0d523a33", "evidence": "This slide presents a clear problem statement about web experience, including data and comparisons.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.925706+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 177, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "c886dd43-d1cd-4175-8d59-c21b45e85aae", "evidence": "This slide presents a clear problem statement about split shipments, including a logistics flow diagram.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.005768+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 178, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "511d6a7a-35d7-46e0-806e-6d17730546ea", "evidence": "This slide continues to present a problem statement about split shipments, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.082319+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "e4993df0-eb3c-4f61-9509-355960408737", "evidence": "This slide presents a clear problem statement about split shipments, including excessive packaging concerns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.157716+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5461af53-c217-4b6b-a714-52bf4d5e8959", "evidence": "Citing historical investment performance to establish credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "authority-citation" }, { "matchId": "f703243d-a88f-438b-bbd3-8acb57c7b63a", "evidence": "Presenting board nominees as qualified candidates for shareholder consideration.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "audience-persona" }, { "matchId": "60825de7-1283-49d9-a6be-0a5714e3f3e3", "evidence": "Visual hierarchy of holding company and subsidiaries", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "hub-spoke" }, { "matchId": "106d2a2a-128a-423d-8cb2-0e7864fb57cb", "evidence": "Focuses on board insularity and conglomerate discount as primary drivers for activist intervention.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:51.261+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "activist-defense" }, { "matchId": "1f56a095-96aa-4bb7-94be-7d5c06632b39", "evidence": "Visual comparison of business structure before and after divestiture", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "before-after-bridge" }, { "matchId": "6f8c8904-c31d-4105-a4e6-471d6853d08d", "evidence": "Three-pillar argument structure common in proxy contests", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "activist-defense" }, { "matchId": "1c9fdb69-f56d-48f0-9abf-6a363eac7ebf", "evidence": "Explicitly frames the board as failing shareholders across multiple governance dimensions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "villain_critique" }, { "matchId": "cc809443-d897-402a-8fc4-b44865dcef1c", "evidence": "Comparison of GCO performance against peer groups and indices", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "comparison_frame" }, { "matchId": "7127d214-2d4e-483f-a340-5736c13a7f57", "evidence": "Comparison of three distinct peer sets for operational and TSR analysis", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "peer-benchmarking" }, { "matchId": "7d8a2ec6-e0de-4195-84b5-5dd4203e560e", "evidence": "Contrasts company's own data against their performance to highlight failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "expose_contradiction" }, { "matchId": "c06e2820-5572-4571-be9a-2f394e38b38a", "evidence": "Comparison of valuation multiples against peer groups", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "comparison_frame" }, { "matchId": "c105d2cf-df68-4907-b777-d5d6b2360382", "evidence": "The slide explicitly frames the company's issues as a 'failure in governance'.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "governance" }, { "matchId": "620b871b-84cf-4857-ab0c-cb6ea69babe1", "evidence": "Comparison of 'Current Plan' vs 'A Better Plan'", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "before-after-framing" }, { "matchId": "7a0a2d38-8830-4b4e-98b0-9328bbbe8c30", "evidence": "Contrasting executive pay growth against operating profit decline", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "538b419d-acd4-4ac7-966c-98ee9520c86b", "evidence": "Visual representation of ESG goal comprehensiveness using circle fill levels.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "maturity-model" }, { "matchId": "4f44dbd6-ce9e-40c9-8f96-6199152042b1", "evidence": "Visual representation of corporate center as hub and business units as spokes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "hub-spoke" }, { "matchId": "6a6e0ba8-569f-4544-bfe9-aca17b9950b8", "evidence": "The slide explicitly maps the operational steps (design, source, import, distribute, sell) for two distinct business segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "value-chain" }, { "matchId": "274e41ab-a027-4e0e-8beb-963256a3fe66", "evidence": "Comparing financial performance across business model segments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" }, { "matchId": "d54bb398-30f2-4c6f-92bc-dbe5b67aa51a", "evidence": "Compares three companies across a specific operational metric (synergies).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "comparison_frame" }, { "matchId": "e9a93ff9-47d4-4e91-afc5-4074e50e0bb6", "evidence": "The slide uses a grid to map business segments against age demographics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "matrix-nxn" }, { "matchId": "c58b16ed-690b-47a6-ae6a-389bc62a81fb", "evidence": "Uses former CEO quote to contradict current company narrative", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "fd83f160-d6aa-44da-96f3-7b3345a0e238", "evidence": "Directly contrasts management claims with counter-evidence.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "expose_contradiction" }, { "matchId": "a633e0ac-77d5-4f25-a0df-f70e5d3b0882", "evidence": "Contrasting company claims with reality for each pillar", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "expose_contradiction" }, { "matchId": "739276f0-e9ad-4f30-a110-ed824fd18ad7", "evidence": "The slide frames specific board members as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "antagonist-introduction" }, { "matchId": "a593b6d6-139f-4730-9b0d-a5f58ac96c91", "evidence": "Visual callouts labeling directors as lacking retail experience", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "antagonist-introduction" }, { "matchId": "5d7b8169-430f-4e80-93e4-0779dc88939e", "evidence": "Visualizing board interlocks to frame incumbents as a cohesive, problematic group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "antagonist-introduction" }, { "matchId": "141a3270-c845-4905-be15-dce29f8ef0de", "evidence": "Compares Genesco's proxy costs against a peer group of 57 small-cap companies.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "comparison_frame" }, { "matchId": "f08d1feb-70bd-4cb3-815c-4324985075b1", "evidence": "Focus on board composition and independence", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "governance" }, { "matchId": "1ab9a47e-cc69-41d0-b404-9d27814ff3f7", "evidence": "Direct comparison table between incumbents and nominees to highlight skill gaps.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "comparison_frame" }, { "matchId": "c9ce0901-db41-46ea-b221-8b55c159386f", "evidence": "The slide uses a waterfall chart to bridge the gap between current and future EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "waterfall-bridge" }, { "matchId": "f85eec00-d41c-47a4-8a3e-73d315d8a230", "evidence": "Using a third-party research firm quote to validate the activist's thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "authority-citation" }, { "matchId": "de836b35-b167-4ff5-817a-e4ea31dd140c", "evidence": "Explicit call to vote for the white proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "closing-ask" }, { "matchId": "096a0787-c847-4ef5-bd42-e530759a2ba0", "evidence": "The slide breaks down the 'Case for Change' into mutually exclusive and collectively exhaustive categories.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:58.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "mece-principle" }, { "matchId": "5463657e-8075-40b5-bb15-a0c8da59fe58", "evidence": "Systematic comparison of financial metrics against peers to identify underperformance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "diagnostic-test" }, { "matchId": "3252e99a-d24c-4069-8f3e-c46b7c78665c", "evidence": "Contrasting management's quote about momentum with the actual poor performance data.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "a8ba6a4f-8d6f-4c31-8afd-ab17aa1938ba", "evidence": "Compares stock performance against benchmarks to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "comparison_frame" }, { "matchId": "ca022b04-da70-4196-9fde-bbaa28b13c3c", "evidence": "The slide explicitly contrasts management's 'momentum' claim with the visual evidence of a pandemic-low recovery.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "expose_contradiction" }, { "matchId": "b34e3d13-dac2-4a85-8b94-0112be8e0503", "evidence": "Comparing GCO performance against peer group to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "comparison_frame" }, { "matchId": "51e814e9-4b98-46eb-8102-e96e19954dfb", "evidence": "The slide explicitly contrasts the company's own data against its performance to highlight failure.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "expose_contradiction" }, { "matchId": "365f0118-b014-412b-a0b8-3bad314d46bc", "evidence": "Comparison of ROIC against WACC to demonstrate value destruction.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "capital-return" }, { "matchId": "1c77b834-fc2c-4360-8538-112c93148c5f", "evidence": "Comparison of company ROIC against industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "peer_benchmark" }, { "matchId": "356bc34e-95f5-4418-bf71-912e54eaf567", "evidence": "Highlighting margin degradation to argue against management's performance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "fraud-exposure" }, { "matchId": "5352f893-ded6-4e39-b8e9-1ca95fca9aa1", "evidence": "Comparison of company metrics against a defined peer group to highlight performance gaps.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "frameworkName": "peer_benchmark" }, { "matchId": "f310ca26-2c5f-411a-b6ee-ea65c287db40", "evidence": "Contrasting CEO quote with peer benchmark data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "8c22c4b6-b688-47d0-9b06-9bb059b790e1", "evidence": "Comparison of occupancy costs across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "peer-benchmark" }, { "matchId": "37dc927e-df45-45ee-b4a5-f78017018dd7", "evidence": "The headline is a statement of fact, while the sub-headline provides the 'so-what' or thesis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "action-titles" }, { "matchId": "d90dc64b-ba85-48b2-aab5-287ba89c8041", "evidence": "Comparison of EBITDA margins across a set of industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "peer-benchmark" }, { "matchId": "82de64f6-2a0a-4aff-a660-1c826054a71f", "evidence": "Comparison of GCO valuation multiples against industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "peer_benchmark" }, { "matchId": "09410972-0298-419a-9f05-5cb98276a8f8", "evidence": "Contrasting CEO quote with performance data", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "2fada589-972b-4b09-9844-649e5d2c339c", "evidence": "Contrasts poor acquisition performance data with a positive quote from the former CEO.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "78183ca0-b120-4733-ba7c-93aadccc258c", "evidence": "The slide critiques the board's capital allocation decisions regarding CapEx vs D&A and non-core spending.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "frameworkName": "capital-allocation-framework" }, { "matchId": "2afe2b5c-e9b5-45a7-b08f-486c7fce3787", "evidence": "Contrasts a 2011 optimistic CEO quote with 2020 poor financial performance data.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "c185c11e-7b41-48ce-9314-cad681f5c8b1", "evidence": "Critique of board oversight and decision-making processes regarding M&A.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "governance-board" }, { "matchId": "b0e59157-f29e-4dbd-9d0a-22ceba20045d", "evidence": "Contrasts 2014 CEO quote about expansion with 2019 CEO quote about cost-cutting and store closures.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "06f1cf02-fb44-4bed-8365-f587fb450dd6", "evidence": "The slide explicitly juxtaposes a historical CEO quote about growth against current performance data showing stagnation.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "49d5befd-a260-47bd-88a4-cd820dd470e8", "evidence": "Uses historical management quotes to contrast initial investment thesis with subsequent poor performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "59360a99-c919-4cdf-b5f1-eb9b60edfc43", "evidence": "The slide systematically identifies four distinct areas of management failure.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "frameworkName": "diagnostic-test" }, { "matchId": "dc26506d-0e58-4e38-b772-29afa79132b0", "evidence": "Comparison of J&M against 7 industry peers on wholesale/retail mix", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "peer_benchmark" }, { "matchId": "c2060922-4db7-49f6-baee-8b26d4d83c43", "evidence": "Contrasting top 10 accounts vs small customer base", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "contrast-pairs" }, { "matchId": "49695f34-cb9c-4c81-a76a-980e3d2e894f", "evidence": "Quantifies total addressable market (TAM) through door count analysis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "frameworkName": "market-sizing" }, { "matchId": "162a43cb-d14f-465f-8ed2-ffa33b0a6abd", "evidence": "Direct side-by-side financial and operational benchmarking of two companies.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "frameworkName": "comparison_frame" }, { "matchId": "47b87e1b-a738-446d-8cb2-e660390e70f7", "evidence": "Side-by-side comparison of two entities across specific criteria", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "frameworkName": "comparison_frame" }, { "matchId": "03aa35d4-56ee-4dd1-ada1-25a4fdb069cd", "evidence": "Attributing margin decline to Board's lack of strategic oversight", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "fraud-exposure" }, { "matchId": "2c566263-444c-4ebc-a353-83b9fec4153d", "evidence": "Comparing Journeys' digital penetration against two peer groups to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "frameworkName": "comparison_frame" }, { "matchId": "42b9b0e2-bd8b-49d6-921d-5187e66af93e", "evidence": "Comparison of digital penetration metrics across a set of peer retailers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "peer_benchmark" }, { "matchId": "ec5fd259-9e0c-46f4-ac12-092e5bae695f", "evidence": "Contrasts historical CEO quotes promising BOPUS with current lack of capability.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "aedfeb2a-6c57-46ff-ab70-45da8bd3f4fa", "evidence": "Contrasting analyst questions with management responses to highlight strategic failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 74, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "cc23eec1-298e-464d-8278-ce6c1a01df69", "evidence": "Central logo connected to peripheral problem points", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "frameworkName": "hub-spoke" }, { "matchId": "b2f18ac3-9d20-4e4b-a682-c50e306bd043", "evidence": "Contrasting management quotes against current business status", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "059ff357-6a33-4e06-8830-95a0e4b9da42", "evidence": "Compares Journeys against 8 peers across three metrics to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "comparison_frame" }, { "matchId": "124c4ed5-6417-46eb-a642-9aa5046e8da9", "evidence": "Highlights the gap between existing policy and customer perception/awareness.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "frameworkName": "expose_contradiction" }, { "matchId": "dd4e087f-2304-49d1-9585-bf5b4376800d", "evidence": "Comparison of GCO's lack of loyalty program against competitors with established programs.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "frameworkName": "peer_gap" }, { "matchId": "bd90e53e-65b3-4082-95b7-232d5b091a78", "evidence": "Table comparing features across competitors", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 80, "frameworkName": "comparison_frame" }, { "matchId": "8cde5ffe-deb7-4afb-bf7c-096c16348656", "evidence": "Identifies root cause of low online penetration via customer survey data", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 81, "frameworkName": "diagnostic-test" }, { "matchId": "49d541f8-ebc5-4ebe-8f31-3fe8bea0b3dd", "evidence": "The slide explicitly frames the content as 'What's Broken?' to diagnose a business problem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "frameworkName": "diagnostic-test" }, { "matchId": "bdccaab6-dd72-4292-bd74-27abc66f6a25", "evidence": "Visual comparison of search engine results pages (SERPs) to identify brand visibility gaps.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 83, "frameworkName": "SEO Audit" }, { "matchId": "aeb7e624-6b28-4a16-b5e1-18e81ccb4729", "evidence": "Contrasts current 'broken' state with proposed improvement via peer comparison", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "frameworkName": "before-after-framing" }, { "matchId": "3fae25ca-32a2-4139-a3c8-ad10819c1672", "evidence": "Identifies a specific customer pain point and proposes a solution.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "frameworkName": "diagnostic-test" }, { "matchId": "04114a59-2fb8-497d-9466-396470bfcc71", "evidence": "Exposing deficiencies in a target company's operations to justify activist intervention.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "frameworkName": "fraud-exposure" }, { "matchId": "e472e5b9-c147-4e4c-bfc7-fe17545eb393", "evidence": "Contrasts teen brand preference (Nike) with Journeys' zero SKU offering.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "frameworkName": "expose_contradiction" }, { "matchId": "728c400c-0dbc-4d28-a392-743c567d4b00", "evidence": "Visual comparison of marketing claims vs. market reality", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 89, "frameworkName": "expose_contradiction" }, { "matchId": "b0495834-b9d6-4cef-840d-42b32b43a988", "evidence": "Visual flow from split shipments to negative outcomes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "frameworkName": "causal-chain" }, { "matchId": "a7f46f1f-5c2f-4fc7-b50a-ac438d209855", "evidence": "Comparison of company performance against a set of industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "frameworkName": "peer_benchmark" }, { "matchId": "22c3759d-ac4d-4158-b573-918ecc060f6e", "evidence": "Critique of board structure, CEO/Chairman duality, and compensation alignment.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "frameworkName": "governance" }, { "matchId": "db8e6e17-d0e1-4743-ab89-63c95799ab04", "evidence": "The slide frames the current board members as the 'antagonist' to the company's success through negative labeling.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "frameworkName": "antagonist-introduction" }, { "matchId": "e2f26971-1fb2-4754-9521-53205f0d4339", "evidence": "Used to highlight board underperformance and lack of alignment to justify change.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 95, "frameworkName": "activist-defense" }, { "matchId": "20c19507-810f-4dfb-933c-137be237ff10", "evidence": "Skills matrix used to evaluate board composition and identify gaps.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "frameworkName": "governance-board" }, { "matchId": "3a95fc74-a4ca-4e03-96f6-77929c5ed3c2", "evidence": "The slide critiques board composition, voting standards, and leadership structure.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "frameworkName": "governance" }, { "matchId": "33b55986-e47f-43f8-902e-9069a169978c", "evidence": "Table structure directly contrasts company claims with activist reality checks.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 98, "frameworkName": "expose_contradiction" }, { "matchId": "bf8f5367-9966-4e45-90fc-37adc56f7316", "evidence": "Comparison table of ESG metrics across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "frameworkName": "peer_benchmark" }, { "matchId": "df68a73c-9bdd-493e-a380-d8fb41446ced", "evidence": "The slide explicitly contrasts rising executive pay with falling operating profit to argue for poor governance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 100, "frameworkName": "expose_contradiction" }, { "matchId": "826dc662-2f62-4de7-88a4-df5125e59d32", "evidence": "Exposing perverse incentive structure in executive compensation", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "frameworkName": "fraud-exposure" }, { "matchId": "df181770-c7b2-4686-9835-be5f8926ed28", "evidence": "Contrasts declining performance metrics (EVA) with rising executive compensation (CEO pay).", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "51be59ba-b2a9-4992-b0f3-f1f213cf0503", "evidence": "Visual mapping of connections between central nodes and peripheral entities", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 103, "frameworkName": "hub-spoke" }, { "matchId": "a453459a-9937-4b5a-81c6-6522950b86b5", "evidence": "Geographic visualization of board member locations", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "frameworkName": "map-spatial" }, { "matchId": "6aaa2299-1bc2-4e76-aad7-d6136992d92d", "evidence": "The slide contrasts the board's stated desire for change with their actions to protect a long-tenured director.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "frameworkName": "expose_contradiction" }, { "matchId": "2a886178-4d83-46ef-8d44-ad47d54c6d95", "evidence": "The slide frames the company's refusal as a contradiction to their stated confidence in their board members.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "frameworkName": "activist-defense" }, { "matchId": "0409e1b9-c0f7-4b86-86e1-43575d706100", "evidence": "The slide frames specific directors as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "frameworkName": "antagonist-introduction" }, { "matchId": "fde7003b-e31b-4e46-b057-7e189dc483f8", "evidence": "Frames the director as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "frameworkName": "antagonist-introduction" }, { "matchId": "c4dbdd40-e695-4efc-9842-46a465bfc09f", "evidence": "The slide frames the nominee as a villainous figure with a history of failure and legal issues.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "frameworkName": "antagonist-introduction" }, { "matchId": "5c29fc0d-4e15-45b8-8888-dfec298a9979", "evidence": "Critique of director's professional history and governance record", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "antagonist-introduction" }, { "matchId": "43cc40f6-e10e-4c78-a41c-fcaf77578b3f", "evidence": "The slide frames the nominee as a villain by listing controversial past associations.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "frameworkName": "antagonist-introduction" }, { "matchId": "6edea0e8-9276-443e-a513-41dfce9f8b64", "evidence": "Focuses on specific board member's lack of experience and conflicts of interest.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "antagonist-introduction" }, { "matchId": "0925fef3-6012-44a3-aab1-2fbec6b92ecb", "evidence": "Contrasts nominee's career timeline with market data to invalidate expertise.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "frameworkName": "expose_contradiction" }, { "matchId": "705b15f2-eff2-4524-a1f1-72df4b9c358d", "evidence": "Slide frames McDermott as the primary antagonist to shareholder value.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "antagonist-introduction" }, { "matchId": "5824d187-e15f-4ccf-a5d4-62b05ae41026", "evidence": "The slide frames the board's actions as a reactive, defensive measure against the activist's intervention.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "abaa625c-4262-4fa2-9409-11fdfd357730", "evidence": "Highlights history of lawsuits and failed performance metrics to question leadership integrity.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "frameworkName": "fraud-exposure" }, { "matchId": "ac8873a5-6de6-4708-83a4-c78120b395b2", "evidence": "The slide frames the nominee as an antagonist to the company's success by highlighting negative career outcomes.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "frameworkName": "antagonist-introduction" }, { "matchId": "98abe8ca-0499-4943-b70b-589a22af8a74", "evidence": "Highlighting false credential claims", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "frameworkName": "fraud-exposure" }, { "matchId": "c338cb70-9c66-4047-a248-48640a75b584", "evidence": "Three-column strategic plan layout", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "frameworkName": "matrix-nxn" }, { "matchId": "d991c3f4-352f-43d3-b9e3-51da36fca7ec", "evidence": "Contrasts advertising cost reduction with sales growth over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "frameworkName": "before-after-framing" }, { "matchId": "610e1cf4-50cf-4122-9fde-41fb16b51de9", "evidence": "Hierarchical flow of strategic initiatives leading to business outcomes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "frameworkName": "causal-chain" }, { "matchId": "567927cf-d1e4-47a2-ad22-7343fdae4c66", "evidence": "Three-column strategic plan with steps and impact", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "frameworkName": "roadmap" }, { "matchId": "b3e80698-ea97-40ba-b712-9d92c70cd451", "evidence": "Visual bridge from current EPS to target EPS", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "frameworkName": "waterfall-bridge" }, { "matchId": "c47221cd-f00d-43f4-9023-0ea4d96a3881", "evidence": "Proposes divesting non-core business units to improve corporate focus and profitability.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "frameworkName": "breakup-spinoff" }, { "matchId": "8e571e29-89df-43e1-a93a-d1257e91a60f", "evidence": "Divestiture of non-core business units to unlock value and focus.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "frameworkName": "breakup-spinoff" }, { "matchId": "1dd37a22-ea7b-48bc-86a9-6b56643f99a5", "evidence": "ESG framework structure (Environment, Social, Governance)", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "frameworkName": "gri-standards" }, { "matchId": "c4c78f0f-db89-4f69-a456-48136df3e9e8", "evidence": "The slide explicitly lists corporate governance reforms.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "frameworkName": "governance" }, { "matchId": "244119dc-5b7e-4043-b875-60a4bdfd9d26", "evidence": "The slide explicitly contrasts 'Current Plan' with 'A Better Plan'.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:25.684+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "before-after-framing" }, { "matchId": "02d9972a-b923-4c64-8ad2-44d317469616", "evidence": "The slide uses a waterfall chart to bridge the gap between current and target EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "frameworkName": "waterfall-bridge" }, { "matchId": "9c4a1f1a-cd6e-493d-a42d-a13667ee842f", "evidence": "Comparison of inventory turns across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "frameworkName": "peer_benchmark" }, { "matchId": "78f7925d-df9f-448c-bf10-d252bc3e3067", "evidence": "The slide uses a circular flow diagram to illustrate the vendor direct fulfillment process.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "frameworkName": "process" }, { "matchId": "6ad3b2b8-8bf7-4861-ada0-9940d0e5a024", "evidence": "Proposing specific savings of $15M by streamlining corporate costs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "frameworkName": "cost-cutting" }, { "matchId": "31b9d9ef-2d7a-4cd3-ad0f-d7c66d2f70c3", "evidence": "Proposing lease renegotiations to reduce occupancy costs and improve profitability.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "frameworkName": "cost-cutting" }, { "matchId": "b50a4470-381d-4c13-9914-bcee4f8449d3", "evidence": "Focus on unlocking trapped real estate value on the balance sheet.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "frameworkName": "asset-value" }, { "matchId": "3f66eab8-3a71-42cb-ac61-4ade1d776c76", "evidence": "The slide uses a waterfall chart to bridge the gap between current and target EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "waterfall-bridge" }, { "matchId": "61da3fd7-a4a5-4eb5-9e00-9b86a27643c3", "evidence": "The slide maps the value proposition between the retailer and the brands.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "frameworkName": "value-chain" }, { "matchId": "279be54b-2e4e-41de-aa03-6bf886ca3e1a", "evidence": "Quantifies total addressable market vs current penetration", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "market-sizing" }, { "matchId": "75486527-ba74-4c90-8320-4338f5cb32fb", "evidence": "4-step process flow for BOPUS", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "frameworkName": "customer-journey-map" }, { "matchId": "0fc5c2ec-6ba5-4097-8e59-5e1b9f381148", "evidence": "Mentions 'Journeys' and outlines the delivery process steps", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "frameworkName": "customer-journey-map" }, { "matchId": "b5b50539-170a-41a0-8c00-e2ec01b68a1f", "evidence": "Comparing current brand portfolio against customer demand to identify expansion opportunities.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "frameworkName": "gap-analysis" }, { "matchId": "2cdc446c-7416-4ecb-90b1-7536e354a224", "evidence": "Comparison of old vs new homepage layout", "framework": null, "confidence": 0.008, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "frameworkName": "before-after-bridge" }, { "matchId": "e202aa97-95cc-4592-86b7-d04c3cdf9a51", "evidence": "Benchmarking web features against a peer's customer journey", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "frameworkName": "customer-journey-map" }, { "matchId": "8e9cf99f-6f60-4888-8eae-d0673cb6602f", "evidence": "Uses Target app as a model for Journeys", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 162, "frameworkName": "peer_benchmark" }, { "matchId": "d8b07285-fe38-4fd7-9c31-5e0eb9503ac7", "evidence": "Focus on improving customer touchpoints and engagement", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 164, "frameworkName": "customer-journey-map" }, { "matchId": "2cac028d-b1fd-4aa6-a24c-c35fc1de7e1d", "evidence": "Focus on Gen Z social media preferences", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 165, "frameworkName": "audience-segmentation" }, { "matchId": "c5906a45-f342-45fc-9256-849ad308e1c4", "evidence": "Quote from Payments Journal used to validate the strategy", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "frameworkName": "authority-citation" }, { "matchId": "00c6a1ee-a715-4e93-bb47-2ac553340044", "evidence": "Explicit call to action for shareholders to vote the WHITE proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 167, "frameworkName": "closing-ask" }, { "matchId": "7652c95d-93aa-47b1-bc40-a51589983072", "evidence": "Direct comparison of opponent claims vs reality", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 171, "frameworkName": "expose_contradiction" }, { "matchId": "faf2da11-40cb-42ea-a077-efdd5c2aafba", "evidence": "Analysis of board committee chair tenures and concentration of power.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 172, "frameworkName": "governance" }, { "matchId": "f2a66d7f-1ba4-43af-b6a9-e18d9f0e06e6", "evidence": "Chronological progression of social media adoption by company", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "frameworkName": "timeline" }, { "matchId": "45a5f090-e2b3-4c28-a5e0-5e6d65720c2c", "evidence": "Uses comparative data to identify performance gaps in social media strategy.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 174, "frameworkName": "diagnostic-test" }, { "matchId": "95348886-ee23-4eba-a636-d424c8e69f31", "evidence": "The slide performs a diagnostic audit of search engine visibility to identify a performance gap.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 175, "frameworkName": "diagnostic-test" }, { "matchId": "49410953-e218-4b9c-a9f9-de8d391fd280", "evidence": "The slide performs a diagnostic check on search visibility to identify a business problem.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 176, "frameworkName": "diagnostic-test" }, { "matchId": "6d54d6ec-3f96-434e-bb7d-215d1805d052", "evidence": "Geographic visualization of logistics flow", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 178, "frameworkName": "map-spatial" }, { "matchId": "66119c9b-a754-4bbf-a700-8e032525a04a", "evidence": "Geographic visualization of logistics routes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "frameworkName": "map-spatial" }, { "matchId": "9b4ab2ea-26a5-436f-a9c3-c7b181127af2", "evidence": "Uses a geographic map to visualize supply chain logistics and order fulfillment paths.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "frameworkName": "map-spatial" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Includes branding for Legion Partners and GCOForward, with a date stamp of June 2021.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/VVsj4CeaNKlP3ecrW69ovK2S8A-1N6WODIZE6KtU6HU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbGVnaW9uLWdlbmVzY28tcHJlc2VudGF0aW9uLWp1bmUtMjAyMS9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 7, "textChars": 136, "nDataPoints": 0, "notes": "Includes branding for Legion Partners and GCOForward, with a date stamp of June 2021.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.185+00", "seconds": 4.024, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/1", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-1", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": null, "kind": "image", "text": "Legion Partners logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c6de139-45e5-4c54-9a45-6fbb4ca1d062", "parentComponentId": null }, { "bbox": null, "kind": "image", "text": "GCOForward logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c016f34-d37b-4869-8d94-486fa630104c", "parentComponentId": null }, { "bbox": null, "kind": "image", "text": "Footwear product photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4254673f-fa28-43fd-a53f-3a191e655c26", "parentComponentId": null }, { "bbox": null, "kind": "image", "text": "Retail store interior photos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f7a918b-003e-4fe1-a6ba-fe903e963cd8", "parentComponentId": null }, { "bbox": null, "kind": "image", "text": "Footwear product collage", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6766d30-9add-438a-a770-25d1484343f9", "parentComponentId": null }, { "bbox": null, "kind": "paragraph", "text": "June 2021", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71d2ea5e-564a-4174-8448-106bf3f87cd3", "parentComponentId": null }, { "bbox": null, "kind": "paragraph", "text": "www.GCOForward.com", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.185+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcc1e30f-d14e-4cae-843f-1851616e82f4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/mjYthMpQhzeV_21zU45sAapD7u-8ID-jSAPPQRGom7s/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbGVnaW9uLWdlbmVzY28tcHJlc2VudGF0aW9uLWp1bmUtMjAyMS9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/KZG0170lT7rQEny1L3esAaCbIan0kNRknLcTFLpkBk8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbGVnaW9uLWdlbmVzY28tcHJlc2VudGF0aW9uLWp1bmUtMjAyMS9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/76Q9As9fULVGRYskrXvpFJZmseaZD9X4c61U_jUQeHk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbGVnaW9uLWdlbmVzY28tcHJlc2VudGF0aW9uLWp1bmUtMjAyMS9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 282, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:51.285+00", "seconds": 2.961, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/2", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-2", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.89 }, "kind": "other", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.285+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82f144e3-9b2d-49ee-8a93-588077fba42f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.17, "x": 0.78, "y": 0.94 }, "kind": "other", "text": "CONFIDENTIAL & PROPRIETARY", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.285+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9c84889-ec9b-449d-9529-c0beaf8f4585", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.82, "x": 0.09, "y": 0.245 }, "kind": "table", "text": "1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.285+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65c3eeb3-fdae-4736-affe-a7206f1bfaa9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.285+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec22a7ae-fd48-4b9b-a80f-d52c1f96134e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "Slide 3 of the deck, providing firm credentials.", "function": "summarize", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 11, "textChars": 710, "nDataPoints": 5, "notes": "Slide 3 of the deck, providing firm credentials.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.299+00", "seconds": 3.901, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/3", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-3", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.6, "x": 0.07, "y": 0.94 }, "kind": "disclaimer", "text": "Note: 1. As of May 31, 2021; 2. This includes board members placed due to Legion settlements through April 2021; 3. Represents 888,680 shares in aggregate", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01cbc85a-6382-41a0-a37e-a5e470776d72", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.7, "x": 0.23, "y": 0.42 }, "kind": "list", "text": "Drive Value Through Activism: Align interests; Placed 30+ board members (40% diverse); Enhance value through activist strategies.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c4186e6-b6c9-4979-9926-7cbd4b1ac4e8", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.7, "x": 0.23, "y": 0.66 }, "kind": "list", "text": "Aligning with Long-Term Goals: Top 5 investor in Genesco; Prior campaign success; Sold Lids business for $100M to boost ROIC.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4281d619-e3cd-4918-9d78-90f4eaf80b95", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.23, "y": 0.18 }, "kind": "list", "text": "Strategic Stock Selection: High-quality businesses trading at a significant discount; Small-cap companies; Concentrated, high-conviction portfolio.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9df6216a-4425-4958-9f1b-965c96855a86", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.08, "y": 0.68 }, "kind": "metric", "text": "2012", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d25f9bf-25af-4c12-b7c9-0defd4a143b9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.08, "y": 0.42 }, "kind": "metric", "text": "40+ years", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa8e5821-5fd7-45e4-8bdf-826cb438e661", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.08, "y": 0.2 }, "kind": "metric", "text": "$581 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "befaf383-5df7-4d7c-b7da-4ab8b0327c05", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.07, "y": 0.47 }, "kind": "paragraph", "text": "Investment team's combined years of activist experience", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bbbec18-67ae-449c-86d8-dcef60c19a1e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.07, "y": 0.28 }, "kind": "paragraph", "text": "Assets under management", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71206282-547b-4acc-92ef-745451fd8a20", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.07, "y": 0.73 }, "kind": "paragraph", "text": "Co-founders Chris Kiper and Ted White", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8106d40f-686d-403d-9a3a-661e3a7c2b97", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion Partners", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.299+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "269eb404-ec89-4586-b2e0-0b48ad184580", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "evidence", "title": "Includes a list of logos for additional companies at the bottom.", "function": "cite_precedent", "rawType": "precedent_table", "block": null, "metadata": { "slideType": "precedent_table", "slideTypeCanon": { "name": "Precedent table", "slug": "precedent_table", "status": "active", "canonId": "019de52d-115e-757e-a38f-486981054171", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 5, "textChars": 419, "nDataPoints": 10, "notes": "Includes a list of logos for additional companies at the bottom.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:51.286+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/4", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-4", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "image", "text": "Additional company logos: Boulder Brands, Primo Water, Edgewell, Papa Johns, Carter's, Nutrisystem", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c269250d-c08b-42d1-b1d5-676d68be054a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.08, "y": 0.91 }, "kind": "other", "text": "Source: Legion Partners, Capital IQ", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4004192-28d2-494f-8c36-a5d11e85609e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Kohl's, Bed Bath & Beyond, Mattel, Chef's Warehouse, Perry Ellis investment outcomes", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04b170ee-90fd-4e46-a7b1-cf1e37b6b838", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Legion Partners has successful track records investing in the consumer and retail space and has helped generate significant shareholder value", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf7624b8-3ebc-49bc-8109-14733d81f46f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion's Track Record of Success in Consumer and Retail Space", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "104a387a-e66e-4098-9254-e67e529bc0b3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5461af53-c217-4b6b-a714-52bf4d5e8959", "evidence": "Citing historical investment performance to establish credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:51.286+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "setup", "title": "The slide uses a grid layout to present four distinct nominee bios, each including a headshot, a summary of qualifications, and a list of associated company log", "function": "introduce_nominees", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 9, "textChars": 732, "nDataPoints": 0, "notes": "The slide uses a grid layout to present four distinct nominee bios, each including a headshot, a summary of qualifications, and a list of associated company logos.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.259+00", "seconds": 6.693, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/5", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-5", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.7 }, "kind": "image", "text": "Dawn H. Robertson headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25b74189-8b99-4d1d-8a23-13f6eed23a30", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.53, "y": 0.7 }, "kind": "image", "text": "Hobart P. Sichel headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42397054-f980-4176-a023-45118c8b493d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.53, "y": 0.31 }, "kind": "image", "text": "Margenett Moore-Roberts headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61363e9e-b11a-4cc8-bb3f-11786b0c054a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.31 }, "kind": "image", "text": "Marjorie L. Bowen headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63de4cd2-d3c9-4d12-bde0-b53de553d9f9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.07, "y": 0.22 }, "kind": "paragraph", "text": "Corporate governance and qualified NYSE and NASDAQ financial expert with 20-year career in investment banking at Houlihan Lokey", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c04817a-3129-4d76-805a-5d1021db1ba1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.53, "y": 0.22 }, "kind": "paragraph", "text": "Recognized leader in inclusion and diversity with experience across data & technology, digital media, software development, and marketing services", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74023f33-24af-4fa6-982b-8c237fcb7b97", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.53, "y": 0.61 }, "kind": "paragraph", "text": "Former Chief Marketing Officer at Burlington and a key member of the leadership team that turned the business around and IPO’d the company", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb84fe1b-5585-4f0b-9a27-dcbdda78a57c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.07, "y": 0.61 }, "kind": "paragraph", "text": "Experienced C-level executive of major retailers with extensive turnaround experience at Old Navy, Myer, Sak’s Avenue, OCM, May Dept Stores, and Macy’s", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfbe984c-f7c7-4d20-824e-06664077f606", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Legion’s Nominees Have the Right Mix of Skills and Experience", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a17b80c2-73ce-4e23-bf21-f08e1aa470c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f703243d-a88f-438b-bbd3-8acb57c7b63a", "evidence": "Presenting board nominees as qualified candidates for shareholder consideration.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:55.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "audience-persona" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "setup", "title": "Includes a critical callout at the bottom regarding board performance and value erosion.", "function": "establish_context", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 9, "textChars": 833, "nDataPoints": 8, "notes": "Includes a critical callout at the bottom regarding board performance and value erosion.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.506+00", "seconds": 3.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/6", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-6", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "callout", "text": "Genesco has been plagued by an extraordinarily long history of value erosion as a result of “Group Think” and a myopic Board’s blind adherence to an ill-conceived and underperforming business strategy", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "744251f0-ca5d-4d36-95ae-692421a6468d", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "Sales by Category", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37d77649-0f5d-4f18-a9a3-47f08fb9dc81", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.67, "y": 0.45 }, "kind": "chart", "text": "Physical vs Online Sales", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e7da108-d101-4756-bc79-9b355efea354", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.36, "y": 0.45 }, "kind": "chart", "text": "EBITDA by Category", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1b37a38-b14d-4523-8c65-80909c8cdea2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.58, "y": 0.22 }, "kind": "diagram", "text": "Genesco holding company structure with Journeys, schuh, Johnston & Murphy, and Licensed Brands", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d207a6e-894c-45a2-8eaa-4c33c2aae3ac", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Leading children's and teens' footwear retailer headquartered in Nashville, TN; Owns brands well-recognized by consumers; Key company statistics (pre-COVID): Revenue of $2,197mm, Adj. EBITDA of $146mm", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c34acb90-e0f4-40e1-bb60-c23d8070b5fd", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners’ Estimates. Note: 1. Results shown for FY 2020, the year ended February 1st, 2020 or the most recent fiscal year pre-COVID", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd7a01f7-5a3b-409d-83cd-c4a4bf3f84e1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco is a retailer and wholesaler of footwear, apparel and accessories in a holding company structure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e69e4a2-824d-4c99-b88c-26e2e2956517", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Business Overview", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "949d0620-c8be-415e-85b2-1f036921b9d7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5ec80d76-59e0-4ed6-a15a-5bb3278e73bc", "evidence": "This slide is titled 'Business Overview' and contains a brief summary of the company, including its business description, key statistics, and a diagram of its holding company structure.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:20.348836+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "60825de7-1283-49d9-a6be-0a5714e3f3e3", "evidence": "Visual hierarchy of holding company and subsidiaries", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.506+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "hub-spoke" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "tension", "function": "frame_problem", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 1, "textChars": 183, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:51.261+00", "seconds": 2.011, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/7", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-7", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.24, "w": 0.8, "x": 0.1, "y": 0.38 }, "kind": "title", "text": "This campaign is about breaking up an insular, interconnected Board that has kept Genesco from achieving full value by maintaining a costly conglomerate structure lacking in synergies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:51.261+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fea320ca-cc41-4ddf-8101-e5bb72b7ebcb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "106d2a2a-128a-423d-8cb2-0e7864fb57cb", "evidence": "Focuses on board insularity and conglomerate discount as primary drivers for activist intervention.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:51.261+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "activist-defense" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "evidence", "title": "Uses a before-after visual structure to show the divestiture of Lids.", "function": "illustrate_case", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 819, "nDataPoints": 6, "notes": "Uses a before-after visual structure to show the divestiture of Lids.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.727+00", "seconds": 3.19, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/8", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-8", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "diagram", "text": "Comparison of Genesco business structure before and after the Lids divestiture.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "before-after-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dce8390-f90f-4266-8320-bd3560b4ee2f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.56 }, "kind": "list", "text": "We don't believe a real comprehensive strategic review has ever been conducted; It is time for GCO to eliminate its value destroying conglomerate structure that is devoid of meaningful synergies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bb94f73-4635-42e6-a228-ef4845bb91dd", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "list", "text": "Legion launched its first campaign at Genesco in late 2017; Legion owned ~5% of GCO shares; GCO increased Board size by two; Legion pushed for organizational changes; Lids sold for ~$100M; Stock price up ~75% from $25 to $45+.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9fd087f-838c-4443-b4f9-d6e66c3c3083", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "paragraph", "text": "Current campaign is focused on rebuilding a broken board, adding new nominees who have the experience and independence to evaluate all opportunities to unlock full value, including a full strategic review of non-core assets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a1e623a-7e56-4960-a3d6-08a2c2e0e16b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da39ccf3-e2c5-41a5-acbb-33cca14f74f4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Legion's First Campaign to Unlock Value at Genesco", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6130e421-d2e5-45a6-9dff-a1021b128e2a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "df056d9f-db47-4b84-9a5c-c876f03b7e56", "evidence": "This slide compares the Genesco business structure before and after the Lids divestiture, using a diagram/before-after-bridge.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:20.462422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "1f56a095-96aa-4bb7-94be-7d5c06632b39", "evidence": "Visual comparison of business structure before and after divestiture", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:52.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "before-after-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "tension", "title": "Uses a three-column structure to frame the activist thesis.", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 6, "textChars": 488, "nDataPoints": 2, "notes": "Uses a three-column structure to frame the activist thesis.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.612+00", "seconds": 3.034, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/9", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-9", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.28, "x": 0.05, "y": 0.155 }, "kind": "list", "text": "Poor Track Record & Conglomerate Structure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78274bcb-94d4-4b4f-aa4e-8ce33898f5b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.35, "y": 0.155 }, "kind": "list", "text": "Board Is Broken & Needs Refreshment", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c166629f-db2c-4a35-b637-3c1c3ee59ee7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.66, "y": 0.155 }, "kind": "list", "text": "Our Nominees Can Create Value", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca2f5a4d-589d-4df4-8adc-8acc41303fe5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Estimates. Note: 1. Please refer to slide 32 for details. 2. Assume 10x P/E multiple based on GCO's current valuation multiple", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ace9460b-cebd-4d0c-a1f1-86d57d6569e4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "title", "text": "Shareholder-driven Board change is needed to break-up a dysfunctional Board which seems more interested in preserving the status quo than driving long-term shareholder value", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "493a1a50-9ff4-4c8b-bfa6-1597c8b73b56", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Why Are We in This Proxy Contest?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7949f970-732b-4979-9960-bf5580c1ea93", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6f8c8904-c31d-4105-a4e6-471d6853d08d", "evidence": "Three-pillar argument structure common in proxy contests", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.612+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "activist-defense" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "type": "tension", "title": "Uses a table format to contrast key governance elements with specific failures.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 293, "nDataPoints": 10, "notes": "Uses a table format to contrast key governance elements with specific failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.589+00", "seconds": 2.934, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/10", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-10", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "We believe the incumbent Board fails on numerous counts and is poorly aligned with shareholders", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4050679d-201b-439d-8585-4deec6036858", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Robert J. Dennis, Former Chairman & CEO (Transcript 05/31/2019)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33328b8d-d5e0-436a-8405-833a92b96179", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Comparison table of Key Elements, Genesco Grade, and Why the Genesco Board Falls Short", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2215e5e1-8313-4eb8-9a87-b4e12a1b2981", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Current Board has Failed Shareholders", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "039f8de7-b667-4ab1-9345-be6b3b89e7f4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1c9fdb69-f56d-48f0-9abf-6a363eac7ebf", "evidence": "Explicitly frames the board as failing shareholders across multiple governance dimensions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:52.589+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "villain_critique" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "The slide uses negative percentages in parentheses to denote underperformance.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 5, "textChars": 929, "nDataPoints": 30, "notes": "The slide uses negative percentages in parentheses to denote underperformance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:53.135+00", "seconds": 3.412, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/11", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-11", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.76 }, "kind": "callout", "text": "The Board has mischaracterized its TSR track record by highlighting cherry-picked short-term performance, which is largely a function of how poorly Genesco did in initial phases of the COVID pandemic instead of so-called “momentum”", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80472da2-5ee2-496b-b28b-ead5aa6eebf5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021), Pre-COVID date of 12/31/2019, Mimi’s CEO appointment date of 01/31/2020. Notes: 1. Peers include BOOT, DBI, FL, SCVL, CAL, DKS, HIBB, WWW, CROX, DECK, SHOO, SKX. 2. ISS Peers include ANF, GES, SCVL, BKE, CROX, HIBB, SHOO, ZUMZ, ANF, CAL, DBI, URBN, CHS, EXPR, PLCE, WWW. 3. S&P 1500 Footwear Index includes CROX, DECK, NKE, SKX, SHOO, WWW", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96e80700-e953-4fb0-b22f-2d45aeefa328", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "table", "text": "GCO Relative Total Shareholder Returns vs. Peer Groups and Major Benchmarks", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e7aa083-a597-40ee-9b9e-b8a8b47a6c68", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "GCO stock has underperformed several pertinent peer groups and broader market indices, including the Company’s self-selected indices, over multiple time periods through the Unaffected Date (04/09/2021)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f28212a4-eff2-4bec-84c1-ff248d213f54", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Shares Have Materially Underperformed", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1c97c20-6bea-4b39-9fbd-453fbc7e2bd2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cc809443-d897-402a-8fc4-b44865dcef1c", "evidence": "Comparison of GCO performance against peer groups and indices", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.135+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "setup", "title": "The slide justifies the selection of specific peer groups for benchmarking purposes.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 5, "textChars": 512, "nDataPoints": 0, "notes": "The slide justifies the selection of specific peer groups for benchmarking purposes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:52.925+00", "seconds": 2.939, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/12", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-12", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.9, "x": 0.05, "y": 0.86 }, "kind": "callout", "text": "All peer sets and indices listed above are appropriate for comparison to GCO's operational, TSR, and valuation benchmarking", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b39d2957-f5e6-4ecb-8629-c0815c47c821", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Annual Report, ISS Report, Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a24704e1-c549-4762-a829-5e6eabe9feec", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Legion primarily utilizes a peer set that includes both footwear retailers and footwear brands for operational and valuation benchmarking, and uses ISS peers as well as GCO's self-selected indices for TSR comparison", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c850ac6-2c6b-4f2b-a2e5-8650f2d56959", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.24 }, "kind": "table", "text": "Peers, ISS Peers, Company Selected Indices", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c511112-4ec1-4842-b90b-a81cab53fc68", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Right Genesco Peer Sets and Indices", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c099c37-5513-431b-b0a1-9472feab3ab2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7127d214-2d4e-483f-a340-5736c13a7f57", "evidence": "Comparison of three distinct peer sets for operational and TSR analysis", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:52.925+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "peer-benchmarking" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 13, "type": "tension", "title": "Uses a line chart and a corresponding data table to visualize the performance gap.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 6, "textChars": 345, "nDataPoints": 18, "notes": "Uses a line chart and a corresponding data table to visualize the performance gap.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:53.967+00", "seconds": 3.729, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/13", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-13", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "Genesco stock has severely underperformed the Company's own hand-selected indices", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ae7d79f-f9d9-436c-bdf9-d2d058393c11", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Comparison of Cumulative Five Year Total Return", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91c89827-0b3f-4165-9758-e98175754700", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Annual Report", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cebf741b-1924-4c71-970b-3ddb620339d9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "The Company's TSR analysis from 2021 Annual Report", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2e607db-e733-4b6c-8f8a-f6c5f06f01c5", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.1, "y": 0.6 }, "kind": "table", "text": "Indexed Returns table showing Genesco vs S&P 500 vs S&P 1500 Footwear Index from 2016-2021", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "544ad05d-28e8-4131-b548-b80c3452b59e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Genesco's Own TSR Scorecard Appears to be an \"F\"", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67e9e097-4c05-4efc-a7c6-96b4dadd712f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7d8a2ec6-e0de-4195-84b5-5dd4203e560e", "evidence": "Contrasts company's own data against their performance to highlight failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.967+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "title": "The chart highlights GCO's valuation gap relative to both retail and brand peers.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 6, "textChars": 250, "nDataPoints": 12, "notes": "The chart highlights GCO's valuation gap relative to both retail and brand peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:53.209+00", "seconds": 2.954, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/14", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-14", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.15, "x": 0.75, "y": 0.3 }, "kind": "annotation", "text": "Footwear Brands Median: 13.6x", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7deb2f9-c3cf-491f-9355-be6ff5248a12", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.25, "y": 0.3 }, "kind": "annotation", "text": "Footwear Retailers Median: 6.8x", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dea67b46-8091-4e36-af5c-0541bae6ff1f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "EV / CY 2021 EBITDA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fef23c29-0591-4b00-a130-e2bd1570ae67", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Capital IQ (as of 04/09/2021) Note: EV excludes operating leases", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "463d292e-77bd-49a7-8b48-e4ad7219b612", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "GCO Valuation Lags Peers by a Substantial Margin", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcc41e4c-05ea-4c6b-ba2c-56d0135cb569", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Genesco continues to trade below peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02d3a90c-eb83-47fd-9473-ff4db0af8432", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c06e2820-5572-4571-be9a-2f394e38b38a", "evidence": "Comparison of valuation multiples against peer groups", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:53.209+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 15, "type": "tension", "title": "The slide uses a list-based diagnostic approach to frame the company's underperformance as a governance failure.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 5, "textChars": 499, "nDataPoints": 0, "notes": "The slide uses a list-based diagnostic approach to frame the company's underperformance as a governance failure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:53.638+00", "seconds": 3.117, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/15", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-15", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "At its core, this is a failure in governance", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da4c480c-f1d1-4b15-af62-0156f7a35476", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "list", "text": "Conglomerate Structure Destroying Value; No Credible Strategy to Fix Valuation; Questionable Capital Allocation; Poor Strategic Oversight; Misaligned Executive Compensation; Confusing Investor Communications", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abef8395-267e-40e7-ba63-582de7a545fe", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: SEC Filings, Press Releases, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f11e70f-baa9-4dea-b4c8-58243958962f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "We believe the Board has failed for years to add directors with the right experience and skill sets relevant to the Company's business", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbe40365-9a9d-4935-9392-c82dd909d4f7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "We Believe Numerous Issues Weigh on GCO's Valuation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f19bbab-13cc-4f92-be80-0243a8bf1613", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c105d2cf-df68-4907-b777-d5d6b2360382", "evidence": "The slide explicitly frames the company's issues as a 'failure in governance'.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:53.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "governance" } ], "arcBeats": [ { "to": 15, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 9, "name": "Problem", "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The deck identifies several problems with Genesco's current board and performance.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "tension", "title": "Uses a dual-axis chart to show the inverse relationship between profit and compensation percentage.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 6, "textChars": 502, "nDataPoints": 27, "notes": "Uses a dual-axis chart to show the inverse relationship between profit and compensation percentage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:54.83+00", "seconds": 3.416, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/16", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-16", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.65, "x": 0.28, "y": 0.54 }, "kind": "callout", "text": "Top 5 executive compensation has increased by 43% while operating profit declined by 49%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35a2f13a-7842-49e3-8e5e-83711b3954e1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "chart", "text": "NEOs' Compensation vs. Operating Profit", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2075456-bcdc-4c18-a5b8-d8d2b347512f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco's executive compensation appears to serve executives instead of shareholders – our nominees will seek to redesign executive compensation to better align with performance", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01624215-39b1-4d35-9550-399632c62cc1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: FY 2018 Operating Profit excludes $182mm of goodwill impairments", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01ee923c-e1ff-4f1f-874a-c08e596b200d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "table", "text": "Current Plan vs A Better Plan", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": null, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4231aec-de26-4078-af95-91a7ee3bad9f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Executive Compensation Paying for Underperformance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaa1e195-c5f4-4b33-be12-80b0b9f8ccde", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "620b871b-84cf-4857-ab0c-cb6ea69babe1", "evidence": "Comparison of 'Current Plan' vs 'A Better Plan'", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "before-after-framing" }, { "matchId": "7a0a2d38-8830-4b4e-98b0-9328bbbe8c30", "evidence": "Contrasting executive pay growth against operating profit decline", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:54.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "setup", "title": "The slide uses a visual maturity scale (empty to full circles) to represent the comprehensiveness of ESG goals across peer companies.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 370, "nDataPoints": 60, "notes": "The slide uses a visual maturity scale (empty to full circles) to represent the comprehensiveness of ESG goals across peer companies.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:54.505+00", "seconds": 3.048, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/17", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-17", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.21 }, "kind": "legend", "text": "Non-Existent to Most Comprehensive scale", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36d64b17-d04c-4508-8b26-2b644f443478", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Company Websites, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bd6c7a6-4ff2-42a6-9f1f-8c2845df86cd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco announced an ESG subcommittee only in June 2021, led by two lackluster incumbent directors, Marshall Jr. and Barsh, with no announced goals, targets or framework", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8c1178b-390d-429f-ad7a-ff3901a7398b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Comparison table of ESG metrics across Genesco and 9 peers.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "facd283f-8781-4cba-9ab6-06b02da7cf1b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Has No Discernible ESG Program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9965c16f-8549-4ff4-bc2a-5ad4729c8c61", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "79647ba4-2c37-4ae0-85fc-d3008bf1700b", "evidence": "Comparison table of ESG metrics across Genesco and 9 peers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:22.86417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "538b419d-acd4-4ac7-966c-98ee9520c86b", "evidence": "Visual representation of ESG goal comprehensiveness using circle fill levels.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:54.505+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "maturity-model" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "tension", "title": "Uses a hub-and-spoke diagram to illustrate the corporate center's drain on resources.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 8, "textChars": 422, "nDataPoints": 6, "notes": "Uses a hub-and-spoke diagram to illustrate the corporate center's drain on resources.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.03+00", "seconds": 3.465, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/18", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-18", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Corporate structure diagram showing Genesco center connected to Retailers and Brands", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e50029e7-b1aa-4b3c-b89f-62cf98c17149", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.57, "y": 0.22 }, "kind": "metric", "text": "Sales: $2,197mm EBITDA: $146mm", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ad0ae26-bc47-4773-8290-53e426b32a67", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.07, "y": 0.85 }, "kind": "metric", "text": "Sales: $1,835mm EBITDA: $160mm", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15e01216-4e2a-4ebb-b640-fc1d092ff026", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.53, "y": 0.85 }, "kind": "metric", "text": "Sales: $301mm EBITDA: $24mm", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4f9fbb2-8ae9-422e-a236-78e84547b484", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.78, "y": 0.4 }, "kind": "metric", "text": "EBITDA: ($38mm)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c41cf3a4-f538-40af-8a0a-c8c2b2892f93", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners’ Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c80350f-25f2-4f3c-8908-9a8fd749cc54", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Genesco is a conglomerate of two very different footwear businesses supporting an expensive and poor performing corporate center", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a875f1d6-e7a4-4524-8471-6ab902ce9ce7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "III-Conceived and Inefficient Footwear Conglomerate Structure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e97469b6-ab2f-4722-bb2e-ed195286feb8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Villain slide", "slug": "villain-slide", "status": "active", "bestFor": "In activist decks where the personality matters", "canonId": "019dd9e1-518c-7404-976a-5be5a517b659", "version": 1, "bodyDocId": null, "description": "A dedicated slide presenting the named villain visually", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a281eab8-3daa-4934-8989-00f411266113", "evidence": "III-Conceived and Inefficient Footwear Conglomerate Structure", "pageRefs": null, "priority": null, "whenToUse": "In activist decks where the personality matters", "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:22.938058+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": "Makes the antagonist concrete", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "4f44dbd6-ce9e-40c9-8f96-6199152042b1", "evidence": "Visual representation of corporate center as hub and business units as spokes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:55.03+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The slide uses a process flow diagram to contrast the retail-focused value chain against the brand-focused value chain.", "function": "diagnose_problem", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 4, "textChars": 198, "nDataPoints": 0, "notes": "The slide uses a process flow diagram to contrast the retail-focused value chain against the brand-focused value chain.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.118+00", "seconds": 2.659, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/19", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-19", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "framework", "text": "Value Chain Comparison", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eeabc8e0-30e6-4bac-8694-42ce94feec5f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.1, "y": 0.95 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3869651-1281-44af-9e13-ebb91324fcdc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "GCO's Disparate Segments Have Almost Nothing in Common", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c23a45d-4238-4a4a-8765-e957c4eb9dde", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "The underlying value chains of GCO's two businesses are completely unrelated", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e00d6a5-2992-45a0-abd3-e314c1abe123", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e5c89cd9-1f3d-4ec0-b328-1be7a51d0c71", "evidence": "Value Chain Comparison", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:23.012251+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6a6e0ba8-569f-4544-bfe9-aca17b9950b8", "evidence": "The slide explicitly maps the operational steps (design, source, import, distribute, sell) for two distinct business segments.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.118+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "value-chain" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "setup", "title": "The slide uses a Venn diagram-like layout to categorize companies into Retailers, Brands, and a middle ground (conglomerates/hybrids).", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 460, "nDataPoints": 18, "notes": "The slide uses a Venn diagram-like layout to categorize companies into Retailers, Brands, and a middle ground (conglomerates/hybrids).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:56.125+00", "seconds": 3.41, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/20", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-20", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.75, "y": 0.75 }, "kind": "annotation", "text": "Values in bubbles represent enterprise value ($ in billions)", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e6f6220-c446-4497-b79a-90d9406a87b7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.94 }, "kind": "annotation", "text": "Source: SEC Filings, Legion Partners' Estimates, Capital IQ (as of 04/09/2021)", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3da8c7fd-671d-4c81-bf41-48dcca788e47", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "diagram", "text": "Venn diagram showing overlap between Footwear Retailers and Footwear Brands", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Venn diagram", "slug": "venn", "status": "active", "canonId": "019de52d-0463-710d-b529-cce18d828d2f", "version": 1, "description": null }, "framework": null }, "subkind": "venn", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0875530c-0f9c-4a6e-9cf6-ece285ce07fc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "table", "text": "Financial metrics table comparing Retailers, Hybrids, and Brands", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9651a26-e7fd-45e6-869f-4e71e0c4c907", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Most of the players in the US footwear industry do not straddle the two business models and the few that do, like GCO, underperform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5bc073e-f5ac-40d3-ba28-2b7a8ee25648", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Conglomerates in Footwear are Rare and Destroy Value", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a6e58c1-c908-4125-af87-79d8f7d1af1e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Venn diagram", "slug": "venn-diagram", "status": "active", "bestFor": null, "canonId": "019de52d-1f53-7290-96c8-79388c95fc17", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7218144b-9c59-4228-b2f8-efc236563ae4", "evidence": "Venn diagram showing overlap between Footwear Retailers and Footwear Brands", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:23.089276+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "274e41ab-a027-4e0e-8beb-963256a3fe66", "evidence": "Comparing financial performance across business model segments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.125+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "title": "The slide uses a comparative framework to highlight a strategic deficiency in Genesco's business model.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 4, "textChars": 264, "nDataPoints": 3, "notes": "The slide uses a comparative framework to highlight a strategic deficiency in Genesco's business model.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.667+00", "seconds": 2.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/21", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-21", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.11, "y": 0.94 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2683f3f1-3e89-4460-b646-b6a3285fae26", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Of the three US footwear companies straddling the two business models, Genesco has the least synergies", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dc1cc7e-6d9f-4bf8-ac8b-5d1cfdb3e400", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Comparison of Caleres, Designer Brands, and Genesco regarding retail/brand synergies.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63807c0e-fc69-4880-8409-ca47929bc5b3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Lacks Typical Synergies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b65d97df-5b01-4a3e-908a-5379bf0c798f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d54bb398-30f2-4c6f-92bc-dbe5b67aa51a", "evidence": "Compares three companies across a specific operational metric (synergies).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:55.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "setup", "title": "The slide uses a matrix layout to visually demonstrate the lack of overlap between the two business segments.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 5, "textChars": 274, "nDataPoints": 0, "notes": "The slide uses a matrix layout to visually demonstrate the lack of overlap between the two business segments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.649+00", "seconds": 2.731, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/22", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-22", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.68, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "framework", "text": "Demographic segmentation matrix", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5271ad27-3932-4f3b-b272-f759ace27244", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9457e7d-9420-41ba-956b-396fa9428159", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Matrix of age ranges vs business segments", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e03c270-319c-425a-9deb-b86594151073", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "There are no synergies between Genesco's two businesses because they target very different customer demographics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98352e47-65ed-46a0-9bfe-e3330f56b0bf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Segments Lack Meaningful Demographic Overlap", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06c6b5b1-7c89-4662-b35c-9549b3574d57", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "NxN matrix", "slug": "matrix-nxn", "status": "active", "bestFor": null, "canonId": "019de52d-2313-71fa-bb45-a7d1a4aae23a", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4ffa190e-533f-4d5a-a5d7-a496118668fb", "evidence": "Matrix of age ranges vs business segments", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:23.202219+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "e9a93ff9-47d4-4e91-afc5-4074e50e0bb6", "evidence": "The slide uses a grid to map business segments against age demographics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "frameworkName": "matrix-nxn" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "tension", "title": "The slide uses a 'villain' critique approach by highlighting the former CEO's own words to undermine the current company strategy.", "function": "expose_contradiction", "rawType": "ceo_quote", "block": null, "metadata": { "slideType": "ceo_quote", "slideTypeCanon": { "name": "CEO quote", "slug": "ceo_quote", "status": "active", "canonId": "019de52d-09b6-71c8-93a5-f90a9772a8fa", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 6, "textChars": 1174, "nDataPoints": 0, "notes": "The slide uses a 'villain' critique approach by highlighting the former CEO's own words to undermine the current company strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:44.777+00", "seconds": 51.774, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/23", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-23", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Genesco is a holding company with little operational role beyond simply allocating capital and its track record on that is poor", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbda007a-6de4-4bdd-acbc-632ab849ea32", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.2, "x": 0.05, "y": 0.25 }, "kind": "image", "text": "Robert J. Dennis", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99864459-9727-48de-abc7-965e6c2ecbdc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Robert J. Dennis promoted and closely mentored fellow McKinsey alumni Mimi E. Vaughn to ultimately lead Genesco – the structure they have implemented is more akin to a private equity firm than a footwear operating company – the Company continues to highlight this portfolio operating structure in its May 2021 Company Overview", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "974c0dbe-1f50-410b-8bbc-727b50126acd", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.65, "x": 0.28, "y": 0.25 }, "kind": "quote", "text": "We are structured so that we…we’re not a holding company, but directionally we are like that. I have four operating heads who run businesses. I went around to each of the business managers, and I listened a lot to what they thought their opportunities were and asked them specifically how they could be most successful operating, and they all told me a certain degree of independence. We are structured very much by saying to the operating heads – You are in charge of your businesses! I get involved in pretty much zero operating decisions.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2efc7887-0d5d-4db9-8911-ba46a00690a1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings. Inside the C-Suite: Robert J. Dennis, former Chairman and CEO of Genesco 04/12/2012 – YouTube", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3e8e0d1-a994-4d67-9bbc-1e34527d06b3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "GCO Structure Explained By Former CEO and Chairman", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "926b501b-65ce-43b0-862c-6bc671b180f7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "CEO quote contradiction", "slug": "ceo-quote-contradiction", "status": "active", "bestFor": "When management credibility is the lever", "canonId": "019dd9e1-52e9-717f-8454-93e627563ed6", "version": 1, "bodyDocId": "019dd9a1-8296-720d-8f51-da76937f9415", "description": "You reproduce management's own words — verbatim, with source and date — and\nthen place them next to the outcome that contradicts them. The CEO built\nthe rope; you put it around their own neck.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4ef9c3d7-37c1-4c63-926f-658050fa61ae", "evidence": "Robert J. Dennis, former Chairman and CEO of Genesco", "pageRefs": null, "priority": null, "whenToUse": "When management credibility is the lever", "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:23.275264+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": "- **Maximum credibility**: no adjective you could write is as damning as the\n target's own prior statement.\n- **No rebuttal path**: management can't argue they didn't say it.\n- **It forces accountability onto a person**, not an institution — even if\n you aren't explicitly naming a villain elsewhere.\n- **Reporters amplify it**. A CEO-quote-contradiction slide is quotable,\n which means it lands in WSJ/FT/Bloomberg coverage.", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c58b16ed-690b-47a6-ae6a-389bc62a81fb", "evidence": "Uses former CEO quote to contradict current company narrative", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:44.777+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "type": "tension", "title": "Uses a 'FALSE' stamp overlay to visually emphasize the contradiction.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 303, "nDataPoints": 0, "notes": "Uses a 'FALSE' stamp overlay to visually emphasize the contradiction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.593+00", "seconds": 2.545, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/24", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-24", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.05, "x": 0.25, "y": 0.2 }, "kind": "callout", "text": "FALSE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0419b4d5-31f7-46e6-930c-e6d5c7b3d325", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings. Robert J. Dennis, Former Chairman & CEO (Transcript 05/31/2019). Note: GCO continues to highlight similar synergies in its May 2021 Company Overview", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11c6556a-86c0-4cda-bdde-aad2132be1d8", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Comparison table of Synergy Cited, Management Quotes, and Reality", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34403234-ea4e-4da6-9613-f7b92370f88e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "GCO Justifies Its Conglomerate Structure with Illusory Synergies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d586b26-353b-41ab-85fa-d934c0db3b1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "fd83f160-d6aa-44da-96f3-7b3345a0e238", "evidence": "Directly contrasts management claims with counter-evidence.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.593+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "type": "tension", "title": "Uses a 6-column grid to systematically dismantle each strategic pillar.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 4, "textChars": 240, "nDataPoints": 3, "notes": "Uses a 6-column grid to systematically dismantle each strategic pillar.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:55.812+00", "seconds": 2.602, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/25", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-25", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.87 }, "kind": "callout", "text": "Board oversight appears weak and approves a strategy lacking any meaningful metrics, targets or KPIs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60e765a3-df0d-4763-b389-e7a7018ba072", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Six-column grid comparing GCO claims vs reality", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25f44d15-4e3c-4923-927e-76acc945f6bc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.12, "y": 0.96 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1db05e8-3e60-4cf4-9dbe-93668a1f6696", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.08, "y": 0.06 }, "kind": "title", "text": "GCO's Six Strategic Pillars Lack Tangible Goals", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74f41270-8943-42cd-a01e-721cab13d7fb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a633e0ac-77d5-4f25-a0df-f70e5d3b0882", "evidence": "Contrasting company claims with reality for each pillar", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:55.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "setup", "title": "The slide uses a 'villain' framing for incumbent directors, focusing on lack of relevant experience and governance failures.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 8, "textChars": 407, "nDataPoints": 8, "notes": "The slide uses a 'villain' framing for incumbent directors, focusing on lack of relevant experience and governance failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:57.278+00", "seconds": 3.854, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/26", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-26", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.06, "y": 0.62 }, "kind": "image", "text": "Joanna Barsh", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ec4400f-9125-49d9-b7b3-d4aa4ce0091d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.55, "y": 0.28 }, "kind": "image", "text": "Thurgood Marshall, Jr.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6371f984-7738-428c-b21e-5ef49d645952", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.55, "y": 0.62 }, "kind": "image", "text": "Kevin P. McDermott", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81e14293-92ef-4cfc-a6b9-8e8485caa524", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.06, "y": 0.28 }, "kind": "image", "text": "Matthew C. Diamond", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd4a7252-5930-4f06-8610-de29e42eb467", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.06, "y": 0.42 }, "kind": "list", "text": "Criticisms of incumbent directors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d3d86ae-ee2c-4f47-83e5-670930028ba0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "We are seeking to replace FOUR incumbent directors, the majority of whom have led the Board over long periods of underperformance and appear to lack experience that a modern footwear retailer would require", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eb1d910-ba98-49bd-9556-0dfeb6a5acb6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fabd461-1c0c-4535-afad-e3950d50e68e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "To Fix the Company, We Must Fix the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "559afac9-7716-4712-979d-1475c7507b67", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "739276f0-e9ad-4f30-a110-ed824fd18ad7", "evidence": "The slide frames specific board members as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.278+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "setup", "title": "The slide uses visual callouts ('NO RETAIL EXPERIENCE') to critique the board's composition.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 7, "textChars": 283, "nDataPoints": 12, "notes": "The slide uses visual callouts ('NO RETAIL EXPERIENCE') to critique the board's composition.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:56.942+00", "seconds": 3.417, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/27", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-27", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.35, "y": 0.18 }, "kind": "callout", "text": "NO RETAIL EXPERIENCE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6d6aec0-74d5-4a7f-9b5f-5897b90464cf", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Director headshots", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9894e0a2-d48e-4f11-9760-79705a9efb24", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.9, "y": 0.8 }, "kind": "other", "text": "Newly Appointed", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01a05e30-2afc-4fd6-a96e-c1a0cb662205", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.9, "y": 0.55 }, "kind": "other", "text": "To Retire at 2021 AGM", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d920e81-00ae-403d-b1c2-e08c161ff990", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.94 }, "kind": "paragraph", "text": "Note: CEO/Chairman Mimi E. Vaughn not shown... TSR data assumes... appointment due to lack of detailed information", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16c9fe22-8480-4438-a01b-a83a119c1069", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6a7a2cc-bd61-464d-a457-d4af94ed5913", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Recent Refresh Is Too Little Too Late", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bcf3b546-b6f0-4774-96b7-bcb6c7eccd4e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a593b6d6-139f-4730-9b0d-a5f58ac96c91", "evidence": "Visual callouts labeling directors as lacking retail experience", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.942+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "tension", "title": "The slide uses a node-link diagram to visualize corporate governance entanglements, specifically highlighting 'Historic Related Party Transactions' and the 'Nas", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 5, "textChars": 188, "nDataPoints": 0, "notes": "The slide uses a node-link diagram to visualize corporate governance entanglements, specifically highlighting 'Historic Related Party Transactions' and the 'Nashville Area' network.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:56.727+00", "seconds": 2.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/28", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-28", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Network of interlocks", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c156682-e775-400d-baf6-3027996e17bf", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Board members and executives", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b510ce8-e276-4a71-8d90-cca6b9ab373c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "image", "text": "External organizations and institutions", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfbc612c-a65c-430b-9ec2-22b2eb94e9ff", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72a248d5-3771-426d-af3d-be6b87f34444", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Incumbents and Insiders Maintain Concerning Interlocks", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "578242f1-1f2c-46f0-b487-bdcd982170b0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5d7b8169-430f-4e80-93e4-0779dc88939e", "evidence": "Visualizing board interlocks to frame incumbents as a cohesive, problematic group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:56.727+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 28, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 16, "name": "Agitate", "beatId": "8ae59c71-9e77-4a28-839b-3ae985566bb1", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The deck highlights various issues with the current board, including poor governance and underperformance.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "setup", "title": "The slide uses a red dashed box to highlight Genesco as an outlier compared to the peer group.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 5, "textChars": 617, "nDataPoints": 33, "notes": "The slide uses a red dashed box to highlight Genesco as an outlier compared to the peer group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:57.265+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/29", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-29", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.81 }, "kind": "callout", "text": "The Genesco Board is spending an outrageous amount of shareholder money to protect the status quo, including a 20-year tenured Lead Director who has a relative TSR of negative 3,446%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03d46907-1b26-43fc-8625-c5272adadbb8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research on 57 companies with market caps between $200 million and $2 billion.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44627e82-bca3-4b99-a391-8c4cd9b6f68f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "The Genesco Board is spending $8.5 million or 1.2% of its market cap to preserve the status quo, the highest percentage among all proxy costs for 57 small-cap companies from 2015 to present", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7468a6ce-960e-4774-88c3-c338227f2a85", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.21 }, "kind": "table", "text": "Company, Market Cap, Proxy Fight Cost, % of Market Cap", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af205c0e-21a8-47ca-9986-fae617e084ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Why is Genesco Spending $8.5 Million to Protect Matthew Diamond?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cd8ea83-fa55-470f-9bd1-b3f7ba155863", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a40bf163-1978-418b-ba05-d7ece12129f1", "evidence": "table/data: Company, Market Cap, Proxy Fight Cost, % of Market Cap", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:10.449955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "dbe8ae33-22f8-4771-adcd-226cae651680", "evidence": "The Genesco Board is spending an outrageous amount of shareholder money to protect the status quo, including a 20-year tenured Lead Director who has a relative TSR of negative 3,446%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.41252+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "141a3270-c845-4905-be15-dce29f8ef0de", "evidence": "Compares Genesco's proxy costs against a peer group of 57 small-cap companies.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.265+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "setup", "title": "The slide uses a rhetorical question at the bottom to frame the demand for independent directors.", "function": "state_demand", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "state_demand", "functionCanon": { "name": "State demand", "slug": "state_demand", "status": "active", "canonId": "019de52d-180b-70a3-99c7-c832ea7db96b", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 9, "textChars": 1298, "nDataPoints": 0, "notes": "The slide uses a rhetorical question at the bottom to frame the demand for independent directors.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:58.482+00", "seconds": 3.701, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/30", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-30", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.76 }, "kind": "callout", "text": "Is it too much to ask that the Company add independent directors not connected through personal or professional connections?", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5b00381-9e47-4237-bf4c-b1f70f7f2720", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.07, "y": 0.35 }, "kind": "list", "text": "Digital / Technology / Marketing Experience: to help successfully complete the transition to an omnichannel retailer that has a meaningful digital presence", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5020b9b8-24e6-42d2-bbad-9cf2aa750da9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.07, "y": 0.45 }, "kind": "list", "text": "Cost Cutting / Operational Efficiencies Experience: to help substantially reduce corporate expenses and improve operational efficiencies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79420c05-f3a7-4be5-9587-bff60e1d18b2", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.07, "y": 0.53 }, "kind": "list", "text": "Capital Markets Experience: to advise on retail market valuations, capital allocation including divestitures, and to effectively communicate a retailer story to investors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d487cb5-5e92-42ef-b5df-ff8c8d721f00", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.07, "y": 0.23 }, "kind": "list", "text": "C-Level Retail Operations / Merchandising Experience: to evaluate Genesco's operational performance and implement detailed value creation ideas to sell underperforming businesses as well as to improve the core business", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3546b2a-9682-4654-bd70-3ddc1effb341", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.9, "x": 0.07, "y": 0.63 }, "kind": "list", "text": "Governance and Investment Experience: to implement a formal ESG framework and reporting structure, transform executive compensation programs to align with long-term value creation, in addition to overseeing a comprehensive strategic review process", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de07a0b2-ad24-4d42-a43d-9cd2f46face3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "We believe Genesco's management, employees, customers and stockholders all deserve new Board leadership that is highly experienced in leading and overseeing retailers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "822ee3e8-12d8-40e5-b2a5-5c2faa455a2e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb3e0654-0f04-4567-8723-7a9f4883e439", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Stakeholders Deserve New Board Leadership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27448237-b59c-4bf0-80bf-d37820157374", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "00aaa8a5-cdb7-4515-99c7-4aab0d6cfe25", "evidence": "We believe Genesco's management, employees, customers and stockholders all deserve new Board leadership that is highly experienced in leading and overseeing retailers", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:10.52495+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f08d1feb-70bd-4cb3-815c-4324985075b1", "evidence": "Focus on board composition and independence", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:58.482+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "setup", "title": "Uses a skill-matrix comparison to frame incumbents as lacking relevant experience compared to nominees.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 381, "nDataPoints": 16, "notes": "Uses a skill-matrix comparison to frame incumbents as lacking relevant experience compared to nominees.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:57.973+00", "seconds": 2.765, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/31", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-31", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "Source: Company SEC Filings, Capital IQ as of 04/09/2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "252453ae-1058-4858-81be-3606a8af7940", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Comparison matrix of incumbent directors vs Legion nominees across 7 skill categories.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5083ecf-2739-4114-9826-021075be1488", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "GCO's incumbent directors are far outmatched by Legion's Nominees whose backgrounds and experiences are directly relevant to the Company's future and integral to its success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4d5a23c-60a0-4e84-b61c-8e76dd92034e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Legion's Nominees Bring the Right Skills and Experience to Genesco", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "096be06e-9e26-4487-b457-a67d79e61b9f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "NxN matrix", "slug": "matrix-nxn", "status": "active", "bestFor": null, "canonId": "019de52d-2313-71fa-bb45-a7d1a4aae23a", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7ac29ebb-9df1-4620-bce6-27f931894e00", "evidence": "table/data: Comparison matrix of incumbent directors vs Legion nominees across 7 skill categories.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.599004+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "1ab9a47e-cc69-41d0-b404-9d27814ff3f7", "evidence": "Direct comparison table between incumbents and nominees to highlight skill gaps.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:57.973+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "setup", "title": "The slide uses a waterfall bridge to decompose the EPS growth drivers.", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 410, "nDataPoints": 18, "notes": "The slide uses a waterfall bridge to decompose the EPS growth drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:58.119+00", "seconds": 2.711, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/32", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-32", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "The Value Creation Opportunity: EPS Improvement", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "158a14d3-9a3e-4e31-a73a-314f32917478", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "other", "text": "Source: Legion Partners' Estimates. Note: Status quo EPS of $4.58 reflects FY 2020 adjusted EPS as reported by the Company...", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c7ea8a0-5bd0-4b12-ab5f-7004b0696508", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "table", "text": "Net Income and Share count table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "220ab650-ac64-407a-8f66-267ad1c1fc68", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Eliminating the inefficient conglomerate structure, coupled with monetizing non-core assets, share buybacks and operational improvement could lead to significant value creation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64dc4f13-795f-4e24-9068-008e96abb9c0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2358cee-5bae-4241-bed9-834c480dedc0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "776327ac-85d4-45ff-939d-85050bc6c9c7", "evidence": "chart/waterfall-bridge: The Value Creation Opportunity: EPS Improvement", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:10.672952+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c9ce0901-db41-46ea-b221-8b55c159386f", "evidence": "The slide uses a waterfall chart to bridge the gap between current and future EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:58.119+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "tension", "function": "cite_precedent", "rawType": "ceo_quote", "block": null, "metadata": { "slideType": "ceo_quote", "slideTypeCanon": { "name": "CEO quote", "slug": "ceo_quote", "status": "active", "canonId": "019de52d-09b6-71c8-93a5-f90a9772a8fa", "version": 1, "description": null }, "function": "cite_precedent", "functionCanon": { "name": "Cite precedent", "slug": "cite_precedent", "status": "active", "canonId": "019de52d-142b-714b-86d4-58aad7b568ec", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 5, "textChars": 386, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:58.071+00", "seconds": 2.612, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/33", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-33", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.22, "x": 0.39, "y": 0.285 }, "kind": "image", "text": "Pivotal Research Group", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05e1660b-f23f-4855-94ed-ad0911467cdd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.07, "y": 0.92 }, "kind": "other", "text": "Source: Press Releases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6f6ae46-ae34-4fd5-a83e-8cc11bec06ee", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.45, "y": 0.66 }, "kind": "paragraph", "text": "May 2021", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ce10da2-e841-477b-902b-73e351942042", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.1, "y": 0.45 }, "kind": "quote", "text": "I don't think Genesco is getting lift for owning a brand, Johnston & Murphy...[Genesco] is trading at a retail multiple even though they own a brand. If you were to divest J&M once it rebounds, you could probably get more for that business than investors are giving it credit for now.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92329df7-2f18-46b8-93bc-5d122c18fa48", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Sell-Side Recognizes the Need for Strategic Review", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8357029c-5791-431d-b88e-aa058dc30432", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "CEO quote contradiction", "slug": "ceo-quote-contradiction", "status": "active", "bestFor": "When management credibility is the lever", "canonId": "019dd9e1-52e9-717f-8454-93e627563ed6", "version": 1, "bodyDocId": "019dd9a1-8296-720d-8f51-da76937f9415", "description": "You reproduce management's own words — verbatim, with source and date — and\nthen place them next to the outcome that contradicts them. The CEO built\nthe rope; you put it around their own neck.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca22b707-a709-43c9-af9f-58ccaba319d6", "evidence": "quote/testimonial: I don't think Genesco is getting lift for owning a brand, Johnston & Murphy...[Genesco] is trading at a retail multiple even though they own a brand.", "pageRefs": null, "priority": null, "whenToUse": "When management credibility is the lever", "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.747107+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": "- **Maximum credibility**: no adjective you could write is as damning as the\n target's own prior statement.\n- **No rebuttal path**: management can't argue they didn't say it.\n- **It forces accountability onto a person**, not an institution — even if\n you aren't explicitly naming a villain elsewhere.\n- **Reporters amplify it**. A CEO-quote-contradiction slide is quotable,\n which means it lands in WSJ/FT/Bloomberg coverage.", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f85eec00-d41c-47a4-8a3e-73d315d8a230", "evidence": "Using a third-party research firm quote to validate the activist's thesis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:58.071+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 34, "type": "setup", "title": "Includes a callout box at the bottom emphasizing the risk of inaction.", "function": "closing_ask", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "closing_ask", "functionCanon": { "name": "Closing ask (contrarian)", "slug": "closing_ask", "status": "active", "canonId": "019de52d-18d2-7137-8c99-0a14eb350f0f", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 477, "nDataPoints": 0, "notes": "Includes a callout box at the bottom emphasizing the risk of inaction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:58.667+00", "seconds": 2.993, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/34", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-34", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.77 }, "kind": "callout", "text": "Without the spotlight of pressure and meaningful Board refreshment, we fear that GCO will continue to be undermanaged and TSR will continue to underperform", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "391d695e-a43d-445c-b382-47f13ec6815b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.85, "x": 0.07, "y": 0.28 }, "kind": "list", "text": "Legion’s nominees will seek to: Restore profit and revive growth; Refine investor communications; Implement best practices in governance; Explore all opportunities to achieve fair value.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ef94fba-b110-4ac5-a873-939eb25b5395", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "We urge fellow stockholders to vote the WHITE proxy card to elect strong and proven industry leaders to the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40fb47fd-bc0a-47b1-b7fb-586c4dd7cfef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "GCO Needs to #GoForward", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba5e3d82-962f-4946-8b53-bf65469976c4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Call to action", "slug": "call-to-action", "status": "active", "bestFor": null, "canonId": "019dd9e1-4bbb-702a-9ead-82daf188bb7c", "version": 1, "bodyDocId": null, "description": "Explicit prescription of what the audience should do next.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f70a3714-19d0-4a9e-a969-54976f451998", "evidence": "Legion’s nominees will seek to: Restore profit and revive growth; Refine investor communications; Implement best practices in governance; Explore all opportunities to achieve fair value.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:10.85866+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Storytelling: the closing ask", "slug": "closing-ask", "status": "active", "bestFor": null, "canonId": "019df269-24e0-70ab-8dd9-983832c1c665", "version": 1, "bodyDocId": "019df269-24bc-7554-b88d-245127606b8d", "description": "The single most important slide in the deck — after the cover. The final", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "5479f9ae-7e91-4c1a-a1b1-eed0ebb69af4", "evidence": "We urge fellow stockholders to vote the WHITE proxy card to elect strong and proven industry leaders to the Board", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:10.821293+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "de836b35-b167-4ff5-817a-e4ea31dd140c", "evidence": "Explicit call to vote for the white proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:20:58.667+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "closing-ask" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 251, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:57.982+00", "seconds": 2.089, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/35", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-35", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.89 }, "kind": "other", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.982+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d4ce3bc-a385-4c04-bac5-d9dee9c36083", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.8, "x": 0.1, "y": 0.25 }, "kind": "table", "text": "1 Executive Summary 2\n2 Case for Change 35\n3 Governance and Compensation Issues 92\n4 Legion's Highly Qualified Nominees 119\n5 Value Creation Ideas 131\n6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.982+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65581bd6-2894-4965-9119-943f08f51270", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:57.982+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49a89d30-12b2-467c-958b-6be1902353d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 36, "type": "setup", "title": "The slide uses a hierarchical list structure to break down the 'Case for Change' into high-level issues and specific operational sub-issues.", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 234, "nDataPoints": 0, "notes": "The slide uses a hierarchical list structure to break down the 'Case for Change' into high-level issues and specific operational sub-issues.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:58.469+00", "seconds": 2.545, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/36", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-36", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.06, "y": 0.16 }, "kind": "list", "text": "1. Genesco Has a Poor Financial Track Record\n2. Genesco Has Been a Poor Allocator of Capital\n3. Operational Issues\n3a. Schuh Mismanagement\n3b. J&M Opportunities Squandered\n3c. Journeys Undermanaged and Stagnant", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23e8183c-164d-4fa0-8824-5512654135c1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92b0c492-5c1d-4e14-8a22-44f1671da6e4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "title", "text": "Section 2", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:58.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16cd3be0-657a-4058-be89-e8c6659275d5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ca856ad5-7706-41e0-9b0e-b8254be33659", "evidence": "list/bullet: 1. Genesco Has a Poor Financial Track Record, 2. Genesco Has Been a Poor Allocator of Capital, 3. Operational Issues", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:10.969453+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "096a0787-c847-4ef5-bd42-e530759a2ba0", "evidence": "The slide breaks down the 'Case for Change' into mutually exclusive and collectively exhaustive categories.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:58.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "mece-principle" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 37, "type": "tension", "title": "The slide uses a series of bar charts to contrast GCO (Genesco) performance against a peer group.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 9, "textChars": 328, "nDataPoints": 12, "notes": "The slide uses a series of bar charts to contrast GCO (Genesco) performance against a peer group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:59.302+00", "seconds": 3.348, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/37", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-37", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.68, "y": 0.62 }, "kind": "chart", "text": "Worst-in-Class Valuation", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04f72a3a-1e2d-43cb-8cab-ee48f11e714d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.38, "y": 0.62 }, "kind": "chart", "text": "Elevated SG&A", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31f596e0-7d70-4268-8940-5cfcb67b69fc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.08, "y": 0.35 }, "kind": "chart", "text": "Poor Long-Term TSR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1773182-95bf-44b5-887e-b4248607146c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.38, "y": 0.35 }, "kind": "chart", "text": "Poor Short-Term TSR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d019b98d-9a23-47ae-ae96-d823c95c1ceb", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.68, "y": 0.35 }, "kind": "chart", "text": "Declining ROIC", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a8198e9-6a84-44b7-8a4d-ad5d29a67ac7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.08, "y": 0.62 }, "kind": "chart", "text": "Degrading Margins", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3ae736e-98ba-4510-a7bd-869881a9cac2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.07, "y": 0.9 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021), Pre-COVID date of 12/31/2019. SEC filings. Notes: Peers include BOOT, DBI, FL, SCVL, CAL, DKS, HIBB, WWW, CROX, DECK, SHOO, SKX.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3090eb5-6e0f-4141-83c9-872bf7a6efc7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.66, "x": 0.17, "y": 0.22 }, "kind": "title", "text": "Genesco Has a Poor Financial Track Record", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "880fac91-8641-4aa0-b97e-bf6acfa1b6fa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53c058d6-03a1-44a4-a510-15926334eaba", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "9f61635d-3dd8-4ebd-8c6a-89fc083ed8a0", "evidence": "title/action-title: Genesco Has a Poor Financial Track Record", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:11.045193+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5463657e-8075-40b5-bb15-a0c8da59fe58", "evidence": "Systematic comparison of financial metrics against peers to identify underperformance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:20:59.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 38, "type": "tension", "title": "Uses a cherry icon to visually emphasize the 'cherry-picked' nature of management's performance claims.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 9, "textChars": 1027, "nDataPoints": 25, "notes": "Uses a cherry icon to visually emphasize the 'cherry-picked' nature of management's performance claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.186+00", "seconds": 4.132, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/38", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-38", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.05, "y": 0.52 }, "kind": "callout", "text": "The cherry-picked short-term performance reflects how poorly Genesco did during initial phases of the COVID pandemic instead of so-called \"momentum\"", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad969ae3-8584-41fb-a738-bc1eceaf5066", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "TSR performance comparison across 5 time periods", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d4d8657-3984-40e3-9329-f7b1df0f2b38", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.88 }, "kind": "legend", "text": "Genesco Inc., Peers, ISS Peers, S&P 1500 Footwear, S&P 500, Russell 2000", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b158e367-e08d-407d-b10c-0e4f43bf2ab6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Significant destruction of shareholder value over the last ten years\nTSR for pre-COVID to Present, three, five and ten-year periods lag relevant peers and the market by a significant margin\nManagement's misleading statement", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dbfa194-dadf-4aae-abae-efd11071f66e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021), Pre-COVID date of 12/31/2019. Notes: 1. Peers include BOOT, DBI, FL, SCVL, CAL, DKS, HIBB, WWW, CROX, DECK, SHOO, SKX. 2. ISS Peers include ANF, GES, SCVL, BKE, CROX, HIBB, SHOO, ZUMZ, ANF, CAL, DBI, URBN, CHS, EXPR, PLCE, WWW. 3. S&P 1500 Footwear Index includes CROX, DECK, NKE, SKX, SHOO, WWW", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ade20099-59ba-419a-926f-9e5ebcc27e75", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.05, "x": 0.22, "y": 0.46 }, "kind": "other", "text": "Cherry icon", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "318155b2-7c9d-4f5c-8e06-d6b948eb552b", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.1, "x": 0.55, "y": 0.5 }, "kind": "other", "text": "GCO label and circle", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38918ba8-2960-4fff-98bf-fa8e6ba69918", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Genesco shares have underperformed retail peers and market indices over the last 10 years (share price adjusted for dividends)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0c7cc45-f192-4c81-93a7-aea9e408850f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Shares Have Materially Underperformed", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca37791a-1b01-4062-ac5f-8a105aae50e6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3252e99a-d24c-4069-8f3e-c46b7c78665c", "evidence": "Contrasting management's quote about momentum with the actual poor performance data.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:00.186+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 39, "type": "setup", "title": "The slide uses a clear 'before-after' style framing to highlight value destruction.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 5, "textChars": 369, "nDataPoints": 4, "notes": "The slide uses a clear 'before-after' style framing to highlight value destruction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:20:59.41+00", "seconds": 2.978, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/39", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-39", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.25, "x": 0.68, "y": 0.25 }, "kind": "callout", "text": "Footwear has been a better investment than the S&P 500", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8415c40a-e326-46e4-8b97-16ac3cc2e055", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Performance comparison of GCO vs S&P 500 and S&P 1500 Footwear index", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd230fad-0ba6-453d-9b5e-c8d60996f66e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7eec464-2f60-4cf0-b1c8-70348abc37a2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "...It would be worth $79 or down by 21%, while an investment in S&P 500 would be worth $379 and an investment in S&P 1500 Footwear index would be worth $492", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a67bdf3-5956-4a23-a343-b228bb2cd6e3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "If You Invested $100 in Genesco at Year End FY 2012...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "742591bd-6352-4b22-ad71-b4867b0c8362", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a8ba6a4f-8d6f-4c31-8afd-ab17aa1938ba", "evidence": "Compares stock performance against benchmarks to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:20:59.41+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 40, "type": "tension", "title": "Uses a line chart to visually debunk management's narrative of 'momentum' by showing the starting point and the impact of vaccine news.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 824, "nDataPoints": 5, "notes": "Uses a line chart to visually debunk management's narrative of 'momentum' by showing the starting point and the impact of vaccine news.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.423+00", "seconds": 3.424, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/40", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-40", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.55, "x": 0.35, "y": 0.75 }, "kind": "callout", "text": "Management's misleading statement of “Recent momentum exhibited by sequential improvement in every quarter since Q1 fiscal 2021 and one-year stock appreciation of over 150%”", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c71410ab-2ddd-40ee-a1ed-b01d73f25384", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Stock performance comparison chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30ffe2f0-9471-4d8f-8299-15261b05b278", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021). Notes: 1. Peers include BOOT, DBI, FL, SCVL, CAL, DKS, HIBB, WWW, CROX, DECK, SHOO, SKX. 2. ISS Peers include ANF, GES, SCVL, BKE, CROX, HIBB, SHOO, ZUMZ, ANF, CAL, DBI, URBN, CHS, EXPR, PLCE, WWW. 3. S&P 1500 Footwear Index includes CROX, DECK, NKE, SKX, SHOO, WWW", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "649068ec-f159-4a0d-9086-9e1026fc1c7f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "The attempt by Genesco to dismiss its chronic poor stock performance by focusing on the past one year is disingenuous – the highlighted short-term performance reflects how poorly it did during initial phases of the COVID pandemic instead of so-called “momentum”", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e92f66a0-d3d9-4f11-aa32-dc0aa54bf598", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "GCO Focus on Short-Term Outperformance is Misleading", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85e9347b-a996-4816-b23d-b4269703efe0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ca022b04-da70-4196-9fde-bbaa28b13c3c", "evidence": "The slide explicitly contrasts management's 'momentum' claim with the visual evidence of a pandemic-low recovery.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.423+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 41, "type": "setup", "title": "The chart highlights the underperformance of GCO relative to its peers during the post-COVID rebound period.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 5, "textChars": 351, "nDataPoints": 3, "notes": "The chart highlights the underperformance of GCO relative to its peers during the post-COVID rebound period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.281+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/41", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-41", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Share price performance comparison of GCO, DBI, and CAL", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da67f8ac-2704-4b11-addc-52705a748bb5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.85 }, "kind": "legend", "text": "GCO Share Price, DBI Share Price, CAL Share Price", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201ad2e5-3468-496b-8703-b2717b26bfd2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ (as of 04/09/2021)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adcc6c09-0384-46c9-9c66-39d6ae8bfb77", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Genesco’s “footwear-focused strategy and strategic growth plans” have led to a significantly muted rebound compared to Designer Brands (+218%) and Caleres (+ 290%)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f143b8b-4024-49a9-acbf-e0d1bff28106", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Short-term Performance Not Impressive vs. Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25912c82-0624-42d0-8561-f673908453a8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b34e3d13-dac2-4a85-8b94-0112be8e0503", "evidence": "Comparing GCO performance against peer group to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:00.281+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 42, "type": "tension", "title": "The slide uses a line chart and a corresponding data table to visualize the performance gap. Annotations highlight the poor performance of GCO.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 6, "textChars": 330, "nDataPoints": 18, "notes": "The slide uses a line chart and a corresponding data table to visualize the performance gap. Annotations highlight the poor performance of GCO.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.613+00", "seconds": 3.069, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/42", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-42", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "Genesco stock has severely underperformed the Company's own hand-selected indices", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe161f4e-40e0-4363-bf46-2d842aae3080", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Comparison of Cumulative Five Year Total Return", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65576835-5fce-484b-bf17-42637a5d3a05", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Annual Report", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20bf3d67-fb5b-42d3-a60b-dd5e24f2b5ae", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "The Company's TSR analysis from 2021 Annual Report", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59b5d34d-ac4c-45ce-bcf5-6510aaa9c669", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.1, "y": 0.6 }, "kind": "table", "text": "Indexed Returns table showing Genesco vs S&P 500 vs S&P 1500 Footwear Index", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23b9de58-a540-42b4-90f8-b9a61acc7a0e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Genesco's Own TSR Scorecard Appears to be an \"F\"", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2e5fbc4-75b0-43ca-94b9-3f4b7c2f872c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "51e814e9-4b98-46eb-8102-e96e19954dfb", "evidence": "The slide explicitly contrasts the company's own data against its performance to highlight failure.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.613+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 43, "type": "tension", "title": "The slide uses a combination of a bar chart for ROIC and a line chart for share price to demonstrate value destruction.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 381, "nDataPoints": 12, "notes": "The slide uses a combination of a bar chart for ROIC and a line chart for share price to demonstrate value destruction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.467+00", "seconds": 2.773, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/43", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-43", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "callout", "text": "ROIC has declined since 2012, reaching the level at which it no longer covers the Company's cost of capital; Legion believes the recent recovery was partially due to its first campaign", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c09bc46-03c0-43f3-8826-0de06d450e11", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Annual ROIC", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6924020-8849-48f9-964b-c9003eb0f35d", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Share Price", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1c3adb8-5d41-4152-bf3d-42b21283c08a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.05, "y": 0.88 }, "kind": "other", "text": "Source: SEC Filing, Capital IQ, Legion Partners' Estimates. Note: 1. ROIC defined as NOPAT... 2. WACC calculated using CAPM...", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d7ad807-4d46-44aa-a5df-b26dc58772a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Share Price Erosion Impacted by Declining Returns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ff662e9-7e6a-4616-86fe-43d9b38dbed8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "365f0118-b014-412b-a0b8-3bad314d46bc", "evidence": "Comparison of ROIC against WACC to demonstrate value destruction.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:00.467+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "capital-return" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 44, "type": "setup", "title": "The chart highlights that the company's ROIC is significantly lower than the median of its peer group.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 175, "nDataPoints": 12, "notes": "The chart highlights that the company's ROIC is significantly lower than the median of its peer group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:00.48+00", "seconds": 2.363, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/44", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-44", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "ROIC comparison chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80d61835-ff0c-4431-bae1-17d7b8ecce5a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: 1. ROIC defined as NOPAT... excluding one-time items...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fcf5715-b422-419f-a967-6184d177c97c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "ROIC is at low end of range", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddc29260-146d-4dba-bfb9-104a9448ee2e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "ROIC Below Median", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c845ef91-e994-4811-acc1-0dde472e3086", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1c77b834-fc2c-4360-8538-112c93148c5f", "evidence": "Comparison of company ROIC against industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:00.48+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 45, "type": "tension", "title": "The slide uses a combination of a large bar chart for the consolidated view and three smaller bar charts for segment-level performance.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 421, "nDataPoints": 36, "notes": "The slide uses a combination of a large bar chart for the consolidated view and three smaller bar charts for segment-level performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.362+00", "seconds": 3.128, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/45", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-45", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Contracting margins in every segment caused a precipitous decline in profitability – we see no tangible plan for improvement", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "382ac8f0-9ed8-461d-a7ef-9792ea6a98e7", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Genesco Operating Margin (FY 2012 - FY 2020)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79563757-8f54-4f05-8dfc-7b7d9b09e5ed", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.65 }, "kind": "chart", "text": "Johnston & Murphy Operating Margin", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "801b1aad-8a73-409b-aae3-5616657c50ea", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.4 }, "kind": "chart", "text": "Schuh Operating Margin", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c626ce06-88a3-4f17-81ea-67d6923a57e1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "chart", "text": "Journeys Operating Margin", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb057cb4-408d-4179-bd5e-e2b90431767e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: FY 2018 Operating Profit excludes $182mm of goodwill impairments.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d0bc799-cdc3-4084-81ba-9fcbee787baa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Margin Degradation has been the Primary Drag on ROIC", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f2cda59-b2e5-4be1-ad42-29962a476f87", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "356bc34e-95f5-4418-bf71-912e54eaf567", "evidence": "Highlighting margin degradation to argue against management's performance.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:01.362+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 46, "type": "setup", "title": "The slide uses a split bar chart to compare two different peer groups (Retailers vs Brands) with distinct medians.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 385, "nDataPoints": 12, "notes": "The slide uses a split bar chart to compare two different peer groups (Retailers vs Brands) with distinct medians.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.491+00", "seconds": 3.146, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/46", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-46", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "Genesco has struggled for years to get SG&A under control, especially related to rent and corporate costs", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5854d069-721e-426f-89fb-6ae5a5aca815", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Adjusted SG&A as % of Total Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e2b9859-d58e-45ac-abe3-1222c4b1a876", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest pre-COVID fiscal year filings.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a98c47c0-8c62-4aa2-a408-d9f5b9c0e968", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Benchmarking vs. peers shows SG&A as a % of revenue above every footwear retailer", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1e6a3bf-740c-4cd9-8ee3-95468de37c6b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "SG&A % of Revenue Appears High Compared to Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0d4e154-8481-4861-a20e-d119195dd7d6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5352f893-ded6-4e39-b8e9-1ca95fca9aa1", "evidence": "Comparison of company metrics against a defined peer group to highlight performance gaps.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.491+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 47, "type": "setup", "title": "The slide uses a CEO quote to expose a contradiction between management's stated focus on rent reduction and the actual financial performance relative to peers.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 596, "nDataPoints": 13, "notes": "The slide uses a CEO quote to expose a contradiction between management's stated focus on rent reduction and the actual financial performance relative to peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.914+00", "seconds": 3.518, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/47", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-47", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Adjusted Occupancy Costs as % of Total Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65875284-4c6a-4670-a1d5-bb9d1b17f2d0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest pre-COVID fiscal year filings.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbb19752-e923-4c32-854d-a81e4e818505", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.05, "y": 0.6 }, "kind": "paragraph", "text": "While management has been talking about getting focused on expenses, this has translated into little noticeable impact", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e137c11-807b-4c75-b365-6285017afdfc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "quote", "text": "But we have been paying a lot of attention to our fixed rent expense structure for really the last 3 years. We have had quite a lot of success here on, not only getting rent reductions, but on shortening lease life.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5fa502f-df2b-4324-adaf-a5da063670f3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "The highest occupancy costs % of total revenue among peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "587ab484-0fbb-44d0-9d7a-520dc3df0925", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Occupancy Costs Are The Highest Among Peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5859130-5a19-4d1a-aec8-ff34cbd0c4f8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f310ca26-2c5f-411a-b6ee-ea65c287db40", "evidence": "Contrasting CEO quote with peer benchmark data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "8c22c4b6-b688-47d0-9b06-9bb059b790e1", "evidence": "Comparison of occupancy costs across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "peer-benchmark" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 48, "type": "tension", "title": "The slide uses a downward trend arrow to emphasize the negative performance trajectory.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 329, "nDataPoints": 9, "notes": "The slide uses a downward trend arrow to emphasize the negative performance trajectory.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.465+00", "seconds": 2.794, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/48", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-48", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Adj. EBITDA (FY 2012 - FY 2020)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95e57039-f539-48d5-94a0-43907750b5f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: FY 2018 EBITDA excludes $182mm of goodwill impairments", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ce92155-32d9-4330-8f8d-d94ed99b3088", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Profitability has declined despite generally positive same-store growth, indicating sub-optimal gross margin management and weak cost controls", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a5ababd-503f-4538-8aad-6dfa5d260d42", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "EBITDA Margins Have Declined in the Past Decade", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d945ab1-2c07-4e69-b824-6470128249ec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "37dc927e-df45-45ee-b4a5-f78017018dd7", "evidence": "The headline is a statement of fact, while the sub-headline provides the 'so-what' or thesis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "action-titles" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 49, "type": "setup", "title": "The chart uses a color-coded approach to distinguish between different peer groups and highlights the company (GCO) in orange.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 227, "nDataPoints": 12, "notes": "The chart uses a color-coded approach to distinguish between different peer groups and highlights the company (GCO) in orange.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.502+00", "seconds": 2.601, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/49", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-49", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Adjusted EBITDA as % of Total Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bde0a489-fbe0-496a-9ba1-240d315f7935", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest pre-COVID fiscal year filings", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cdad4f5-8583-41ed-a25f-a71ac80c8d08", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "EBITDA margins lag peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "774032d9-5f7b-4a2a-ba7e-0cbc67b9cedb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "EBITDA Margins Are Among the Lowest in the Industry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1954d8e-fccc-4ad2-a57f-ec7e6f317afc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d90dc64b-ba85-48b2-aab5-287ba89c8041", "evidence": "Comparison of EBITDA margins across a set of industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.502+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "peer-benchmark" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 50, "type": "setup", "title": "The slide highlights GCO's underperformance relative to both retail and brand peer medians.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 321, "nDataPoints": 12, "notes": "The slide highlights GCO's underperformance relative to both retail and brand peer medians.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.778+00", "seconds": 2.846, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/50", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-50", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "EV / CY 2021 EBITDA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cf60e86-1d26-4750-a14c-ffdab7326ed5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Capital IQ (as of 04/09/2021) Note: EV excludes operating leases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75f175c2-0809-48ee-bab1-f59cd15494a3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "GCO's valuation is one of the worst among its peers which we believe is due to GCO's conglomerate structure, a lack of confidence in management and poor governance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d42637be-cab3-4d9c-b7ac-58bb848eb6c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "The Result Is a Highly Unattractive Valuation Multiple", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be85b69c-4c69-43d4-b961-a48e0a4ff785", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "82de64f6-2a0a-4aff-a660-1c826054a71f", "evidence": "Comparison of GCO valuation multiples against industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:01.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [ { "to": 50, "from": 38, "loop": { "name": "10_iceberg", "slug": "10-iceberg", "status": "active", "bestFor": "Consulting, complex problem solving, organizational change", "canonId": "019dd956-69f4-738c-852a-643798da0899", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "description": "Reveal that the visible problem is merely a symptom of a deeper root cause", "familyLabel": null }, "matchId": "a826021a-b107-42a0-a96f-01a52cc89cfe", "evidence": "The deck uses various metrics to show Genesco's underperformance compared to peers.", "position": 0, "objective": "Reveal the true extent of Genesco's underperformance", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.2561+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 51, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 68, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:01.779+00", "seconds": 2.098, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/51", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-51", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "other", "text": "Section 2", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.779+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b24e55b0-80b6-40fa-b7a3-b0be48cb13aa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.12, "y": 0.48 }, "kind": "title", "text": "Genesco Has Been A Poor Allocator of Capital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.779+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c114717b-f578-4190-b0c4-6b4945936c9f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:01.779+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db6b5b07-568c-4d45-b0af-8f7b8f8ab7d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 52, "type": "tension", "title": "Includes a direct quote from CEO Mimi E. Vaughn to highlight the contradiction between management's narrative and the activist's assessment of value destruction", "function": "expose_contradiction", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 7, "textChars": 919, "nDataPoints": 3, "notes": "Includes a direct quote from CEO Mimi E. Vaughn to highlight the contradiction between management's narrative and the activist's assessment of value destruction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:03.342+00", "seconds": 3.594, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/52", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-52", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "callout", "text": "Without substantive change to the Board, we fear stockholders will continue to witness questionable and value destructive capital allocation decisions", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd991046-bb26-48ea-924c-7c6d24791cad", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "Capital Allocation (FY 2012 - 2020)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "997ebc69-86a6-4b8f-9cb6-bd07757d8cc0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.8, "y": 0.36 }, "kind": "image", "text": "Mimi E. Vaughn", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1140e8fe-28cc-4dc4-bd91-d3fff6ed3994", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "The Company has a history of not disclosing (e.g. Togast) or not taking account of (e.g. Lids / Schuh) a target's poor performance post-acquisition. While claiming to have various sources of synergies from acquisitions, the Board has never detailed synergy targets or provided updates on post-merger integration processes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11ffdacf-64f8-40cd-a9b7-a55099c2dd2e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "The Board has historically provided little or poor disclosures regarding M&A performance, implying a lack of accountability", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f6b17d6-0a0e-497e-b31f-2a38c1368f2e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.5, "x": 0.45, "y": 0.5 }, "kind": "quote", "text": "What is management saying: \"Yes, we have a really good track record of not sitting on cash... In the past, we have benefited significantly from acquisitions that we've done, Lids was an acquisition, Schuh was an acquisition.\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "125d3143-d26e-410e-802f-2346863bf6aa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Board Approved Value-Destructive Capital Allocation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "595d43e2-eb37-42d5-a809-69bc2c6a13fa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "09410972-0298-419a-9f05-5cb98276a8f8", "evidence": "Contrasting CEO quote with performance data", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:03.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 53, "type": "tension", "title": "Includes a quote from former CEO Robert J. Dennis to highlight the contradiction between management rhetoric and actual acquisition performance.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 585, "nDataPoints": 6, "notes": "Includes a quote from former CEO Robert J. Dennis to highlight the contradiction between management rhetoric and actual acquisition performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:03.742+00", "seconds": 3.165, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/53", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-53", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "chart", "text": "Bar chart showing acquisition costs vs current/estimated values for Lids, Schuh, and Togast LLC.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8d07809-7944-4fb1-b9a4-93ea3c75239a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "quote", "text": "Is there really a reason to be positive based on the performance? \"As I said earlier, there are reasons to be positive about our businesses in both the near and long term and the opportunity for multi-year margin expansion.\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "026d8ea8-07b5-4cf5-81b7-9918e6b1f435", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "Source: SEC Filing, Capital IQ, Legion Partners' Estimates. Note: IRR calculated for holding period for each asset.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6e5f56e-14be-4d25-a1b1-2e4a4eafe073", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "table", "text": "Lids: Sold at 64% discount; Schuh: Estimated value at 80% discount; Togast LLC: No meaningful cash generation", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af93747a-ae13-46f6-9197-657c6c8ce4ad", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Acquisitions Have Not Helped Improve ROIC", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4335dd49-e067-45af-b100-0c425cba7470", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2fada589-972b-4b09-9844-649e5d2c339c", "evidence": "Contrasts poor acquisition performance data with a positive quote from the former CEO.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:03.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 54, "type": "tension", "title": "The slide uses a combination of a combo chart (bar/line) and a pie chart to illustrate the disconnect between spending and performance.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 647, "nDataPoints": 22, "notes": "The slide uses a combination of a combo chart (bar/line) and a pie chart to illustrate the disconnect between spending and performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:04.893+00", "seconds": 4.224, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/54", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-54", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "As an example of how the Board has indulged in undisciplined CapEx spending, it approved a $60-65 million budget for FY 2021 pre-COVID that included $15 million for the build-out of new headquarters", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45fc5231-7dd0-4d90-9435-6781b34776eb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "CapEx vs. D&A ($m)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf5353f2-5d6b-4a94-a94a-eabe1143917e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "chart", "text": "FY 2021 CapEx Budget of $60-65m", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "babb90f2-4a27-4963-888b-5108dfdbd787", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners’ Estimates. Note: FY 2019 numbers include CapEx and D&A from Lids", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e04d7a8-23b1-49d5-8fc9-0bd45cfa11cf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "The Board has historically allowed CapEx that outpaced depreciation and amortization by large margins, and while CapEx accumulated to $732 million over fiscal year 2012-2020, GCO's operating income almost halved from $161 million to $83 million", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5101ab00-9c4d-4a79-b9fc-148ae4b766ed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Board Has Indulged in Undisciplined CapEx Spending", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efe38912-8510-4d33-a7b1-1cf07e16e715", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "78183ca0-b120-4733-ba7c-93aadccc258c", "evidence": "The slide critiques the board's capital allocation decisions regarding CapEx vs D&A and non-core spending.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:04.893+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 54, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 55, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 3, "textChars": 43, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:02.632+00", "seconds": 1.917, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/55", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-55", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.35, "x": 0.32, "y": 0.5 }, "kind": "callout", "text": "Schuh Mismanagement", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:02.632+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "151fad91-ddcb-49f4-8297-50812a6970eb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:02.632+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c666cf38-10a0-4575-92fa-3837d1eb72a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "title", "text": "Section 2", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:02.632+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e4b1262-44c9-4ebd-b2ee-607aeb64fba7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 56, "type": "tension", "title": "The slide uses red circles to highlight the poor performance metrics (Operating Profit and Margin) in FY 2020.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 652, "nDataPoints": 8, "notes": "The slide uses red circles to highlight the poor performance metrics (Operating Profit and Margin) in FY 2020.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:04.073+00", "seconds": 3.248, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/56", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-56", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "Genesco’s inexperienced team ventured into Europe and in the process destroyed a ton of value", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86a7c2f9-ce72-43ce-95d7-7002c1b14361", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Press Releases, Legion Partners’ Estimates. Note: 1. Includes 59 stores and 16 concessional locations", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30643ec0-6f2b-46ed-b61e-a64edf9c7d68", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco announced the Schuh acquisition in June 2011 – after nearly a decade, the business is performing terribly", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85ccbceb-f963-4c7b-8dc0-7247bc3d242b", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.5, "y": 0.34 }, "kind": "quote", "text": "Schuh provides us with an immediate and established retail presence in the United Kingdom... The concept is similar to Journeys... so it is a business we know and understand.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80c3a337-3c20-48e3-ac38-9f7f3328a241", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.05, "y": 0.31 }, "kind": "table", "text": "Comparison table of # of Stores, Sales, Operating Profit, and Operating Margin between Acquisition and FY 2020.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4050a7d6-3a3f-4799-8a3c-5ea16bf65fc4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Schuh – A Case of Serious Mismanagement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c71c4afc-0df8-4832-a754-56a125559121", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2afe2b5c-e9b5-45a7-b08f-486c7fce3787", "evidence": "Contrasts a 2011 optimistic CEO quote with 2020 poor financial performance data.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:04.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 57, "type": "tension", "title": "The slide uses a comparison table format to link specific board-approved decisions to their negative outcomes.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 281, "nDataPoints": 0, "notes": "The slide uses a comparison table format to link specific board-approved decisions to their negative outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:03.315+00", "seconds": 2.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/57", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-57", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "quote", "text": "Schuh fell to a loss for the financial year, with the retailer blaming a ‘second consecutive year of extremely challenging conditions’ in the sector", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5a8dfc2-d9a7-413d-a0ef-136174bdf236", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Press Releases, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b1d7d95-da5e-4acc-b724-6dd28ad31020", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Key Area and Issues table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "659d86fc-5424-406d-8d30-f6bc670ae8e9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Schuh – What Went Wrong? Poor Board Oversight", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78fed0cb-547e-4752-afea-c1d4ffd659d1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c185c11e-7b41-48ce-9314-cad681f5c8b1", "evidence": "Critique of board oversight and decision-making processes regarding M&A.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:03.315+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "governance-board" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 58, "type": "tension", "title": "Uses a map to visualize expansion and quotes to expose the contradiction between management's past strategy and current financial reality.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 1144, "nDataPoints": 0, "notes": "Uses a map to visualize expansion and quotes to expose the contradiction between management's past strategy and current financial reality.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:04.759+00", "seconds": 3.818, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/58", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-58", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ab961be-b5c3-43b9-88b6-7a80f3401a92", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.64 }, "kind": "paragraph", "text": "Schuh announced the closure of three stores in Germany in 2019, 4 years after entering the market", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "387ea494-d719-4e01-9bf2-6b2ca0cfc106", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.52, "y": 0.58 }, "kind": "paragraph", "text": "The result was elevated rent expenses hurting Schuh’s margins", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53a037fa-4966-45ce-bcca-c7b83b6b471d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.52, "y": 0.14 }, "kind": "paragraph", "text": "Despite being aware of the challenging UK retail environment especially on High Street as early as 2014, management continued to open stores in the most expensive area in London", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdf0e753-f95b-42c5-8aee-57aaf92fdd04", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "quote", "text": "…this is a business that began in Scotland and worked its way down and now we are growing out southern England, including London. Here is an example of one of our newer stores. This is much larger than normal because it sits on Oxford Street, which is the closest thing to Fifth Avenue in London. This is our second store on Oxford Street and we have a third one planned.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "289f06f1-cc5e-4601-92b8-cd0a47a3b229", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.75 }, "kind": "quote", "text": "Over the past few years, these markets have changed considerably in a constantly evolving retail landscape, not least with the impact of Brexit.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82a087b8-3f82-4061-a167-3025c386fa7c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.65 }, "kind": "quote", "text": "We're attacking Schuh's fixed cost structure with a strong focus on rent reduction. We must renegotiate rents for Schuh's store fleet in order to improve profitability following the ongoing declines in High Street and mall foot traffic, making these rents uneconomical.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d005ad9f-2f5b-45d9-9039-2d523cd4b8ed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Schuh’s Expansion Failure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b663956-4f85-403a-a9f2-8e09157a438b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b0e59157-f29e-4dbd-9d0a-22ceba20045d", "evidence": "Contrasts 2014 CEO quote about expansion with 2019 CEO quote about cost-cutting and store closures.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:04.759+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 59, "type": "tension", "title": "The slide uses a dual-axis style chart (bar for sales, line for productivity) to highlight the divergence between total revenue and store efficiency.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 600, "nDataPoints": 16, "notes": "The slide uses a dual-axis style chart (bar for sales, line for productivity) to highlight the divergence between total revenue and store efficiency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:05.205+00", "seconds": 3.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/59", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-59", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.85, "x": 0.08, "y": 0.25 }, "kind": "chart", "text": "Combined bar and line chart showing Sales ($m) and Avg. Sales Per Sq. Ft. ($) from FY 2013 to FY 2020.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a59adc9-9837-444e-9c90-6963f54d2265", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.35, "y": 0.7 }, "kind": "legend", "text": "Sales ($m) | Avg. Sales Per Sq. Ft. ($)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90af1a2f-0668-4989-85db-6700ceea5919", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25c9001c-b70c-4ecb-8501-dced9a2be07e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "While Schuh's FY 2020 sales of $374 million barely grew from $370 million in FY 2013, average sales per square foot plummeted by more than a half from $1,163 to $579 under GCO leadership", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e20e48f8-e7b0-4447-83be-b777d14835fe", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "quote", "text": "“...our plan on Schuh did not have a lot of operating margin expansion. It's really a growth story.” – Robert J. Dennis, Former Chairman, President & CEO of Genesco, 11/22/2011", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d5f348a-bee3-45c7-8adb-b4ccc5e6fde8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Schuh Is Neither A Margin Story Nor A Growth Story", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f66a57fe-171d-422d-9432-45aa7d782357", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "06f1cf02-fb44-4bed-8365-f587fb450dd6", "evidence": "The slide explicitly juxtaposes a historical CEO quote about growth against current performance data showing stagnation.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:05.205+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 60, "type": "tension", "title": "The slide uses a 'before-after' style narrative via quotes to highlight the failure of the investment thesis.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 7, "textChars": 1307, "nDataPoints": 8, "notes": "The slide uses a 'before-after' style narrative via quotes to highlight the failure of the investment thesis.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:06.008+00", "seconds": 4.244, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/60", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-60", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.68 }, "kind": "chart", "text": "Schuh's operating margin suffered as a result", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "774bd877-2388-46f0-a4f2-1a0a9e7e6ff9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Management suggests that part of the reason to own Schuh was to keep up with fashion trends in Europe – however, Schuh seems to be the one that leverages Journeys’ assortment instead, which did not line up with management’s initial expectations", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ac91818-d016-4891-a775-4a9c96bd5ba2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "paragraph", "text": "The “significant overlap” in Journeys’ and Schuh’s vendor base failed to translate into success", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9c273df-353b-4966-9406-d28a1d6b8fa6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.51 }, "kind": "quote", "text": "In Q2, Schuh's performance was also impacted by certain vendors' decisions to pursue a scarcity model, limiting supply of some top-selling styles in the UK. As a result of all this, comps for Schuh were down high single-digits, which generated significant expense deleverage in this low-volume quarter. Schuh also needed to take additional markdowns to keep inventory clean, putting additional pressure on margins.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05811bf0-a007-45d9-8a38-7c5447f18acc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.26 }, "kind": "quote", "text": "If you look at Schuh over in the UK, the history at Schuh is that the brands they sell have heavy, heavy overlap to Journeys, which is why we bought them 3.5 years ago. But, this year, while the overlap is the same, the trends were quite different. And so, several of the brands that really worked for us here in the US weren't anywhere near as robust in the UK. And so, our assortment was a little less productive.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "421a6de9-dbe7-430f-ab53-ed513083f00d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners’ Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8f899a4-c852-41e5-9d62-e02d0db261cd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Schuh Failed to Replicate Journeys’ Story in UK", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cc5ac2d-0d29-42ae-bbd0-7e446f5cf93e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "49d5befd-a260-47bd-88a4-cd820dd470e8", "evidence": "Uses historical management quotes to contrast initial investment thesis with subsequent poor performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:06.008+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 61, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 3, "textChars": 55, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:03.852+00", "seconds": 2.057, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/61", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-61", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.58, "x": 0.21, "y": 0.48 }, "kind": "callout", "text": "3b J&M Opportunities Squandered", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.852+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ac96bf0-5d2f-46d3-a4d1-ac388e11436a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.852+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "594fd9d2-b682-4f63-9802-bb13825e11aa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "title", "text": "Section 2", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:03.852+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78b79d08-4040-41b2-8869-adc7322bf08b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 62, "type": "tension", "title": "The slide uses a two-column layout to map specific management failures to their corresponding business impacts.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 8, "textChars": 637, "nDataPoints": 1, "notes": "The slide uses a two-column layout to map specific management failures to their corresponding business impacts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:05.308+00", "seconds": 3.422, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/62", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-62", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.0011799999999999998 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a56ad631-68d7-46e3-ae16-6d37c2654cb9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.005 }, "kind": "list", "text": "Management has been very slow to maximize opportunity to open stores in top malls and noted there were 200+ store locations that could be added", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ed6e44a-52a7-4439-afad-b514994ae96f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.0037 }, "kind": "list", "text": "Wholesale business has many retail doors to penetrate, and deeper SKU penetration is needed in existing wholesale doors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b9b4b68-5a68-4e6a-98da-98df91f1a9f2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.0065 }, "kind": "list", "text": "Introductions during FY 2020 performed poorly as new J&M management has struggled to stay on trend", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4954c72b-9639-4f86-8a6c-705529631d2b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.52, "y": 0.0078 }, "kind": "list", "text": "J&M aggressively introduced women's category, but it sold poorly and has led to frequent inventory markdowns and liquidations", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93d0a571-9c59-4b41-ba44-ee12235b3744", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.07, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Websites", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "497ce0fa-a6c8-4dec-83fb-204d02bcb388", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.13 }, "kind": "subtitle", "text": "J&M is a historic brand that has been built over 170 years and worn by 33 US Presidents", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d72582a2-64d0-4af7-b627-e573dd45af38", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Johnston & Murphy Has Been Poorly Managed", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f10ab87-2954-4d8b-8161-3fcc76aea9d0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "59360a99-c919-4cdf-b5f1-eb9b60edfc43", "evidence": "The slide systematically identifies four distinct areas of management failure.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:05.308+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 63, "type": "setup", "title": "The slide uses a dashed line to indicate the peer median wholesale percentage (81%) and includes a callout box quantifying the potential revenue opportunity.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 440, "nDataPoints": 16, "notes": "The slide uses a dashed line to indicate the peer median wholesale percentage (81%) and includes a callout box quantifying the potential revenue opportunity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:04.971+00", "seconds": 3.024, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/63", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-63", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "callout", "text": "J&M would increase sales by $170mm if it had industry share of wholesale volume", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1586733-5242-4a0d-b106-d8eccfc6b406", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing wholesale (blue) and retail (orange) mix for 8 companies.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80b5226a-4675-4323-860c-d6972599e633", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.84 }, "kind": "legend", "text": "Wholesale, Retail, Peers Median Wholesale %", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6e6e5ec-4867-413c-a2e6-33a8c39adaac", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest pre-COVID fiscal year filings", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66a37c4b-1f52-44bd-8558-ab0f719b8a23", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "J&M has greatly under-penetrated wholesale channels relative to its peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45f1d63a-d3c9-4cb5-97c8-9ee204bc18a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "J&M Wholesale Business Poorly Managed Under GCO", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40fbfc3f-3fc7-4a81-a4f4-5efa2ebdafe6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "dc26506d-0e58-4e38-b772-29afa79132b0", "evidence": "Comparison of J&M against 7 industry peers on wholesale/retail mix", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:04.971+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 64, "type": "tension", "title": "The slide uses a contrast-pair strategy to highlight the inefficiency of the current customer base.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 6, "textChars": 398, "nDataPoints": 24, "notes": "The slide uses a contrast-pair strategy to highlight the inefficiency of the current customer base.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:05.381+00", "seconds": 3.3, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/64", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-64", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Company Websites, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22f0f521-cfc1-47ec-978b-f71d4fa0e8d0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "We believe there is a significant untapped opportunity to expand J&M's business through new and existing wholesale accounts with 5+ stores – which have not been successfully executed", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5aab187-a18f-4d0c-a914-d4c30966a3cf", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.42, "x": 0.53, "y": 0.25 }, "kind": "table", "text": "Customer distribution by store count table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0047930b-d9a0-4499-ab41-854483492dcd", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Top 10 Wholesale Accounts table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97500283-2bc9-446d-a7ae-5ab4bca03624", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.42, "x": 0.53, "y": 0.75 }, "kind": "table", "text": "Top Online Only Customers table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4f53e51-c835-49ce-89c9-b423ce51cb67", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "J&M Wholesale Opportunity Has Been Undermanaged", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17a0dc8d-3a40-4d4e-9bd4-c7601d20baf3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c2060922-4db7-49f6-baee-8b26d4d83c43", "evidence": "Contrasting top 10 accounts vs small customer base", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:05.381+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "contrast-pairs" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 65, "type": "resolution", "title": "Highlights significant underpenetration in major chains like Macy's and Nordstrom.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 8, "textChars": 424, "nDataPoints": 34, "notes": "Highlights significant underpenetration in major chains like Macy's and Nordstrom.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:05.693+00", "seconds": 3.284, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/65", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-65", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.79, "y": 0.068 }, "kind": "callout", "text": "Total: 4,074", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbe95d29-3ef0-4342-bb69-20370879998d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Company Websites, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "628e1cc5-a616-4b7a-8bad-296a2faf3875", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "table", "text": "Table of top 10 existing wholesale doors, total chain doors, penetration rate, and available doors.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee0b7df5-34c1-4181-bf36-44571d608219", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.75, "x": 0.05, "y": 0.59 }, "kind": "table", "text": "Table of unpenetrated wholesale opportunities by chain and total doors.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f829c44c-cf61-4be5-87e3-0545f3c3fe1f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.87 }, "kind": "title", "text": "There are over 4,000 doors that could be good fit for J&M", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "553eafa2-e18c-4c9d-b529-45adf2d518f8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "J&M Has Multiple Wholesale Growth Opportunities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be43f726-e0d6-4892-a4ae-b878bea56fab", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.55 }, "kind": "title", "text": "Unpenetrated wholesale opportunities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b16773a-628c-4478-bc08-d471e52d0a54", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Current top customers underpenetrated", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd3e3a47-6b43-45b8-be51-8e61bddd9a24", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f7f14eba-aa58-4325-aa72-83de3e0ca578", "evidence": "table/data: Table of top 10 existing wholesale doors, total chain doors, penetration rate, and available doors.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:25.891831+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "49695f34-cb9c-4c81-a76a-980e3d2e894f", "evidence": "Quantifies total addressable market (TAM) through door count analysis.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:05.693+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "frameworkName": "market-sizing" } ], "arcBeats": [], "loops": [ { "to": 65, "from": 52, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "a12c0ee3-59ae-4e18-a5d0-6bff97bd9570", "evidence": "The deck emphasizes the consequences of maintaining the status quo.", "position": 1, "objective": "Highlight the costs of not taking action", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:16.301927+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 66, "type": "setup", "title": "Includes a direct quote from Cole Haan's Brand President regarding a partnership with Kohl's.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 7, "textChars": 539, "nDataPoints": 16, "notes": "Includes a direct quote from Cole Haan's Brand President regarding a partnership with Kohl's.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:06.403+00", "seconds": 3.597, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/66", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-66", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "list", "text": "Reasons for Cole Haan's outperformance including sub-brand strategy and aggressive retail distribution", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb5da404-4374-45ad-bb96-101c69c19925", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.9 }, "kind": "other", "text": "Source: SEC Filings, Company Websites, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26cb9913-7fbb-4c40-8d31-b41280cfb513", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "quote", "text": "We are delighted to partner with Kohl's to expand our reach and introduce Cole Haan to their millions of customers across the country.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "583098a8-2a9c-44e1-b449-d8bc4afb2bdf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.42 }, "kind": "table", "text": "SKU count comparison for DSW.com and NordstromRack.com", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3870b1bd-14e1-4323-b092-f83df32b848a", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Score Card comparing J&M and Cole Haan across 6 financial metrics", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b43ddc3-4d0f-482c-86a6-49f8d92bb225", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "J&M lags one of its closest peer brands, Cole Haan, across every key financial metric", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d3016ad-34aa-40d4-bad1-2156ecdc25e0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "J&M Compares Poorly With Cole Haan", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4412424f-0d14-4ec9-bd56-35c7fe3fe0c8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "634f0434-441a-4c84-8935-7c309bb789f2", "evidence": "table/data: Score Card comparing J&M and Cole Haan across 6 financial metrics", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:25.964813+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "162a43cb-d14f-465f-8ed2-ffa33b0a6abd", "evidence": "Direct side-by-side financial and operational benchmarking of two companies.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:06.403+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 67, "type": "setup", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 243, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:06.177+00", "seconds": 2.553, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/67", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-67", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Company Websites", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2084b499-c11f-43ae-94af-20d5304662b6", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Comparison matrix of J&M vs Cole Haan across three dimensions: Ownership, CEO, and Brand Management.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": null, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "696afc74-6cb2-428d-9eab-4eb3bd82168d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "The key difference between J&M and Cole Haan is its leadership and ownership", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f582f4a-196e-40a6-8b44-9242bab4ea9c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Comparison of J&M to Cole Haan", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f299a588-acc4-4650-8294-7ff503e7e083", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "373e1778-e0f0-43b5-90e2-07cc0fdd5831", "evidence": "table/comparison: Comparison matrix of J&M vs Cole Haan across three dimensions: Ownership, CEO, and Brand Management.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:26.038403+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "47b87e1b-a738-446d-8cb2-e660390e70f7", "evidence": "Side-by-side comparison of two entities across specific criteria", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:06.177+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 68, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 5, "componentCount": 3, "textChars": 58, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:05.808+00", "seconds": 2.073, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/68", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-68", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.68, "x": 0.16, "y": 0.48 }, "kind": "callout", "text": "Journeys Undermanaged And Stagnant", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.808+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3379a1c4-e5f1-491a-83f1-333c8c094d68", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Case for Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.808+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "867b1ba6-431c-4ef5-83f4-e49c324fb8c4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "title", "text": "Section 2", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:05.808+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a28a7177-d301-4de5-a672-f7173a3af427", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "60811a0b-8230-46bf-b186-8c5d32aeb186", "evidence": "title/subtitle: Section 2", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:26.112679+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 69, "type": "tension", "title": "The slide uses a dual-axis chart to highlight the divergence between revenue growth and margin contraction.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 659, "nDataPoints": 18, "notes": "The slide uses a dual-axis chart to highlight the divergence between revenue growth and margin contraction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:07.307+00", "seconds": 3.274, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/69", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-69", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.7 }, "kind": "callout", "text": "We believe the \"blind\" expansion of Journeys stores was the primary reason behind a sharp operating margin decline, serving as another example of the Board's lack of strategic oversight", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5de2a428-9e12-4d1b-bedd-472bf7b643d1", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "chart", "text": "Journeys' Net Sales and Operating Margin Performance", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b536ddf8-a9be-4117-8d65-3ea56b8c0167", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Genesco's core business, Journeys, has been the one bright spot at Genesco – However, even this store base has produced highly inconsistent profitability", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "987158a1-6d71-4a56-a710-8aba0f322eca", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "paragraph", "text": "While Journeys has a strong, loyal customer base and good sales momentum, we believe there are opportunities for growth and profitability that have been neglected by the Board and management", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbdf9762-87ac-4ee8-8d89-4b4a7b5847d4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "005514b0-d854-4fe8-99f9-3ca7f050d7cb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Journeys' Business Has Stagnated", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0572ab44-7d35-4ef5-9e80-f5045ef428ec", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "8a2acc54-3440-4b7f-a123-84bc4822d857", "evidence": "paragraph/paragraph: While Journeys has a strong, loyal customer base and good sales momentum, we believe there are opportunities for growth and profitability that have been neglected by the Board and management", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:26.186575+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "03aa35d4-56ee-4dd1-ada1-25a4fdb069cd", "evidence": "Attributing margin decline to Board's lack of strategic oversight", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:07.307+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 70, "type": "analysis", "title": "The slide uses thought bubbles to represent customer feedback surrounding a central image of a thoughtful consumer.", "function": "diagnose_problem", "rawType": "pain_points", "block": null, "metadata": { "slideType": "pain_points", "slideTypeCanon": { "name": "Pain points", "slug": "pain_points", "status": "active", "canonId": "019de52d-08a0-761d-a14f-1dbc5e447381", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 5, "textChars": 256, "nDataPoints": 1, "notes": "The slide uses thought bubbles to represent customer feedback surrounding a central image of a thoughtful consumer.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:06.621+00", "seconds": 2.569, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/70", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-70", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.35 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3587480a-53ea-47ad-95d1-c4f2ddea73f4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "other", "text": "Thought bubbles containing customer feedback quotes", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1961406c-40c4-4d30-a964-c2c81f49e706", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Legion Partners conducted a proprietary survey of 252 active Journeys’ customers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ab0403e-f644-4685-9b22-c85faa5ed2ad", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b1e5e4f-6eb3-4f1f-a9ba-d8a8c872db08", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Consumer Feedback on What’s Missing Or Broken", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:06.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23d36fd0-4e57-4089-8076-8918e70ccce2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 71, "type": "setup", "title": "The slide uses a split bar chart to contrast Journeys (highlighted in orange) against two peer groups.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 5, "textChars": 393, "nDataPoints": 14, "notes": "The slide uses a split bar chart to contrast Journeys (highlighted in orange) against two peer groups.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:07.078+00", "seconds": 2.668, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/71", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-71", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "Journeys is way behind as peers embrace omnichannel", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0f62709-f3c7-4860-b832-fedffb9f8f86", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Journeys' Digital Penetration vs. Other Retailers (Pre-COVID)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "490b8014-5caa-4063-974a-ade4457bbc46", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest pre-COVID fiscal year filings.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f0e99e7-168b-43ca-bf52-b479251de018", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.14 }, "kind": "subtitle", "text": "Journeys has greatly under-managed digital channels relative to its teen retailer peers or other national brand retailers", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b9345e-34e6-4a7c-95e9-de889454ffbb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Journeys' E-Commerce Business Poorly Managed", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d08b0138-2c35-44cb-8e5a-9c2635db590b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2c566263-444c-4ebc-a353-83b9fec4153d", "evidence": "Comparing Journeys' digital penetration against two peer groups to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:07.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 72, "type": "setup", "title": "The slide uses a red dashed box to highlight Journeys' underperformance relative to peers.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 479, "nDataPoints": 12, "notes": "The slide uses a red dashed box to highlight Journeys' underperformance relative to peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:08.813+00", "seconds": 3.634, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/72", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-72", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Journeys' Digital Penetration vs. Other Retailers (COVID)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa4cdc22-1398-4d29-8409-d47953c4eaf8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest fiscal year filings. No Finish Line or JCPenney number available.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cb08342-d22f-4dc7-baf4-8c0e812aa020", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "quote", "text": "GCO's e-comm penetration has historically lagged retail peers.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffbf1cd2-eabe-4d0d-849f-91522bf5c7af", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "While COVID caused e-commerce sales to surge in 2020, Journeys still lagged peers significantly", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08d70fce-d4f7-4102-ac67-36d157ddc1d6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "title", "text": "Journeys continues to fall behind as peers embrace omnichannel", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc77e08c-bdcd-4d3d-9632-a4a7267daacf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Journeys' E-Commerce Business Poorly Managed (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab364f41-1e32-49fd-98f5-ac22aefc424d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "42b9b0e2-bd8b-49d6-921d-5187e66af93e", "evidence": "Comparison of digital penetration metrics across a set of peer retailers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:08.813+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 73, "type": "tension", "title": "Uses a 'NO' stamp visual to emphasize failure to deliver on stated goals.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 9, "textChars": 952, "nDataPoints": 0, "notes": "Uses a 'NO' stamp visual to emphasize failure to deliver on stated goals.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.179+00", "seconds": 3.898, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/73", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-73", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Buy Online, Pickup in Store; Curbside Pickup; Same-Day Delivery; Mobile App; Well-Designed E-Commerce Site; Store Inventory Visibility", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e61f1cb6-89c0-49f7-ba1c-d01e2b136127", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Source: SEC Filings, Company Websites", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc583c3b-f61c-4ba4-bc9d-5bb8f31ad020", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.48 }, "kind": "paragraph", "text": "Genesco Management highlighted BOPUS initiative for all segments as early as in 2013... In 2015, management specifically promised... In 2017, management highlighted... In 2020, management was still planning to launch BOPUS", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11e8b366-5358-44d3-943b-eb960e51e159", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.07, "y": 0.52 }, "kind": "quote", "text": "As examples, we will ultimately be able to support online orders for store pick-up... - Robert J. Dennis, 05/31/2013", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47480db8-2bba-4e4e-9886-a3b2a34f3efe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.07, "y": 0.62 }, "kind": "quote", "text": "Next year, Journeys customers will be able to buy online and go to a local store to pick up what they have purchased. - Robert J. Dennis, 12/05/2014", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c69ce98-6fdc-4b3c-afd5-626f6d05b0bd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.07, "y": 0.82 }, "kind": "quote", "text": "...we plan to launch in our North American stores the initial pilot of BOPUS... - Mimi E. Vaughn, 09/03/2020", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f01f201-baa5-448a-a8d7-650434063191", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.07, "y": 0.72 }, "kind": "quote", "text": "...will enhance \"buy online, pick up in-store\" capabilities... - Robert J. Dennis, 08/31/2017", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa5c0263-8dee-49a3-8694-ddc46e52a3e6", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "table", "text": "E-commerce Capabilities vs Does Journeys Have It?", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "603dd092-43fa-4484-b70d-c650fef34164", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Journeys' E-commerce Capability Lags Industry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5522676f-b781-4948-b57a-2309fdabc233", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ec5fd259-9e0c-46f4-ac12-092e5bae695f", "evidence": "Contrasts historical CEO quotes promising BOPUS with current lack of capability.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:09.179+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 74, "type": "tension", "title": "The slide contrasts analyst questions about mobile strategy with management's defensive/dismissive responses.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 8, "textChars": 1432, "nDataPoints": 0, "notes": "The slide contrasts analyst questions about mobile strategy with management's defensive/dismissive responses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.64+00", "seconds": 4.343, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/74", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-74", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "callout", "text": "Former CEO’s answer highlights Genesco’s miscalculation of the challenge and opportunity offered by the digital world. The internet and mobile phones are making footwear and apparel available at the click, and teenagers are spending increasing time on mobile. Genesco’s management’s tone seems uncomfortably dismissive of the digital and mobile opportunity.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28e895e1-ed0f-4c00-97dd-ffd0479d11ef", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.4, "y": 0.74 }, "kind": "other", "text": "Investor's Concern", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e6ba475-b3e4-43a4-9666-7a2bdc47bb42", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.51, "y": 0.32 }, "kind": "quote", "text": "Samuel M. Poser, Susquehanna Financial Group, Research Division, 09/03/2020 - “Great. And then I’ll ask you my mobile app question. Where -- are you working on that now? ...”", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ad3410f-8637-48ab-9b36-778416adc622", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.51, "y": 0.53 }, "kind": "quote", "text": "Mimi E. Vaughn, Chairman, President & CEO of Genesco, 09/03/2020 - “...we found that the consumer has a higher propensity to use mobile apps for purchases that they do frequently. And so we felt like, yes, consumers downloaded the mobile app, but didn’t engage.”", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26dc1ac7-dc9c-4e67-9af9-6058a9b7707b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.53 }, "kind": "quote", "text": "Robert J. Dennis, Former Chairman, President & CEO of Genesco, 09/06/2019 - “Yes. We continue to think that websites perform well. ... We continue to revisit it because things can change very quickly. But right now, we’re very happy with the way that we’re set up at the moment.”", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8103e33f-3a39-40f9-990e-1d99df6f2443", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.32 }, "kind": "quote", "text": "Samuel M. Poser, Susquehanna Financial Group, Research Division, 09/06/2019 - “I’ve asked this question a zillion times, but mobile app for your Journeys Kidz. Can you tell us has anything changed there? ...”", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0b5d141-8bdd-4941-9510-0f9a531b3ec3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.75, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Journeys does not appear to be prioritizing a clear strategy for the new digital world", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9b71537-c3fe-4345-a8ca-614cce135aa7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Investor Concern on Lack of Urgency over Digital", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a5ae56a-8170-4573-a23b-3e265ef9f1c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "aedfeb2a-6c57-46ff-ab70-45da8bd3f4fa", "evidence": "Contrasting analyst questions with management responses to highlight strategic failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.64+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 74, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 75, "type": "tension", "title": "The slide uses a hub-and-spoke layout to frame the company as the central point of failure for seven distinct business areas.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 529, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke layout to frame the company as the central point of failure for seven distinct business areas.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:08.393+00", "seconds": 2.853, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/75", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-75", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.8, "x": 0.1, "y": 0.15 }, "kind": "diagram", "text": "Hub-and-spoke diagram with Journeys logo at center and 7 numbered shopping bag icons as spokes.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e36e60b-fa42-4397-a3f2-f19db25ebd94", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "list", "text": "1. Mobile App: No app despite growth trend. 2. Digital Strategy: Poor communication of benefits. 3. Loyalty Program: No program. 4. Marketing/Advertising: Weak social, search, email. 5. Web Experience: Low quality. 6. SKU Offerings: Lags peers. 7. Split Shipments: Costly.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e508d9a3-f867-46cd-901c-8437c9f562cb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.06, "y": 0.93 }, "kind": "source-note", "text": "Source: SEC Filings, Company Websites, Legion Partners' Research, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "559502b7-fdc6-4486-8a60-3aa99dcc581b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "What’s Missing Or Broken", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8902e982-59cb-479c-8305-61ba1d0f1f7c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cc23eec1-298e-464d-8278-ce6c1a01df69", "evidence": "Central logo connected to peripheral problem points", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:08.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "frameworkName": "hub-spoke" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 76, "type": "tension", "title": "Uses logos of competitors to establish the 'missing' gap.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 7, "textChars": 943, "nDataPoints": 0, "notes": "Uses logos of competitors to establish the 'missing' gap.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.051+00", "seconds": 3.358, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/76", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-76", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "image", "text": "Competitor app logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d7db412-b384-434e-b170-e3b57e7859c1", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: App Store Data as of February 2021, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e54f6ec-473c-4dfe-8998-bec4b6b1f070", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.47 }, "kind": "paragraph", "text": "GCO still has no app despite admitting growing mobile app trend", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a79b49b-266a-44a9-8fc9-0eed30b05640", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "While peers have launched mobile apps and witnessed success...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6677a49d-3dd2-4738-94bd-0c88048954e7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.52 }, "kind": "quote", "text": "We continue to think that websites perform well. There -- the average app on someone's phone is very short list. We tested apps in other businesses of ours. We continue to revisit it because things can change very quickly. But right now, we're very happy with the way that we're set up at the moment.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20b851b7-cae7-4d0d-aa7e-41998090c9ca", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "quote", "text": "Several years ago, actually, Schuh had launched a mobile app. And we found that the consumer is -- has a higher propensity to use mobile apps for purchases that they do frequently. And so we felt like, yes, consumers downloaded the mobile app, but didn't engage. The world has changed a lot since then, and a mobile app certainly is something that others have found to really help drive their business.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5b030a8-f4f5-4bd1-af0b-5818503c3bcb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "What's Missing? Mobile App", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48d802bb-8dd1-4907-a217-53357a6faa0c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b2f18ac3-9d20-4e4b-a682-c50e306bd043", "evidence": "Contrasting management quotes against current business status", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.051+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 77, "type": "setup", "title": "The slide uses a visual 'pie chart' style indicator to represent favorability of terms, with Journeys highlighted in a dark blue box.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 6, "textChars": 536, "nDataPoints": 27, "notes": "The slide uses a visual 'pie chart' style indicator to represent favorability of terms, with Journeys highlighted in a dark blue box.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.244+00", "seconds": 3.477, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/77", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-77", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.35, "x": 0.55, "y": 0.21 }, "kind": "annotation", "text": "Least Favorable to Customers (white circle) vs Most Favorable to Customers (dark blue circle)", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b523b90-f204-4245-abdf-6cf99cd360d3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.05, "y": 0.9 }, "kind": "annotation", "text": "Source: Company Websites, Legion Partners' Estimates. Notes 1-4.", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b678c07c-bb81-43e8-bfaf-a520c36a9042", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.15, "y": 0.75 }, "kind": "chart", "text": "Digital penetration bar chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d596f10-5d14-4d7c-b10c-9553b9c872f1", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Comparison table of shipping minimums, return periods, and digital penetration across 9 footwear retailers.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a1ed8ff-6224-46ec-b7eb-0b2bc2e91bc4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Despite providing favorable product shipping and returning terms to customers, Journeys achieved the lowest digital penetration among many of its footwear peers, implying poor strategy and execution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d2345cc-d9f1-40ea-a37e-9314045e25e4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Digital Strategy and Execution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e43df1be-bc93-4e13-922f-5bd33f3a0fb1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "607fb82d-db0a-412f-b3a4-326486733c94", "evidence": "annotation/legend: Least Favorable to Customers (white circle) vs Most Favorable to Customers (dark blue circle)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:29.441115+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "059ff357-6a33-4e06-8830-95a0e4b9da42", "evidence": "Compares Journeys against 8 peers across three metrics to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.244+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 78, "type": "tension", "title": "Uses a bar chart to show customer awareness levels and a screenshot/table to illustrate the UI issue (hidden scrollbar).", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 536, "nDataPoints": 4, "notes": "Uses a bar chart to show customer awareness levels and a screenshot/table to illustrate the UI issue (hidden scrollbar).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.26+00", "seconds": 3.282, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/78", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-78", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.8, "x": 0.1, "y": 0.25 }, "kind": "chart", "text": "Customer awareness of 365-day return policy", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9511ecb1-094b-4214-8e02-f712a59e2b5a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.435, "y": 0.78 }, "kind": "image", "text": "Website scrollbar showing hidden features", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61d3864e-0a39-4370-b9ad-ba49e1a9950f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Despite having a highly favorable shipping and return policy for customers, Journeys hasn't communicated these benefits effectively to customers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fc42909-5996-40d9-ac11-c0a246e56264", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "When asked about what Journeys could do to improve their online shopping experience, many customers mentioned \"free shipping\" while Journeys already provides free shipping", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3261284-7493-42e4-9b14-5e2638884e31", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Websites, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dec50baa-561a-4f30-a7c6-b43955efbe22", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Digital Strategy (cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7002c9e-7be1-43b1-8caf-467a63ff6f78", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "124c4ed5-6417-46eb-a642-9aa5046e8da9", "evidence": "Highlights the gap between existing policy and customer perception/awareness.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:09.26+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 78, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 79, "type": "analysis", "title": "The slide uses competitor logos and a bar chart to visualize the gap in loyalty program adoption and scale.", "function": "expose_gap", "rawType": "peer_gap", "block": null, "metadata": { "slideType": "peer_gap", "slideTypeCanon": { "name": "Peer gap", "slug": "peer_gap", "status": "active", "canonId": "019de52d-10e5-74bd-8325-9f49c945a0aa", "version": 1, "description": null }, "function": "expose_gap", "functionCanon": { "name": "Expose gap", "slug": "expose_gap", "status": "active", "canonId": "019de52d-1795-772d-8f3a-75ccfb93fe58", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 6, "textChars": 1076, "nDataPoints": 6, "notes": "The slide uses competitor logos and a bar chart to visualize the gap in loyalty program adoption and scale.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.62+00", "seconds": 3.549, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/79", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-79", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.22, "w": 0.42, "x": 0.53, "y": 0.23 }, "kind": "chart", "text": "Loyalty Program Members (in Millions)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "507f9131-02c7-48e9-9138-30166103dae8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: Company Websites, SEC Filings, Press Releases, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aeafde2-92f4-4508-b7d2-c009031fa0ff", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "While peers have long engaged customers with loyalty programs that reward customers with points, exclusive offerings and better shipping options, GCO has no loyalty program for any of its businesses", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cafa3ea5-8275-4dc4-bb42-d80a53770968", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.52 }, "kind": "quote", "text": "Our Web presence exists in the form of a loyalty site for our rewards program as well as a DSW brand and store locator site. As we previously discussed we see our loyalty program with over 6 million members as a significant competitive asset.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "096189bd-af6c-4a37-ba14-ad33b878a47f", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.69 }, "kind": "quote", "text": "A new loyalty card program was rolled out to our stores late in the second quarter. This program is similar to that of the one that Foot Action had employed for several years...The initial receptivity to this program has been good and we expect this will be a very effective medium to communicate with our best customers. We believe that the loyalty program is something that we have been remiss on and some of our competitors are ahead of us, and this is a good opportunity to catch up.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac5d4a16-1378-4769-9591-bd91c4484f90", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Missing? Loyalty Program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e34521bd-60aa-43ff-b43a-c47211b1afd8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "dd4e087f-2304-49d1-9585-bf5b4376800d", "evidence": "Comparison of GCO's lack of loyalty program against competitors with established programs.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:09.62+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "frameworkName": "peer_gap" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 80, "type": "setup", "title": "The table compares 8 competitors across 7 categories of loyalty program benefits.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 5, "textChars": 254, "nDataPoints": 48, "notes": "The table compares 8 competitors across 7 categories of loyalty program benefits.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:08.812+00", "seconds": 2.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/80", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-80", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "Genesco has no loyalty program", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f17cf199-d006-495e-bcd0-2618d042bc87", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Note: 1. Represents rules for base tier when there are multiple tiers", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f021270-aa64-4992-9e90-04ee99ec8b85", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Company Websites, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e54f7da7-5605-426b-a462-47e51ceb7676", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Comparison matrix of loyalty program features across 8 retailers", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7915e11d-f80b-44e9-aa09-dddcf57fa66d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Missing? Loyalty Program (cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8e00a07-1f0e-4332-bce3-5e021ce9b8cf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bd90e53e-65b3-4082-95b7-232d5b091a78", "evidence": "Table comparing features across competitors", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:08.812+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 80, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 81, "type": "tension", "title": "Includes a thought bubble from a customer persona to emphasize the opportunity cost of poor advertising.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 8, "textChars": 573, "nDataPoints": 8, "notes": "Includes a thought bubble from a customer persona to emphasize the opportunity cost of poor advertising.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:09.84+00", "seconds": 3.407, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/81", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-81", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.18, "x": 0.78, "y": 0.18 }, "kind": "callout", "text": "If I saw more ads from Journeys, I would probably shop more", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "784b9d21-1570-49ca-b36d-8b67bdc0812f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "chart", "text": "What type of Journeys advertising do you pay the most attention to?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "708252be-ca63-4dc8-bb42-ead8c4f7b350", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Where did you first see or hear about Journeys?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e292ace8-9fd1-4f84-949f-d8e2a10ba632", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.25, "x": 0.68, "y": 0.22 }, "kind": "image", "text": "Customer persona", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01510380-f3df-414f-bdd6-21766e04bb78", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de2b3d71-e1bb-4714-9004-83940f77beab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.5 }, "kind": "paragraph", "text": "While customers pay most attention to social media, online search and emails, these advertising efforts have been poorly executed", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63fa53b7-11a2-4f12-928d-3c4f7e1af3b0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Less than 20% of customers first saw or heard about Journeys via advertising – this also ties directly into why online penetration lags", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9057d914-e427-409b-9853-42802dacc855", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Marketing And Advertising", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f37651f-3005-4ceb-aae6-3e1e53eb1605", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8cde5ffe-deb7-4afb-bf7c-096c16348656", "evidence": "Identifies root cause of low online penetration via customer survey data", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:09.84+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 81, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 82, "type": "tension", "title": "The slide uses a grid of social media logos to illustrate specific failures (lack of presence or lagging metrics) for each platform.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 741, "nDataPoints": 0, "notes": "The slide uses a grid of social media logos to illustrate specific failures (lack of presence or lagging metrics) for each platform.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:10.104+00", "seconds": 3.321, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/82", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-82", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Genesco has no presence on Snapchat and near zero presence on Tik Tok, two of the most popular social media platforms among teenagers, where peers have been managing active accounts for years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8881b64d-3374-4e0e-a113-e71dcf052be5", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.85, "x": 0.08, "y": 0.2 }, "kind": "image", "text": "Social media logos (TikTok, Snapchat, Facebook, Instagram, Twitter, YouTube)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73486544-bf51-4c2f-a44c-6b9d8d83cb20", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.7, "x": 0.25, "y": 0.2 }, "kind": "list", "text": "Specific performance issues listed next to each social media icon (e.g., 'Followers behind peers', 'Account opened late')", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "726220ae-e08e-436e-a954-dd084929b010", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Social Media Websites as of February 2021 (Please refer to Appendix for details) Note: Journeys’ Tik Tok account was recently opened and has <200 followers as of June 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "193b83a6-925f-4d91-afae-e4d822183aef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Journeys reacted slow to social engagement trends compared to peers and has undermanaged its social media accounts", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1440b63-277e-4d0e-af3c-9017e3b9b1db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "What's Broken? Marketing And Advertising – Social Engagement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f9015fc-da4d-4e8e-92f1-ae69199365a4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "49d541f8-ebc5-4ebe-8f31-3fe8bea0b3dd", "evidence": "The slide explicitly frames the content as 'What's Broken?' to diagnose a business problem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.104+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 83, "type": "tension", "title": "The slide uses screenshots of Google search results to prove the lack of visibility for the target brand.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 9, "textChars": 654, "nDataPoints": 0, "notes": "The slide uses screenshots of Google search results to prove the lack of visibility for the target brand.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:10.875+00", "seconds": 3.995, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/83", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-83", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.35, "x": 0.58, "y": 0.45 }, "kind": "callout", "text": "Page 5 & 6: Famous Footwear, Zappos, Shoe Carnival, Toms, Teva, Walmart, Foot Locker", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb3ab56f-7057-4a6b-a2dd-9548715a92bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.32, "y": 0.58 }, "kind": "callout", "text": "Page 3 & 4: JCPenney, DSW, DC Shoes, Iconic, Dick's, Nordstrom,", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfc1e51c-fa03-49be-9f6f-7a7ecb367be7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.06, "y": 0.85 }, "kind": "callout", "text": "Page 1 & 2: Macy's, Amazon, Farfetch, Belk, Kohl's, Target, Nike, Adidas", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed089142-d54c-4b8f-8fb4-e9d811262169", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.55, "x": 0.05, "y": 0.2 }, "kind": "image", "text": "Google search results collage", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfa05dab-2e3c-4dd1-b258-5513ffa9bd1f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.58, "y": 0.55 }, "kind": "list", "text": "Similarly, Journeys’ website isn’t anywhere on the first few pages when searching for: 1. Sneakers for girls 2. Sneakers for teenage girls 3. Women's casual shoes 4. Men's athletic shoes 5. Boots", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "283758e1-35bb-4a82-b202-bb6877e0bd4f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Screenshots of April 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea897415-6e27-4b9e-a804-044773cff4b4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.58, "y": 0.85 }, "kind": "paragraph", "text": "This illustrates poor SEO execution", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7867a04-76ed-489a-b861-7af5cd2c4977", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Journeys’ website isn’t anywhere on first six pages when searching “shoes for teens”", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "213ac32c-adc8-4e3e-8872-0936671574c0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "What’s Broken? Marketing And Advertising – Search Execution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d788eb2-30d3-4dd0-a7c7-8b708bd04bad", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bdccaab6-dd72-4292-bd74-27abc66f6a25", "evidence": "Visual comparison of search engine results pages (SERPs) to identify brand visibility gaps.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.875+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 83, "frameworkName": "SEO Audit" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 84, "type": "tension", "title": "Includes a bar chart showing email frequency/subscription status and a comparison of competitor email sign-up UI.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 6, "textChars": 382, "nDataPoints": 6, "notes": "Includes a bar chart showing email frequency/subscription status and a comparison of competitor email sign-up UI.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:10.488+00", "seconds": 3.065, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/84", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-84", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "chart", "text": "How often do you receive email alerts from Journeys?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c1162f2-fe06-48e4-8aa2-003b91921103", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.62 }, "kind": "image", "text": "Competitor email sign-up examples", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e38793c-de34-4914-9ee0-63b64a304de6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Company websites, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bc22690-96bb-424b-a401-8751fcbfd27d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.56 }, "kind": "title", "text": "Journeys should have more prominent sign-up features like peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca2f7ca6-f581-4cbb-85a6-88e8fd5ed702", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "What's Broken? Marketing And Advertising – Email Advertisement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d26f576c-e48b-455d-ba9f-af29e36e13cd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "45% of customers surveyed never subscribed to Journeys' email distribution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdfa0157-6a65-47cd-9c3f-0311737bf2d5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "aeb7e624-6b28-4a16-b5e1-18e81ccb4729", "evidence": "Contrasts current 'broken' state with proposed improvement via peer comparison", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:10.488+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "frameworkName": "before-after-framing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 85, "type": "tension", "title": "The slide uses a bar chart to highlight the primary pain point and a table to propose specific feature solutions.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 520, "nDataPoints": 6, "notes": "The slide uses a bar chart to highlight the primary pain point and a table to propose specific feature solutions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:10.673+00", "seconds": 3.028, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/85", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-85", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Why don't you shop online at Journeys?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33147c34-d971-4c29-adfe-7f28efa9cae3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "38% of consumers surveyed didn't shop online because they were not sure about their size or fit, which could have been improved by better fit and width guide, as well as better communications on Journeys' favorable returning policy", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85982a08-35b9-431c-a09a-9383307a75f5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company websites, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ec97fd5-450a-4022-abed-9bf616babe64", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.67 }, "kind": "table", "text": "Fit guide, Width guide, Back in stock notification", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "686b136d-3ca7-43ee-abaa-5f378350330a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.62 }, "kind": "title", "text": "Size and fit features can be added to improve online sales", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12d66f8a-e315-4765-b13b-926a5bcf607b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Web Experience Not Competitive", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcdfe65b-8688-4b68-8004-8bf16a0eeaf0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3fae25ca-32a2-4139-a3c8-ad10819c1672", "evidence": "Identifies a specific customer pain point and proposes a solution.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:10.673+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 86, "type": "tension", "title": "The slide uses callouts to point out specific UI/UX failures on a live website screenshot.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 13, "textChars": 657, "nDataPoints": 0, "notes": "The slide uses callouts to point out specific UI/UX failures on a live website screenshot.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.829+00", "seconds": 4.174, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/86", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-86", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.1, "x": 0.05, "y": 0.48 }, "kind": "callout", "text": "No Video Until Recently", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19958f56-80ac-4937-bd6b-6458547afe76", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.45, "y": 0.73 }, "kind": "callout", "text": "Limited Color Selection", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3440871a-0471-49c2-b4bf-e3df119f417f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.05, "y": 0.58 }, "kind": "callout", "text": "8 Pictures Shot at Repetitive Angles", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cb9bb3b-2890-41c5-820a-98fde18264e3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.1, "x": 0.85, "y": 0.55 }, "kind": "callout", "text": "No In-Store Pickup Option", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "591f845c-9d63-4d34-8560-1ed1625ff4ea", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.85, "y": 0.65 }, "kind": "callout", "text": "Doesn't Highlight Free Shipping While Qualifies", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b4ad754-03e6-4983-a40b-bf7aee315e91", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.1, "x": 0.85, "y": 0.46 }, "kind": "callout", "text": "No-Reviews", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f9058bb-2330-462f-9030-ac06ea42769e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.45, "y": 0.43 }, "kind": "callout", "text": "Promotes Klarna at Multiple Places", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91376c08-4d45-46eb-8da4-b796b9490d99", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.18, "x": 0.2, "y": 0.33 }, "kind": "callout", "text": "Requires Dragging to Zoom (vs. Nordstrom Shows Bigger Size and Better-Quality Product Image on Mouseover)", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95f6d786-e105-477b-9fea-d6c7bc222721", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.45, "y": 0.58 }, "kind": "callout", "text": "No Width Information", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1912187-e082-43d8-9d6b-515d55919175", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "image", "text": "Journeys product page screenshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2ce007e-d1c7-495e-af3e-dc8afb3c5a2d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Retailer Website Data as of February 2020. Note that Journeys had no product video prior to Legion's nomination", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fce1aebe-982e-44f3-b01e-07fde7e58dbd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Competitors' online businesses offer a higher quality, more seamless web experience that likely results in far higher online sales", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99b4a6d0-8b22-4de3-9916-c88f1f6e09d2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Web Experience Not Competitive (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7f9848c-d1dc-49cd-8053-2a8172fe6f5f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "04114a59-2fb8-497d-9466-396470bfcc71", "evidence": "Exposing deficiencies in a target company's operations to justify activist intervention.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:12.829+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 87, "type": "tension", "title": "Includes annotations on a screenshot of the website.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 6, "textChars": 292, "nDataPoints": 0, "notes": "Includes annotations on a screenshot of the website.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:11.98+00", "seconds": 2.867, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/87", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-87", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.55, "x": 0.4, "y": 0.88 }, "kind": "callout", "text": "Customers deserve to see shoes staged at a place that's at least clean", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d12acc7-8e02-4a1b-bb02-c24569b98263", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.28, "x": 0.45, "y": 0.3 }, "kind": "callout", "text": "Large empty space on page might not be the best use of space", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f0c2f6b-a023-4dda-a00a-768ceb2d6e8e", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.19 }, "kind": "image", "text": "Journeys website screenshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dec4a66a-ca09-45bc-8229-7cc3c78f33c8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Website", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d185648-0ca5-4ae8-9172-10304ae7e0b8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.14 }, "kind": "subtitle", "text": "Journeys' website features poor content that is unappealing", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba6159b1-39f9-4859-b3e6-60388df862d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Web Experience Not Competitive (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.98+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4c32fa9-cbe6-4743-84e2-f6be498c3cc5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 88, "type": "tension", "title": "The slide highlights a strategic failure by Journeys to carry the #1 brand preferred by their target demographic.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 341, "nDataPoints": 11, "notes": "The slide highlights a strategic failure by Journeys to carry the #1 brand preferred by their target demographic.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:11.943+00", "seconds": 2.737, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/88", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-88", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.22, "x": 0.64, "y": 0.315 }, "kind": "callout", "text": "Most notably, Journeys carries ZERO Nike, the #1 teens' footwear brand that has been gaining share from Vans and Adidas", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "246b52c2-9095-4f27-b082-3216bfb549b9", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Teens' Favorite Footwear Brands (% of Teens Surveyed)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72fdf5eb-b03e-41e8-8c53-fb30e6fa9e33", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Piper Sandler Research, Company Websites", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f14bc044-9db5-4473-a669-5d8fa66a4189", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Journeys lags peers in SKU offerings in top teens' favorite footwear brands compared to peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8549fbe4-b8ed-4813-80ad-c16fee7e2718", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "What's Broken? SKU Offerings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d877279a-0a1b-4ce1-a279-c744d37623ac", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e472e5b9-c147-4e4c-bfc7-fe17545eb393", "evidence": "Contrasts teen brand preference (Nike) with Journeys' zero SKU offering.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:11.943+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 89, "type": "tension", "title": "Uses visual evidence (screenshots) with red callout boxes and arrows to highlight the contradiction.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 7, "textChars": 371, "nDataPoints": 0, "notes": "Uses visual evidence (screenshots) with red callout boxes and arrows to highlight the contradiction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.741+00", "seconds": 3.342, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/89", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-89", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.45, "y": 0.415 }, "kind": "callout", "text": "Journeys' Vans “exclusive” found on Zappos", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e6f29e0-c353-429e-a5a8-2f7c5525a29d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.3, "y": 0.8 }, "kind": "callout", "text": "Journeys' Vans “exclusive” found on Amazon", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f72f1adb-8e51-4c32-9c29-12ec6cdd4fd2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.53, "y": 0.73 }, "kind": "callout", "text": "Journeys' Tommy Hilfiger “exclusive” found on Zappos", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb0c82f6-6d8c-44ff-8982-0439f3a511a8", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "image", "text": "Collage of Journeys marketing materials and corresponding product pages on Zappos and Amazon", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47eafa86-3c8d-4905-9a02-af020865ea1e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Websites", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b424b62d-2f58-428d-9268-4b65c9712df3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Journeys' “exclusives” are not really exclusives – customers can get them elsewhere", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc55b61d-7439-4df3-b6de-3b510b92d47f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "What's Broken? SKU Offerings (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8264cafd-a701-4ca3-ba99-28057dd04f89", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "728c400c-0dbc-4d28-a392-743c567d4b00", "evidence": "Visual comparison of marketing claims vs. market reality", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:12.741+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 89, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 90, "type": "tension", "title": "Uses a causal chain to link split shipments to negative outcomes.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 686, "nDataPoints": 6, "notes": "Uses a causal chain to link split shipments to negative outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.884+00", "seconds": 3.315, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/90", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-90", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "Journeys' split shipments are financially costly and an environmentally unfriendly business practice", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52d37c73-fa17-42f1-93da-a5ee0b654a0f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.6 }, "kind": "diagram", "text": "Visual flow from split shipments to unhappy customers and unhappy earth", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "433142df-999c-444f-a383-c17baaf69d25", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.53, "y": 0.25 }, "kind": "list", "text": "1. Inflated shipping costs 2. Extra labor in each location 3. Wasteful packaging 4. Adds to carbon footprint 5. Execution looks sloppy to customers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ac54e18-f0e3-40f1-a6be-a4ccb31caf1d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "A split shipment is just what it sounds like – when a single order arrives in two or more deliveries – although the customer submits one order, they receive multiple packages, often on different days", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b525b5ee-8e4a-4b7c-b327-a2d212e5c6c4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Source: Company Websites, Legion Partners' Research (Please refer to Appendix for details)", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1110dcf-84f7-4402-b840-1cdf8fe77ad8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "SKUs and Shipments data for three Journeys orders", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba6e2f29-535c-470f-9ef7-6343b675c499", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Split Shipments", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6c03e3a-8aa7-45a1-ba1c-a5a5b6c48341", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b0495834-b9d6-4cef-840d-42b32b43a988", "evidence": "Visual flow from split shipments to negative outcomes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:12.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "frameworkName": "causal-chain" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 91, "type": "setup", "title": "The slide uses a grouped bar chart to contrast Journeys against four competitors across four categories.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 408, "nDataPoints": 20, "notes": "The slide uses a grouped bar chart to contrast Journeys against four competitors across four categories.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.402+00", "seconds": 2.774, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/91", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-91", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Glassdoor Reviews", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d7664a0-d4c3-4afc-b8b1-3c8a55e044cd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.25, "y": 0.84 }, "kind": "legend", "text": "Journeys, Foot Locker, Designer Brands, Finish Line, Shoe Carnival", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d642afe8-ec6d-4054-b72e-fda7f43006fd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "While Genesco suggests its internally conducted survey shows a favorable employee response, Glassdoor data benchmarking suggests that Journeys lags peers in various criteria, which we believe provides a better picture of how employees perceive Journeys", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb3b193a-a629-44e4-98d5-e0c02b6a208f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: Glassdoor data as of May 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4151cf1-5c9d-441a-8e3f-a8fe8daa4a0d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "What's Broken? Employee Satisfaction", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b05d386-8484-4e4a-a46b-e7abf0b61073", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a7f46f1f-5c2f-4fc7-b50a-ac438d209855", "evidence": "Comparison of company performance against a set of industry peers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:12.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 91, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 92, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 256, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.226+00", "seconds": 2.574, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/92", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-92", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.89 }, "kind": "disclaimer", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.226+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a32f7fc9-fe0f-4740-8876-cc1b1c6c8193", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.78, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.226+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cdf9114-7ae5-460d-ad2c-78fe716166ba", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.226+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ab6a45c-6744-47a7-9e2d-5f18ef7bfd04", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 93, "type": "tension", "title": "Uses red 'X' icons to denote negative findings regarding board performance and governance.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 583, "nDataPoints": 0, "notes": "Uses red 'X' icons to denote negative findings regarding board performance and governance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:12.734+00", "seconds": 2.799, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/93", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-93", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "More Board changes will be required to drive alignment and fix Genesco", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "762ec6e2-9bce-44f1-8fc4-c688ca9e80e4", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Prior reviews of strategic alternatives seemed disingenuous and designed to avoid change; The governance structure is suboptimal, particularly with combined Chairman and CEO roles; Recent Board changes were reactive to Legion's nominations; Compensation has been misaligned; No ESG program.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17934dff-31e0-4631-a9f1-f21ae8114f3e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "For years, Genesco's Board has allowed management to perpetuate a conglomerate structure that has failed to generate shareholder value", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01c6d73f-3415-47a0-96c6-1fdbd193a296", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57f5a751-6196-46e9-85aa-3d4ddda7a32f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco's Board Lacks Shareholder Alignment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21083112-3529-409a-b92a-22b5578ecc1a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "22c3759d-ac4d-4158-b573-918ecc060f6e", "evidence": "Critique of board structure, CEO/Chairman duality, and compensation alignment.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:12.734+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 93, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 94, "type": "setup", "title": "The slide uses visual callouts ('NO RETAIL EXPERIENCE') to critique the board's composition.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 5, "textChars": 183, "nDataPoints": 12, "notes": "The slide uses visual callouts ('NO RETAIL EXPERIENCE') to critique the board's composition.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:13.463+00", "seconds": 3.344, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/94", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-94", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.35, "y": 0.18 }, "kind": "callout", "text": "NO RETAIL EXPERIENCE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eac6992a-3271-4380-9a52-0618e369edeb", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Board member photos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22f66068-e0bd-4b30-816d-5affaddcc809", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Tenure and Relative TSR metrics for each director", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af4e63f4-7adb-4ef9-a128-5b334102ae7f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc373a6b-069b-4ac9-be8c-4cf6659b991e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Recent Refresh Is Too Little Too Late", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "381426e9-8a14-467f-bf81-ab7b5e841161", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "db8e6e17-d0e1-4743-ab89-63c95799ab04", "evidence": "The slide frames the current board members as the 'antagonist' to the company's success through negative labeling.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:13.463+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 94, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 95, "type": "setup", "title": "The table highlights significant underperformance of the board relative to benchmarks, with negative percentages indicating value destruction.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 543, "nDataPoints": 48, "notes": "The table highlights significant underperformance of the board relative to benchmarks, with negative percentages indicating value destruction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:13.305+00", "seconds": 3.052, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/95", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-95", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "callout", "text": "GCO's Board collectively owns 2.7% of shares outstanding", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeb2cdf9-8275-4a96-a6a9-ed7955c53e47", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates, Capital IQ (as of 04/09/2021). Note: Total Shareholder Return (\"TSR\") figures as of respective Board appointment date through 01/30/2021.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "497bb97b-55f3-4be9-8567-c874f465d58f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.23 }, "kind": "table", "text": "Table showing Director, Tenure, GCO Own. %, and relative TSR performance vs Core Peer Group, ISS Peer Group, S&P 1500 Footwear, S&P 500, and R2K.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20e921c0-8f35-44c0-9340-fe5acacb42d1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Relative TSR performance demonstrates the inability of the Board to drive better outcomes for shareholders", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff5df0bd-aa65-4f3a-a9cb-4eaf7aaa1874", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "GCO's Board's TSR Has Been More than Disappointing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5af4ea6-c287-45ae-a4c9-7e44342a2d68", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e2f26971-1fb2-4754-9521-53205f0d4339", "evidence": "Used to highlight board underperformance and lack of alignment to justify change.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:13.305+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 95, "frameworkName": "activist-defense" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 96, "type": "analysis", "title": "The slide categorizes directors into 'Targeted Directors', 'To Retire', and 'Newly Appointed'.", "function": "expose_gap", "rawType": "peer_gap", "block": null, "metadata": { "slideType": "peer_gap", "slideTypeCanon": { "name": "Peer gap", "slug": "peer_gap", "status": "active", "canonId": "019de52d-10e5-74bd-8325-9f49c945a0aa", "version": 1, "description": null }, "function": "expose_gap", "functionCanon": { "name": "Expose gap", "slug": "expose_gap", "status": "active", "canonId": "019de52d-1795-772d-8f3a-75ccfb93fe58", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 501, "nDataPoints": 27, "notes": "The slide categorizes directors into 'Targeted Directors', 'To Retire', and 'Newly Appointed'.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:13.432+00", "seconds": 3.01, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/96", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-96", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Note: (1) Represents GCO's Relative TSR over each incumbent director's tenure vs. Peer Group...", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7dd24f5-7ae2-4f91-8939-bdaee0712e37", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: Company SEC Filings, Capital IQ as of 04/09/2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c42ddf44-595d-4ef1-8aac-4c0101f27166", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Skills matrix table showing directors, age, skills (Merchandising, Retail Ops, Marketing, ESG, Tech, Turnaround, Capital Markets), other boards, and tenure/TSR.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e11b46fd-7a88-4679-bc13-349cbabc172c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "After the recent refresh, GCO's incumbent directors still lack backgrounds and experiences that are integral to the Company's future success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5735166-3eda-4109-bf0d-b5117bf8ce40", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "GCO's Incumbent Board Still Lacks Necessary Skills", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8148dc7d-cba6-4c17-9bbc-283a2ed69c48", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "20c19507-810f-4dfb-933c-137be237ff10", "evidence": "Skills matrix used to evaluate board composition and identify gaps.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:13.432+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 96, "frameworkName": "governance-board" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 97, "type": "tension", "title": "The slide uses a checkmark matrix to highlight skill gaps and a bulleted list for governance policy critiques.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 363, "nDataPoints": 12, "notes": "The slide uses a checkmark matrix to highlight skill gaps and a bulleted list for governance policy critiques.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:13.767+00", "seconds": 2.965, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/97", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-97", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "list", "text": "Other governance structure issues: Plurality voting, Combined Chairman/CEO, Long-tenured Lead Independent Director, Supermajority requirements", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10f80658-280b-4f33-b707-50b0062a7aed", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: Company SEC Filings, Capital IQ as of 04/09/2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8a7934f-81f8-4460-9595-d01d72d3cac7", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Genesco Incumbent Directors matrix showing skills and tenure", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f5bfd75-196a-43f6-a676-15933a0c6398", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Targeted Directors lack relevant backgrounds and have long tenures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a6789d9-1d45-4526-8033-420c363f4e79", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco's Governance Structure Concerns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e37b0b82-c1c7-4cdc-8372-1262511d6edf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3a95fc74-a4ca-4e03-96f6-77929c5ed3c2", "evidence": "The slide critiques board composition, voting standards, and leadership structure.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:13.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 98, "type": "tension", "title": "Uses a classic 'Misleading Claim vs. Reality' table structure to discredit management narratives.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 272, "nDataPoints": 4, "notes": "Uses a classic 'Misleading Claim vs. Reality' table structure to discredit management narratives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:13.669+00", "seconds": 2.658, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/98", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-98", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.35, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: SEC Filings, Press Releases, Legion Partners’ Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56ba0651-5330-4ac2-90d4-9f2acea8ae7e", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Comparison table of Misleading Claims vs Reality", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99825942-19eb-43c3-b26c-51e77a1fdd97", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Between data manipulation and cherry-picking dates, we believe the Board has misleadingly claimed “momentum”", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8df1f043-eba2-422c-becb-99b4d7b58c93", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco’s Board Has Mischaracterized Its Track Record", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2869975-ae69-451d-a324-41bcd8031c20", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "33b55986-e47f-43f8-902e-9069a169978c", "evidence": "Table structure directly contrasts company claims with activist reality checks.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:13.669+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 98, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 99, "type": "setup", "title": "The slide uses a visual 'fill' indicator for ESG goal maturity across three categories (Environmental, Social, Governance).", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 5, "textChars": 353, "nDataPoints": 30, "notes": "The slide uses a visual 'fill' indicator for ESG goal maturity across three categories (Environmental, Social, Governance).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:14.057+00", "seconds": 2.728, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/99", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-99", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.21 }, "kind": "legend", "text": "Non-Existent to Most Comprehensive scale", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f9220f5-6b53-4fa7-8223-14b18aae1a1d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Company Websites, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa49a6fe-2760-440b-9c29-994162230111", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco announced an ESG subcommittee only in June 2021, led by two lackluster incumbent directors, Marshall Jr. and Barsh, with no announced goal or framework", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c8c6a70-0cd9-4139-88c2-1e5de9f475fa", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Comparison matrix of ESG metrics across 11 companies", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bbc2a13-05f8-4800-83a6-508dcec142b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Has No Discernible ESG Program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "543cf0cd-f385-42d4-b46c-3102ce48b153", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bf8f5367-9966-4e45-90fc-37adc56f7316", "evidence": "Comparison table of ESG metrics across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:14.057+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 99, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 100, "type": "tension", "title": "The slide uses a combination of bar and line charts to show the inverse relationship between executive pay and company operating profit.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 7, "textChars": 490, "nDataPoints": 27, "notes": "The slide uses a combination of bar and line charts to show the inverse relationship between executive pay and company operating profit.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:15.565+00", "seconds": 3.349, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/100", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-100", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.6, "x": 0.3, "y": 0.78 }, "kind": "callout", "text": "Top 5 executive compensation has increased by 43% while operating profit declined by 49%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec498d10-a723-4f20-9b00-b93a06f31f57", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Operating Profit ($mm)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "055517ca-d2c4-4c70-8236-a0d53061e7e1", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Top 5 Comp as % of Operating Profit", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfbee8f4-d723-4c38-aad1-5af622bf938f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: FY 2018 Operating Profit excludes $182mm of goodwill impairments", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6a94307-063c-43e0-9c50-353ae1b9f25b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "other", "text": "Top 5 Comp ($mm): 17.1, 16.7, 9.2, 9.9, 8.5, 8.7, 7.2, 11.8, 13.1", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17e7892a-a620-41cf-9950-a7164f5663c3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Top 5 executive compensation has increased by 43% from FY 2014 to FY 2020 while operating profit declined by 49%", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab1014fc-4bd2-4f04-be38-29b454b465d1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Compensation Doesn't Reflect Performance Declines", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a810907-794b-4a33-a215-c1a5433bdb10", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "df68a73c-9bdd-493e-a380-d8fb41446ced", "evidence": "The slide explicitly contrasts rising executive pay with falling operating profit to argue for poor governance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:15.565+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 100, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 101, "type": "tension", "title": "Uses a bar-horizontal chart to visualize the bonus multiple vs EVA change, highlighting the 'positive bonus for EVA decline' zone.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 757, "nDataPoints": 20, "notes": "Uses a bar-horizontal chart to visualize the bonus multiple vs EVA change, highlighting the 'positive bonus for EVA decline' zone.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.011+00", "seconds": 3.764, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/101", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-101", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.55, "y": 0.38 }, "kind": "callout", "text": "Positive bonus for EVA decline", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "182b977c-3f65-4647-a689-cb5120937cc0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "Based on FY 2020 EVA plan for Corporate Total, NEOs can earn positive bonus until a $5 million of EVA decline (negative 730% of target improvement)!", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e25b1569-786c-4ab9-86c1-46674c95ea97", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.85, "x": 0.08, "y": 0.3 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10da6916-59e0-4ccd-bd83-91df4f59f578", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.08, "y": 0.62 }, "kind": "list", "text": "Formula Illustration: (C-A)/B+1 equals to: (C+B-A)/B, where A and B have always been positive. FY 2020 EVA plan for Corporate Total has $675k for A and $10.9mm for B...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf99958c-62bc-4e34-8145-83845047f3b5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "GCO's EVA plan calculates bonus multiple as: (C-A)/B+1, where C represents the actual EVA change, A represents target EVA improvement, and B represents the incremental improvement interval", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "768a8962-66be-420f-8f2c-ee717a711d1d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Chart uses FY 2020 Corporate Total Target EVA Improvement of $675k and Incremental Improvement Interval of $5.6mm for illustration purpose", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85ee9746-0af4-452e-851c-0dfad6daf1b5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "EVA Bonus Rewards EVA Declines", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5341f47d-fcbd-442d-9616-590a73e0b949", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "826dc662-2f62-4de7-88a4-df5125e59d32", "evidence": "Exposing perverse incentive structure in executive compensation", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.011+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 102, "type": "tension", "title": "The slide uses a combination of a grouped bar chart for EVA targets and a line chart for CEO pay to highlight a misalignment between performance metrics and exe", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 7, "textChars": 539, "nDataPoints": 45, "notes": "The slide uses a combination of a grouped bar chart for EVA targets and a line chart for CEO pay to highlight a misalignment between performance metrics and executive compensation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.503+00", "seconds": 4.133, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/102", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-102", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.1, "x": 0.83, "y": 0.065 }, "kind": "callout", "text": "36%, 25%, 29%, 33%", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eca2c320-ef0c-4e40-967b-ca6fc87b3a1f", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Grouped bar chart showing EVA improvement targets for 5 business units from FY 2013 to FY 2020", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0089c42e-fa23-46a6-ace1-8d6820f9cee5", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Line chart showing Robert Dennis' Estimated Target Payout", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8b4e736-d481-4921-8aac-96c0fb9fb087", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "legend", "text": "Journeys, Johnston & Murphy, Schuh, Licensed Brands, Lids Sports, Robert Dennis Est. Target Payout", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b7a75b1-6f5c-41fd-8702-f54d46c81d1d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e5ffc97-e8fe-4110-8bd4-508f8634477e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "While the target EVA improvement for every business unit has declined to around 1/3 of FY 2013 level in FY 2020, CEO's estimated target payout during this period has grown by 15%", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0b82130-e6a8-42ef-a54c-0550bdf645f9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Declining Target EVA Improvement vs. Rising Pay", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad9dc859-7acb-478a-a237-32f6ea43d3a6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "df181770-c7b2-4686-9835-be5f8926ed28", "evidence": "Contrasts declining performance metrics (EVA) with rising executive compensation (CEO pay).", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:16.503+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 103, "type": "tension", "title": "Uses a hub-and-spoke style diagram to visualize conflicts of interest and lack of independence.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 5, "textChars": 221, "nDataPoints": 0, "notes": "Uses a hub-and-spoke style diagram to visualize conflicts of interest and lack of independence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:15.619+00", "seconds": 2.928, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/103", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-103", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "callout", "text": "The List of Relationships Goes on...", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb80256e-c5c7-48b2-ad92-eecd1d53c941", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Network diagram of individuals and institutions", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f57fb7c3-c30a-4be5-b9a4-7753f623cebd", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "image", "text": "Institutional logos showing interlocks", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "611834fd-6f2a-4feb-b4d5-af52d4530efd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.25, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc73147a-8a82-4956-b909-60c73a294a03", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Incumbents and Insiders Maintain Concerning Interlocks", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2b414e7-f60e-484e-bfe3-f1879daf3689", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "51be59ba-b2a9-4992-b0f3-f1f213cf0503", "evidence": "Visual mapping of connections between central nodes and peripheral entities", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:15.619+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 103, "frameworkName": "hub-spoke" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 104, "type": "analysis", "title": "The slide uses a map to argue for a lack of geographic diversity on the board, implying insularity.", "function": "diagnose_problem", "rawType": "geographic_map", "block": null, "metadata": { "slideType": "geographic_map", "slideTypeCanon": { "name": "Geographic map", "slug": "geographic_map", "status": "active", "canonId": "019de52d-09de-7153-8845-584c1a9d0c83", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 5, "textChars": 521, "nDataPoints": 10, "notes": "The slide uses a map to argue for a lack of geographic diversity on the board, implying insularity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.044+00", "seconds": 3.036, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/104", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-104", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.14, "x": 0.395, "y": 0.515 }, "kind": "callout", "text": "Tennessee: Kevin P. McDermott, Marty G. Dickens, Gregory A. Sandfort, Mimi E. Vaughn", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77bf2fed-fc1c-45b7-b16c-4c1f6c666efe", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.25 }, "kind": "image", "text": "US Map with highlighted states", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bd3b39f-e62f-404d-baa9-4f649968455b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.915 }, "kind": "paragraph", "text": "Note: (1) Matthew C. Diamond owns properties in both Connecticut and South Carolina; (2) John F. Lambros lived exclusively in New York City and Connecticut during his professional career. Source: SEC Filings, Press Releases, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81d6ac0a-06f3-44dd-ac08-2a47ed1b96e2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Board members are concentrated in Nashville area, where Genesco is headquartered, and surrounding states", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "925f6253-5efa-40b6-ad51-1eb34c4b202a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "High Geographical Concentration Amongst Board Members", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0201cef-3d99-4338-a9e3-b350030b7d28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a453459a-9937-4b5a-81c6-6522950b86b5", "evidence": "Geographic visualization of board member locations", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:16.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "frameworkName": "map-spatial" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 105, "type": "tension", "title": "The slide uses a narrative structure to frame the board's actions as entrenchment.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 648, "nDataPoints": 1, "notes": "The slide uses a narrative structure to frame the board's actions as entrenchment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.276+00", "seconds": 3.158, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/105", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-105", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "callout", "text": "After reviewing Genesco's three new director additions, two of whom appear to have prior connections to management/the Board, Legion understands now why Mr. Diamond would not agree to retire – next year – after then 21 years on the Board: this Board simply desires to maintain the status quo", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2d44da0-7735-4897-8a40-baa7befdfa0b", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "list", "text": "Chronology of failed settlement talks in May 2021, including specific counter-proposals regarding board composition and Mr. Diamond's tenure.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73c750a0-a32e-4c32-91f7-6da2a3766987", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d039b54-3e0b-486f-a037-7c0b8a11be6d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "GCO Board clearly demonstrates its dysfunction during settlement talks – chooses to spend $8.5 million to protect Matthew C. Diamond", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e1e2158-7e6d-4c44-b8d1-93ea25fba7e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion's Settlement Talks with Genesco", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74430729-ad8b-431d-8599-5dc1ffd55c2f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6aaa2299-1bc2-4e76-aad7-d6136992d92d", "evidence": "The slide contrasts the board's stated desire for change with their actions to protect a long-tenured director.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.276+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 106, "type": "tension", "title": "The slide uses a timeline to highlight the company's stalling and eventual refusal, contrasting their stated confidence in incumbents with their refusal to allo", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 1148, "nDataPoints": 0, "notes": "The slide uses a timeline to highlight the company's stalling and eventual refusal, contrasting their stated confidence in incumbents with their refusal to allow a fair election process.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:17.369+00", "seconds": 4.137, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/106", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-106", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.77 }, "kind": "callout", "text": "If the Company genuinely believes that 20-year tenured director Matthew Diamond and other long-serving incumbents are such world-class board members with the optimal blend of relevant experience and expertise, it should embrace a universal card", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "864460e1-ae09-4963-8b35-3ccd0944388d", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.38 }, "kind": "list", "text": "May 27, 2021: Legion sent a follow up letter to the Company regarding the use of a universal proxy card. The Company’s general counsel responded by email that the Company had been focused on its earnings announcement but was reviewing Legion’s proposal", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e66f62e-b657-4791-8b3e-15a84bce4d1e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "May 24, 2021: Legion requested that the Board agree to the use of a universal proxy card for the 2021 Annual Meeting", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c4f2b2f-7c0b-48f9-9737-48fd768967b6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.53 }, "kind": "list", "text": "June 1, 2021: Legion publicly reiterated its proposal of a universal proxy card", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3c1117b-71bc-4ad4-9fd4-69ecadadf099", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.63 }, "kind": "list", "text": "June 7, 2021: On June 7, 2021, Legion’s counsel received a letter from the Company’s general counsel refusing Legion’s request for the use of a universal proxy card at the 2021 Annual Meeting", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4be2076-be53-4733-8d53-655297fced53", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners’ Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a408e713-42d6-4e73-a5de-c3751b14f540", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "We suggested the use of a universal proxy card for the upcoming election to allow shareholders the best opportunity to select the best nine directors to represent shareholders", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "439724be-3752-4926-af43-173ce6d024e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco Refused to Use a Universal Proxy Card", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "035e8e80-36c9-49a2-96fe-6323dfbfeb3c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2a886178-4d83-46ef-8d44-ad47d54c6d95", "evidence": "The slide frames the company's refusal as a contradiction to their stated confidence in their board members.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:17.369+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "frameworkName": "activist-defense" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 107, "type": "setup", "title": "The slide uses a 'villain' framing for the incumbent directors, focusing on their lack of relevant experience and poor governance track records.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 9, "textChars": 523, "nDataPoints": 4, "notes": "The slide uses a 'villain' framing for the incumbent directors, focusing on their lack of relevant experience and poor governance track records.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:17.151+00", "seconds": 3.631, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/107", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-107", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.16, "x": 0.55, "y": 0.62 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5436ae6c-a527-4149-8c09-fec42155214e", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.55, "y": 0.28 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7324d7e1-98db-48f0-8b0b-76bb43ad1445", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.06, "y": 0.62 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b8c1497-316b-4d08-ab48-83fead8b9f3d", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.16, "x": 0.06, "y": 0.28 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8b74963-69b8-450e-8fb8-4de89c547c1e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.06, "y": 0.42 }, "kind": "list", "text": "Criticisms of incumbent directors including lack of retail experience, governance failures, and poor TSR performance.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d4293b8-a209-4298-bdca-e640248a0b10", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.06, "y": 0.94 }, "kind": "other", "text": "Note: Relative TSR represents GCO's Relative TSR over each incumbent director's tenure vs. Peer Group.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6277eac7-579e-4bd1-b51e-23b35cb9ef92", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.06, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf548433-e2ed-49ea-98e4-0c3481852f83", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.13 }, "kind": "title", "text": "We are seeking to replace FOUR incumbent directors, the majority of whom have led the Board over long periods of underperformance and appear to lack experience that a modern footwear retailer would require", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b938a595-1e0f-4f6f-ad3e-8b91a06e6a7e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "To Fix the Company, We Must Fix the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7b27bf9-9222-4b25-8e21-d932896c9e1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0409e1b9-c0f7-4b86-86e1-43575d706100", "evidence": "The slide frames specific directors as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.151+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 108, "type": "setup", "title": "Includes a timeline of board roles and a comparative bar chart of digital penetration.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 7, "textChars": 815, "nDataPoints": 18, "notes": "Includes a timeline of board roles and a comparative bar chart of digital penetration.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:17.093+00", "seconds": 3.51, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/108", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-108", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "We believe Diamond's excessive tenure compromises his independence and his track record should not qualify him as the Lead Director, Chair of the Nominating and Governance Committee or Compensation Committee", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22ec8661-0c06-4ea3-aa28-76ac17f5cd8a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "Journeys' Digital Penetration vs. Other Retailers (Pre-COVID)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1208b4f5-83ea-41a5-972e-ab53bdce3e85", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.05, "y": 0.25 }, "kind": "image", "text": "Matthew C. Diamond", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28bc683a-9caf-43c0-8560-a6781eb114ff", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "20-year tenured Board member and current Lead Director Matthew C. Diamond has controlled key leadership positions for decades – we believe he is responsible for the consistent underperformance, inflated compensation and misalignment with shareholders", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e3cab5c-2c97-4541-90b1-6076ab34600a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72f8f448-d73d-48a0-94ac-08371129bf23", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.68, "x": 0.27, "y": 0.25 }, "kind": "table", "text": "Tenure timeline of Matthew C. Diamond showing roles as Lead Director, Nominating and Governance Committee Chair, Compensation Committee Chair, and Director.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe8ae842-4afa-428f-82ec-235806d7992f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "An Ineffective Long-Tenured Lead Director with Problematic Career", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22ca078e-845e-43fc-91ee-9876d62101cd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "fde7003b-e31b-4e46-b057-7e189dc483f8", "evidence": "Frames the director as the cause of company underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.093+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 109, "type": "tension", "title": "Uses a two-column layout to contrast 'Track Record Concerns' with specific 'Allegations' and a performance chart.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 5, "textChars": 537, "nDataPoints": 6, "notes": "Uses a two-column layout to contrast 'Track Record Concerns' with specific 'Allegations' and a performance chart.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.79+00", "seconds": 3.057, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/109", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-109", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.62 }, "kind": "chart", "text": "Alloy Share Price Performance under Mr. Diamond's leadership", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a72fafe8-5538-4a6c-8d7c-d7ea51e047c3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977b9128-4c4f-48db-a72c-b7083e732fa0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Mr. Diamond was the CEO of Defy Media LLC from 2013 to November 2018, when the company suddenly went out of business after apparently running out of funding – and prior to Defy, Mr. Diamond co-founded Alloy Media in 1996, took the company public in 1999, and helped take it private in 2010 with a TSR of negative 70%", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a2bdd1-2f62-4271-8bbd-f53786d064e7", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "table", "text": "Track Record Concerns vs Allegations", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "456b8846-889b-481f-a522-4928a8b80639", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Diamond Brings with Him a Poor Track Record Instead of “Experience”", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "382d6316-f1cf-493e-a29f-3cd270e0bd09", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c4dbdd40-e695-4efc-9842-46a465bfc09f", "evidence": "The slide frames the nominee as a villainous figure with a history of failure and legal issues.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.79+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 110, "type": "setup", "title": "Includes a callout on the headshot image and a bar chart showing historical withhold/against vote percentages.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 8, "textChars": 1180, "nDataPoints": 4, "notes": "Includes a callout on the headshot image and a bar chart showing historical withhold/against vote percentages.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:17.929+00", "seconds": 4.19, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/110", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-110", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.81 }, "kind": "callout", "text": "How can a Board keep as its \"corporate governance expert\" a director that has repeatedly been cited for \"material governance failures\" by ISS?", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "560c1a2e-4e62-433c-a287-75f07d7ac3ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.2, "y": 0.45 }, "kind": "callout", "text": "NO RETAIL EXPERIENCE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa2c886a-4792-4ba5-a90c-bef0cade83f4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.32, "y": 0.58 }, "kind": "chart", "text": "CoreCivic Withhold / Against Vote Results", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9da6779f-dee9-4a82-b408-3d0bed7f7f91", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.05, "y": 0.28 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de93b110-508c-4e8e-a016-01722bdf1a7c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.65, "x": 0.32, "y": 0.28 }, "kind": "list", "text": "Mr. Marshall Jr. has no other retail experience and serves on the board of CoreCivic Inc.(CCA), an operator of private prisons, with former Genesco Chairman and Chief Executive Officer Robert J. Dennis\nMr. Marshall Jr. also served as a lobbyist for Securus, that was later sued along with CCA for listening into inmate's phone calls with attorneys\nInstitutional Shareholder Services (ISS) recommended WITHHOLD for Mr. Marshall Jr. at Corecivic in 2020, 2019, 2018 and 2017 citing material governance failures, and >20% of shareholders voted against him in the 3 most recent votes", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff98c017-8336-46a4-8f8b-3cd6106461ea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afa895e9-0f71-4cd9-b3a3-acb4140e553e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Director Thurgood Marshall Jr. is a career lawyer and lobbyist, retired from a law firm used repeatedly in the past by Genesco – we believe his “expertise in corporate governance and oversight” has not been reflected in Genesco’s governance history during his 9-year tenure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "373c2509-c2e9-4f5e-8ed0-8faf0fdb8ac1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Marshall Jr.'s Professional Connections to Genesco Seem Problematic", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7fc5fa6-dc7f-43fb-acb6-5f071293c2d5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5c29fc0d-4e15-45b8-8888-dfec298a9979", "evidence": "Critique of director's professional history and governance record", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.929+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 111, "type": "tension", "title": "Uses a table-like structure to map specific entities to controversial outcomes.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 419, "nDataPoints": 3, "notes": "Uses a table-like structure to map specific entities to controversial outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:16.796+00", "seconds": 2.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/111", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-111", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "We Live our Values Everyday. We fail to see how a lobbyist for a casino, asbestos defense, paid militia, etc. aligns with Genesco’s everyday values", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60ff4d9c-80cb-4d06-8072-8b9bfcf93b49", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners’ Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99acf692-9fca-4ceb-87fa-52d9c821f7b2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "List of lobbying clients and associated controversies", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb835fd3-48ac-4295-963c-df6dcdd9ab63", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Does a paid lobbyist for a casino, asbestos defense, paid militia really bring unique and valuable perspective to Genesco?", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "446a69fe-d022-4f83-98a7-4bd7368cf824", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Marshall Jr. Led a Series of Controversial Lobbying", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4c4e81a-9167-4650-8ee5-ce0e60026726", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "43cc40f6-e10e-4c78-a41c-fcaf77578b3f", "evidence": "The slide frames the nominee as a villain by listing controversial past associations.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:16.796+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 112, "type": "tension", "title": "Uses a 'Misaligned' callout to connect two bar charts showing diverging trends in profit vs. compensation.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 10, "textChars": 942, "nDataPoints": 4, "notes": "Uses a 'Misaligned' callout to connect two bar charts showing diverging trends in profit vs. compensation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:18.406+00", "seconds": 4.362, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/112", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-112", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.7 }, "kind": "callout", "text": "Misaligned", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2a9e2a6-516b-447d-acb1-eadf43103158", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.55, "y": 0.65 }, "kind": "chart", "text": "NEOs' Compensation ($mm) FY 2014 vs FY 2020", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e8160e0-da11-447d-858a-5cf3ff4509f3", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.1, "y": 0.65 }, "kind": "chart", "text": "Operating Profit ($mm) FY 2014 vs FY 2020", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee0e41ed-4aa5-4763-a460-f1f838c667f2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.05, "y": 0.23 }, "kind": "image", "text": "Joanna Barsh photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98b9c92f-dca5-4ef1-bba9-095066a3a4b3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.3, "y": 0.52 }, "kind": "list", "text": "During her first year as the Chair of the Compensation Committee, Ms. Barsh approved $13.1 million in payouts to Genesco’s top five executives in 2020, the highest amount since 2014, when operating profit was around half of the 2014 level", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "098c033f-ab82-492c-b22a-7888c2483438", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.3, "y": 0.42 }, "kind": "list", "text": "As Chair of the Board’s Compensation Committee, Ms. Barsh has overseen a compensation structure that we believe is not aligned with shareholders and has provided increasing payouts for declining performance", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12844c0a-4928-4d76-9fe7-4dbf98d03f99", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.3, "y": 0.23 }, "kind": "list", "text": "McKinsey & Company is the same firm where a number of Genesco executives previously worked", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d2f445b-c299-4841-bb18-6526a16f1158", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18313c01-c7af-4f67-99e1-4aca0f3c12e4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Joanna Barsh has served on Genesco’s Board for nearly eight years, has no modern retail operations experience and previously worked as a consultant at McKinsey & Company", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2abaafb-6b39-4343-b557-fa768bdb7d23", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Connected to NEOs, Barsh Also Leads Questionable Compensation Program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4fcc6dc-c21e-4434-987d-9fec08307608", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6edea0e8-9276-443e-a513-41dfce9f8b64", "evidence": "Focuses on specific board member's lack of experience and conflicts of interest.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:18.406+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 113, "type": "tension", "title": "Uses a line chart to contrast a career timeline against a market trend.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 743, "nDataPoints": 4, "notes": "Uses a line chart to contrast a career timeline against a market trend.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:17.535+00", "seconds": 3.199, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/113", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-113", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.82 }, "kind": "callout", "text": "With Joanna’s “expertise gained through more than three decades of” consulting, Genesco’s digital penetration was 11% pre-COVID, almost reaching the industry level when Barsh retired", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2235c6a0-ef42-4f9b-b191-b999815cdcfd", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.85, "x": 0.08, "y": 0.32 }, "kind": "chart", "text": "Mall-based retail and Department Store eComm Penetration", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5355c3de-02a0-40b0-81a0-0a3411e418c2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.22 }, "kind": "list", "text": "Ms. Barsh consulted consumer-facing clients for over 30 years at McKinsey\nWhen she retired in 2013, mall-based retail e-commerce penetration was at around 10%, while it has passed 40% during COVID", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "135320e1-14c3-426b-b897-f2e3c5b9ab52", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Morgan Stanley Research, Legion Partners’ Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48250354-b6d7-4e58-a3fe-2066a0a77c00", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Despite her being a Director Emerita at McKinsey – we believe Barsh’s retail consulting experience before her retirement in 2013 is no longer relevant to the current digital world", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "332a7e2c-67fd-4a03-9e1d-677d29aafb5d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Barsh’s Retail Experience Pre-Dated Digital Era", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8f39787-261c-45e8-9fd7-d24406126036", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0925fef3-6012-44a3-aab1-2fbec6b92ecb", "evidence": "Contrasts nominee's career timeline with market data to invalidate expertise.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:17.535+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 114, "type": "setup", "title": "Includes a line chart showing share price decline and a bar chart showing 2019 withhold vote percentage.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 9, "textChars": 1072, "nDataPoints": 3, "notes": "Includes a line chart showing share price decline and a bar chart showing 2019 withhold vote percentage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.115+00", "seconds": 4.219, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/114", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-114", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.35, "x": 0.6, "y": 0.78 }, "kind": "callout", "text": "ISS and Glass Lewis recommended withhold for Mr. McDermott at Daktronics in 2019 for adopting a poison pill without prior shareholder approval", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2541a3b-808d-4eaa-82bc-2b98c0d20ce4", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.6, "y": 0.55 }, "kind": "chart", "text": "Daktronics 2019 Withhold Vote Result", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9aae9166-7ca6-4f25-89a8-77dfef7521dd", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.5, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "Daktronics Share Price Performance during Mr. McDermott's Tenure", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7117a06b-6337-44f6-be8a-1879742d45fb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.22, "x": 0.06, "y": 0.25 }, "kind": "image", "text": "Kevin P. McDermott", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "769ece4b-fbf2-460b-9e85-5cd86151444f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.3, "y": 0.25 }, "kind": "list", "text": "As a KPMG veteran, McDermott was most recently the Chief Audit Executive for Pinnacle Financial Partners... Notably, Marty Dickens, with whom McDermott has served on the GCO Board, is a prominent member of Pinnacle's board of directors", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f87c51e-48d8-4b97-8d61-0bceb163823a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "Director Kevin P. McDermott is a retired accounting executive from KPMG – we believe the poor TSR track record at Daktronics under his chairmanship reveals his level of ineffectiveness and accountability", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92f46ede-5951-43c0-bb9a-6cfd13d6c549", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.3, "y": 0.4 }, "kind": "paragraph", "text": "We have reason to believe that Mr. McDermott was referred to the Board by William F. Blaufuss, Jr., a fellow retired partner from KPMG LLP and GCO Director from 2004 to 2016 – an example of the Board's relationship-based self-directed refresh", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc9bacec-9403-40a1-9a09-2a1b7720346f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b3e4fa3-62fd-4908-872e-16c9f5cd2a21", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "McDermott Has Multiple Ties to GCO Board and Lacks Relevant Qualifications", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "184a64ef-1669-4892-baaf-d6a472fe40cf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "705b15f2-eff2-4524-a1f1-72df4b9c358d", "evidence": "Slide frames McDermott as the primary antagonist to shareholder value.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:20.115+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 115, "type": "tension", "title": "The slide uses red 'X' icons to denote deficiencies in the board's recent appointments.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 8, "textChars": 711, "nDataPoints": 0, "notes": "The slide uses red 'X' icons to denote deficiencies in the board's recent appointments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:19.905+00", "seconds": 3.995, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/115", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-115", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.22, "w": 0.18, "x": 0.06, "y": 0.29 }, "kind": "image", "text": "Angel R. Martinez (66)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117354f3-89f4-44bf-97f9-27f6483dbb73", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.18, "x": 0.25, "y": 0.29 }, "kind": "image", "text": "Mary E. Meixelsperger (61)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b2d9082-01df-433a-a169-91d68a10ec56", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.18, "x": 0.15, "y": 0.6 }, "kind": "image", "text": "Gregory A. Sandfort (66)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97bdb705-7770-46bf-a44b-ee78043b1fec", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.46, "y": 0.29 }, "kind": "list", "text": "Lack of necessary independence\nTrack record of operational efficiency\nTrack record of capital allocation\nUp-to-date retail experience", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e022f31c-23f0-4b0a-af18-af2cc91e5303", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.07, "y": 0.93 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "582fa1e7-7990-4dc5-b28e-105f1c6c0e0f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.48, "x": 0.46, "y": 0.6 }, "kind": "paragraph", "text": "We do not have confidence that the Board's eleventh-hour refresh, conducted only after we launched a proxy contest and following its delay of the annual meeting by a month, will be sufficient to improve the Board's culture and performance...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b170e37-4050-40ff-9dca-b1277f17605f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "We believe Genesco's partial refreshment following our nomination was inadequate to break the culture of entrenchment, self-interest and underperformance in the boardroom", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "673c5803-096a-433f-9060-e1a6e15a3bce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "GCO's Recent Partial Refreshment Invites Scrutiny", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b17c4e0-0fca-463b-872c-522f2c8e2ebf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5824d187-e15f-4ccf-a5d4-62b05ae41026", "evidence": "The slide frames the board's actions as a reactive, defensive measure against the activist's intervention.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:19.905+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 116, "type": "tension", "title": "Uses a 'miss' table to contrast stated targets with actual results.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 9, "textChars": 1144, "nDataPoints": 4, "notes": "Uses a 'miss' table to contrast stated targets with actual results.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.501+00", "seconds": 4.183, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/116", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-116", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.87 }, "kind": "callout", "text": "These issues are similar to those that have plagued Genesco for years", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca7a3790-ef8f-4e2a-8adb-ea43e5752b18", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.05, "y": 0.23 }, "kind": "image", "text": "Angel Martinez headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fc59451-a637-4a4a-9674-9eba7f869c71", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.67, "x": 0.28, "y": 0.23 }, "kind": "list", "text": "Most recently, Martinez was CEO of Deckers from April 2005 to May 2016 and Chairman of the Board from May 2008 until August 2017. In May and August 2012, shareholders filed two federal class action lawsuits against Deckers and Thomas A. George. In 2017, Martinez stepped down.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da77ee29-e38d-42c8-be0d-57194092babc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dfb857c-572b-446e-97fc-25e47bb2773e", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Angel Martinez and Genesco's interim Chief Financial Officer Thomas A. George previously worked together in the c-suite at Deckers Outdoor Corporation (\"Deckers\"), leading us to question how authentic the Company's search process was", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21c905b0-8eab-45f3-8a8c-d8cbbe95b588", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.51 }, "kind": "paragraph", "text": "Deckers' operating margin dropped from 21% in FY'11 to 9% in FY'17 – its board and management had failed repeatedly to achieve margin targets", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ade12626-1ce9-47d8-b494-d08f8bb69d18", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.76 }, "kind": "quote", "text": "Marcato's Letter to Shareholders: \"Our concerns are supported by a review of Deckers' history of underperformance... attributable to years of poor decision making and operational neglect...\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8ea2c27-bfa0-4446-a8e2-ef1a786383ad", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "table", "text": "Table showing Thomas George and Angel Martinez failing to meet operating margin targets at Deckers.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edbfca5f-35ab-4163-b997-d062201c2482", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.85, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Martinez Worked Closely Together with GCO's Interim CFO for 7 Years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7af9afe-db37-4664-915c-53be19226135", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "abaa625c-4262-4fa2-9409-11fdfd357730", "evidence": "Highlights history of lawsuits and failed performance metrics to question leadership integrity.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:20.501+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 117, "type": "setup", "title": "The slide uses a negative framing technique to discredit a nominee by linking her past tenures to company failures or irrelevant industries.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 6, "textChars": 575, "nDataPoints": 0, "notes": "The slide uses a negative framing technique to discredit a nominee by linking her past tenures to company failures or irrelevant industries.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:19.784+00", "seconds": 3.424, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/117", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-117", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.18, "x": 0.06, "y": 0.22 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "020afa84-bee4-4302-ae41-b340d2b2b5e4", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.65, "x": 0.28, "y": 0.22 }, "kind": "list", "text": "Ms. Meixelsperger spent the bulk of her career at Shopko before that store chain ultimately filed for bankruptcy. While GCO highlighted her experience at Designer Brands, Inc. (NYSE: DBI), she only had a very short stint of less than 26 months there.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a69c5e3c-ef35-4f1d-a6cf-a28921c63f4e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.92 }, "kind": "other", "text": "Source: Capital IQ, SEC Filings, Press Releases, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11524ee1-7b30-4ef0-baff-6f36cedbd787", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.88, "x": 0.06, "y": 0.5 }, "kind": "table", "text": "Career history table showing CUNA, Shopko, Designer Brands, and Valvoline with associated negative commentary.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44f614d9-3351-4fcb-b0d1-e641bc54f0ca", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Mary Meixelsperger has very little successful retailing experience in her background", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db9dcb9c-3821-41d0-b1ef-7492f643946e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Meixelsperger Brings Irrelevant and Lackluster Background", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64a95663-447c-4ba8-9b1d-4ea9299a37b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ac8873a5-6de6-4708-83a4-c78120b395b2", "evidence": "The slide frames the nominee as an antagonist to the company's success by highlighting negative career outcomes.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:19.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 118, "type": "tension", "title": "Includes a snippet of a 1997 PR Newswire article as evidence of the credential claim.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 9, "textChars": 1116, "nDataPoints": 2, "notes": "Includes a snippet of a 1997 PR Newswire article as evidence of the credential claim.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.038+00", "seconds": 3.464, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/118", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-118", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.3, "x": 0.65, "y": 0.7 }, "kind": "callout", "text": "For years, Genesco's cost structure has been bloated, which is why we doubt that a locally-sourced pick will be helpful in overseeing the tough cuts that could impact spending in the community", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "867eb1ee-91f7-4d3e-81b4-2e728b66c8b8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.35, "y": 0.41 }, "kind": "callout", "text": "IN FACT, HE NEVER EARNED THE DEGREE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2ac8558-bcb1-4630-a953-f98293e939bf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.05, "y": 0.22 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb2567cb-5d9f-4542-bf5a-75ec774e25bb", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.38, "x": 0.05, "y": 0.48 }, "kind": "image", "text": "Copyright 1997 PR Newswire Association, Inc. ... Sandfort holds a B.S. degree in business administration from the University of Louisville.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5c11bbe-f826-4c59-a4e3-d602d5e2a10a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.65, "x": 0.32, "y": 0.22 }, "kind": "list", "text": "Sandfort was among the most highly compensated executives in Tennessee, earning salary and stock awards worth $9.3 million in 2018 and $8.7 million in 2019. We are also concerned with Mr. Sandfort's history of changing credentials.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "958885bc-4141-4aeb-aeda-12753a0d4a4f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Greg Sandfort is a prominent member of the greater Nashville area, where the Company’s headquarters are located and where the Board’s selections have historically been biased", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d10a272e-75a4-4d24-b493-8c7e14b5ec0f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, SEC Filings, PR Newswire, University of Louisville Records, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b64ae1dc-2685-4213-b891-c176eef6356d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.42, "y": 0.48 }, "kind": "table", "text": "Name On School's Records: GREGORY SANDFORT; Degree Title: Enrollment Only; Official Name of School: UNIVERSITY OF LOUISVILLE; Dates of Attendance: 08/30/1973 to 06/12/1979", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e01f70e-09f4-4615-bf14-981c4301b1f9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Sandfort is Another Nashville Executive with Questionable Credentials", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c66dae7a-a327-48e2-8fdc-0ea030efc1d7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "98abe8ca-0499-4943-b70b-589a22af8a74", "evidence": "Highlighting false credential claims", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:20.038+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 119, "type": "setup", "title": "Section 4 is highlighted with a box, indicating the current slide's location in the deck.", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 282, "nDataPoints": 0, "notes": "Section 4 is highlighted with a box, indicating the current slide's location in the deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:19.313+00", "seconds": 2.47, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/119", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-119", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.45, "x": 0.06, "y": 0.89 }, "kind": "disclaimer", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.313+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "651b83f5-9ea1-4c29-a160-313ab9440ebd", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.78, "y": 0.94 }, "kind": "other", "text": "CONFIDENTIAL & PROPRIETARY", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.313+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56ae7111-44a8-4e8f-abd1-9ac4f978081e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.76, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.313+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ddccae-be9b-446f-81f6-d372d8a5c3e0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:19.313+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b925775f-63e8-4120-a066-9468fd38e5bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 120, "type": "setup", "title": "The slide uses a three-column framework to categorize strategic initiatives.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 9, "textChars": 516, "nDataPoints": 0, "notes": "The slide uses a three-column framework to categorize strategic initiatives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.75+00", "seconds": 3.675, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/120", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-120", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.88, "x": 0.06, "y": 0.38 }, "kind": "framework", "text": "Three-pillar strategic plan", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee3a5fe5-56bc-47e7-9959-40d9a6278e74", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.21 }, "kind": "list", "text": "Legion's nominees have spent substantial time strategizing on how to materially improve shareholder returns", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15c44150-aca4-493a-9594-ce562416dffc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.88, "x": 0.06, "y": 0.13 }, "kind": "list", "text": "Legion's nominees have key skillsets that remain lacking following recent Board refresh: capital allocation, ESG, turnaround, and marketing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a5240ac-2770-490d-899e-31e96e8bd116", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.28 }, "kind": "list", "text": "A full strategic review will enable significant optimization of the current structure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e836155e-92a1-4f78-9531-be70e4422003", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.29, "x": 0.66, "y": 0.38 }, "kind": "other", "text": "Revive Growth", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aca9449-d504-4b45-ad08-03b5555d97aa", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.29, "x": 0.06, "y": 0.38 }, "kind": "other", "text": "Reset Strategy and Transform Culture", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a24c7a8d-ad57-4cc4-a8d3-98133d689259", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.29, "x": 0.36, "y": 0.38 }, "kind": "other", "text": "Restore Profitability", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c810896b-9756-4fe2-9f3b-63eae5871788", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.06, "y": 0.91 }, "kind": "source-note", "text": "Note: 1. Represents Key Performance Indicators", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4582fc67-12c8-4e24-8a06-5f6ae80374d7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Genesco's Board Requires A Further Refresh", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62d13612-82d6-4953-a72f-1e193c013c45", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars", "slug": "three-pillars", "status": "active", "bestFor": null, "canonId": "019dd956-81ef-7455-a365-b234d95a6bbb", "version": 1, "bodyDocId": null, "description": "Three major supporting arguments that are MECE and address key concerns", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "52425843-6e49-469e-83d4-749b3922f6b6", "evidence": "The slide mentions a three-pillar strategic plan.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.595962+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c338cb70-9c66-4047-a248-48640a75b584", "evidence": "Three-column strategic plan layout", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:20.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "frameworkName": "matrix-nxn" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 121, "type": "setup", "title": "Includes headshots and company logos for each nominee.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 9, "textChars": 732, "nDataPoints": 0, "notes": "Includes headshots and company logos for each nominee.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.704+00", "seconds": 3.615, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/121", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-121", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.53, "y": 0.3 }, "kind": "image", "text": "Margenett Moore-Roberts headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07e7f113-ad5f-4ed1-bd35-90382c7f4a89", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.3 }, "kind": "image", "text": "Marjorie L. Bowen headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8558be0d-ea45-4827-abfe-5524ef07d96b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.53, "y": 0.7 }, "kind": "image", "text": "Hobart P. Sichel headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85d0b633-4ffc-47f9-9782-8805d862ced0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.7 }, "kind": "image", "text": "Dawn H. Robertson headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3f0c569-6eb4-459a-a7e8-4938db8ae428", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.07, "y": 0.6 }, "kind": "paragraph", "text": "Experienced C-level executive of major retailers with extensive turnaround experience at Old Navy, Myer, Sak's Avenue, OCM, May Dept Stores, and Macy's", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03ab92fd-3d54-4513-a724-df8e3467f335", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.53, "y": 0.6 }, "kind": "paragraph", "text": "Former Chief Marketing Officer at Burlington and a key member of the leadership team that turned the business around and IPO'd the company", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19316e15-623f-4ffe-bd91-e05a8f32ad96", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.07, "y": 0.2 }, "kind": "paragraph", "text": "Corporate governance and qualified NYSE and NASDAQ financial expert with 20-year career in investment banking at Houlihan Lokey", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7289fe8-986f-44f1-aeb8-33d537a64c69", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.53, "y": 0.2 }, "kind": "paragraph", "text": "Recognized leader in inclusion and diversity with experience across data & technology, digital media, software development, and marketing services", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc9d1656-29bc-4a5b-a892-4c3618730138", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Legion's Nominees Have the Right Mix of Skills and Experience", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.704+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f24de99-7354-4a12-880d-087d515065fa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 122, "type": "setup", "title": "Includes headshots and personal statements for Marjorie Bowen, Margenett Moore-Roberts, Dawn Robertson, and Bart Sichel.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 6, "textChars": 216, "nDataPoints": 0, "notes": "Includes headshots and personal statements for Marjorie Bowen, Margenett Moore-Roberts, Dawn Robertson, and Bart Sichel.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.287+00", "seconds": 2.814, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/122", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-122", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.35 }, "kind": "image", "text": "Margenett Moore-Roberts", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a761d85-b9d8-4c89-a05d-ef3355f22896", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.55 }, "kind": "image", "text": "Dawn Robertson", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22b037b8-635a-4ece-aa1d-8cace559be27", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.75 }, "kind": "image", "text": "Bart Sichel", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "963eee0b-a360-405d-a1d8-747a5b8cc12d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "Marjorie Bowen", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdc291b7-8f79-4b1e-9d22-bb5ba80ee1d8", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.75, "x": 0.22, "y": 0.14 }, "kind": "paragraph", "text": "Personal statements from each nominee detailing their background and value proposition for the board.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9adf3cf2-bb84-4044-8abe-d65e1f260b81", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Our Nominees Bring a Relevant Track Record of Success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee605f4b-98a8-4525-900c-8c8b386d170d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 123, "type": "setup", "title": "Features logos of Houlihan Lokey, Genesco, Centric Brands, and Talbots to highlight her past board and professional affiliations.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 564, "nDataPoints": 5, "notes": "Features logos of Houlihan Lokey, Genesco, Centric Brands, and Talbots to highlight her past board and professional affiliations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.5-flash", "runId": null, "at": "2026-07-16 20:02:37.236+00", "seconds": 4.904, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/123", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-123", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.25, "x": 0.05, "y": 0.32 }, "kind": "image", "text": "Marjorie L. Bowen (Age: 56)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37e81c8b-e7a4-4cad-a95b-8cba34dd6cb2", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.25, "x": 0.05, "y": 0.72 }, "kind": "image", "text": "Houlihan Lokey, Genesco, Centric Brands, Talbots logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "178ac466-0c95-45f2-bbee-2a38253560a9", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.62, "x": 0.33, "y": 0.33 }, "kind": "list", "text": "Marjorie L. Bowen is an experienced public company director with extensive knowledge of corporate governance, capital markets strategies and strategic transactions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecad5e05-74c7-40df-9aed-2b789c6a0acb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.06, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "197ae978-06cc-455d-b5eb-bdafb1128e6c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "We believe that Ms. Bowen's extensive board experience across 10 companies, including significant capital allocation and corporate governance experience, coupled with her investment banking and financial expertise would make her a valuable asset to the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58ea27b7-62b4-4849-ad91-583880368830", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Legion Partners' Nominee: Marjorie L. Bowen", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 20:02:37.236+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cf035d8-c8bd-4b31-aa16-74801c95d3ac", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 124, "type": "setup", "title": "Includes a quote from the former CEO regarding the sale.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 737, "nDataPoints": 14, "notes": "Includes a quote from the former CEO regarding the sale.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:20.389+00", "seconds": 2.637, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/124", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-124", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.8, "x": 0.1, "y": 0.25 }, "kind": "chart", "text": "Lids' Net Sales and Operating Margin Performance", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.389+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "131923ec-2f66-4a03-9786-c6c97daaf9b3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates, Press Releases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.389+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a232f61-0178-44a1-8ba3-62606815a374", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Ms. Bowen previously served a one-year term as an independent director of Genesco from 2018 to 2019, when she actively monitored the successful sale process for the struggling Lids business, driving the Company to refocus on its core footwear business", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.389+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d45fe837-c1bc-40ba-977a-88053b63e654", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "quote", "text": "Management acknowledgement: \"Under new ownership, the very talented team at Lids will continue to have the opportunity to realize the potential in this business. We look forward to closing the transaction and devoting the full attention of Genesco's management team to the opportunities we see in a footwear-focused company.\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.389+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "717d0670-e116-4777-9f2f-246e9a5eb30a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Marjorie L. Bowen – Refocused GCO via Sale of Lids", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:20.389+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48d6076b-bb7f-43fe-85b8-774c1cc75c66", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 125, "type": "setup", "title": "Includes headshot, career highlights, and company logos.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 6, "textChars": 660, "nDataPoints": 0, "notes": "Includes headshot, career highlights, and company logos.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:21.143+00", "seconds": 3.266, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/125", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-125", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.42, "w": 0.25, "x": 0.05, "y": 0.39 }, "kind": "image", "text": "Margenett Moore-Roberts headshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "703b6ed7-bb40-47a2-8a60-b368c362871e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.55, "x": 0.38, "y": 0.81 }, "kind": "image", "text": "Company logos: IPG DXTRA, Yahoo, MUZE, Telaria", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc443780-1252-402e-bcc5-9fc43ecd87ea", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.62, "x": 0.33, "y": 0.39 }, "kind": "list", "text": "Margenett Moore-Roberts is a seasoned marketing strategist and an expert in diversity and inclusion initiatives. Ms. Moore-Roberts serves as Chief Inclusion & Diversity Officer for IPG DXTRA. Previously held roles at Golin, Yahoo, Scanscout, and Muze.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad2ec6a4-bd99-4485-84f9-2cf035e7f690", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "We believe that Ms. Moore-Roberts' broad functional experience in operations, account management, customer service, product management, human resources and business strategy across a variety of industries would make her a valuable asset to the Board", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2144807d-3956-443d-b33e-ea83df1b79ab", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.06, "y": 0.92 }, "kind": "source-note", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6fe7f09-a89c-4d13-aea3-84fbf9becf71", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion Partners' Nominee: Margenett Moore-Roberts", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f8c0228-dfc8-43b9-9c74-59a17bc2b0a7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 126, "type": "setup", "title": "Includes a headshot, age, and a list of relevant corporate experience and logos of past/current affiliations.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 8, "textChars": 880, "nDataPoints": 0, "notes": "Includes a headshot, age, and a list of relevant corporate experience and logos of past/current affiliations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:21.735+00", "seconds": 3.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/126", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-126", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.33, "w": 0.23, "x": 0.06, "y": 0.27 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "705d36fc-bc7a-4535-92d5-784d25d45886", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.06, "y": 0.65 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d582769-1b52-4c1f-85ed-c90c7b4ea958", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.31, "y": 0.27 }, "kind": "list", "text": "Dawn H. Robertson is a proven retail executive with significant operational, omnichannel and marketing experience", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79e7f9ea-9f91-4402-a8c2-016dba08a360", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.6, "x": 0.35, "y": 0.33 }, "kind": "list", "text": "Ms. Robertson has served as Independent Non-Executive Chairman at Splitit Payments Ltd... Ms. Robertson serves as the CEO of On Campus Marketing... Ms. Robertson is a business leader of major retailers... Ms. Robertson served as the Chief Executive Officer of Stein Mart Inc... Ms. Robertson served as the President of Old Navy... She served as Managing Director of Myer Grace Bros... She has extensive omnichannel experience... Ms. Robertson is a graduate from Auburn University", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb111a15-cb24-436d-bde1-d3b498c5de7a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.06, "y": 0.92 }, "kind": "other", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50a17aaa-90f5-4aaf-a84c-16ef0ef1659a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.23, "x": 0.06, "y": 0.6 }, "kind": "other", "text": "Dawn H. Robertson (Age: 65)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d42373d-ca01-4505-a76f-eb2cfe07d8ab", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "We believe that Ms. Robertson's extensive experience in the retail industry and executive roles coupled with her service on corporate boards would make her a valuable asset to the Board", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9e3ef75-b6f4-4e41-95bb-4602003d3f1f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion Partners' Nominee: Dawn H. Robertson", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:21.735+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e19e06b-280b-461c-9d2a-9ea882e69eef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 127, "type": "setup", "title": "Includes a pull-quote from former CEO John E. Fletcher and a press excerpt regarding the sale price.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 1065, "nDataPoints": 3, "notes": "Includes a pull-quote from former CEO John E. Fletcher and a press excerpt regarding the sale price.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:22.013+00", "seconds": 3.118, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/127", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-127", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.5, "x": 0.45, "y": 0.28 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8252ebf1-58fe-47a9-8364-74d679dc2f4f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "As the former Managing Director of Myer Department Stores, the largest store in Australia, Ms. Robertson developed and executed a new strategy for the department store, achieved strong EBIT turnaround, spearheaded board-initiated sale process of the company, and sold it for A$1.4 billion, significantly beating market expectations of A$700 million", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6ba5e67-c7dc-4f8e-80db-b1f47acf5aca", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.05, "y": 0.45 }, "kind": "quote", "text": "The [A$900] million price-tag is understood to be a best-case scenario for Coles Myer, with Newbridge Capital's bid said to be well above the figure offered by its nearest competitors", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b3e6e81-7e79-4514-86f1-6aa1b661ad85", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.73 }, "kind": "quote", "text": "Coles Myer acknowledgement: “When Dawn came to Myer four years ago, she took over a poorly performing business which she and her team have restored both as an icon fashion brand and a sustainably profitable business...the level of interest and the price achieved for Myer and the Myer Melbourne property, reflected the strength of the business and the success of its turnaround strategy under Robertson.” – John E. Fletcher, Former Coles Myer CEO, 03/13/2006", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88aace5f-8c9e-42d4-ab02-5f1ce9fd9e26", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1933baa7-39de-49d6-b3a2-d814842b01dd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Dawn Robertson – Successful Myer Turnaround", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "430dcfa4-efb4-438b-aa74-a1d29f201bd8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 128, "type": "setup", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 7, "textChars": 621, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:22.539+00", "seconds": 3.04, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/128", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-128", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.25, "x": 0.06, "y": 0.33 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12303705-2ab7-490c-a66b-dd10abeb5b0a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.68, "y": 0.76 }, "kind": "image", "text": "McKinsey & Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51b44136-15e9-4aca-9f3e-7b142ea684ce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.41, "y": 0.76 }, "kind": "image", "text": "Burlington", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c76a094-cdf1-4099-8969-52b70639e88c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.6, "x": 0.33, "y": 0.33 }, "kind": "list", "text": "Hobart P. Sichel is a proven marketing leader and veteran c-level executive in the retail space. Mr. Sichel is the President of bps Captura. Mr. Sichel previously worked at Burlington Stores. Prior to joining Burlington, Mr. Sichel served as a Principal at McKinsey & Company.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0da755e8-f813-4aa5-92b0-e112faef7eba", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "We believe Mr. Sichel's 25-year record of success in the retail, media, and financial service sectors, as well as his deep expertise in marketing, digital transformation, and corporate strategy, make him highly qualified to serve on the Board", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "632693dd-8a0c-4003-a916-a92195e85ee4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5458863-a8f5-4ba4-b17d-d21b0b814dee", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Legion Partners' Nominee: Hobart P. Sichel", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2215923a-8e56-43d8-bb6d-dee3fe1943c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 129, "type": "setup", "title": "Includes a stock performance chart and a supporting quote from Barron's.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 592, "nDataPoints": 4, "notes": "Includes a stock performance chart and a supporting quote from Barron's.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.25+00", "seconds": 3.134, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/129", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-129", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "annotation", "text": "Source: Capital IQ, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8216bb82-7853-4c08-affa-b1293bfcf1b3", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "BURL Share Price Performance during Bart's Tenure", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7a4351f-9943-46ab-8c32-85fbfc0a2ada", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.4, "y": 0.68 }, "kind": "other", "text": "BARRON'S", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6601592d-4ce2-4198-aa48-025ca1f90604", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "As the former Chief Marketing Officer (CMO) at Burlington Stores, Bart was an integral member of the dedicated executive management team that turned the business around and took the company public – BURL stock price increased by ~6x over his tenure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd26fd9f-74f9-4727-b1b4-0c22984d3048", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.1, "y": 0.75 }, "kind": "quote", "text": "Since the company returned to the public markets in 2013, its stock has risen at an annualized rate of 51%, well ahead of the Russell 2000 Index’s 8.3% annual rise and the S&P 500’s 12.5% gain.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2b10223-4704-4a7c-938f-b56937f39835", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Hobart Sichel – Burlington Stores’ Value Creation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.25+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0937dfbf-fc91-4aea-82eb-79a85e869b5e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ac48618a-290e-4247-a2e6-1f04a51ad278", "evidence": "chart/line: BURL Share Price Performance during Bart's Tenure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.645454+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 129, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 130, "type": "evidence", "title": "The chart uses a bar chart for sales growth and a line chart for advertising cost percentage.", "function": "analyze_data", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 509, "nDataPoints": 16, "notes": "The chart uses a bar chart for sales growth and a line chart for advertising cost percentage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.249+00", "seconds": 2.971, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/130", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-130", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Burlington’s Compounding Comparable Store Sales Growth vs. Advertising Cost Reduction During Bart’s Tenure", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a993bb6b-41e0-4cc6-b500-d4607192641a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "During Bart’s tenure as CMO, advertising cost as a percentage of total revenue declined from 2.0% to 1.0% while fueling 30% compounding comparable store sales growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2880544-7264-416b-a46e-bc5d8d15abc8", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.9, "x": 0.05, "y": 0.68 }, "kind": "quote", "text": "Burlington acknowledgement: “Our successful TV testimonial campaign has generated positive customer sentiment and strong brand recall...\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7215b6d4-2d32-4c79-986f-8aa1ddede0c9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Capital IQ, Legion Partners’ Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87d8392f-14af-4167-8007-7b8c19d18bf0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Hobart Sichel – Burlington Stores Value Creation (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7077165-00f6-4dcc-a392-b2bb7dc72c7e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a5939c6c-e3fd-4ec3-a3d9-8f90caa19c82", "evidence": "During Bart’s tenure as CMO, advertising cost as a percentage of total revenue declined from 2.0% to 1.0% while fueling 30% compounding comparable store sales growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:24.720072+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d991c3f4-352f-43d3-b9e3-51da36fca7ec", "evidence": "Contrasts advertising cost reduction with sales growth over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:23.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 131, "type": "setup", "title": "The slide highlights section 5, 'Value Creation Ideas', with a box.", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 256, "nDataPoints": 0, "notes": "The slide highlights section 5, 'Value Creation Ideas', with a box.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:22.49+00", "seconds": 2.043, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/131", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-131", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.89 }, "kind": "other", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.49+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e033592-2b54-4514-8f67-25794596a060", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.76, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.49+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd78f461-ba21-4318-8ca6-bf6463eb8114", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:22.49+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "010ff856-72ac-4d5d-a16a-207acce14ed4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d8292a99-6c8f-4256-bad5-0c456d3d27a5", "evidence": "table/data: 1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.79396+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 132, "type": "setup", "title": "The slide uses a hierarchical flow diagram to connect foundational changes to profitability and growth outcomes.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 279, "nDataPoints": 0, "notes": "The slide uses a hierarchical flow diagram to connect foundational changes to profitability and growth outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.013+00", "seconds": 2.484, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/132", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-132", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "diagram", "text": "Flowchart showing progression from Reset Strategy/Culture to Restore Profitability to Revive Growth", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb645d67-db1b-4d1c-97dd-dfe36553cd49", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "framework", "text": "Strategic value creation logic", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b505243-bbfb-45b1-8519-09683ff6a2a8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Simplify and improve Genesco to be the preferred teen destination for footwear and a strategic retail partner for brands", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a39446b-2149-4a3e-ae81-636a7c3bfee3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "935a3568-9a3f-426c-b133-55b088e595be", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "610e1cf4-50cf-4122-9fde-41fb16b51de9", "evidence": "Hierarchical flow of strategic initiatives leading to business outcomes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:23.013+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "frameworkName": "causal-chain" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 133, "type": "resolution", "title": "The slide uses a structured 3-column framework to map strategic initiatives to specific financial outcomes.", "function": "plan_implementation", "rawType": "roadmap", "block": null, "metadata": { "slideType": "roadmap", "slideTypeCanon": { "name": "Roadmap", "slug": "roadmap", "status": "active", "canonId": "019de52d-0a55-72bc-9b7b-a47ef109839c", "version": 1, "description": null }, "function": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 6, "textChars": 341, "nDataPoints": 5, "notes": "The slide uses a structured 3-column framework to map strategic initiatives to specific financial outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.681+00", "seconds": 3.068, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/133", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-133", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": null, "kind": "framework", "text": "Three-pillar strategic roadmap", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d82eb81e-f106-4703-82ae-9b029a8b300d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Reset Strategy and Transform Culture; Restore Profitability; Revive Growth", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e93451a-b346-41d9-b566-e50be4ce8c91", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "list", "text": "Specific tactical initiatives under each pillar", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d449fafe-67b1-46c6-8fa8-30b3725a464c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Note: 1. Represents Key Performance Indicators", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f7ec42d-b370-432c-b797-4bbadd6d59fd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "table", "text": "Impact metrics: $20-30M G&A savings, $350M from sales, 2% EBITDA margin increase, 4-6% annual sales growth", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6edb3e8a-ec51-4d7d-b089-0e15651bc650", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "The Value Creation Opportunity (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "001a446f-5dff-4bfa-9151-50b5439378b8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Three Pillars Framework", "slug": "three-pillars-framework", "status": "active", "bestFor": null, "canonId": "5546e77b-3aa3-4806-946d-d1e6e8841ceb", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d75e82cc-bbf1-4e4d-a21f-00f7faed7f1b", "evidence": "list/bullet: Reset Strategy and Transform Culture; Restore Profitability; Revive Growth", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:24.90521+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "567927cf-d1e4-47a2-ad22-7343fdae4c66", "evidence": "Three-column strategic plan with steps and impact", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:23.681+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "frameworkName": "roadmap" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 134, "type": "setup", "title": "The chart highlights 'Non-Core Asset Sale' with a red dashed box, indicating it as a key focus area.", "function": "show_valuation_bridge", "rawType": "valuation_reveal", "block": null, "metadata": { "slideType": "valuation_reveal", "slideTypeCanon": { "name": "Valuation reveal", "slug": "valuation_reveal", "status": "active", "canonId": "019de52d-11ad-7735-8b3c-1701af31f382", "version": 1, "description": null }, "function": "show_valuation_bridge", "functionCanon": { "name": "Show valuation bridge", "slug": "show_valuation_bridge", "status": "active", "canonId": "019de52d-1883-716e-9dec-4981e70b840a", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 4, "textChars": 213, "nDataPoints": 8, "notes": "The chart highlights 'Non-Core Asset Sale' with a red dashed box, indicating it as a key focus area.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.215+00", "seconds": 2.585, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/134", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-134", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.85, "x": 0.07, "y": 0.35 }, "kind": "chart", "text": "EPS Improvement Waterfall", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eca424a-5306-4491-a06b-44a66d90ebd8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.86 }, "kind": "other", "text": "Source: Legion Partners' Estimates. Note: Status quo EPS of $4.58 reflects FY 2020 adjusted EPS as reported by the Company...", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d954b91-3970-4504-b5af-59b005fdfef0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.25, "y": 0.27 }, "kind": "title", "text": "Reset Strategy: Strategic Reviews", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7109e178-5027-46f6-91b6-74de758c7b4f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ebb67ae-b202-4400-bea3-68aa9c3e9b6c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8c67bc56-e02e-4452-9bb6-73cb57e80870", "evidence": "chart/waterfall-bridge: EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:24.979483+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b3e80698-ea97-40ba-b712-9d92c70cd451", "evidence": "Visual bridge from current EPS to target EPS", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:23.215+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 134, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 135, "type": "setup", "title": "Uses a hierarchical org-chart style diagram to illustrate business unit segmentation and divestiture strategy.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 369, "nDataPoints": 8, "notes": "Uses a hierarchical org-chart style diagram to illustrate business unit segmentation and divestiture strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:23.885+00", "seconds": 2.966, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/135", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-135", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "diagram", "text": "Genesco corporate structure with business units", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "125b06b6-b5f9-42f9-bd84-dcf780f40d5a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.28, "y": 0.92 }, "kind": "legend", "text": "Most Logical Businesses to Keep (Green) vs Most Logical Businesses to Divest (Pink)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95b60f72-bb89-4e07-918f-f0fd301d2f54", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.08, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89e12dec-47b5-4a0c-9dbc-16b13c9ae8df", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Rationalize Footwear Conglomerate Structure – we believe Genesco should conduct a full strategic review over the next 18-24 months, and immediately reduce corporate costs", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67292c3f-2441-41da-84ee-7a124a3caf91", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Opportunity to Refocus via Non-Core Business Sales", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3d25bd2-df5d-44c6-94ec-b3a39ba4a193", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "30bea726-56bc-46ab-b0e1-aac54d88d576", "evidence": "diagram/org-chart: Genesco corporate structure with business units", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:25.053082+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "c47221cd-f00d-43f4-9023-0ea4d96a3881", "evidence": "Proposes divesting non-core business units to improve corporate focus and profitability.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:21:23.885+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "frameworkName": "breakup-spinoff" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 136, "type": "resolution", "title": "Includes a table calculating net proceeds after tax and a logo grid of potential acquirers.", "function": "size_opportunity", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 6, "textChars": 585, "nDataPoints": 15, "notes": "Includes a table calculating net proceeds after tax and a logo grid of potential acquirers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:24.818+00", "seconds": 3.689, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/136", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-136", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "callout", "text": "We believe monetizing Schuh and J&M would enable greater focus on maximizing Journeys", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a43169d-a151-47b5-a510-196d2743e5db", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.48 }, "kind": "image", "text": "Logos of potential strategic buyers (retailers) and financial buyers (private equity firms).", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e03965ee-930e-49de-ba49-895d08bae19f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.91 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: 1. Estimated real estate value per industry participants; 2. Estimated tax basis based on Legion knowledge", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8145202f-a2fb-4517-8cd6-aaf561efe3bc", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "table", "text": "Financial table showing EBITDA, multiples, gross proceeds, tax basis, and net proceeds for Schuh and J&M.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Valuation table", "slug": "valuation", "status": "active", "canonId": "019de52d-034c-74ed-b5c8-22b5e6ac196d", "version": 1, "description": null }, "framework": null }, "subkind": "valuation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38c0371c-b5e7-4412-9507-531ccde69819", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Genesco is expected to generate ~$280 million from the divestitures of Schuh and J&M", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f58379c-6f4a-4f04-927b-e8cdfae539fe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Opportunity to Refocus via Non-Core Business Sales (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f83f74cb-e063-48da-8d39-23b6ae99386c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8e571e29-89df-43e1-a93a-d1257e91a60f", "evidence": "Divestiture of non-core business units to unlock value and focus.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:24.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "frameworkName": "breakup-spinoff" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 137, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 90, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:25.766+00", "seconds": 4.529, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/137", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-137", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.54, "x": 0.23, "y": 0.5 }, "kind": "callout", "text": "1b Transform Culture: Modern and Performance Driven", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.766+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6a9d5db-6681-4f5f-9ff6-e0ac5d9a76cb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.766+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ba8789-1bd9-4aed-ab67-54121981858e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.05, "x": 0.9, "y": 0.04 }, "kind": "title", "text": "Section 5", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.766+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ceba6ff-fb97-40da-ada7-96c8a495daf6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 138, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 9, "textChars": 548, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:24.567+00", "seconds": 3.124, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/138", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-138", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.35, "x": 0.07, "y": 0.185 }, "kind": "list", "text": "Evaluate all strategic alternatives selling non-core businesses", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "088fd70b-9e7a-4c02-bcd5-fc600f986cb1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.07, "y": 0.58 }, "kind": "list", "text": "Implement ESG framework and annual reporting", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "115a3439-922c-43c5-b0c9-b49db5b0dcab", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.07, "y": 0.78 }, "kind": "list", "text": "Rectify corporate governance shortcoming", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40f06ccb-bc3f-4161-8191-6fb8e70af9d8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.55, "y": 0.185 }, "kind": "list", "text": "Eliminate management layers and reduce SG&A", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0ae5891-e103-4322-931b-12f05cb0e2d1", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.55, "y": 0.4 }, "kind": "list", "text": "Promote culture focused on diversity & inclusion both internally and externally and commit resources to this mission", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0eddf2d-fca4-44d5-a2aa-857aae95572b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.55, "y": 0.78 }, "kind": "list", "text": "Improve investor relations", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de8b8af7-a528-4456-8206-a914a56c2ec8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.55, "y": 0.58 }, "kind": "list", "text": "Lead in customer facing sustainability and thread sustainability into product lifecycle", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfff400c-3b50-4472-8c28-13ba0ba4551f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.07, "y": 0.4 }, "kind": "list", "text": "Implement new executive compensation structure that properly aligns pay and performance", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1d331b5-bd79-4638-882c-ba3c24c32f73", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Corporate Structure And Governance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78f683c1-8ccc-4947-be12-fbabeb6dcf7d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff19036b-3dd4-4379-a326-301e3cbe3158", "evidence": "list/bullet: Promote culture focused on diversity & inclusion both internally and externally and commit resources to this mission", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.833208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 138, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 139, "type": "setup", "title": "Includes a small bar chart referencing GenZ social priorities.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 9, "textChars": 522, "nDataPoints": 3, "notes": "Includes a small bar chart referencing GenZ social priorities.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:25.828+00", "seconds": 3.698, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/139", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-139", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.05, "y": 0.715 }, "kind": "chart", "text": "Most Important Political & Social Issues to GenZ", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36988c33-352c-421f-9ca1-42ace0991709", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.35, "y": 0.7 }, "kind": "image", "text": "In-store photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaab6f9e-4281-48eb-ae3e-fb9e8420aa94", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.65, "y": 0.7 }, "kind": "image", "text": "Diverse group photo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4ed2d1e-c9db-4788-82bf-991b966a6b82", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Marketing and Merchandising pillar details", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a018166-c37a-4234-95e0-2511d83e895a", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.25 }, "kind": "list", "text": "In-Store Experience and Operations pillar details", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d857d11a-dda3-4600-af56-f7b36825407a", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "list", "text": "Talent Acquisition and Advancement pillar details", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed708672-cf95-4702-a0d4-50fe853eed11", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Websites, Press Releases, Piper Sandler Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "641005ea-cc29-418c-a217-4139b95df796", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Increase diversity in product offerings and workforce, more inclusive marketing programming, and greater accountability through the institution of updated employee conduct policies", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11d92e1d-6aa2-4850-8805-0afe547f4e5c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Develop An Action Plan to Support Diversity and Inclusion", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.828+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e1b1f58-d080-432d-9b97-2482b0d14eaa", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "5d8e15d1-fc06-4391-a8f1-4bc24512a04a", "evidence": "paragraph/description: Increase diversity in product offerings and workforce, more inclusive marketing programming, and greater accountability through the institution of updated employee conduct policies", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:15.943116+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bb64a8df-64c1-40c7-840c-cba1eb5d0892", "evidence": "list/bullet: In-Store Experience and Operations pillar details", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:15.905979+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 140, "type": "setup", "title": "Uses a three-column ESG framework structure.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 5, "textChars": 276, "nDataPoints": 0, "notes": "Uses a three-column ESG framework structure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:24.936+00", "seconds": 2.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/140", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-140", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.23 }, "kind": "framework", "text": "Environment, Social, Governance", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aa73d14-cab1-47b8-a6d3-38f7ea8e0824", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.9, "x": 0.05, "y": 0.68 }, "kind": "image", "text": "Peer ESG report covers", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38f91483-4531-488e-bbc5-cfa000a77567", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61aca71a-bad9-48cd-b302-6a510857eca8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Genesco should implement ESG framework and annual reporting practices that incorporate the below to keep up with the standard in footwear industry", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39eb380d-20d4-469c-90d5-5e329815a894", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Implement ESG Framework And Annual Reporting", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f825af46-de3d-4d51-a9cf-1e4fabede3ab", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1dd37a22-ea7b-48bc-86a9-6b56643f99a5", "evidence": "ESG framework structure (Environment, Social, Governance)", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:24.936+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "frameworkName": "gri-standards" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 141, "type": "setup", "title": "Includes a small bar chart showing Gen Z social priorities to justify the focus on environment.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 7, "textChars": 1008, "nDataPoints": 3, "notes": "Includes a small bar chart showing Gen Z social priorities to justify the focus on environment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:26.191+00", "seconds": 3.547, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/141", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-141", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.3, "x": 0.05, "y": 0.73 }, "kind": "chart", "text": "Most Important Political & Social Issues to GenZ", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8a9b97c-b7e1-43f1-b085-d4bf7187c2af", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.05, "y": 0.26 }, "kind": "list", "text": "Supply Chain and Manufacturing: Partner with vendors to commit to 30% of assortment made from renewables or upcycled materials by 2025; Work with logistics and vendors to identify and share with consumers a product roadmap", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33df04d1-0faa-4802-8003-e97a98ba7942", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.67, "y": 0.26 }, "kind": "list", "text": "End of Life: When a pair of shoes has reached their end of life, provide an option to recycle the shoes at Journeys for loyalty program credits; Tie Recycle / Donate / Refurbish to the loyalty program for rewards", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "406e2c1e-8047-43eb-b505-178884645bd3", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.36, "y": 0.26 }, "kind": "list", "text": "Delivery and Returns: Demonstrate that “free” shipping and “free” returns are not free to the environment; Implement Journeys “one box”; Tie Loyalty Credits to “Good for the Environment” customer choices", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "727d0c74-86f7-448a-bf5a-de8b98586cc1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "We believe caring about the environment matters to Gen Z. – Journeys 2.0 will thread sustainability into each of the 3 phases of the product lifecycle, making visible to customers the environmental impact of their choices", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cffe35f2-8fe4-42cb-90b4-2ecafaf1aa89", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Source: Company Websites, Press Releases, Piper Sandler Research", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecefc9ea-1668-49e2-968a-6f587c369f6d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Lead in Customer Facing Sustainability", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c92b1cef-aa1f-4d8e-bcbe-9b7a57ed00e6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4efd4746-a60f-498c-b457-d6005dafeb30", "evidence": "paragraph/description: We believe caring about the environment matters to Gen Z. – Journeys 2.0 will thread sustainability into each of the 3 phases of the product lifecycle, making visible to customers the environmental", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:16.089629+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "58c0f7f4-1106-4bd4-a3bf-c260eac47d84", "evidence": "list/bullet: Supply Chain and Manufacturing: Partner with vendors to commit to 30% of assortment made from renewables or upcycled materials by 2025; Work with logistics and vendors to identify and share with consumers a", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.052553+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 141, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 142, "type": "setup", "title": "The slide uses a process-flow header indicating this is part of a broader 'Restore Profitability' phase.", "function": "state_demand", "rawType": "demand_list", "block": null, "metadata": { "slideType": "demand_list", "slideTypeCanon": { "name": "Demand list", "slug": "demand_list", "status": "active", "canonId": "019de52d-110e-76af-8c96-2017430183b1", "version": 1, "description": null }, "function": "state_demand", "functionCanon": { "name": "State demand", "slug": "state_demand", "status": "active", "canonId": "019de52d-180b-70a3-99c7-c832ea7db96b", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 446, "nDataPoints": 2, "notes": "The slide uses a process-flow header indicating this is part of a broader 'Restore Profitability' phase.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:25.737+00", "seconds": 2.845, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/142", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-142", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.85, "x": 0.08, "y": 0.16 }, "kind": "list", "text": "Implementation of majority vote standard – 53% of Russell 3000 companies have a majority vote standard", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07cf048b-7aa8-4e62-8de7-c6008daf07e0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.08, "y": 0.31 }, "kind": "list", "text": "Separation of Chairman and CEO roles – 63% of Russell 3000 companies have a separate Chairman / CEO", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64f1db16-dcbb-4e15-946c-6d1db24ed86d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.08, "y": 0.46 }, "kind": "list", "text": "Implementation of minimum ownership guidelines for directors along with holding requirements until six months after leaving Board", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7aefbb6-1ebc-4c6e-970c-7d63054905e0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.85, "x": 0.05, "y": 0.01 }, "kind": "other", "text": "Reset Strategy and Transform Culture | Restore Profitability | Revive Growth", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b67d26e2-1966-494f-91d4-04a8ca7ed499", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Rectify Corporate Governance Shortcoming", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f4fe620-3e79-4d75-9942-6f97990a04b7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "3b8190fa-3288-4152-88f3-cc7acbfcb5a5", "evidence": "list/bullet: Implementation of minimum ownership guidelines for directors along with holding requirements until six months after leaving Board", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.165052+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "c4c78f0f-db89-4f69-a456-48136df3e9e8", "evidence": "The slide explicitly lists corporate governance reforms.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:25.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 142, "frameworkName": "governance" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 143, "type": "setup", "title": "Part of a larger strategic plan, specifically Section 5.", "function": "state_demand", "rawType": "demand_list", "block": null, "metadata": { "slideType": "demand_list", "slideTypeCanon": { "name": "Demand list", "slug": "demand_list", "status": "active", "canonId": "019de52d-110e-76af-8c96-2017430183b1", "version": 1, "description": null }, "function": "state_demand", "functionCanon": { "name": "State demand", "slug": "state_demand", "status": "active", "canonId": "019de52d-180b-70a3-99c7-c832ea7db96b", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 6, "textChars": 283, "nDataPoints": 0, "notes": "Part of a larger strategic plan, specifically Section 5.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:26.064+00", "seconds": 2.691, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/143", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-143", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.8, "x": 0.14, "y": 0.58 }, "kind": "list", "text": "Improve segment financial disclosures – disclose gross margins and SG&A by segment", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a9728b1-e699-430a-926b-a7c4fc545f92", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.14, "y": 0.3 }, "kind": "list", "text": "Host annual Investor/Analyst Day", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "867f4874-e6a4-4182-8d5f-8d86ffea69de", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.14, "y": 0.44 }, "kind": "list", "text": "Set 3-year goals – revenue growth, profitability and ROIC", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7bbb5ff-2a27-4ac7-80e0-d97e0a08b558", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.14, "y": 0.74 }, "kind": "list", "text": "Attract additional analyst coverage", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f24c910e-3d6c-4902-98bb-ce91f007f0b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.14, "y": 0.16 }, "kind": "list", "text": "Genesco needs a comprehensive investor presentation", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb2391a6-e9ab-48d3-8930-ff903173c951", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Investor Relations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.064+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04a26327-1524-46ed-9ede-8e0eeea81014", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b8006e61-dbbd-4a31-9215-84cddb942de5", "evidence": "list/bullet: Improve segment financial disclosures – disclose gross margins and SG&A by segment", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.237311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 144, "type": "setup", "title": "The slide uses a split-column layout to contrast current vs. proposed compensation structures.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 7, "componentCount": 3, "textChars": 169, "nDataPoints": 0, "notes": "The slide uses a split-column layout to contrast current vs. proposed compensation structures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:25.684+00", "seconds": 2.202, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/144", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-144", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: SEC Filings, Legion Partners' Estimates, Governance Statistics – EY Center for Board Matters", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.684+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dce78a29-d386-4e2d-b351-24531539a2bf", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Current Plan vs A Better Plan", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": null, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.684+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cdf9f40-aa3b-437b-adbb-2cd1d50b37c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Tie NEOs' Compensation Structure to KPIs", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:25.684+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c4439c5-a046-4522-b5d5-206e241626fc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "72b5c77e-8c9f-4f27-950d-cf2ce9bdf836", "evidence": "table/comparison: Current Plan vs A Better Plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:16.311375+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "244119dc-5b7e-4043-b875-60a4bdfd9d26", "evidence": "The slide explicitly contrasts 'Current Plan' with 'A Better Plan'.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:25.684+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 145, "type": "setup", "title": "The chart uses a waterfall-bridge structure to show additive EPS improvements.", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 257, "nDataPoints": 8, "notes": "The chart uses a waterfall-bridge structure to show additive EPS improvements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:26.053+00", "seconds": 2.555, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/145", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-145", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.86, "x": 0.07, "y": 0.35 }, "kind": "chart", "text": "EPS Improvement Waterfall", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31ddb281-7bf0-44fb-bee2-d292e1ca0707", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.86 }, "kind": "paragraph", "text": "Source: Legion Partners' Estimates. Note: Status quo EPS of $4.58 reflects FY 2020 adjusted EPS as reported by the Company...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42ffecab-a8f9-49a6-b728-761301fd561c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.74, "x": 0.13, "y": 0.2 }, "kind": "title", "text": "Restore Profitability: Reshape Cost Structure and Increase Capital Efficiency", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa776a1a-0dc1-4b66-9e3c-37c789777b95", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61cc453f-9c6a-462e-a46e-f6043686e6cb", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "af740c48-fef0-4574-8dd5-f91e37342ab6", "evidence": "chart/waterfall-bridge: EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:16.38601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "02d9972a-b923-4c64-8ad2-44d317469616", "evidence": "The slide uses a waterfall chart to bridge the gap between current and target EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:26.053+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 146, "type": "setup", "title": "The slide uses a peer benchmark to justify an operational improvement target.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 448, "nDataPoints": 12, "notes": "The slide uses a peer benchmark to justify an operational improvement target.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:26.567+00", "seconds": 3.037, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/146", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-146", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Better inventory turns can help improve margins and free up ~$40 million of cash", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6caf399c-e93e-4bb4-96c0-27355b17ae54", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Inventory turns (COGS / inventory)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00a2d49b-ede4-43aa-9957-41ddbcc17a0a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest fiscal year filings. $40mm of cash free up assumes Journeys inventory turns improvement of 0.5x.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89bda1e8-9966-4de5-b7a3-7d9385ae10f0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys should implement better practices to improve inventory turns by 0.5x to match Foot Locker (FL) and Designer Brands (DBI)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73fc2010-2cb4-4bfa-8a82-2032648e7db3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Inventory Turns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb171762-c6b3-488f-824c-34ea9f11f9e0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b8e9ec6e-58f6-4041-ac66-461756f474ca", "evidence": "chart/bar-vertical: Inventory turns (COGS / inventory)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.461508+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "9c4a1f1a-cd6e-493d-a42d-a13667ee842f", "evidence": "Comparison of inventory turns across industry peers", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:26.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "frameworkName": "peer_benchmark" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 147, "type": "setup", "title": "The slide outlines the strategic benefits of a drop-ship model (vendor direct fulfillment) and provides a process flow diagram of the order fulfillment cycle.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 6, "textChars": 497, "nDataPoints": 0, "notes": "The slide outlines the strategic benefits of a drop-ship model (vendor direct fulfillment) and provides a process flow diagram of the order fulfillment cycle.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:27.239+00", "seconds": 3.213, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/147", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-147", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.7, "x": 0.15, "y": 0.6 }, "kind": "diagram", "text": "Process flow showing order transmission from Journeys to vendor, vendor to carrier, carrier to customer, and returns.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cff20602-27a4-4217-9937-5b1d4789303a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.3 }, "kind": "list", "text": "Bottom-Line: Inventory Control, Increase Inventory Turns, Reduce Shipping Costs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0e3e2f9-a651-4bbb-9795-51db69d5fdfb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.3 }, "kind": "list", "text": "Top-Line: Expand Assortment and Increase Sales", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eda25026-011d-41d9-aaf8-2d1dd775cdcd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d72308a-f4aa-4948-b47c-0763daa60460", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys should test to increase vendor direct fulfillment, which will not only help expand assortment, but also help the bottom line by reducing working capital requirements", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2c4b416-2e42-410e-8e17-2c95e233f88d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Increase Vendor Direct Fulfillment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdf645e6-2561-4b29-ba2c-92e5cb4aee8e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Process flow", "slug": "process-flow", "status": "active", "bestFor": null, "canonId": "019dd9e1-4dca-76bc-8135-401836a1c4c0", "version": 1, "bodyDocId": null, "description": "Workflow, steps, sequential diagram.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cf7de711-d5b5-4f3e-81b5-e6da502bb381", "evidence": "diagram/process: Process flow showing order transmission from Journeys to vendor, vendor to carrier, carrier to customer, and returns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:16:16.535585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "78f7925d-df9f-448c-bf10-d252bc3e3067", "evidence": "The slide uses a circular flow diagram to illustrate the vendor direct fulfillment process.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:27.239+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "frameworkName": "process" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 148, "type": "setup", "title": "The table compares Net Sales vs Corporate & Other Expenses from 2012-2020, highlighting a 21% increase in expenses despite a 24% drop in sales over the '18-'20 ", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 5, "textChars": 729, "nDataPoints": 30, "notes": "The table compares Net Sales vs Corporate & Other Expenses from 2012-2020, highlighting a 21% increase in expenses despite a 24% drop in sales over the '18-'20 period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:27.357+00", "seconds": 3.198, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/148", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-148", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "callout", "text": "We believe through streamlining of corporate costs, Genesco can save $15 million a year", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4324456-e9f1-4a24-b9f2-35200432c693", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.08, "y": 0.16 }, "kind": "list", "text": "Genesco has a bloated corporate structure. The level of corporate costs that are not allocated back to business units at Genesco is a staggering sum of nearly $40 million per year. Corporate & Other expenses have grown faster than revenue.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "919a00a6-b108-47a8-b0fb-4e2e9acdfbd7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings (2012 - 2018 filings included Lids. 2019 - 2020 filings were pro forma for sale of Lids), Legion Partners' Estimates. Note: The $15 million corporate spending saving assumes corporate spending as % of net sales returning to 1.1%.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48e1eb38-715d-49b6-84d9-65c04a8f9665", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.86, "x": 0.07, "y": 0.58 }, "kind": "table", "text": "Fiscal Year table showing Net Sales, Corporate & Other Expenses, and % of Net Sales from 2012-2020 with '18-'20 change.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84ad1ac0-ceb5-4b27-8f37-34988f97d55b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Reduce Excessive Corporate Spending", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f11b1d37-5aa9-4e5c-84bc-a4b6fa5bd54b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1b391d94-1b28-45bc-9dc7-ce0586681097", "evidence": "table/data: Fiscal Year table showing Net Sales, Corporate & Other Expenses, and % of Net Sales from 2012-2020 with '18-'20 change.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:16.609937+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6ad3b2b8-8bf7-4861-ada0-9940d0e5a024", "evidence": "Proposing specific savings of $15M by streamlining corporate costs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:27.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "frameworkName": "cost-cutting" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 149, "type": "setup", "title": "The slide uses a bar chart to benchmark Genesco (GCO) against peers, suggesting a specific cost-saving target based on lease renegotiations.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 620, "nDataPoints": 12, "notes": "The slide uses a bar chart to benchmark Genesco (GCO) against peers, suggesting a specific cost-saving target based on lease renegotiations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:28.129+00", "seconds": 3.214, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/149", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-149", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "callout", "text": "We believe through better management of leases, Genesco can save $8-10 million a year", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "047a89e3-00fd-4a4d-bdc1-130a3811335c", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.32 }, "kind": "chart", "text": "Adjusted Occupancy Costs as % of Total Revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59e384af-8f00-4018-8a9b-93ae0fa6025f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.22 }, "kind": "list", "text": "Benefits of a variable lease include adopting a variable cost structure, providing comfort in pursuing online growth, in addition to saving occupancy costs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a9d7c9e-5922-4dc1-a0e8-2eefb341882a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates. Note: Financials based on the latest fiscal year filings. $8-10 million annual store rent savings assumes 20% of leases renewal and 20% reduction in renewed leases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6df3cf20-9e18-473e-9ef7-2130bf2ae4bc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Review every store lease for opportunities to reduce rent and accelerate the move to a variable structure", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "901f5ff5-2010-46ff-a845-5b2c88ee7c91", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Reduce Store Rent", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "938398f3-505f-4477-b71f-b71d2c9c2852", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "30d4c92c-a152-487e-a78e-2c434c464297", "evidence": "EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:17.223717+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "31b9d9ef-2d7a-4cd3-ad0f-d7c66d2f70c3", "evidence": "Proposing lease renegotiations to reduce occupancy costs and improve profitability.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:28.129+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "frameworkName": "cost-cutting" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 150, "type": "setup", "title": "Includes photos of Journeys and Schuh warehouses as visual evidence of the assets.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 5, "textChars": 902, "nDataPoints": 4, "notes": "Includes photos of Journeys and Schuh warehouses as visual evidence of the assets.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:28.393+00", "seconds": 3.261, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/150", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-150", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.5 }, "kind": "image", "text": "Journeys & Schuh Warehouses", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3c7dd3b-00b4-4dad-82b1-ef1e95b473e6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "list", "text": "GCO could unlock the $141mm of frozen real estate value on its balance sheet through business sales of Schuh and Johnston & Murphy, plus sale-leaseback (SLB) transactions on the remaining Journeys segment. Portfolio of distribution centers will be easy to monetize and are worth over $140 million. Company-owned properties are over 1.3mm sq. ft. The $141mm value implies $105 per sq. ft on average. We believe that a monetization of certain assets could occur within 90 days of starting a process. In addition to monetizing frozen value of properties, SLB partner could add rooftop solar and other environmental upgrades to work toward achieving LEED certifications", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "075cfb91-33f1-4afb-9bee-be9aa5a3433f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: SEC Filings, Company Presentation, Press Releases, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1209dde3-fcb0-43a6-8e08-6fdef6999abb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Genesco has substantial real estate value on the balance sheet that is being underutilized", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "607e75f2-d86c-4f3a-b716-e857144c4804", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Unlock Value Trapped in Real Estate", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2aeed6a1-35c4-44d8-93f8-6b8e0561b55a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b50a4470-381d-4c13-9914-bcee4f8449d3", "evidence": "Focus on unlocking trapped real estate value on the balance sheet.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:28.393+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "frameworkName": "asset-value" } ], "arcBeats": [ { "to": 150, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 120, "name": "Solution", "beatId": "fb3ccf18-8686-4d70-be37-370b1f65f5e4", "matchId": "c2fee993-44cd-48b1-95cc-96db6cad1e21", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 151, "type": "analysis", "title": "The slide is part of a section on restoring profitability, specifically focusing on asset monetization.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 341, "nDataPoints": 36, "notes": "The slide is part of a section on restoring profitability, specifically focusing on asset monetization.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:27.976+00", "seconds": 2.728, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/151", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-151", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "The value creation ideas include monetizing $141mm of real estate value through outright sales and sale-leaseback transactions", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.976+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d0e59ed-c135-475e-9065-9a04c5cccbac", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings; Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.976+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63e6f265-7fc2-462d-b3b7-1ebb4f508b62", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.185 }, "kind": "table", "text": "Real Estate Owned table with columns: Location, Sq. Ft., Segment, Type, Value Per Sq. Ft., Value ($mm), Realize Value Through", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.976+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "313b7bc3-85c4-494e-8d5f-4182ce9c461b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Unlock Value Trapped in Real Estate (Cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:27.976+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ba3504a-ff43-4325-82cb-2948a002a92a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 152, "type": "setup", "title": "The slide uses a waterfall bridge to show the path from current EPS to a target EPS.", "function": "quantify_opportunity", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 5, "textChars": 304, "nDataPoints": 8, "notes": "The slide uses a waterfall bridge to show the path from current EPS to a target EPS.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:28.75+00", "seconds": 2.861, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/152", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-152", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.85, "x": 0.07, "y": 0.35 }, "kind": "chart", "text": "EPS Improvement Waterfall", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3aa1fc3d-b36e-4aff-a37e-97ee1391db33", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.25, "y": 0.25 }, "kind": "list", "text": "For Customers: Preferred Teen Destination for Footwear\nFor Brands: Strategic Retail Partner", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6e41a41-a877-4916-ab5b-90736b564637", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.86 }, "kind": "source-note", "text": "Source: Legion Partners' Estimates. Note: Status quo EPS of $4.58 reflects FY 2020 adjusted EPS as reported by the Company...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8da9a285-2575-4100-9849-362c91ad9d11", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.22, "y": 0.19 }, "kind": "title", "text": "Revive Growth: Journeys Will Be –", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "627e5728-d1e3-4f5b-b59a-8f1067e56a5e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "The Value Creation Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e52ac7c-cec6-41dd-9f33-e9628d34fc25", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ec0eb8e3-5073-4fbf-b21c-80aa616d5253", "evidence": "EPS Improvement Waterfall", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:17.37564+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "3f66eab8-3a71-42cb-ac61-4ade1d776c76", "evidence": "The slide uses a waterfall chart to bridge the gap between current and target EPS.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:28.75+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 153, "type": "setup", "title": "Uses a chevron-style process diagram to link differentiation to win-win outcomes.", "function": "present_solution", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 9, "textChars": 735, "nDataPoints": 1, "notes": "Uses a chevron-style process diagram to link differentiation to win-win outcomes.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.722+00", "seconds": 3.806, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/153", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-153", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.34 }, "kind": "diagram", "text": "Differentiation and Win-Win Relationships flow", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95d758d0-1166-400e-b81d-2b8072774d97", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "image", "text": "Nike, Adidas, Skechers, UGG, New Balance, Steve Madden, Crocs, Converse, Jordan, Asics", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4e4a3bf-53b0-4dc9-aa8b-2abc07f2d6d2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.55, "y": 0.4 }, "kind": "list", "text": "Brands: Opportunity for product introductions, Engage with teen audience, Drive brand awareness, Showcase new products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e324187-0a8a-472f-ba19-0ee447bc8060", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.08, "y": 0.7 }, "kind": "list", "text": "National Footprint: 1,159 stores, Shoe assortment ranging from casual to dress", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f336484-e24c-49a0-96b5-72d5896ae684", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.55, "y": 0.7 }, "kind": "list", "text": "Journeys: Fuel growth, Drive platform awareness, Increase loyalty", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97aee920-61d4-4bf7-93e9-cd1038fa3f46", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.08, "y": 0.45 }, "kind": "list", "text": "Unique Customer Base: Young, Frequent shoppers, Highly fashion conscious, Openminded", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8137868-a500-4aa7-9c52-dc852fa12320", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d56a8f9-8eda-4e99-bbac-890794c39f22", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Leverage Journeys' differentiation from existing retail landscape with its otherwise hard-to-reach teens and kids shoe buying audience and bring the most popular footwear brands to teenagers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d2ca6f1-e1de-4727-81e2-e04d7073ebda", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Journeys' Value Proposition", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81283426-afad-4932-b2b6-efea73de5c9f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "61da3fd7-a4a5-4eb5-9e00-9b86a27643c3", "evidence": "The slide maps the value proposition between the retailer and the brands.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:21:29.722+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "frameworkName": "value-chain" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 154, "type": "setup", "title": "The slide acts as a section divider (Section 5) for a strategic plan.", "function": "present_solution", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 6, "textChars": 348, "nDataPoints": 0, "notes": "The slide acts as a section divider (Section 5) for a strategic plan.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.322+00", "seconds": 3.308, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/154", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-154", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.52, "w": 0.28, "x": 0.06, "y": 0.33 }, "kind": "image", "text": "Store photos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ab90bb2-72d2-46ba-97d4-b3efc3da8fd5", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.28, "x": 0.36, "y": 0.33 }, "kind": "image", "text": "Digital interface screenshots", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0275fcf-3a0b-4346-be9f-668e4929ed8d", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.28, "x": 0.67, "y": 0.33 }, "kind": "list", "text": "Loyalty Program, BOPUS, Same-Day Delivery, Personalization, Social Media", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb604654-3c17-4b31-a74c-8537608da11d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.06, "y": 0.94 }, "kind": "other", "text": "Source: Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6afa4a39-3fb4-4f8d-81ea-ddc6abfd158a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Build a high engagement model and elevate customers' experience whenever, wherever, and however they shop, with tactical growth initiatives outlined in the following pages", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be445ba4-2d95-48f6-8b5a-000f25ca2444", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Re-Engineer Journeys' Ecosystem", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa9f5b3e-6278-4d5e-a87d-d81a7cc8cd64", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 155, "type": "resolution", "title": "The slide uses bar charts to contrast current mall presence against total US mall count and breaks down store density per mall.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 494, "nDataPoints": 8, "notes": "The slide uses bar charts to contrast current mall presence against total US mall count and breaks down store density per mall.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.638+00", "seconds": 3.378, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/155", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-155", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Journeys has exposure to 58% of malls in US and has flexibility to move to healthier malls over time as well as to improve underwriting model to identify productive store locations", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b8ba74b-8fd3-4799-8519-91a898c6a44d", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.5, "x": 0.45, "y": 0.3 }, "kind": "chart", "text": "Mall penetration and store density", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "effdcf9c-5f11-42f1-a884-d31a3db90a38", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Location types distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f011c38b-eaaf-4f7d-9460-6a36fae50f6d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Morgan Stanley Research, CoStar Realty Information, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d3d27f6-8b76-46df-8bca-02970a66195b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "Current top customers underpenetrated – disciplined growth and rotation opportunities available supervised by the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f7fa267-2323-4f45-8395-1d16cd0a1004", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Optimize Journeys' Store Base in US", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a38c6e2a-b5e6-4d39-b28f-062f83ecc0f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "279be54b-2e4e-41de-aa03-6bf886ca3e1a", "evidence": "Quantifies total addressable market vs current penetration", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:29.638+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "market-sizing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 156, "type": "setup", "title": "Includes a 4-step customer journey diagram for the BOPUS process.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 577, "nDataPoints": 1, "notes": "Includes a 4-step customer journey diagram for the BOPUS process.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.287+00", "seconds": 2.995, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/156", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-156", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.65, "x": 0.3, "y": 0.8 }, "kind": "callout", "text": "Finish Line's online sales are largely fulfilled through its stores – around 75% of online fulfillment from stores, 25% from the warehouse", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "685918b3-b6ec-4c73-bb92-5a93e4b42bb1", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.65, "x": 0.28, "y": 0.45 }, "kind": "diagram", "text": "1. Enable shop by store, 2. Pick a store location, 3. Proceed to checkout, 4. Pick up your order", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Customer journey", "slug": "customer-journey", "status": "active", "canonId": "019de52d-0503-75ee-a068-c9580afdc15d", "version": 1, "description": null }, "framework": null }, "subkind": "customer-journey", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f26a7ab-30ef-41bc-87d3-b7fdbb7d75e4", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "BOPUS Benefits: Provide convenience, shorten time, build trust, drive traffic, reduce costs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00fdbca8-886e-4ca7-a547-18f7c2dc3e51", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys should have BOPUS which will not only help top-line by increasing both foot traffic and customer satisfaction, but also reduce shipping costs and offset the digital headwind", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7fe4b00-4a83-4fa6-9c22-d4a87526e025", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Websites", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52813648-0d35-4bae-86f5-62212c8c67a8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Sales By Leveraging Store Base – BOPUS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8597e4e-4ebf-4483-a5ea-c8dc90acf7cb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "75486527-ba74-4c90-8320-4338f5cb32fb", "evidence": "4-step process flow for BOPUS", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:29.287+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "frameworkName": "customer-journey-map" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 157, "type": "setup", "title": "Includes a chart showing the decline in Amazon's free delivery time over time, and a testimonial from an Instacart VP.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 8, "textChars": 710, "nDataPoints": 4, "notes": "Includes a chart showing the decline in Amazon's free delivery time over time, and a testimonial from an Instacart VP.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.912+00", "seconds": 3.583, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/157", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-157", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.45, "x": 0.52, "y": 0.85 }, "kind": "callout", "text": "Hibbett can still get items to customers on the same day if they are unable to make it to the store", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0068f474-79c2-45e8-8e60-ede289282e7d", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Amazon's Free Delivery Time trend", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52d1cf3f-cb35-4965-a2da-30392e5b3fdd", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.15, "x": 0.32, "y": 0.35 }, "kind": "image", "text": "Dick's Sporting Goods Instacart interface", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c794abd8-fddd-48c6-889d-d094632a89bc", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.2, "x": 0.75, "y": 0.35 }, "kind": "list", "text": "Hibbett X Shipt process: You Order, We Shop, Shipt Delivers", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cfa1a80-464b-4dc3-8a1f-627968eb4189", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Websites, McKinsey Research, Press Releases, Instacart Data as of April 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60dc3044-aef3-43ae-b494-7526ddd5f7b3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Journeys should give customers the option to get same-day delivery through partnerships, as GenZ’s shopping decisions increasingly depend on shipping time and are willing to pay extra", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46bc8aa7-e37f-46ec-a60e-cb8e3f0d12b4", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.52, "y": 0.35 }, "kind": "quote", "text": "Whether it's a last-minute holiday gift... we're giving DICK'S Sporting Goods customers access to all the top-quality sporting goods they need...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "860a4ac7-838f-4fac-9ded-57d433a95753", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Improve Sales By Leveraging Store Base – Same-Day Delivery", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1413406a-cef3-4b3a-b539-3a1ab270b74d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0fc5c2ec-6ba5-4097-8e59-5e1b9f381148", "evidence": "Mentions 'Journeys' and outlines the delivery process steps", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:29.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 157, "frameworkName": "customer-journey-map" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 158, "type": "setup", "title": "Uses a visual comparison between 'New' brands and 'Current' brands to highlight a growth opportunity.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 6, "textChars": 347, "nDataPoints": 0, "notes": "Uses a visual comparison between 'New' brands and 'Current' brands to highlight a growth opportunity.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:29.567+00", "seconds": 3.087, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/158", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-158", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.28, "x": 0.36, "y": 0.83 }, "kind": "callout", "text": "Limited Brand Partnership in Fashion", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ac6f123-7f6e-402b-9785-02530305d217", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.6, "x": 0.25, "y": 0.18 }, "kind": "image", "text": "New brands: Nike, Under Armour, Skechers, Veja, Gola, Brooks", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1d55619-3cd4-4e6c-b4dd-3fa9659d6c2e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.05, "y": 0.3 }, "kind": "other", "text": "Customer thought bubble: 'I wish Journeys had Nike'", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e437825-366a-431b-a577-a94c1f3b7960", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "There is a strong customer preference for many brands not currently carried at Journeys", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2221b101-7fec-400e-ba0d-28e39b5ad7c4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "table", "text": "Current Journeys assortment categorized by Athletic, Fashion, Comfort/Casual, and Iconic", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33688918-f64f-4c06-9550-d70552c6cd6a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Expand Product Assortment", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d5843d5-c37d-4e08-868d-52015a0eac97", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b5b50539-170a-41a0-8c00-e2ec01b68a1f", "evidence": "Comparing current brand portfolio against customer demand to identify expansion opportunities.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:21:29.567+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "frameworkName": "gap-analysis" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 159, "type": "setup", "title": "Includes a quote from Virgil Abloh and examples of various brand partnerships.", "function": "present_solution", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 7, "textChars": 788, "nDataPoints": 0, "notes": "Includes a quote from Virgil Abloh and examples of various brand partnerships.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:30.092+00", "seconds": 3.252, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/159", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-159", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "callout", "text": "High heat launches of exclusive products, collaborations, concepts and associated marketing campaigns will create significant energy throughout the selling season and attract huge traffic", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7affc700-4bf3-4804-8581-8201d06aa904", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.6, "x": 0.05, "y": 0.45 }, "kind": "image", "text": "Collage of brand partnership examples", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a64734f-1b4d-4fbd-8b70-e2b35a5c1a73", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.28, "x": 0.67, "y": 0.34 }, "kind": "image", "text": "Foot Locker 12 Days of Greatness marketing material", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "508a53ff-875b-4810-b5f6-f70bb3934460", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: Company Websites, Press Releases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebd47520-463a-4cdb-a556-022d403e9ee2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys will work with brands to ensure supply of popular products and provide exclusive SKUs to customers, as well as embrace brand and marketing partnerships that can extend well beyond footwear industry – both will draw traffic and broaden audience reach while magnifying marketing dollars", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36445a75-22ac-41b1-93db-9f59d18da957", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.35 }, "kind": "quote", "text": "…the whole point of collaboration is that you give and take from each other, and that's how you create things that are totally new.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab9ff785-570d-4421-872d-cf6d1ab20a94", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Deepen Brand Relationships & Promote Partnerships", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.092+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b354620c-8272-4e6f-8688-30e38f0c7b3b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 160, "type": "setup", "title": "Uses Taobao as a case study for personalization; includes a before/after comparison of a homepage and an annotated email template.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 6, "textChars": 467, "nDataPoints": 1, "notes": "Uses Taobao as a case study for personalization; includes a before/after comparison of a homepage and an annotated email template.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:30.583+00", "seconds": 3.02, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/160", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-160", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.35, "x": 0.06, "y": 0.51 }, "kind": "image", "text": "Taobao homepage comparison", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b61445e-a5a2-4cf2-88c0-2f3e0575b318", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.52, "y": 0.45 }, "kind": "image", "text": "Personalized email example", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f986f7e-ff3c-45ab-ba87-441f7887d6e5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.06, "y": 0.32 }, "kind": "list", "text": "Taobao automatically and effectively creates a unique and continuously optimized interface for each user – according to Alibaba, there is a 20% higher conversion rate on personalized landing pages compared with non-personalized pages", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c2c9251-3bc9-4880-98e9-e3d3d32c5953", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys should tailor its communications with customers and offer personalized recommendations of what they should buy", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29b6c92a-0a9a-480d-980c-46ebc0963cc8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Company Websites, Press Releases", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df4eec10-3c5d-4887-ab09-cf94a22c6179", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Embrace Personalization", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "560d601a-a6e0-427b-ab65-f14e47039cf4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2cdc446c-7416-4ecb-90b1-7536e354a224", "evidence": "Comparison of old vs new homepage layout", "framework": null, "confidence": 0.008, "extraction": { "at": "2026-07-16 19:21:30.583+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "frameworkName": "before-after-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 161, "type": "evidence", "title": "Uses a screenshot of a Nordstrom product page with callouts pointing to specific UX features.", "function": "illustrate_case", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 15, "textChars": 460, "nDataPoints": 0, "notes": "Uses a screenshot of a Nordstrom product page with callouts pointing to specific UX features.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:31.993+00", "seconds": 4.33, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/161", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-161", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.85, "y": 0.48 }, "kind": "callout", "text": "Product Highlights", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "032dfc69-bbef-41c0-8b3c-baaab21f9ae3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.7 }, "kind": "callout", "text": "Broad Color Selection", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19b7b74b-6d81-4304-bcbd-d53f7d52778d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.83 }, "kind": "callout", "text": "Gift Options", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30f1dc36-2d75-43de-aa86-bef1f127264d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.37 }, "kind": "callout", "text": "9.2k Reviews", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47e24a5a-5019-43a7-9c4c-95a5f11ec5d8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.44 }, "kind": "callout", "text": "Promotes Store Credit Card", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d1acae4-16d7-47ab-a2bd-3286a7f51a02", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.12, "y": 0.38 }, "kind": "callout", "text": "6 Pictures Shot at Different Angles", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "846ca252-f66a-4503-86cf-da820cba26e0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.85, "y": 0.41 }, "kind": "callout", "text": "Highlights Free Shipping", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a835665f-3207-4015-ac83-9930ae2adfc9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.12, "y": 0.54 }, "kind": "callout", "text": "Product Video", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1e977fd-7daa-4b7a-a3e9-c4d5d7dab93c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.63 }, "kind": "callout", "text": "Width Information", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3269808-993a-46b5-a9d5-ba9231b67945", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.85, "y": 0.83 }, "kind": "callout", "text": "Curbside Pickup Available", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5b78387-757b-462f-a95a-aeefb9fdc421", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.85, "y": 0.27 }, "kind": "callout", "text": "Recommendations on The Same Screen", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbe713d8-1367-4ca5-887e-2f273511edae", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "image", "text": "Nordstrom product page screenshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da02b817-e750-4098-947b-75ba0e001787", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys.com needs to offer features including product videos, gift options and BOPUS that cater to the growing trend of customers buying online", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c5424c1-7525-4263-b353-99ad6bd9f21c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Websites", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "033c0247-70a1-4b5a-9614-ddcec7f0de8b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Improve Web Experience", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e483f758-598f-46a5-b8ed-4da82542d9cd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e202aa97-95cc-4592-86b7-d04c3cdf9a51", "evidence": "Benchmarking web features against a peer's customer journey", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:31.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "frameworkName": "customer-journey-map" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 162, "type": "setup", "title": "Uses Target as a peer benchmark to justify the mobile app strategy.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 7, "textChars": 639, "nDataPoints": 2, "notes": "Uses Target as a peer benchmark to justify the mobile app strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:31.355+00", "seconds": 3.182, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/162", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-162", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.2, "x": 0.05, "y": 0.49 }, "kind": "callout", "text": "54% of customers surveyed would download Journeys app if there was one", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a8df88f-e59e-439a-85f0-267c460ab4ce", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.05, "y": 0.65 }, "kind": "chart", "text": "If there was a Journeys app, would you download it?", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffefa69e-cb91-44d0-8fda-ead1c7bc3791", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.7, "x": 0.27, "y": 0.55 }, "kind": "image", "text": "App feature screenshots", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feac2f48-3756-4a15-ba70-3dc36022fb5c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys needs to offer a mobile app that allows teenagers to shop anywhere and anytime they want, and provides a thorough omnichannel experience that incorporates BOPUS, same day delivery and the loyalty program", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6085639-e62a-4fc3-bce3-e4c295b104d6", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.68, "x": 0.28, "y": 0.32 }, "kind": "quote", "text": "I am a target shopper fanatic. They have everything I need, and the app makes it easy and efficient to online order, or online order pickup. I absolutely love it!...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d32fca1-19fe-48b2-b81a-7e40ddfa18a0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.96 }, "kind": "source-note", "text": "Source: Company Websites, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "082442b5-f8ba-49b6-abe1-91d5d05b7ede", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Introduce Mobile App", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ab20644-5ffc-45be-905d-d6b073300ba4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8e9cf99f-6f60-4888-8eae-d0673cb6602f", "evidence": "Uses Target app as a model for Journeys", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:31.355+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 162, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 163, "type": "setup", "title": "The slide outlines specific features of the proposed 'Kick Coin' loyalty program.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 370, "nDataPoints": 2, "notes": "The slide outlines specific features of the proposed 'Kick Coin' loyalty program.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:30.847+00", "seconds": 2.388, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/163", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-163", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.25, "x": 0.08, "y": 0.55 }, "kind": "chart", "text": "73% of customers surveyed would join a loyalty program if Journeys offered one", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.847+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44b34506-136b-4f2c-968a-221afcc519cb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Source: Company Websites, Legion Partners' Estimates, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.847+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bb525a0-10dc-42b5-b786-1e3bfabdf0a8", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.5, "x": 0.45, "y": 0.2 }, "kind": "table", "text": "Loyalty program features including Kick Coin, Free Shipping, Points, Gifts, Exclusive Products, Tiers, Credit Cards, and Others.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.847+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "310997f6-c7e4-4e5f-8504-dc238f9c5855", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Design and Implement A Loyalty Program", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:30.847+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d87d7e20-b95f-48de-b50b-07fac188de45", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 164, "type": "setup", "title": "Includes a customer testimonial bubble as a pain point indicator.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 663, "nDataPoints": 1, "notes": "Includes a customer testimonial bubble as a pain point indicator.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:31.916+00", "seconds": 3.217, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/164", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-164", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.85, "x": 0.07, "y": 0.55 }, "kind": "image", "text": "TikTok, Snapchat, AR Try-On, Bitmoji, Instagram, Facebook, Twitter, YouTube logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69c8f4a9-4876-4dd2-b60f-283018970d20", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.07, "y": 0.15 }, "kind": "list", "text": "Journeys should focus on improving key word search results to achieve better placement. Social engagement should be improved as Journeys was late to key platforms like YouTube and Twitter and has weak content. Engagement and content should be improved on Instagram, Facebook, and Pinterest. Consider improving engagement with either social media influencers or sports professionals.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f145268-7c31-4294-b8e4-9f8f84c9cbd9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.07, "y": 0.95 }, "kind": "other", "text": "Source: Company websites, Proprietary survey of 252 active Journeys customers performed March 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf0ab85d-e9f3-4f80-96bc-23fea530e2aa", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.45, "y": 0.58 }, "kind": "quote", "text": "I wish Journeys did more marketing – I tend to forget they exist", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ff66829-5f01-43a1-b1c4-d9fb9aa452e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Develop Stronger Marketing Initiatives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baf5e8b0-626c-4ad0-802b-cca736ee8c74", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d8b07285-fe38-4fd7-9c31-5e0eb9503ac7", "evidence": "Focus on improving customer touchpoints and engagement", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:21:31.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 164, "frameworkName": "customer-journey-map" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 165, "type": "setup", "title": "Includes a section divider at the top and a source note at the bottom.", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 8, "textChars": 746, "nDataPoints": 9, "notes": "Includes a section divider at the top and a source note at the bottom.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:33.354+00", "seconds": 4.299, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/165", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-165", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.25, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "GenZ: Favorite Social Media Platform", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419fecda-7e77-467f-97e7-0b1c183cc2a6", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.3, "x": 0.3, "y": 0.25 }, "kind": "image", "text": "Snapchat launches Levi's Bitmoji collection", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Infographic", "slug": "infographic", "status": "active", "canonId": "019de52c-fe26-750c-9d7d-9f34e21324e8", "version": 1, "description": null }, "framework": null }, "subkind": "infographic", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3539dfba-e931-458c-bc6b-7cd6824bc38f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.35, "x": 0.62, "y": 0.25 }, "kind": "image", "text": "Foot Locker TikTok example", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9026a576-1f7a-44ac-975f-91a3d81428ba", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.96 }, "kind": "other", "text": "Source: Piper Sandler Research, Company Websites, Press Releases", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb727eab-00e1-438a-8619-e890f3bfef2d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys needs to upgrade its social media presence – Journeys should build and establish a presence on GenZ's favorite social media platform Snapchat and adopt authentic ways to intersect with teenaged consumers and foster genuine connections.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04aff263-9df9-4139-8194-1d3ca03b2998", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.62, "y": 0.82 }, "kind": "quote", "text": "Considering that 60% of Tik Tok's audience is Gen Z, it's a perfect platform to reach this vital demographic. – TotalRetail, 01/12/2021", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acff7e06-dcd1-4f1c-a186-fc0cdbac8518", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.3, "x": 0.3, "y": 0.82 }, "kind": "quote", "text": "As a brand we need to make sure we intersect with our consumers wherever and whenever they want to shop. – Brady Stewart, Former Levi's SVP, 6/11/2019", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b390a129-6caa-4b2f-b8ba-6334f8fc5407", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Penetrate GenZ's Favorite Social Media Platforms", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d2aee09-e08d-4476-b626-97431489cbeb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2cac028d-b1fd-4aa6-a24c-c35fc1de7e1d", "evidence": "Focus on Gen Z social media preferences", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:33.354+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 165, "frameworkName": "audience-segmentation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 166, "type": "setup", "title": "Includes a quote from Payments Journal as social proof for the proposed solution.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 488, "nDataPoints": 6, "notes": "Includes a quote from Payments Journal as social proof for the proposed solution.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:32.493+00", "seconds": 2.929, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/166", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-166", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.35, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Top Payment Apps For Teens", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35f97ea9-91c3-4309-91d8-c3cff1417ac4", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "image", "text": "Learn from Peers: Venmo integration example", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Infographic", "slug": "infographic", "status": "active", "canonId": "019de52c-fe26-750c-9d7d-9f34e21324e8", "version": 1, "description": null }, "framework": null }, "subkind": "infographic", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb9b38bb-85e3-4d6a-bcb5-439222ffff90", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Piper Sandler Research, Company Websites, Press Releases, Venmo", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9f070f0-0dac-4d91-8de7-ccde49dbe6f0", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "Journeys should offer teens' favorite payment options in-store like Venmo, and roll out mobile POS to keep up with other teen retailers who adopted the trend more than 3 years ago", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d0e67d9-4497-4a84-93d2-6cc131922fac", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.6, "x": 0.35, "y": 0.6 }, "kind": "quote", "text": "PayPal this morning announced its mobile payments service Venmo is now available at over 2 million online U.S retailers...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "364ef224-3737-4b0e-82b0-0118097b9d1b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Increase Payment Options That Are Teen-Friendly", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bbe8939-c7d1-41d8-8fd1-3918c7cd0b81", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c5906a45-f342-45fc-9256-849ad308e1c4", "evidence": "Quote from Payments Journal used to validate the strategy", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:32.493+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 167, "type": "setup", "title": "Includes a specific call to action for a proxy vote.", "function": "closing_ask", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "closing_ask", "functionCanon": { "name": "Closing ask (contrarian)", "slug": "closing_ask", "status": "active", "canonId": "019de52d-18d2-7137-8c99-0a14eb350f0f", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 485, "nDataPoints": 0, "notes": "Includes a specific call to action for a proxy vote.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:32.499+00", "seconds": 2.877, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/167", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-167", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.78 }, "kind": "callout", "text": "Without the spotlight of pressure and meaningful Board refreshment, we fear that GCO will continue to be undermanaged and TSR will continue to underperform", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "036374d6-5b4c-4e55-b108-57e7543e8fa7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.85, "x": 0.07, "y": 0.28 }, "kind": "list", "text": "Legion’s nominees will seek to: Restore profit and revive growth... Refine investor communications... Implement best practices in governance... Explore all opportunities to achieve fair value...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd97cc00-3a4f-4d4a-8a10-cf6c9a11cc52", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "We urge fellow stockholders to vote the WHITE proxy card to elect strong and proven industry leaders to the Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9b8f57e-e017-4b51-bb50-6e60b0fc9db4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "GCO Needs to #GoForward", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "630af995-a1b5-4fa8-8619-7a2b00eb69e2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "00c6a1ee-a715-4e93-bb47-2ac553340044", "evidence": "Explicit call to action for shareholders to vote the WHITE proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:32.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 167, "frameworkName": "closing-ask" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 168, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "sparse", "densityScore": 7, "componentCount": 2, "textChars": 249, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:32.048+00", "seconds": 2.164, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/168", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-168", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "The materials contained herein (the \"Materials\") represent the opinions of Legion Partners Holdings, LLC and its affiliates... [legal text regarding opinions, forward-looking statements, and third-party information]", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.048+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c67e3315-0a27-4cc8-a31b-b5316c143245", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Disclaimer – Important Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.048+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de4c2412-d629-465c-b816-59e9efc5c38f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 169, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 20, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:31.884+00", "seconds": 1.911, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/169", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-169", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.5, "x": 0.25, "y": 0.45 }, "kind": "image", "text": "Legion Partners logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:31.884+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1ab3cc1-7dd2-4f5b-912f-c68a63650cd4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 170, "type": "setup", "function": "summarize", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 282, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:32.685+00", "seconds": 2.541, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/170", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-170", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.17, "x": 0.78, "y": 0.94 }, "kind": "other", "text": "CONFIDENTIAL & PROPRIETARY", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ff2eaf4-387a-4071-83e0-1ca78523f145", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.89 }, "kind": "other", "text": "FY refers to fiscal year (FY 20 is the year ended February 1st, 2020)", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d16bceba-eb8f-4733-ac39-daa3b8658d29", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.76, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "1 Executive Summary 2; 2 Case for Change 35; 3 Governance and Compensation Issues 92; 4 Legion's Highly Qualified Nominees 119; 5 Value Creation Ideas 131; 6 Appendix 170", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28d3428a-f1c2-4691-8249-2139bd60290b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Table of Contents", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:32.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da8a3712-2e78-4035-b99e-1373e8bea28e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 171, "type": "tension", "title": "Uses a classic 'They say / We say' structure to debunk opposition claims.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 483, "nDataPoints": 0, "notes": "Uses a classic 'They say / We say' structure to debunk opposition claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:33.229+00", "seconds": 2.935, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/171", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-171", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee26a847-31e3-418f-83ff-f3650f147d1e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "In the Company's June 18th letter, we believe the Board impugns its own credibility by misrepresenting our nominees' exceptional credentials and omitting important information pertaining to their successful track records", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a07a48d-b278-4ac8-bfa5-dc2322990246", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Comparison table with columns 'Genesco's Misrepresentation' and 'The Reality' detailing claims against Ms. Robertson, Ms. Bowen, Ms. Moore-Roberts, and Mr. Sichel.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57d10fd8-33fc-4e81-8419-2402d13ca6cc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "GCO's Misleading Attacks on Our Nominees Don't Hold Up", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fe78022-0bac-452b-8075-e4fc6836cdaa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7652c95d-93aa-47b1-bc40-a51589983072", "evidence": "Direct comparison of opponent claims vs reality", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:33.229+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 171, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 172, "type": "tension", "title": "The slide uses a timeline-based matrix to show board committee chair tenures.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 597, "nDataPoints": 12, "notes": "The slide uses a timeline-based matrix to show board committee chair tenures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:34.202+00", "seconds": 3.806, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/172", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-172", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.85, "x": 0.08, "y": 0.83 }, "kind": "callout", "text": "With “Tier 1” Directors holding leadership positions for prolonged amount of time, the Board room allows minimum of different views in reality", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c53c47c-19e7-43f1-bc3b-752ed87212f2", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.82, "x": 0.09, "y": 0.23 }, "kind": "chart", "text": "Timeline of board committee leadership tenures", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3109776a-a474-46db-8f20-52037d3f2633", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.08, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Research. Note: Based on proxy filed in each year. The chairman of the nominating and governance committee serves as the Lead Director from 2010 to present, and as Presiding Director from 2005 to 2010.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9a6bfdd-8dd0-4d44-96ee-1f0498ab4c91", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.08, "y": 0.14 }, "kind": "title", "text": "The concentration of power has reached an unparalleled level with Diamond holding board leadership positions for more than 15 years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "849d82ee-bd81-442e-b23f-ed06c6b2e893", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.08, "y": 0.07 }, "kind": "title", "text": "GCO’s Board Power Has Been Concentrated", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2bc10b8-6da4-4e39-8ae2-c721afc80259", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "faf2da11-40cb-42ea-a077-efdd5c2aafba", "evidence": "Analysis of board committee chair tenures and concentration of power.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:34.202+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 172, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 173, "type": "tension", "title": "The slide uses a timeline framework to highlight a competitive gap in digital strategy.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 6, "textChars": 245, "nDataPoints": 0, "notes": "The slide uses a timeline framework to highlight a competitive gap in digital strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:34.036+00", "seconds": 3.116, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/173", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-173", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.08, "x": 0.9, "y": 0.375 }, "kind": "callout", "text": "Late to Twitter", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c4df664-9142-4002-a2f3-5b2a13427415", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.78, "y": 0.83 }, "kind": "callout", "text": "Late to YouTube", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e742dfdc-7748-4a43-a4c5-ce619ddb6a2f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "framework", "text": "Timeline of social media adoption", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "809fb361-535a-406a-aea5-62cf040d7974", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Social Media Websites as of February 2021, Legion Partners’ Estimates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d1ff13e-5ebf-405c-89f1-63646a33c1e9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Genesco reacted slowly to social engagement trends compared to most peers", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00defd8f-46bd-4d85-93c6-c60c1ecf02df", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What’s Broken? Social Engagement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73d0bec6-e55c-460a-98a0-610854fe7273", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "b26f4d86-b3ff-49a7-9852-cc2ad4c8a795", "evidence": "The slide implies a specific audience (likely investors or stakeholders) and their concerns regarding social engagement.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:17.623181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "66da58a9-6451-4b76-b515-033e3cdf5d2b", "evidence": "This slide presents a clear problem statement about social engagement, including a headline and supporting data.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.58726+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f2a66d7f-1ba4-43af-b6a9-e18d9f0e06e6", "evidence": "Chronological progression of social media adoption by company", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:21:34.036+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 173, "frameworkName": "timeline" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 174, "type": "tension", "title": "Uses orange dashed boxes to highlight Genesco's position relative to peers.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 7, "textChars": 361, "nDataPoints": 45, "notes": "Uses orange dashed boxes to highlight Genesco's position relative to peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:34.085+00", "seconds": 3.063, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/174", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-174", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Facebook followers (000's) on the lower end among peers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3edfe58d-6f26-490f-b235-0034ee822c00", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "chart", "text": "Instagram Followers vs. Posts (000's)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c40db88f-c233-4d10-8462-2ed4679771c8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.8 }, "kind": "image", "text": "Examples of poor quality social media posts", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4cc150d-fd48-45e6-af6a-400620e7bc54", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Social Media Websites as of February 2021, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d5dd674-31db-4afa-bc0c-8406f119fc28", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.82 }, "kind": "paragraph", "text": "Poor-quality photos / videos – a lot with irrelevant content or unclear topics...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e087e27-9d8b-4b28-9c53-a7e5107d6aec", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "table", "text": "Follower-to-post ratio table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84186885-1c37-4183-85c1-db94192d3285", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "What's Broken? Social Engagement (cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c4b7e29-675a-4602-82c1-37c7d971c4b9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "cf6d23ca-3465-4f4a-b927-6863eeddf8fb", "evidence": "This slide continues to present a problem statement about social engagement, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.698309+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 174, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "45a5f090-e2b3-4c28-a5e0-5e6d65720c2c", "evidence": "Uses comparative data to identify performance gaps in social media strategy.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:34.085+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 174, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 175, "type": "tension", "title": "The slide uses red dashed boxes to highlight specific search results (Cole Haan, Allen Edmonds) as examples of competitors appearing in the search results.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 5, "textChars": 411, "nDataPoints": 0, "notes": "The slide uses red dashed boxes to highlight specific search results (Cole Haan, Allen Edmonds) as examples of competitors appearing in the search results.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:34.844+00", "seconds": 3.15, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/175", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-175", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "image", "text": "Google search results page", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64fa78c7-5891-489e-9aac-cf0400647c0d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Source: Screenshots as of February 2021", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cac9a04-cfb9-4db9-9f55-249a29ec5088", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "table", "text": "Screen 1: DSW, Macy's, Nordstrom, Allen Edmonds, Nordstrom Rack; Screen 2: Cole Haan, Rack Room, TOMS, Clarks, Vionic, Thursday Boots; Screen 3: JCPenney, Express, JoS. A. Bank, Belk, Perry Ellis, Men's Wearhouse, Dillard's, Aldo Shoes", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b82967-e57e-4acb-8e39-ff24681567bd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.05, "y": 0.14 }, "kind": "title", "text": "GCO websites aren't anywhere on first three screens when searching \"Dress Shoes\"", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfc9e8f7-ebb7-4279-bfbb-68e3ac34d87d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "What's Broken? Search Execution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d950b66-91e5-4d8b-ba12-79a6544a8468", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "63dd80d3-3f9e-4630-86ef-a0467483d9cc", "evidence": "This slide presents a clear problem statement about search execution, including data and screenshots.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.775733+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 175, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "95348886-ee23-4eba-a636-d424c8e69f31", "evidence": "The slide performs a diagnostic audit of search engine visibility to identify a performance gap.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:34.844+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 175, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 176, "type": "tension", "title": "The slide uses screenshots of Google search results to demonstrate poor SEO/SEM visibility.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 7, "textChars": 439, "nDataPoints": 0, "notes": "The slide uses screenshots of Google search results to demonstrate poor SEO/SEM visibility.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.253+00", "seconds": 3.3, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/176", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-176", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.45 }, "kind": "callout", "text": "Screen 1: Amazon, Zappos, Dick's, DSW, Kohl's, Finish Line, Academy, Shoe Carnival, Nordstrom, Rack Room Shoes", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31e68722-f8bf-4a1a-91cf-1eca424258f3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.66, "y": 0.62 }, "kind": "callout", "text": "Screen 2: JCPenney, Nordstrom, Overstock, 6pm, ShoeMall, ShoeBacca, RoadRunnerSports, JD Sports", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a20ba0f5-ecd7-48d8-bba9-034b24dced4e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.35, "y": 0.18 }, "kind": "image", "text": "Google search results for Screen 2", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ef7288-7128-4a93-b6fb-e85b0b33f58d", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.3, "x": 0.05, "y": 0.18 }, "kind": "image", "text": "Google search results for Screen 1", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44777b5c-56e4-45b7-bdf5-d545fc7ddb09", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Screenshots as of March 2021", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88fd7318-ed11-4525-935e-cc82baa59241", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Journeys' website isn't anywhere on first two screens when searching \"Men's Athletic Shoes\"", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a20e812b-99d5-47bc-856e-487f022d2b38", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "What's Broken? Search Execution (cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb7174f5-6666-4ad3-b3cc-8fc66ec52e36", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "06889aed-0800-4eb4-b939-d11181beae38", "evidence": "This slide continues to present a problem statement about search execution, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.849257+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 176, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "49410953-e218-4b9c-a9f9-de8d391fd280", "evidence": "The slide performs a diagnostic check on search visibility to identify a business problem.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:21:35.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 176, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 177, "type": "tension", "title": "The slide uses callouts to map specific UI elements on a screenshot of a product page to descriptive labels.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 6, "textChars": 464, "nDataPoints": 0, "notes": "The slide uses callouts to map specific UI elements on a screenshot of a product page to descriptive labels.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:34.841+00", "seconds": 2.69, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/177", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-177", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.15, "x": 0.05, "y": 0.65 }, "kind": "callout", "text": "5 Pictures Shot at Different Angles", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10a78bad-5048-420e-ad06-d22ca800c6f9", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "image", "text": "Foot Locker product page screenshot", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd3d1d37-dd73-4a48-ae83-34c77769f34d", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.15, "x": 0.82, "y": 0.29 }, "kind": "list", "text": "5.6k Reviews, Broad Color Selection, Width Information, Promotes Klarna at Only One Place, Fit Tips, Pick Up in Store Features, Highlights Loyalty Program And Free Shipping", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f02e772-8d32-4d65-b879-b6b393fe2de4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Retailer Website Data as of February 2020", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76589aa6-9a5f-422d-b2a5-10db71457049", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "Footlocker.com offers a broad selection of products and customer-friendly features including fit tips and width information", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4237dd57-a0cd-42c2-ba42-f5094212224c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Web Experience Not Competitive (FL)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:34.841+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aa714d9-4cf5-40d9-8104-7a30acc6d2d4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "90411277-6dc4-4638-8b38-0caf0d523a33", "evidence": "This slide presents a clear problem statement about web experience, including data and comparisons.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:17.925706+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 177, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 178, "type": "tension", "title": "Uses a map-based visualization to illustrate the logistical complexity and cost inefficiency of split shipments.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 6, "textChars": 360, "nDataPoints": 5, "notes": "Uses a map-based visualization to illustrate the logistical complexity and cost inefficiency of split shipments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.339+00", "seconds": 3.128, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/178", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-178", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Logistics flow diagram showing 4 shipments from 3 locations to Los Angeles", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "944172fe-beae-466e-9019-a0f131974ee9", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "image", "text": "Map of US highlighting California and Oregon", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cd4c496-7687-4ca2-b54b-f28205cd9689", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.05, "y": 0.23 }, "kind": "legend", "text": "Destination and Shipping Facility icons", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a046b31e-c2be-42e2-bfcc-f1d0a7e37325", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company Websites, Order Date 01/13/2021. Note: Product pictures are close to those of original items.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c035cd9b-3d89-43e1-b207-c379575c74bf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.12 }, "kind": "subtitle", "text": "An order of 5 SKUs led to 4 store-fulfilled shipments", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b3ca586-8483-419b-95cc-e81b072273be", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Split Shipments – Order #1", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1fb58d4-bf33-49d7-acd2-30fa3e71c299", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "c886dd43-d1cd-4175-8d59-c21b45e85aae", "evidence": "This slide presents a clear problem statement about split shipments, including a logistics flow diagram.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.005768+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 178, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6d54d6ec-3f96-434e-bb7d-215d1805d052", "evidence": "Geographic visualization of logistics flow", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.339+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 178, "frameworkName": "map-spatial" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 179, "type": "tension", "title": "Uses a map-based visualization to highlight logistical complexity and cost inefficiency.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 7, "textChars": 485, "nDataPoints": 7, "notes": "Uses a map-based visualization to highlight logistical complexity and cost inefficiency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.54+00", "seconds": 2.94, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/179", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-179", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.15, "x": 0.05, "y": 0.22 }, "kind": "annotation", "text": "Destination and Shipping Facility markers", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c3f8790-eb42-4be6-87db-f864e83e2f54", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.2, "x": 0.05, "y": 0.45 }, "kind": "image", "text": "Product images for the 7 SKUs", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e72c3ba-f767-464c-8f51-aa24ba73b200", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.15, "x": 0.8, "y": 0.45 }, "kind": "image", "text": "Product images for the 7 SKUs", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "745e974f-113a-4a79-b38b-4d34e2fbda03", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.25, "y": 0.25 }, "kind": "image", "text": "US Map showing shipping routes from Pacoima, Carson, Nashville, and Memphis", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "935b2cfc-324c-4c4b-9832-81ae589ca11e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: Company Websites, Order Date 03/01/2021. Note: Product pictures are close to those of original items purchased if they are not available online anymore", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ded8d7e-b30f-4755-a62c-41c6ae1a5403", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "An order of 7 SKUs led to 4 shipments, including 3 store-fulfilled shipments and 1 warehouse-fulfilled shipment", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5fad14fa-17a9-4905-855e-9a436a4bf1c9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Split Shipments – Order #2", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "700b4876-c884-42e9-9338-bf0aba0793ed", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "511d6a7a-35d7-46e0-806e-6d17730546ea", "evidence": "This slide continues to present a problem statement about split shipments, with additional data and examples.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.082319+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "66119c9b-a754-4bbf-a700-8e032525a04a", "evidence": "Geographic visualization of logistics routes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.54+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 179, "frameworkName": "map-spatial" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 180, "type": "tension", "title": "Uses a map-based visualization to illustrate supply chain fragmentation.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 7, "textChars": 449, "nDataPoints": 7, "notes": "Uses a map-based visualization to illustrate supply chain fragmentation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.95+00", "seconds": 3.212, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/180", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-180", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.15, "x": 0.05, "y": 0.2 }, "kind": "annotation", "text": "Destination and Shipping Facility markers", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "019de52d-052a-75dc-96e8-683d6ce9f03b", "version": 1, "description": null }, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23e205bd-3408-4142-ab16-e9dddeb85af0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.95 }, "kind": "annotation", "text": "Source: Company Websites, Order Date 03/01/2021. Note: Product pictures are close to those of original items purchased if they are not available online anymore", "attrs": null, "canon": { "kind": { "name": "Annotation", "slug": "annotation", "status": "deprecated", "canonId": "019de52c-fa68-7188-a17b-7ee103bb6a9e", "version": 1, "description": "Legend, indicator or chart annotation." }, "tool": null, "subkind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "019de52d-0552-777e-ab29-4c9a3e577794", "version": 1, "description": null }, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b117774a-0913-4ba4-926e-f1706e9aa63d", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "image", "text": "Map of US showing shipping routes from various facilities to Los Angeles", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Map", "slug": "map", "status": "active", "canonId": "019de52c-fe4d-77bd-b0a4-d72d58b9e5a4", "version": 1, "description": null }, "framework": null }, "subkind": "map", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adf5bf36-1ddf-4ea4-b301-4af3962e26e1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.75, "y": 0.25 }, "kind": "other", "text": "Excessive packaging!", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "403e0048-75c4-432b-97bf-9b34ebedf683", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.3, "y": 0.85 }, "kind": "other", "text": "Excessive packaging!", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b79a8071-9523-4561-b0ac-f56ade6d3a84", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "An order of 7 SKUs led to 5 shipments, including a long sleeve tee in an unnecessarily large box", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c16d34e8-1258-4848-a357-8846ea1dee10", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "What's Broken? Split Shipments – Order #3", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81ae06b4-ed57-40da-b449-69bdb6adf479", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "e4993df0-eb3c-4f61-9509-355960408737", "evidence": "This slide presents a clear problem statement about split shipments, including excessive packaging concerns.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:18.157716+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "9b4ab2ea-26a5-436f-a9c3-c7b181127af2", "evidence": "Uses a geographic map to visualize supply chain logistics and order fulfillment paths.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:21:35.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 180, "frameworkName": "map-spatial" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 181, "type": "setup", "title": "The slide highlights the distinct real estate strategies for each business unit, including geographic indicators via flags.", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 6, "textChars": 334, "nDataPoints": 12, "notes": "The slide highlights the distinct real estate strategies for each business unit, including geographic indicators via flags.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.607+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/181", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-181", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing store property type distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42ebb939-86b4-4926-b6f9-cabedd2c66c7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.2, "y": 0.82 }, "kind": "image", "text": "Flags representing store locations", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f974722-86f7-4d71-b953-fda86f66d090", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.15, "x": 0.05, "y": 0.35 }, "kind": "legend", "text": "Outlet, Airport, Street, Malls", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a530d35f-a18f-4577-b6d9-55693be57633", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "235fac4a-8f5e-48dc-a67b-e47279837eb7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "The real estate strategies and geographies of Genesco's retail stores are very different between the two business models", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af39abb3-a8ff-49bd-8765-5b42711acf87", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Store Fleets Utilize Different Property Types", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.607+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e387add5-32e8-404b-a8a8-e1191a31e1cd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 182, "type": "resolution", "title": "The slide uses a dual-chart layout to correlate mall quality tiers with anchor tenant health.", "function": "analyze_data", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 7, "textChars": 337, "nDataPoints": 8, "notes": "The slide uses a dual-chart layout to correlate mall quality tiers with anchor tenant health.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:21:35.881+00", "seconds": 3.027, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/182", "deck": "/decks/019f6b8f-2c24-765a-97b8-82631955283d", "deckAnchor": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-182", "deckJson": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.15, "x": 0.75, "y": 0.415 }, "kind": "callout", "text": "Highest Risk of Mall Closure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d27b5e7-077d-4a00-bc9d-ebb890a6159a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.54, "y": 0.25 }, "kind": "chart", "text": "Dead Anchor Tenants distribution", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "257fc626-fc41-41bb-a144-0ca217f41c03", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Mall Quality distribution (Tier A-D)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "beb24efa-86cc-4995-b11c-39386719c209", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Note: Excludes 85 stores in Canada and 22 stores in Puerto Rico", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b79f858-6c1b-46da-93b6-9633382d5309", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: SEC Filings, Morgan Stanley Research, CoStar Realty Information, Legion Partners' Estimates", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e46d7391-41d5-4a58-88d9-dd4969198bd1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.87 }, "kind": "title", "text": "Journeys has about 19% of stores in poor quality malls", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0185db23-07c6-41f3-ac83-3c25fcb9cf9c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Journeys' US Mall Quality", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:21:35.881+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b71f4c7-bd8d-4f02-a73c-5e4e1d8191d3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 9, "to": 15, "label": "Problem", "description": "The deck identifies several problems with Genesco's current board and performance." }, { "from": 16, "to": 28, "label": "Agitate", "description": "The deck highlights various issues with the current board, including poor governance and underperformance." }, { "from": 120, "to": 150, "label": "Solution", "description": "The deck offers a solution by presenting Legion Partners' nominees and a plan for value creation." } ], "loops": [ { "from": 38, "to": 50, "label": "Iceberg", "description": "Reveal the true extent of Genesco's underperformance" }, { "from": 52, "to": 65, "label": "Cost Of Inaction", "description": "Highlight the costs of not taking action" } ] }