{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8f-32cf-7688-97ac-a3d98b243b84", "slug": "jarvis-macellum-kohls-presentation-april-2022", "title": "Macellum Kohls Presentation April 2022", "subtitle": "macellum-kohls-presentation-april-2022 · 2022-04", "author": "macellum-kohls-presentation-april-2022", "date": "2022-04-01 00:00:00", "pageCount": 168, "kind": "activist-deck", "document": { "id": "019f6b8f-32cf-7688-97ac-a3d98b243b84", "slug": "jarvis-macellum-kohls-presentation-april-2022", "title": "Macellum Kohls Presentation April 2022", "rawTitle": "Macellum Kohls Presentation April 2022", "authorId": "macellum-kohls-presentation-april-2022", "authorName": null, "authorDisplay": "macellum-kohls-presentation-april-2022", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "activist_investor", "label": "Activist investor" }, "fileName": "jarvis-macellum-kohls-presentation-april-2022.pdf", "sourceUrl": "file://Jarvis_Resources/Macellum-Kohls-Presentation-April-2022.pdf", "sourceDate": null, "presentationDate": "2022-04-01 00:00:00", "ingestedAt": "2026-07-16 15:32:54.690339+00", "status": "ready", "pageCount": 168, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-macellum-kohls-presentation-april-2022", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "activist", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 168, "pagesIndexed": 168, "pagesWithImages": 168, "pagesWithMetadata": 168, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 913, "chartCount": 53, "metricSlides": 0, "toolMatches": 54, "documentToolMatches": 0, "frameworkMatches": 124, "arcMatches": 1, "beatMatches": 3, "loopMatches": 0, "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": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "evidence": "The document follows a clear PAS structure, highlighting Kohl's problems, agitating them, and presenting a solution.", "isPrimary": true, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:31.164877+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 }, { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 }, { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "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": "01a094ad-7755-4808-be42-06bf13894646", "evidence": "VOTE THE WHITE PROXY CARD", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:03.029759+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "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": "05f433a9-503e-4b86-9086-3fc001f4109f", "evidence": "Has overseen a failed operating plan which has resulted in significant share loss and the latest 3-year plan appears no better", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:03.196506+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "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": "3806b82e-8356-45d9-bf2c-a6380ae65dcd", "evidence": "Kohl's can be a source of tremendous value if it has a Board with the right leadership and plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:03.331422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "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": "b124481c-a5bc-4afc-beab-136b58c85bb8", "evidence": "Kohl's' shares have underperformed relevant peers and indices over every applicable time horizon", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:03.399462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "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": "acb66406-907d-4332-8a8f-c1606472f677", "evidence": "The slide seems to be addressed to shareholders or investors, indicating a clear audience definition.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:58.706874+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": "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": "f6a65a11-5cf3-4449-a05e-05f496c74619", "evidence": "This slide is an executive summary, as indicated by its type and content.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.668096+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "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": "8ef6bc31-62c5-4623-9871-74db58a07a8d", "evidence": "The slide contains a waterfall chart showing EPS growth drivers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.786033+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "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": "53a947cf-1952-4a50-bf93-89800e7d9902", "evidence": "The slide is a section divider, as indicated by its type and content.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.86418+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "75c000cc-0008-48fd-870e-4aab43dbd3db", "evidence": "The slide presents a narrative around Kohl's financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:59.06+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "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": "8d862576-e82a-41ef-a73e-be365619480b", "evidence": "chart/waterfall-bridge: Kohl's 3-YR Plan Without Additional Share Repurchases", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:05.914943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "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": "05681171-abd1-4bab-9123-6e654c7ddb6f", "evidence": "chart/waterfall-bridge: Kohl's 3-YR Plan With Additional Share Repurchases", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:05.996157+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "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": "c34f0e39-73e5-4455-b1ae-4c9bb7667fb7", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:13.972239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "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": "a6c5813f-16a0-423b-86e1-b826a72666af", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.07475+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "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": "61f75349-0896-431c-bc45-e44c23318579", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.175349+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "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": "2b3b655d-65d8-447b-ba88-86ef314fb636", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.280064+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "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": "6a0be04a-fd8f-447b-98f2-af91e9788cf0", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.386123+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "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": "bd60eb30-077f-4282-b0cc-aab9b5ed0925", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.491179+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 92, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4a4e30b9-d79f-4226-a2f3-da8f7f128f86", "evidence": "The slide contains several callout/primary elements with titles such as 'DECREASE AND LEVERAGE SG&A COSTS'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.06021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." }, { "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": "91e8baf8-eb90-40ea-b358-1ed44ffba0fe", "evidence": "The slide features a 'chart/waterfall-bridge: Macellum 3-YR Plan without a Sale Leaseback'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.142205+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "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": "5bff01e8-9fa6-4286-94e2-69b07f7e725b", "evidence": "The slide features a 'chart/waterfall-bridge: Waterfall chart showing EPS growth components'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.261165+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "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": "299a6607-d48b-440b-8818-9b5df669d81a", "evidence": "The slide mentions targeting 'moderate income, families aged 30-45'.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.143374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "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": "119d780f-55ca-43dd-8cba-a1a144222303", "evidence": "The slide contains a list/bullet of key initiatives to improve sales.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.103982+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "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": "e170cf83-7a8f-4a6f-8b2c-a398561ad09f", "evidence": "The slide contains a list/bullet of initiatives to increase gross margin.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.21182+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "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": "d34c7332-9720-47ad-b20c-8f85cc3580c6", "evidence": "The slide contains a list/bullet of cost cutting mechanisms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.280397+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "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": "ee086295-9816-40ca-8caa-b01cfd5e6cab", "evidence": "The slide contains a list/bullet of initiatives to improve capital allocation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.350399+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "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": "8f2770c6-a99a-4cc3-b42d-db2b5d72bc62", "evidence": "The slide contains a table/data of cash flow and EPS impact.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.418742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "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": "d6b79362-9997-4e1a-b07d-7f3b6ba54d12", "evidence": "The slide contains a chart comparing Kohl's leverage to peers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.522536+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "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": "d56ec898-40c4-46f1-b697-ce148a1fe9da", "evidence": "The slide is titled 'OUR STRATEGY & PLAN – DETAILS'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:19.590486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c66c2a5-b35d-4c13-ade0-ea464ee06281", "evidence": "The slide mentions targeting 'moderate income, families aged 30-45'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.693139+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "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": "261e883a-240d-434b-9218-9ac59052ca73", "evidence": "The slide contains a list/bullet of customer-centricity initiatives.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.658777+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "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": "e75753bc-4ade-4179-a1ee-09b35504eed0", "evidence": "The slide contains a table/data of population mix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.762493+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "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": "82c0b629-8940-4a94-8555-31b7f8be9ed0", "evidence": "The slide contains a list/bullet of merchandising assortment planning initiatives.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.865842+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "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": "9e44032f-4fdd-4481-833f-1200ed48322b", "evidence": "The slide presents a challenge and an opportunity, implying a transformation from the current state to a desired state.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.306402+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0023802d-8469-4266-ad33-8d3581d8a63a", "evidence": "The slide presents a problem (inconsistent pricing), agitates it by showing the consequences, and offers a solution (sharp pricing).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.462385+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3764e59b-8afc-47ea-a2df-fc2e8d26568b", "evidence": "The slide presents a problem (lack of 'good, better, best' pricing architecture), agitates it by showing the consequences, and offers a solution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.53786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 122, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "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": "fa95dc1b-55cc-443d-b36e-1912bf3e66de", "evidence": "This slide is titled 'BED, BATH & BEYOND INC. - MACELLUM CREATING VALUE' and has a type labeled as 'executive_summary'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:22.462122+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": "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": "2f6ddcfa-f4ce-48a7-baa2-6408c35ff551", "evidence": "This slide is titled 'BIG LOTS, INC. - MACELLUM CREATING VALUE' and has a type labeled as 'executive_summary'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:22.52991+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": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b1d3a836-a0d1-462d-b44f-4397ddd9eeab", "evidence": "This slide features a 'Gantt chart of HR initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.597566+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "daa3f0b8-9bee-426e-8886-7b649d68d394", "evidence": "This slide features a 'Gantt chart' showing Merchandise Strategy implementation timeline.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.666127+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": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "052d6631-677b-4343-9f5c-74454ab1342d", "evidence": "This slide features a 'Gantt chart' showing Merchandise Strategy.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.733254+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": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ad07cd1c-c828-40cc-a3e1-9acc51042783", "evidence": "This slide features a 'Gantt chart showing timeline of merchandise strategy initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.799674+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a689c27f-0cff-4063-a48f-ce03db8bd950", "evidence": "This slide features a 'Gantt chart showing task timelines'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.868041+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a3ecfb4-c131-4882-9b8c-d07dc5a494dd", "evidence": "This slide features a 'Gantt chart showing tasks vs weeks/quarters'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.934603+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": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "66ca6ea0-3963-4780-bce0-dd3bb85e5e8d", "evidence": "This slide features a 'Gantt chart timeline'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.004601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2d608b87-cf13-425b-8fb1-f7a1ebb93cef", "evidence": "This slide features a 'Gantt chart of marketing tasks over 14 weeks and beyond'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.076861+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff88c1a8-9721-41b1-9801-d117d4aacd60", "evidence": "This slide features a 'Supply chain implementation timeline' using a Gantt chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.144943+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": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f39f71be-2fa0-46be-a66c-f22c889093fd", "evidence": "Gantt chart showing tasks vs weeks/quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:13.013719+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c620004-1b99-4428-a362-0810cc8b27c0", "evidence": "Gantt chart showing tasks vs weeks/quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.086221+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fe3d96dc-ebf0-44ac-8369-7f1375f773eb", "evidence": "Gantt chart showing timeline of financial initiatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.169053+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9bc42910-1fbc-42d2-94a3-8f2577682b77", "evidence": "Gantt chart showing tasks: Comprehensive review of systems, Assess internal capability, Determine need for further upgrades, Compile and analyze all dash board and summary reports, Develop and implement plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.252868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "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": "9a24df21-e4ab-450e-874e-b02504f8edb9", "evidence": "Red dashed box highlighting Kohl's", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:57.504434+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f3345184-3991-45d1-8b90-5def42f806fe", "evidence": "The components mention 'in the mind of the customer', indicating an audience frame.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:08.453211+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1f0e17f1-0253-4f08-85fd-ef0205eeee4b", "evidence": "The components include a 'US Map showing shipping routes'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:08.609196+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 168, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "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": "820a84df-965e-41ad-ad4d-71c0e8045c8d", "evidence": "The components include a 'Profit Per Transaction table comparing Current Process vs Without Split Shipments'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:08.569462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 168, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "1cfd82b3-3f91-4cb0-8084-b082e362401d", "evidence": "The slide outlines a clear activist campaign demand structure (board, plan, strategic review) and a call to action.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "activist-defense" }, { "matchId": "e5b7f526-4e61-4c5e-b2ad-ce119bb3b519", "evidence": "The slide explicitly lists failures of the current board to frame them as the primary obstacle to value creation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:46.343+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "antagonist-introduction" }, { "matchId": "38cd42c1-0d9e-4d67-8677-cf11dddd05ea", "evidence": "The slide uses a track record of successful interventions to build credibility for the current campaign.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "activist-defense" }, { "matchId": "3ec043af-e651-402f-b9df-12fb52ef6677", "evidence": "Slide provides a high-level overview of company status and performance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "executive_summary" }, { "matchId": "2cb44ffe-4869-441c-9ace-b8d8ed567532", "evidence": "Comparison of company performance against multiple peer groups over time.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "peer_benchmark" }, { "matchId": "bdd23d58-4ead-4417-a6d1-972128d6a402", "evidence": "The slide uses historical data to expose the failure of board-led strategies.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "fraud-exposure" }, { "matchId": "17831c5a-c345-4b7e-820a-461c58abf237", "evidence": "The slide lists specific failures in board governance and oversight.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "governance" }, { "matchId": "785784e8-838e-4caa-8a43-88e6d5181456", "evidence": "Uses a myth vs reality structure to frame the board's narrative as false.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "before-after-framing" }, { "matchId": "f87737b6-fe23-4503-afb5-e18bfaebb274", "evidence": "The slide explicitly frames the company's plan as a failure to preemptively counter the board's strategic narrative.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "preempt_rebuttal" }, { "matchId": "6c2f18a0-2793-4751-b3a4-fdadad153360", "evidence": "The slide presents a series of valuation scenarios based on EPS targets and P/E multiples.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "valuation_table" }, { "matchId": "54c1e566-cbf7-45fc-a425-5050090021f5", "evidence": "Contrasts past failed strategy with current 'new' strategy under same CEO.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "0ef4db0d-c899-4606-b2ad-5a4fcb5e92f4", "evidence": "The slide juxtaposes management's claims of a 'robust' process against media reports of crashed shares and bidder concerns.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "expose_contradiction" }, { "matchId": "61e415c6-75b6-4cf4-b7db-b451b45004f2", "evidence": "The slide frames the incumbent board as intentionally creating an 'illusion' of a process to maintain control.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "antagonist-introduction" }, { "matchId": "b7116a61-3aac-4bef-b46b-5a0f2d679dfe", "evidence": "Framing the company's situation as a critical 'fork in the road' requiring immediate intervention.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "activist-defense" }, { "matchId": "5c90af4a-5957-4505-b68b-06ae466b53c1", "evidence": "Presentation of board candidates with professional credentials", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "nominee-bio" }, { "matchId": "bc303a12-e227-49d5-bd76-13d006d76ac4", "evidence": "Explicit mention of 'IMPROVE CAPITAL ALLOCATION' as a pillar.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "capital-allocation-framework" }, { "matchId": "119b5c11-937f-4990-a5a2-7ad01ee2a4df", "evidence": "The slide uses a waterfall chart to bridge starting EPS to ending EPS via incremental drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "waterfall-bridge" }, { "matchId": "0a1f9271-1a25-441b-8506-1f859ee9154f", "evidence": "Uses visual contrast to undermine the company's narrative of momentum.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "expose_contradiction" }, { "matchId": "70fc2165-9c9e-438b-860b-ab6b30710156", "evidence": "Comparing Kohl's performance against multiple peer groups over time", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "comparison_frame" }, { "matchId": "300d8b35-6599-4c79-b849-cc5a6d30c3eb", "evidence": "Contrasting CEO quote with stock performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "347654b7-d492-45ed-9db5-f157c691d25a", "evidence": "The slide explicitly links financial underperformance to the need for a new Board.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "governance-board" }, { "matchId": "c112bf67-e13a-4666-ba8a-2f166c8c67e9", "evidence": "Contrasting management quotes with actual performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "cf08d7f2-043c-4a97-a743-093ef3de5ae5", "evidence": "Contrasts CEO quote with performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "e2d9d495-b991-4abf-9a7e-979b0c996569", "evidence": "Uses CFO quote to highlight the failure to meet stated margin targets.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "4a1cbae5-da21-4c9f-8802-f33e27540bae", "evidence": "Contrasts rising physical capacity with falling revenue productivity to argue for inefficiency.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "expose_contradiction" }, { "matchId": "d8d30798-c7fe-442f-a65b-5b2fedfc8f3b", "evidence": "Direct comparison of company performance against a peer group average.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "comparison_frame" }, { "matchId": "4e4a0d17-dae2-4168-9e1f-d5f39e062fb4", "evidence": "Contrasts CFO quote about cost discipline with chart showing rising SG&A %", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "acfa5dec-4382-4fed-9ee9-43891963ee8e", "evidence": "Contrasts management's claim of 'improving profitability' with the actual decline in EBIT.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "e4aa7256-13eb-413d-8a62-6b364c2e1fc7", "evidence": "Direct comparison of KSS performance metrics against peer group averages over a 10-year period.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "comparison_frame" }, { "matchId": "4866148b-86aa-4e52-b39e-f5792a3a3123", "evidence": "The slide explicitly critiques capital allocation efficiency by comparing CapEx to EBT.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "capital-allocation-framework" }, { "matchId": "321eaf11-20a2-456a-a27f-9105d74578ef", "evidence": "Contrasts CEO quote with subsequent performance failure", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "61ce7d4c-ed6a-41af-bebb-b83ba5fc88cb", "evidence": "Contrasting CEO quotes from 2020 and 2022 against historical strategy slides.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "ce5c795d-73fe-4ecc-803d-94233f4d660f", "evidence": "Contrasting CEO's optimistic quote with historical stagnant sales and external market trends.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "6abd7093-1a64-413d-b146-c5d3441aceb1", "evidence": "Contrasting two quotes from the same CEO to highlight a failure in guidance.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "017448dc-eb89-46cf-89ca-61ff40d2837d", "evidence": "Contrasting executive quotes with poor performance outcomes.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "2f6f5331-3d55-44c8-b5d7-47e37c23a1bd", "evidence": "The slide explicitly compares financial goals across three different time periods to highlight a trend.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "comparison_frame" }, { "matchId": "9beb9e21-ca81-4b9d-ba38-dd179ac4d935", "evidence": "Visual bridge showing EPS components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "frameworkName": "waterfall-bridge" }, { "matchId": "a6680f6b-4644-405f-9c9c-1dd70c6584bb", "evidence": "The chart visualizes the components of EPS growth from 2021 to 2024.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "waterfall-bridge" }, { "matchId": "43f81a97-4fb6-4e40-982e-bf3bc8437a8f", "evidence": "The slide explicitly contrasts high capital spending with declining profitability to undermine management's strategy.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "expose_contradiction" }, { "matchId": "813b4eea-3e22-4dde-92e8-1cf6db863f3e", "evidence": "The slide explicitly contrasts management's current plan with their historical inability to provide accurate guidance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "expose_contradiction" }, { "matchId": "8b029093-5811-4af7-8ccc-f3897e5244b4", "evidence": "Comparison of KSS valuation against retail peer group", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "comparison_frame" }, { "matchId": "166f9f80-93f6-490c-b397-7f0aa122db1e", "evidence": "Direct comparison of KSS valuation metrics against peer groups over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "frameworkName": "comparison_frame" }, { "matchId": "3840037e-338b-4bbe-ad6c-61ce2975f56e", "evidence": "Contrasts Board's claim of support with analyst downgrades.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "expose_contradiction" }, { "matchId": "a24ee509-a5fa-4051-9252-3f452b2687aa", "evidence": "Uses NPS and review data to diagnose poor customer experience.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "frameworkName": "diagnostic-test" }, { "matchId": "81e21878-7d8a-4868-83f1-5615363319fd", "evidence": "The callout box explicitly links inventory turn/planning to overbuying, store experience, clearance, and margin pressure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "causal-chain" }, { "matchId": "6bb85643-f073-495d-adad-09e889405dca", "evidence": "Juxtaposition of CFO quote with visual evidence of complexity", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "92ce82b1-0a71-4644-b24a-1d3861e79212", "evidence": "The slide argues that the complexity of promotions confuses customers, directly referencing the mental effort required to understand pricing.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "cognitive-load" }, { "matchId": "58a70774-e747-4428-9e4e-71a8916f1a55", "evidence": "Exposing the gap between high spend and poor performance results.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "fraud-exposure" }, { "matchId": "9eb5d7fb-404b-4862-a497-ac916ebfb5c7", "evidence": "The slide explicitly contrasts the stated importance of the Sephora initiative with the evidence of poor search visibility compared to a competitor.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:59.825+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "expose_contradiction" }, { "matchId": "bb3fe845-5e12-461e-83a7-0a88ca4315d8", "evidence": "Direct comparison of follower counts across three competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "frameworkName": "comparison_frame" }, { "matchId": "cc002d4c-350e-4fbd-94dc-56eae8dd36dc", "evidence": "Highlights pain points in the online shopping checkout process.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "frameworkName": "customer-journey-map" }, { "matchId": "9234500e-6b91-4a29-8362-aef721bd2c19", "evidence": "Geographic visualization of shipping routes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "map-spatial" }, { "matchId": "73b1ed4e-5858-48c4-a740-8a1fa0c80f32", "evidence": "Contrasts CEO quote about inventory shortages with photos of clearance racks.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "ebc22a88-bc03-4d7b-8642-7ecc6bc5c79b", "evidence": "Quantifying real estate assets to argue for monetization and share repurchases.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "frameworkName": "asset-value" }, { "matchId": "800ae3f8-3e29-4b75-a7fb-f1cf4850763c", "evidence": "Exposing the gap between company claims of sales lift and the actual financial reality of capital expenditure.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "frameworkName": "fraud-exposure" }, { "matchId": "a03301af-838f-4a6d-8587-d724b9116b77", "evidence": "The slide evaluates board member skills and experience to identify gaps in oversight.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "frameworkName": "governance-board" }, { "matchId": "8c712b80-30f5-4502-9834-7616d9947459", "evidence": "Framing the executive committee as the source of the problem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "antagonist-introduction" }, { "matchId": "ad503c3c-c575-49ef-9bd8-04cda72ff4de", "evidence": "Critique of Board's strategic process and poison pill implementation", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 70, "frameworkName": "governance" }, { "matchId": "edd70fac-0b42-45be-a0c6-9dfaacee84a4", "evidence": "The slide explicitly frames the Board as an antagonist acting against shareholder interests.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "frameworkName": "antagonist-introduction" }, { "matchId": "73ab2165-2333-48d9-b53a-338e9d7a8805", "evidence": "Contrasts stated compensation philosophy with actual bonus payouts.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "14c8349f-8ebc-40cb-94cd-707202d5b821", "evidence": "Focus on board-set targets and executive compensation alignment", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "governance" }, { "matchId": "84e48bfd-2f1e-4443-bbf4-e7c21a6fb94f", "evidence": "Contrasts CEO bonus payouts with failing operating income targets.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 74, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "c1353dee-443b-4d21-a08b-02e7ed4d83c4", "evidence": "Directly contrasts rising executive pay with falling company performance metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "frameworkName": "expose_contradiction" }, { "matchId": "f85be7b4-bd0e-421e-b77d-497aa3c4208e", "evidence": "Contrasts executive pay increases with company performance and employee layoffs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 76, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "088dc9af-ad19-4472-a1f1-180ef4538562", "evidence": "Contrasts official regulatory penalty with ongoing marketing claims.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "39e0f167-bfec-44f8-86ab-340e19ddbfdc", "evidence": "A matrix mapping candidates to specific skill sets to validate their qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "frameworkName": "evidence-matrix" }, { "matchId": "667fff88-d909-4565-817e-b5e068cf2aca", "evidence": "Using quotes from industry leaders to validate the candidate's qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "frameworkName": "authority-citation" }, { "matchId": "d62fa9b9-2c45-4d70-bf66-11f0012f702b", "evidence": "Using testimonials from industry leaders to validate the nominee's qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "frameworkName": "authority-citation" }, { "matchId": "42902ec6-231b-42ea-9ff7-53aa4ed4bb0f", "evidence": "Explicit mention of 'IMPROVE CAPITAL ALLOCATION' as a core pillar.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "frameworkName": "capital-allocation-framework" }, { "matchId": "767204d3-3ed6-4124-9fd7-260ad8b2fdc1", "evidence": "The slide uses a waterfall chart to bridge the gap between two EPS values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "frameworkName": "waterfall-bridge" }, { "matchId": "f5a6e2bb-70fa-469d-a869-50f053a980e2", "evidence": "Visual bridge of EPS components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "frameworkName": "waterfall-bridge" }, { "matchId": "77dc08de-b998-43ac-a561-1fd3126b3cfb", "evidence": "Standard management consulting framework for leadership transitions", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "frameworkName": "100-day-plan" }, { "matchId": "5b2cb558-d9de-425f-af93-dd5f0f5d8eea", "evidence": "The slide explicitly lists mechanisms to decrease SG&A costs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "frameworkName": "cost-cutting" }, { "matchId": "be78e792-218d-48e4-8ad1-6df20e501a47", "evidence": "The slide explicitly outlines a strategy for capital allocation, including repurchases, CapEx, and working capital management.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "frameworkName": "capital-allocation-framework" }, { "matchId": "670beee6-85ae-4397-94e7-3164cafb64c3", "evidence": "Analysis of cash flow usage for share repurchases to drive EPS growth.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "capital-allocation-framework" }, { "matchId": "05f65fa0-edff-4928-92a1-c44e81a1baec", "evidence": "Proposing a sale-leaseback to fund share repurchases", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "frameworkName": "capital-allocation-framework" }, { "matchId": "8f598047-b11c-40cd-be37-50050ab1330b", "evidence": "Compares Kohl's leverage ratio against a peer group to validate a strategic proposal.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "comparison_frame" }, { "matchId": "bed606e4-a7c8-42c8-8143-a01996d777d1", "evidence": "Kohl's has a significant opportunity to dominate...", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "action-titles" }, { "matchId": "d8164209-d03b-4e82-be44-1a6ed4bc7c0c", "evidence": "Eight bulleted strategic recommendations", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "list-presentation" }, { "matchId": "bc395e79-ff22-4d18-95f5-e5561c28a1fd", "evidence": "The slide maps competitor segments to attributes and then to a winning strategy for Kohl's.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:14.24+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "frameworkName": "logical-chain" }, { "matchId": "f56bc319-1478-439b-aca5-aebc84dd537d", "evidence": "Compares current lead times (Today) with proposed future lead times (Future) to justify the strategy.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "frameworkName": "before-after-framing" }, { "matchId": "79867d46-0294-410b-8cdb-e411dd81a064", "evidence": "Uses visual comparison of current state (Kohl's) vs desired state (Target) to argue for process improvement.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "frameworkName": "before-after-framing" }, { "matchId": "0ab2751d-808a-4a70-828f-7f3f392d4bd4", "evidence": "Contrasts current state (Kohl's) with desired future state (Target) to highlight pricing strategy.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "frameworkName": "before-after-framing" }, { "matchId": "11c0ec2d-3606-4437-8227-3f3a1847b819", "evidence": "Competitive price analysis table comparing Kohl's to peers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "frameworkName": "comparison_frame" }, { "matchId": "ecf435f5-2696-4b4e-9fc1-599ff05aebd7", "evidence": "Explicitly mentioned in title and body text.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 122, "frameworkName": "good-better-best-pricing" }, { "matchId": "791b54cc-e82b-40e6-9d67-63ffd86e7fa3", "evidence": "Contrasts in-store signage with actual product data to highlight operational failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "frameworkName": "expose_contradiction" }, { "matchId": "0d7f6d13-7f2a-4133-b4cd-110108309038", "evidence": "The slide explicitly contrasts a 'Challenge' (Kohl's) with an 'Opportunity' (Old Navy) to propose a solution.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "frameworkName": "before-after-framing" }, { "matchId": "c373ffb3-e9f9-4ee7-adf6-948b26237af8", "evidence": "Contrasts current Kohl's signage issues with Target's superior in-store displays.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 126, "frameworkName": "before-after-framing" }, { "matchId": "7ae222bb-cb04-4464-a28f-1b2ebbf28011", "evidence": "Contrasts current state (Kohl's) with desired future state (Old Navy example) to drive an opportunity.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 127, "frameworkName": "before-after-framing" }, { "matchId": "ebd66e73-266e-412a-aa9a-8b0c31652204", "evidence": "Contrasts current poor store experience with a proposed improved state.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "frameworkName": "before-after-framing" }, { "matchId": "444b1cec-4fed-4862-b115-a02e6bb43375", "evidence": "Visual comparison of current state vs desired state", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 129, "frameworkName": "before-after-framing" }, { "matchId": "8c3b0406-d91d-4ca3-81d9-ffcc5aae9b6e", "evidence": "Contrasts current state (Kohl's) with desired future state (Target) to highlight opportunity.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "frameworkName": "before-after-framing" }, { "matchId": "693a2c58-35c9-437e-8b8c-63e0f289afab", "evidence": "Compares current state (Kohl's) with desired state (competitors) to propose a solution.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "frameworkName": "before-after-framing" }, { "matchId": "6ddf1c17-10b8-4b0b-aa28-021002479c4e", "evidence": "The slide contrasts a 'Challenge' (duplication) with an 'Opportunity' (expansion) to frame the strategic recommendation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "frameworkName": "before-after-framing" }, { "matchId": "19ec73e1-ff57-4e28-b954-2bfe5c5f30f5", "evidence": "The slide contrasts current Kohl's store presentation with a proposed 'what it could look like' state inspired by Target.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "frameworkName": "before-after-framing" }, { "matchId": "c928353c-3b51-410f-bda9-779081cf53c9", "evidence": "Proposes rationalizing distribution network to save costs and improve margins.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "frameworkName": "cost-cutting" }, { "matchId": "26aee695-7785-4d3f-b303-09d4edcaeebd", "evidence": "Three overlapping circles representing Commerce, Content, and Community", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "frameworkName": "venn" }, { "matchId": "d55961ac-3c1c-4114-8b41-1cb78e11293c", "evidence": "Explicit call to action for shareholders to vote on a specific proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 137, "frameworkName": "closing-ask" }, { "matchId": "c755bf3b-09a3-4b4d-b4c1-de5340798791", "evidence": "Side-by-side comparison of 'Myth' vs 'Reality' to reframe the narrative.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "frameworkName": "before-after-framing" }, { "matchId": "0e81f48f-9008-42c8-a543-15b31f20b5d4", "evidence": "Direct comparison of 'Myth' vs 'Reality' to discredit the opponent.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "frameworkName": "expose_contradiction" }, { "matchId": "d1ccfceb-6657-435a-9825-26f7d7ebc9c3", "evidence": "Contrasts 2020 observations with subsequent impact and value creation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "frameworkName": "before-after-framing" }, { "matchId": "2948c518-8bd8-4567-94a9-9cd423da413d", "evidence": "The slide presents a timeline of tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "gantt-chart" }, { "matchId": "fc8c0a27-4f29-4766-a058-b0517072157e", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "frameworkName": "gantt-chart" }, { "matchId": "a32d65c2-54c8-412b-8726-1fb566194a22", "evidence": "Visual timeline mapping tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "frameworkName": "gantt-chart" }, { "matchId": "d64ffcdb-bcbf-4299-a52c-19c454fb937e", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "frameworkName": "gantt-chart" }, { "matchId": "41a92637-5520-460d-a31a-c49392855351", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "frameworkName": "gantt-chart" }, { "matchId": "d76b20b2-af64-4f27-9ad5-b32c9f4ce522", "evidence": "Visual timeline of tasks over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "frameworkName": "gantt-chart" }, { "matchId": "f846e644-de07-4888-9ca3-6beac56fd53b", "evidence": "The slide presents a task-based timeline with duration bars across weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "frameworkName": "gantt-chart" }, { "matchId": "b40ef6ea-36fd-4333-92fe-6d9decc0e6cc", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "frameworkName": "gantt-chart" }, { "matchId": "632f9d2e-779b-4c0a-8c8c-8e0f4874408a", "evidence": "The slide presents a timeline-based project management schedule for supply chain initiatives.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "gantt-chart" }, { "matchId": "132a4370-8421-40e2-abea-51e7f8c38e9a", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "frameworkName": "gantt-chart" }, { "matchId": "baf18059-d495-4c34-af80-70cc02e5a173", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "frameworkName": "gantt-chart" }, { "matchId": "1336bf80-de9e-4737-b606-c7f51b11a340", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a time-based axis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "gantt-chart" }, { "matchId": "5b3a5c93-71b4-4c73-8bf0-fe74439cb350", "evidence": "The slide uses a timeline-based grid to map tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "frameworkName": "gantt-chart" }, { "matchId": "23e8cbe4-6702-43ca-aa0c-66d39c0c8329", "evidence": "Table comparing KSS performance against a peer group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "frameworkName": "comparison_frame" }, { "matchId": "b851b99f-52bd-48d5-8bcd-6a4828720777", "evidence": "Comparison of Kohl's financial metrics against a defined peer group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "frameworkName": "peer_benchmark" }, { "matchId": "bc930e8a-2686-4279-b872-bdb783d6ea22", "evidence": "The slide contrasts Kohl's claimed performance with the actual market performance of its peers to undermine the company's strategic narrative.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "frameworkName": "expose_contradiction" }, { "matchId": "d563031b-d416-4816-b431-ace413f14d2d", "evidence": "Comparing company performance against peer groups to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "frameworkName": "comparison_frame" }, { "matchId": "122a915e-c326-4dcd-89c1-a6890f25c84b", "evidence": "Comparing Kohl's performance against multiple peer groups across four time horizons.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 162, "frameworkName": "comparison_frame" }, { "matchId": "b58375e2-6bec-409c-89a9-2ddbb05864b7", "evidence": "Comparing Kohl's performance against a peer group over a 10-year period.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 163, "frameworkName": "comparison_frame" }, { "matchId": "9b6dfce2-3911-4a85-b6bf-4e6f8a0bd028", "evidence": "The slide explicitly contrasts the CEO's stated 'Greatness Agenda' goals with the actual failure to meet them over a decade.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 164, "frameworkName": "expose_contradiction" }, { "matchId": "ccc785d7-80b6-4aa3-baf3-d5e1d4ffb187", "evidence": "Contrasting past failed strategies with current ones to undermine management credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 165, "frameworkName": "expose_contradiction" }, { "matchId": "d1641f92-8a58-4c5b-a407-a9b17378bf6e", "evidence": "The slide juxtaposes repetitive strategic claims over time with a CEO quote to highlight a lack of actual change.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "af609ac4-eb27-4f86-a724-f0ba564a5fd7", "evidence": "Contrasting corporate 'Greatness Agenda' claims with negative media headlines over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 167, "frameworkName": "expose_contradiction" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Includes a call to action to vote the white proxy card.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/do9la_L7v77MH4UDHSKRUZtn5ZNWeucN0KNY3sxdfaI/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWFjZWxsdW0ta29obHMtcHJlc2VudGF0aW9uLWFwcmlsLTIwMjIvcDAwMS5qcGc", "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": 26, "componentCount": 6, "textChars": 257, "nDataPoints": 0, "notes": "Includes a call to action to vote the white proxy card.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:45.566+00", "seconds": 3.156, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/1", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-1", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.9 }, "kind": "callout", "text": "VOTE THE WHITE PROXY 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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9e16310-9447-4b0c-bba4-9c4eb41a71a1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.7, "y": 0.02 }, "kind": "image", "text": "Macellum Capital Management", "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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80b4576f-dc6f-4a6f-898e-64bf8bc11162", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.05, "y": 0.6 }, "kind": "list", "text": "A RECONSTITUTED, QUALIFIED BOARD\nA STRATEGIC OPERATING PLAN TO UNLOCK VALUE\nA CLEAR, OBJECTIVE REVIEW OF STRATEGIC ALTERNATIVES", "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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ad59a08-ba65-4f02-9eb9-b1e1125a857f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.52 }, "kind": "paragraph", "text": "OUR SOLUTION FOR LONG-SUFFERING 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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "615c2d70-2664-4682-993d-a127c5433be5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.05, "y": 0.05 }, "kind": "subtitle", "text": "APRIL 2022", "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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "644d7b1c-3a84-4c41-993e-dd22c4b5098b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "Keep KOHL'S Accountable", "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 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "259323f2-b9f3-419c-9a48-a41022ed58dd", "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": "01a094ad-7755-4808-be42-06bf13894646", "evidence": "VOTE THE WHITE PROXY CARD", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:03.029759+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "1cfd82b3-3f91-4cb0-8084-b082e362401d", "evidence": "The slide outlines a clear activist campaign demand structure (board, plan, strategic review) and a call to action.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:45.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "frameworkName": "activist-defense" } ], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/H8TJRWTP0BGkTr92xWRuv7bECav5XT8HzK_Dch6UftA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWFjZWxsdW0ta29obHMtcHJlc2VudGF0aW9uLWFwcmlsLTIwMjIvcDAwMS5qcGc", "imagePathAlt": "https://imgproxy.kitesheet.com/WgMfD8PtYgsm0tdUZlUlswEqNwgL38jsXXoAPMeWqgs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWFjZWxsdW0ta29obHMtcHJlc2VudGF0aW9uLWFwcmlsLTIwMjIvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/8wqXOvnOi6_8KGebmwqjEyWRi_a5smQrhBbZQFC2Bpk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtbWFjZWxsdW0ta29obHMtcHJlc2VudGF0aW9uLWFwcmlsLTIwMjIvcDAwMS5wbmc" }, { "page": 2, "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": 5, "componentCount": 2, "textChars": 169, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:44.498+00", "seconds": 2.046, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/2", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-2", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "The materials contained herein (the “Materials”) represent the opinions of Macellum Advisors, LP and the other participants named in this proxy solicitation...", "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 19:17:44.498+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d61cef14-406a-4ca5-9392-18fc1fa99c04", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DISCLAIMER", "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 19:17:44.498+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "485992aa-c8dc-4ca0-85c6-88643feea35b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "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": 2, "textChars": 304, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:44.655+00", "seconds": 2.092, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/3", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-3", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.52, "x": 0.24, "y": 0.22 }, "kind": "list", "text": "EXECUTIVE SUMMARY 4\nTHE CASE FOR URGENT & MEANINGFUL CHANGE 24\n- TSR 25\n- OVERVIEW 28\n- SALES 29\n- GROSS MARGIN 33\n- SG&A 36\n- EBIT 37\n- CAPITAL ALLOCATION 39\n- CREDIBILITY 40\n- VALUATION 50\n- PERFORMANCE VISUALIZATION 53\n- GOVERNANCE 66\nOUR SLATE 78\nOUR STRATEGY & PLAN 100\nAPPENDIX 138", "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 19:17:44.655+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "414cf9f7-3773-460f-971b-6a6e45a0b591", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.05 }, "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 19:17:44.655+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df6bcc51-ce91-481f-b83c-a73937da0c5a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 2, "textChars": 17, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:45.218+00", "seconds": 1.951, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/4", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-4", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "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 19:17:45.218+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d52a8e0-c6ab-4136-9b58-343d2bc76644", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.05, "y": 0.68 }, "kind": "title", "text": "EXECUTIVE SUMMARY", "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 19:17:45.218+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6be6c313-fe66-40b2-848e-0959e82e938c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "tension", "title": "Uses 'X' markers to denote failure points, framing the board as the antagonist.", "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": 3, "textChars": 689, "nDataPoints": 0, "notes": "Uses 'X' markers to denote failure points, framing the board as the antagonist.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:46.343+00", "seconds": 2.941, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/5", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-5", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Has overseen a failed operating plan which has resulted in significant share loss and the latest 3-year plan appears no better\nIs entrenched and refused to add a meaningful shareholder for a second year\nIs running a sale process for optics sake when in fact, the Company is trying to retain control of the Board through the AGM\nFailed at capital allocation and balance optimization, leaving billions of owned real estate idling\nCan not begin to fix problems they do not believe they have\nHas not aligned compensation with shareholders, as they have significantly rewarded executives for declining results", "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 19:17:46.343+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f20f3724-77c8-4f0a-bf69-ca4ef08377ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.2 }, "kind": "paragraph", "text": "We believe the current 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 19:17:46.343+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d4c7d60-7b22-4853-8120-38b5c4aaede7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "WHY WE ARE HERE: SWEEPING CHANGE IS NEEDED ATOP KOHL'S", "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 19:17:46.343+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e479a31-f92f-41a2-96e3-d584ebf055fb", "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": "05f433a9-503e-4b86-9086-3fc001f4109f", "evidence": "Has overseen a failed operating plan which has resulted in significant share loss and the latest 3-year plan appears no better", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:03.196506+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "e5b7f526-4e61-4c5e-b2ad-ce119bb3b519", "evidence": "The slide explicitly lists failures of the current board to frame them as the primary obstacle to value creation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:46.343+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 2, "textChars": 431, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:45.614+00", "seconds": 2.059, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/6", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-6", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Sorely needed ownership perspectives to bring a sense of urgency; Significant consumer and retail sector expertise that can address market share losses and failed execution; Strong M&A and transaction expertise; A viable plan for producing enhanced value on a standalone basis; A vision for running a parallel review of alternatives that is credible and transparent", "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 19:17:45.614+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "574d6a95-0995-4720-96c1-e2962bb1ddd9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WHY WE ARE HERE: OUR SLATE IS THE RIGHT SOLUTION AT THE RIGHT TIME", "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 19:17:45.614+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ffd61465-fc86-4864-90a7-4511dc22d916", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 7, "type": "setup", "title": "The slide establishes the activist's credibility by highlighting past successful campaigns at Big Lots, Bed Bath & Beyond, and Citi Trends.", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 11, "textChars": 1125, "nDataPoints": 4, "notes": "The slide establishes the activist's credibility by highlighting past successful campaigns at Big Lots, Bed Bath & Beyond, and Citi Trends.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.631+00", "seconds": 21.5, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/7", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-7", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.65, "x": 0.02, "y": 0.18 }, "kind": "callout", "text": "Macellum is a long-term holder, with ownership of nearly 5% of Kohl's", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8fc9f33-bf8c-4e06-b49b-4587f18b5cbf", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.11, "y": 0.73 }, "kind": "image", "text": "BIG LOTS", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0af024d3-11f1-434c-b365-09edf00a9848", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.16, "x": 0.42, "y": 0.73 }, "kind": "image", "text": "BED BATH & BEYOND", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91bc3985-0446-40ff-ae27-d3ed99763b38", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.16, "x": 0.73, "y": 0.73 }, "kind": "image", "text": "CITITRENDS", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b67fbd10-9fed-4719-9e65-eef636e6a157", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.36, "y": 0.81 }, "kind": "list", "text": "Nine new directors; New management team; Sold non-core assets worth ~75% of company's market capitalization", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7063eabc-3603-4800-84b9-ca22deaaa5d5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.69, "y": 0.81 }, "kind": "list", "text": "Five new directors; New management team; Company projected to earn 375%+ more in 2022 vs. prior to campaign launch", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72457754-ebf3-43da-87e3-0a134528feaf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.03, "y": 0.81 }, "kind": "list", "text": "Three new directors; Sold ~$725 million of owned real estate; Meaningful stock repurchase; Formation of capital allocation committee", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bce77d9f-691e-4e78-be30-cd59376586e1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.96, "x": 0.02, "y": 0.3 }, "kind": "list", "text": "Founded in 2009 by Jonathan Duskin, Macellum Capital Management is an investment firm with deep expertise in the retail and consumer sectors. Macellum invests in undervalued companies we believe can appreciate significantly as a result of a change in strategy or improvements in operations, capital allocation or corporate governance. Macellum's campaign at Kohl's in 2021 saw two Macellum nominees appointed to the Board; however, we believe the Company's continued underperformance signals that more meaningful change and shareholder representation is needed in the boardroom", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcb2a6e5-c3f1-4953-acd8-aae0c0597b4c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "ABOUT MACELLUM", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2114676-4bba-4c6c-bd5c-cb6548bc3dec", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.02, "y": 0.67 }, "kind": "title", "text": "Proven Track Record of Creating Value at Large, Public Retailers", "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74c0888d-97ce-4366-a9c7-8924991c0c86", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.25 }, "kind": "title", "text": "Firm 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": "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 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7927720-9d70-4406-8e4e-836349610138", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "38cd42c1-0d9e-4d67-8677-cf11dddd05ea", "evidence": "The slide uses a track record of successful interventions to build credibility for the current campaign.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "activist-defense" } ], "arcBeats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 8, "type": "setup", "title": "Includes a table of financial metrics (2011-2021) and a bar-line combo chart showing relative market share performance.", "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": "balanced", "densityScore": 45, "componentCount": 7, "textChars": 268, "nDataPoints": 65, "notes": "Includes a table of financial metrics (2011-2021) and a bar-line combo chart showing relative market share performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:47.427+00", "seconds": 3.126, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/8", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-8", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "callout", "text": "Kohl's can be a source of tremendous value if it has a Board with the right leadership and plan", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9cdacc3-1c8c-4cf0-96a5-906e066b3230", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.52, "y": 0.6 }, "kind": "chart", "text": "Kohl's Decade of Market Share Losses", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb548052-00ab-4362-a81b-ac3ef55d514e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "Business Summary points", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14a88a8d-c4b0-460d-8716-8c19811c46f6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.5, "y": 0.28 }, "kind": "list", "text": "Company Snapshot points", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b861676b-efee-4c30-a8fb-e39a9cf5030c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9672fc8-b3a3-4946-b6ec-44aaccf4e74c", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.05, "y": 0.6 }, "kind": "table", "text": "Financial performance table 2011-2021", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "703fd3c9-615b-40af-b116-d3a86a40d12e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ABOUT KOHL'S", "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 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ecc5cba-7fd6-4c5c-b0e7-0c830474124f", "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": "3806b82e-8356-45d9-bf2c-a6380ae65dcd", "evidence": "Kohl's can be a source of tremendous value if it has a Board with the right leadership and plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:03.331422+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "3ec043af-e651-402f-b9df-12fb52ef6677", "evidence": "Slide provides a high-level overview of company status and performance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:47.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "executive_summary" } ], "arcBeats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 9, "type": "setup", "title": "The slide uses red dashed boxes to highlight Kohl's underperformance relative to the other bars in each chart.", "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": 52, "componentCount": 7, "textChars": 556, "nDataPoints": 24, "notes": "The slide uses red dashed boxes to highlight Kohl's underperformance relative to the other bars in each chart.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:47.998+00", "seconds": 3.499, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/9", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-9", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "SINCE PRE-COVID (12/31/2019) 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": "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128e9a8d-3486-4342-9a52-3455b28ae3f5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.55, "y": 0.25 }, "kind": "chart", "text": "3-YEAR 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": "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25015899-b03e-47f4-baa7-ef58d0dd57c9", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.55 }, "kind": "chart", "text": "5-YEAR 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": "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f04b0aa-dd2f-4461-8f83-f501c6e110ad", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.55, "y": 0.55 }, "kind": "chart", "text": "10-YEAR 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": "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f41e1fda-0a78-4ac8-981a-b1e791ff463e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Bloomberg LP- Data as of 1/14/2022. Notes: Total Shareholder Return; Retail Peers include AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM. Notes: Compensation Peer Group Average Includes: BBBY, GPS, M, JWN, ROST, TJX. Notes: ISS Peers include AN, BBY, KMX, DG, DLTR, FL, GPS, JWN, LAD, BBWI, M, PAG, ROST.", "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab8196f7-cdf2-48fc-8689-df772719c618", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Kohl's' shares have underperformed relevant peers and indices over every applicable time horizon", "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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "955e4567-c830-44b4-9bb0-e46450665b05", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ANOTHER WASTED YEAR FOLLOWING A LOST 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 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "737593b2-452d-4e1a-bcf6-fb2a20372d52", "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": "b124481c-a5bc-4afc-beab-136b58c85bb8", "evidence": "Kohl's' shares have underperformed relevant peers and indices over every applicable time horizon", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:03.399462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "2cb44ffe-4869-441c-9ace-b8d8ed567532", "evidence": "Comparison of company performance against multiple peer groups over time.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:47.998+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "peer_benchmark" } ], "arcBeats": [ { "to": 9, "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": 5, "name": "Problem Identification", "beatId": "82dee179-a2bb-4978-9ac6-6e3e524ce36c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document identifies Kohl's problems, such as underperformance and credibility issues.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 10, "type": "tension", "title": "The chart uses annotations to highlight specific strategic announcements and their lack of positive impact on the share price.", "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": 47, "componentCount": 8, "textChars": 404, "nDataPoints": 0, "notes": "The chart uses annotations to highlight specific strategic announcements and their lack of positive impact on the share price.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:47.802+00", "seconds": 3.206, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/10", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-10", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.06, "y": 0.2 }, "kind": "callout", "text": "Greatness Agenda announced (10/29/14)", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ca42dad-39d1-474a-8d5b-122e60c7058e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.25, "y": 0.27 }, "kind": "callout", "text": "Greatness Agenda Evolution announced (10/27/15)", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ed0769d-a889-41f5-8cd7-f17b7b41eada", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.75, "y": 0.31 }, "kind": "callout", "text": "2020 strategy announced (10/20/20)", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d07918af-444a-40b9-b052-6151a548ba3a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.88, "y": 0.55 }, "kind": "callout", "text": "2022 strategy announced (03/07/22)", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2667150-5fd2-4e41-a81e-ccb5385b9d60", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Share Price Stagnation", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "474aacbc-ee28-40d5-9adc-23adc0805ab8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP- Data as of 3/14/2022. Note: 1 Company SEC Filings Accessed Through Bloomberg LP.", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "190a5597-3005-4cf4-8ef8-1bc643f4eee6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "title", "text": "THE BOARD HAS OVERSEEN SEVERAL PLANS THAT HAVE FAILED TO CREATE 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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbbe1642-d795-4b9a-a599-85d6b01f8ac7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THE CURRENT BOARD HAS LOST CREDIBILITY", "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 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05139267-e016-4906-a35a-8ea2d98ff868", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bdd23d58-4ead-4417-a6d1-972128d6a402", "evidence": "The slide uses historical data to expose the failure of board-led strategies.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:47.802+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "fraud-exposure" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 11, "type": "tension", "title": "The slide uses a grid of red callout boxes with icons to highlight board 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": "balanced", "densityScore": 44, "componentCount": 8, "textChars": 305, "nDataPoints": 0, "notes": "The slide uses a grid of red callout boxes with icons to highlight board failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:47.784+00", "seconds": 3.026, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/11", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-11", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.28, "x": 0.05, "y": 0.31 }, "kind": "callout", "text": "REFUSAL TO ADOPT UNIVERSAL PROXY 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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a490aa9-d209-4b0f-9c50-64a34cd4ba4e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.05, "y": 0.61 }, "kind": "callout", "text": "POOR EXECUTIVE COMPENSATION POLICIES", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "553f91eb-0452-4219-8f7a-6274ac96cf65", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.67, "y": 0.31 }, "kind": "callout", "text": "OPAQUE STRATEGIC ALTERNATIVES REVIEW PROCESS", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "703b49d9-49ff-401b-ad27-0db519a524c4", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.36, "y": 0.31 }, "kind": "callout", "text": "IMPLEMENTATION OF TWO-TIERED POISON PILL", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "825db752-ccfd-4383-9429-369848cd8c07", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.67, "y": 0.61 }, "kind": "callout", "text": "INEFFECTIVE CAPITAL ALLOCATION POLICY", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d77e7c58-5298-46cb-bdb1-6317de03bd52", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.36, "y": 0.61 }, "kind": "callout", "text": "LACK OF DIVERSITY AT EXECUTIVE LEVEL", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe6874a4-5ca1-4bfb-98fa-ef07c39f9c96", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.35, "y": 0.22 }, "kind": "subtitle", "text": "Poor Governance and Oversight", "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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e91b452-6e1a-434f-a81e-797566dcdbe1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THE CURRENT BOARD HAS LOST CREDIBILITY (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 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99c63008-4c60-4ce5-9fb4-9c94b2456df6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "17831c5a-c345-4b7e-820a-461c58abf237", "evidence": "The slide lists specific failures in board governance and oversight.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:47.784+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "governance" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 12, "type": "tension", "title": "Uses a classic Myth vs. Reality table structure to undermine board credibility.", "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": 23, "componentCount": 5, "textChars": 273, "nDataPoints": 2, "notes": "Uses a classic Myth vs. Reality table structure to undermine board credibility.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:47.922+00", "seconds": 3.021, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/12", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-12", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.32, "x": 0.34, "y": 0.094 }, "kind": "callout", "text": "ADDITIONAL MYTH VS. REALITY SLIDES FOUND HERE", "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 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ee6f2ad-ed5a-4b8b-8158-fc125fe89623", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.02, "y": 0.17 }, "kind": "paragraph", "text": "Kohl’s has misrepresented several key facts pertaining to its performance and Macellum’s campaign for change", "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 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddb55e5a-2d24-4594-9fdd-f7f21788a197", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dbe10c5-9e20-4806-9808-96b9887d0193", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.96, "x": 0.02, "y": 0.22 }, "kind": "table", "text": "Myth vs Reality comparison 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 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "598ab0ec-e616-4cb3-aa13-dc56d8c702c3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "THE CURRENT BOARD HAS LOST CREDIBILITY (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 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07ce4117-868e-4a9e-bf39-4d08d1fb581d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "785784e8-838e-4caa-8a43-88e6d5181456", "evidence": "Uses a myth vs reality structure to frame the board's narrative as false.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:47.922+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 13, "type": "setup", "title": "The chart uses a dual-axis combination of a bar chart (CapEx) and a line chart (EBIT) to illustrate the inverse relationship between rising investment and falli", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 849, "nDataPoints": 4, "notes": "The chart uses a dual-axis combination of a bar chart (CapEx) and a line chart (EBIT) to illustrate the inverse relationship between rising investment and falling profitability.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:48.55+00", "seconds": 3.427, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/13", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-13", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.18 }, "kind": "callout", "text": "Kohl's stock dropped 13% the day of its analyst day and release of the 3-year plan", "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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43f56ff1-16f8-43bd-a168-140b7b2d255b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.48, "x": 0.48, "y": 0.25 }, "kind": "chart", "text": "Estimated Cumulative CapEx vs. Annual EBIT ($s 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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c517d77-f361-4d8b-8c7c-88ab2b1de422", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.03, "y": 0.62 }, "kind": "list", "text": "The 3-year plan is unlikely to result in a stock price close to the reported offer prices: Unaffected price was $46.84; stock trading 15% below offers; likely to revert below $46 if no sale or board change.", "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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5351180c-2bb6-49ae-9fbd-bccf02c66efb", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Disappointing Investor Day: Kohl's 3-year plan resulted in analyst projecting a 19% decline in EBIT from 2021; plan is inherently risky; needs revenue growth; historical sales growth failure.", "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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bebb9c5-8461-4d23-988e-336c45d14ac3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. Estimates are combination of Kohl's Long-term CapEx Guidance and Bloomberg LP 2024 Consensus Estimates for EBIT. Note: 1 Company SEC Filings and Investor Day Transcripts Accessed Through Bloomberg LP", "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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e7bce4a-e3b9-4217-8d1f-73e3868658b0", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "NEW 3-YEAR PLAN WOULD RESULT IN EBIT DECLINES AND HAS MEANINGFUL RISK", "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 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "565060d7-c9fa-4acc-b0c8-8db7f4fb07d0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f87737b6-fe23-4503-afb5-e18bfaebb274", "evidence": "The slide explicitly frames the company's plan as a failure to preemptively counter the board's strategic narrative.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:48.55+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses a scenario-based valuation approach to demonstrate downside risk.", "function": "show_valuation_bridge", "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": "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": "dense", "densityScore": 52, "componentCount": 5, "textChars": 1228, "nDataPoints": 24, "notes": "The slide uses a scenario-based valuation approach to demonstrate downside risk.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:48.733+00", "seconds": 3.502, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/14", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-14", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.5, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Kohl's, on an unaffected basis, was trading at a 6.5x P/E. Given the negligible operating improvements implied by the three-year plan, that is unlikely to change. At 6.5x P/E, Kohl's price target at the midpoint of the Company's guidance in 2024 would be $53. Giving Kohl's the benefit of the 5-year average P/E of 8.5x, the price target could be ~$70 in three years. However, we believe there is material risk to Kohl's plan given the significant SG&A, inventory and capex growth. If sales growth does not materialize – which it has not for a decade – earnings could be $5.64 a share. We believe rejecting offers under the current plan and without changing the majority of the Board poses substantial risk to shareholders", "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 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00e0822d-a74e-4ff0-8283-55e9f3e7c481", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. (1) Same operating assumptions as midpoint but with flat sales growth vs. low single digits sales growth. (2) Recent offer price highlighted by Reuters.", "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 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af289ff5-4e82-4acb-98cb-a73683f180c7", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.03, "y": 0.18 }, "kind": "subtitle", "text": "And under many scenarios, Kohl's could be substantially lower", "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 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94e2f9c6-b753-44ee-a954-dc8ac3b4de63", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.42, "x": 0.55, "y": 0.23 }, "kind": "table", "text": "Kohl's EPS 2024 Targets, 2024 Price Targets @ Current Multiple, % Change Compared to $70 Bid, 2024 Price Targets @ Historic Multiple, % Change Compared to $70 Bid", "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 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50993d5b-3045-4761-90ee-aa4eded11689", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "EVEN IF KOHL'S HITS ITS TARGETS, THE STOCK WILL LIKELY NOT ACHIEVE REPORTED OFFER PRICES", "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 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98cecc03-f105-4661-858e-ce2458558b17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6c2f18a0-2793-4751-b3a4-fdadad153360", "evidence": "The slide presents a series of valuation scenarios based on EPS targets and P/E multiples.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:48.733+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "valuation_table" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 15, "type": "tension", "title": "Uses a timeline-like visual comparison of past strategic announcements to highlight lack of progress.", "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": 6, "textChars": 654, "nDataPoints": 0, "notes": "Uses a timeline-like visual comparison of past strategic announcements to highlight lack of progress.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:49.65+00", "seconds": 4.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/15", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-15", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "WITH NO BOARD CHANGE AND THE SAME CEO WHO CREATED THE \"GREATNESS AGENDA\", WHY SHOULD INVESTORS BELIEVE THIS TIME WILL BE ANY DIFFERENT?", "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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f70a382b-2b90-4c44-baa1-5f7f81eca50c", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "image", "text": "2014, 2020, 2022 strategic announcement 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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "433d2e29-dc1f-41a5-bb3a-74894c54ff90", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "In October 2014, Kohl's announced its \"Greatness Agenda\"... In 2018, with Ms. Gass as CEO... After material profit declines... 18 months later, in March of 2022... Unfortunately, we've heard this story before... The latest plan embeds EBIT declines...", "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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9347820a-b3d9-433e-a159-e319b21a9930", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.97 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP", "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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc5752ee-ea71-48e8-9f5d-1c16b9c3a172", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "subtitle", "text": "Ms. Gass was the architect of the \"Greatness Agenda\" in 2014, and in recent years, little has changed with the strategy or the stock price", "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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36707ed9-c3b7-4749-84aa-652d0e8de646", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "THE \"NEW STRATEGY\" IS MORE OF THE SAME", "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 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07883d78-5b01-4c43-b08b-8899de6d7b8b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "54c1e566-cbf7-45fc-a425-5050090021f5", "evidence": "Contrasts past failed strategy with current 'new' strategy under same CEO.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:49.65+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 16, "type": "tension", "title": "The slide uses a collage of media sources (Reuters, Yahoo Finance, NY Post, Milwaukee Business Journal) to build a narrative of management failure.", "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": 48, "componentCount": 8, "textChars": 318, "nDataPoints": 1, "notes": "The slide uses a collage of media sources (Reuters, Yahoo Finance, NY Post, Milwaukee Business Journal) to build a narrative of management failure.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:50.178+00", "seconds": 4.584, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/16", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-16", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.31, "x": 0.35, "y": 0.58 }, "kind": "image", "text": "Kohl's 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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01e74067-5112-4f96-997a-5f98fa842acd", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.31, "x": 0.35, "y": 0.18 }, "kind": "image", "text": "Yahoo Finance article snippet", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14f08a66-e305-4ec9-8861-a000e1bb4a8c", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.31, "x": 0.03, "y": 0.18 }, "kind": "image", "text": "Reuters article snippet", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "193b1b74-b00b-4dbb-838c-8bad00ee993b", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.31, "x": 0.67, "y": 0.18 }, "kind": "image", "text": "NY Post article snippet", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b78c5eb-93b6-4fb4-8309-ceefc913a816", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.31, "x": 0.03, "y": 0.58 }, "kind": "image", "text": "Milwaukee Business Journal article snippet", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa34c390-2482-44ca-b297-67ec3699c620", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.31, "x": 0.67, "y": 0.38 }, "kind": "list", "text": "KSS - Filed Updated Proxy w/transcript of a video CEO Gass sent to KSS employees...", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c01b1ff9-5484-4895-8a7e-3cad0e7be4e2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2265fee6-58c3-44b2-a500-98699ad15486", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "THE CURRENT STRATEGIC REVIEW DOES NOT APPEAR TO BE CREDIBLE", "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 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71cee99e-3ac6-4fc6-8eda-8706e9454eb0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0ef4db0d-c899-4606-b2ad-5a4fcb5e92f4", "evidence": "The slide juxtaposes management's claims of a 'robust' process against media reports of crashed shares and bidder concerns.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:50.178+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 17, "type": "tension", "title": "The timeline shows a 19-week process. The bottom callout highlights the board's refusal to delay the AGM.", "function": "expose_contradiction", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "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": 37, "componentCount": 6, "textChars": 636, "nDataPoints": 0, "notes": "The timeline shows a 19-week process. The bottom callout highlights the board's refusal to delay the AGM.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:49.993+00", "seconds": 4.284, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/17", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-17", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.86 }, "kind": "callout", "text": "IN OUR VIEW, THE BOARD COULD HAVE DELAYED THE AGM UNTIL JULY TO PROVIDE FOR A FULL AND ROBUST PROCESS, BUT HAVE OPTED NOT TO", "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 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c30ae3d1-738f-4eb6-8cdb-d48bb2437eab", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.94, "x": 0.03, "y": 0.43 }, "kind": "chart", "text": "Illustrative Strategic Alternatives Process timeline", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14cec954-cad3-49ee-adfd-ade5856332a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.33 }, "kind": "paragraph", "text": "If this Board retains control, we doubt a fair and transparent sale process will continue", "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 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07d5cdd2-67d3-4c05-aa5d-83517d6923c5", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "It appears to us that the process has been designed to provide the illusion of a sale process only to give incumbent directors the aircover to say the process is on-going and should not be disrupted by the addition of new directors", "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 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1639eaae-5490-4ce3-a706-20e3d986382b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Example provided by top tier investment bank", "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 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4fbd758-5eba-41ec-850c-54c134a61f2b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INDICATIVE TIMETABLE OF A SALE PROCESS WOULD POINT TO SUFFICIENT TIME TO CONSUMATE A TRANSACTION", "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 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc7fc309-4832-4c3f-8c9b-eea48be0cc84", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "61e415c6-75b6-4cf4-b7db-b451b45004f2", "evidence": "The slide frames the incumbent board as intentionally creating an 'illusion' of a process to maintain control.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:49.993+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 18, "type": "tension", "title": "Uses exclamation mark icons as bullet points to emphasize urgency.", "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": 44, "componentCount": 6, "textChars": 859, "nDataPoints": 0, "notes": "Uses exclamation mark icons as bullet points to emphasize urgency.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:49.685+00", "seconds": 3.745, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/18", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-18", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "WE FIRMLY BELIEVE A SALE OR MAJORITY BOARD CHANGE IS URGENTLY NEEDED BEFORE KOHL'S POTENTIALLY REACHES A POINT WHERE MARKET SHARE LOSSES BECOME IRREVERSIBLE", "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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c752789f-7f20-47f1-9a90-bf6074a2ca68", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.12, "y": 0.45 }, "kind": "list", "text": "After a decade of disappointing operating results and stock performance Kohl's has one of the lowest valuations among its retail peers and was unable to present a compelling plan to investors at its 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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09224a82-ff22-4622-a4c7-23ae9eb4741b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.12, "y": 0.28 }, "kind": "list", "text": "One year following Macellum's campaign for incremental change on the Board, Kohl's has failed to create value for shareholders and experienced meaningful underperformance", "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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1c2a01f-d026-4565-b919-7d38dcd54eb6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.12, "y": 0.62 }, "kind": "list", "text": "Now, Kohl's has an opportunity to pursue value-maximizing acquisition proposals – a window that will likely not be open indefinitely as the market environment and macro circumstances evolve", "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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdcb23c2-27f0-47cc-8c9d-cafec29073b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "title", "text": "We believe substantial and urgent change is clearly needed – or else value will be permanently impaired", "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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1de7a68b-b7f8-4885-a53b-49d667829792", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "KOHL'S IS AT A FORK IN THE ROAD", "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 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29740d6b-aaba-414c-9726-1856e4d440a8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b7116a61-3aac-4bef-b46b-5a0f2d679dfe", "evidence": "Framing the company's situation as a critical 'fork in the road' requiring immediate intervention.", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 19:17:49.685+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "activist-defense" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 19, "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": 43, "componentCount": 8, "textChars": 271, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:49.7+00", "seconds": 3.108, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/19", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-19", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.12, "x": 0.44, "y": 0.28 }, "kind": "image", "text": "Francis Ken Duane", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2146be89-e9de-495e-9d12-2beeb5a91353", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.12, "x": 0.25, "y": 0.28 }, "kind": "image", "text": "Jonathan Duskin", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "241a2e15-0177-43ba-9a04-7d254e3e8445", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.12, "x": 0.07, "y": 0.28 }, "kind": "image", "text": "George Brokaw", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26c1da07-a469-4762-a09f-29ddc964ccaf", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.12, "x": 0.81, "y": 0.28 }, "kind": "image", "text": "Stacy Hawkins", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2ac5c8e-bb6c-48b6-af49-f587b49f3e37", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.12, "x": 0.63, "y": 0.28 }, "kind": "image", "text": "Pamela J. Edwards", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be251862-a86a-4bae-a649-d14832c217d4", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Nominee qualifications and expertise", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ef6eef1-c292-457c-8975-8b7f0c088c88", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "We assembled a slate with the experience, expertise and ownership mentality required to deliver the long-term, value-enhancing change that Kohl's needs", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0e48417-9eab-4b24-90c6-b04f0845b591", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "OUR SLATE", "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 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "696454ce-54dd-443d-9461-358e2d75a391", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5c90af4a-5957-4505-b68b-06ae466b53c1", "evidence": "Presentation of board candidates with professional credentials", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:49.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "nominee-bio" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 20, "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": 44, "componentCount": 8, "textChars": 301, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:49.629+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/20", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-20", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.12, "x": 0.07, "y": 0.28 }, "kind": "image", "text": "Jeffrey A. Kantor", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47b9fa22-a383-40e7-beef-623f5ff1beca", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.64, "y": 0.28 }, "kind": "image", "text": "Kenneth D. Seipel", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "725e6d63-147f-4bde-ae03-4b8cba7f93fc", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.83, "y": 0.28 }, "kind": "image", "text": "Craig M. Young", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0466bbd-fa89-479e-9494-220b372e1b23", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.26, "y": 0.28 }, "kind": "image", "text": "Perry M. Mandarino", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9443ee3-7b93-43cc-8321-0696b79bc405", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.12, "x": 0.45, "y": 0.28 }, "kind": "image", "text": "Cynthia S. Murray", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec167326-fd66-4f35-9134-cbac98583e52", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Nominee professional experience and qualifications", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d248bf2-5a95-450f-adb1-2298fbc0930e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "We assembled a slate with the experience, expertise and ownership mentality required to deliver the long-term, value-enhancing change that Kohl's needs", "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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e02bd2ba-d5ac-491d-982e-57f06eb2528c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "OUR SLATE (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 19:17:49.629+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44abf490-60b9-4994-8944-17fe3c79a3b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 21, "type": "setup", "title": "The slide uses a simple grid layout to present five key strategic initiatives.", "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": "balanced", "densityScore": 36, "componentCount": 7, "textChars": 303, "nDataPoints": 0, "notes": "The slide uses a simple grid layout to present five key strategic initiatives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:50.658+00", "seconds": 2.911, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/21", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-21", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.28, "x": 0.06, "y": 0.0035 }, "kind": "list", "text": "MEANINGFULLY GROW 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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fa3ad0e-4345-4b08-b86f-7e1d37a9cc70", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.36, "y": 0.0035 }, "kind": "list", "text": "INCREASE GROSS MARGIN", "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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "428ec696-1a94-4095-ab63-0864e2400f6d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.21, "y": 0.0068 }, "kind": "list", "text": "IMPROVE CAPITAL ALLOCATION", "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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67cf8778-061e-46bd-89b1-5fb854acb814", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.66, "y": 0.0035 }, "kind": "list", "text": "LEVERAGE SG&A 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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aae5a4e0-c1d0-468c-b827-c7f94641e4ff", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.51, "y": 0.0068 }, "kind": "list", "text": "ALIGN EXECUTIVE COMPENSATION", "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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b791e3af-4496-4c4a-9729-269a5ae64d5f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.028, "y": 0.00185 }, "kind": "paragraph", "text": "With a materially refreshed Board that includes sector expertise and shareholder perspectives, we believe Kohl's can achieve significantly better results", "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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f649848-8dc5-4914-9629-7d3e2ea2c975", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.68, "x": 0.028, "y": 0.05 }, "kind": "title", "text": "OVERVIEW: STANDALONE PLAN PILLARS", "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 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1555e119-54c0-4b44-8be3-c18ebce11020", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bc303a12-e227-49d5-bd76-13d006d76ac4", "evidence": "Explicit mention of 'IMPROVE CAPITAL ALLOCATION' as a pillar.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:50.658+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 22, "type": "setup", "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": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 700, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:50.742+00", "seconds": 2.594, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/22", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-22", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.88 }, "kind": "callout", "text": "SIGNIFICANT SHAREHOLDER-DRIVEN CHANGE IS WARRANTED", "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 19:17:50.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01bd5094-dee8-477d-bba6-bd540c814011", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.52, "y": 0.35 }, "kind": "list", "text": "Financial & Strategic: A more open and transparent review of strategic alternatives, Larger share repurchases, Evaluate sale-leaseback of real estate, Seamless ecommerce operations", "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 19:17:50.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f9bf095-72a9-47b6-bc1c-835c7b47ea15", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.03, "y": 0.35 }, "kind": "list", "text": "Operational: Culture of strong execution, Clear, streamlined value proposition, Fast and nimble merchandising, Balanced merchandise assortment, Efficient direct sourcing and distribution rationalization, Zero based cost budgeting, Aligned executive compensation", "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 19:17:50.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d63bc650-d6f4-4150-b389-573c5da76d23", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Our slate would assess all paths to maximizing shareholder value, including sale opportunities versus a new strategic plan for pursuing market share and earnings 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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:50.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bec3369e-174e-415b-afd6-ceaad50a9d20", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "OVERVIEW: OUR VISION FOR IMPROVING KOHL'S", "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 19:17:50.742+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dda7c91-62a6-4135-9e74-de586a6ccccd", "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": "acb66406-907d-4332-8a8f-c1606472f677", "evidence": "The slide seems to be addressed to shareholders or investors, indicating a clear audience definition.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:16:58.706874+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": "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": "f6a65a11-5cf3-4449-a05e-05f496c74619", "evidence": "This slide is an executive summary, as indicated by its type and content.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.668096+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 23, "type": "setup", "title": "The chart bridges FY 2021 Adjusted EPS to FY 2024 Adjusted EPS + Sale Leaseback.", "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": 222, "nDataPoints": 12, "notes": "The chart bridges FY 2021 Adjusted EPS to FY 2024 Adjusted EPS + Sale Leaseback.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:50.761+00", "seconds": 2.525, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/23", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-23", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Waterfall chart showing EPS growth drivers", "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 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4474751a-f3b3-40aa-8c0c-3466bc443ae4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Source: SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm...", "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 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "995404aa-2133-4fe7-be8e-a0f171e5fca0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "KOHL'S HAS TREMENDOUS VALUE CREATION POTENTIAL", "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 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8ff97ef-c9a3-4e34-9891-223d39cd2f3a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.3, "y": 0.15 }, "kind": "title", "text": "Macellum 3-YR Plan with a Sale Leaseback", "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 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6cd1661-50b2-41a2-8a2d-c48648f88627", "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": "8ef6bc31-62c5-4623-9871-74db58a07a8d", "evidence": "The slide contains a waterfall chart showing EPS growth drivers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.786033+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "119b5c11-937f-4990-a5a2-7ad01ee2a4df", "evidence": "The slide uses a waterfall chart to bridge starting EPS to ending EPS via incremental drivers.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:50.761+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 24, "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": 87, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:50.368+00", "seconds": 2.115, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/24", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-24", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "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 19:17:50.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b32d21b3-757d-47b1-a081-62d894be8358", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.25, "y": 0.78 }, "kind": "paragraph", "text": "PERFORMANCE | STRATEGY | OPERATIONS | GOVERNANCE", "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 19:17:50.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5573aa4f-70a3-4b7a-bc5f-f475d402da38", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "title", "text": "THE CASE FOR URGENT & MEANINGFUL 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 19:17:50.368+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f296549d-480a-4ad9-a343-adb4ad905688", "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": "53a947cf-1952-4a50-bf93-89800e7d9902", "evidence": "The slide is a section divider, as indicated by its type and content.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:16:58.86418+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 25, "type": "tension", "title": "Uses a red box and arrow to mock the company's claim of 'momentum'.", "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": 23, "componentCount": 5, "textChars": 196, "nDataPoints": 5, "notes": "Uses a red box and arrow to mock the company's claim of 'momentum'.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:51.143+00", "seconds": 2.78, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/25", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-25", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.15, "x": 0.71, "y": 0.24 }, "kind": "callout", "text": "Kohl's \"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 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6fa40f1-a611-4960-a4f9-1c2c3be7ca2f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Total Shareholder Return 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 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7545d20b-d004-49ed-b6ea-42222a21c042", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Bloomberg LP– Data as of 1/14/2022", "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 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d10afa2c-84e7-4b70-8c5d-14cedf7ac7ff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "title", "text": "....IT WOULD BE WORTH ABOUT THE SAME AMOUNT TODAY", "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 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7ab77ae-cbd8-45c8-bf35-52b2fa0547a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IF YOU INVESTED $100 IN KOHL'S 10 YEARS AGO...", "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 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab6d4551-8115-4b82-8033-8121673f67fc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0a1f9271-1a25-441b-8506-1f859ee9154f", "evidence": "Uses visual contrast to undermine the company's narrative of momentum.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:51.143+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 26, "type": "setup", "title": "The chart uses a red callout box and arrow to highlight the recent decline in Kohl's performance relative to the 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": 34, "componentCount": 6, "textChars": 326, "nDataPoints": 5, "notes": "The chart uses a red callout box and arrow to highlight the recent decline in Kohl's performance relative to the peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:51.33+00", "seconds": 2.804, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/26", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-26", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.15, "x": 0.7, "y": 0.28 }, "kind": "callout", "text": "Kohl's \"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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79b6354a-e469-4e74-8ea8-8105146e2ee8", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.95, "x": 0.03, "y": 0.28 }, "kind": "chart", "text": "Performance line 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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe2fe2ea-68f4-4799-8164-d0e21bf12bdd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.31, "y": 0.85 }, "kind": "legend", "text": "Kohl's, Retail Peers, ISS Peers, XRT, S&P 500", "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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91ea2e79-6237-40bc-a023-076229dc822b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Bloomberg LP- Data as of 1/14/2022", "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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc5ec5af-9787-4f2b-b14a-16b41bf49a27", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "We contend Kohl's' strategy has underwhelmed and will not lead to meaningful value creation for shareholders in the future", "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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7734ffe7-50f7-4d26-8b74-ec098a8560ef", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "LOOKING AT KOHL'S PERFORMANCE PRE-COVID NEUTRALIZES THE POST-COVID \"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": "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 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42db1a42-8944-48ac-bbad-c25fac8549b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "70fc2165-9c9e-438b-860b-ab6b30710156", "evidence": "Comparing Kohl's performance against multiple peer groups over time", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:51.33+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 27, "type": "tension", "title": "The slide uses a quote from Michelle Gass to highlight a contradiction between management's narrative and market 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": "balanced", "densityScore": 33, "componentCount": 5, "textChars": 596, "nDataPoints": 3, "notes": "The slide uses a quote from Michelle Gass to highlight a contradiction between management's narrative and market reality.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:52.089+00", "seconds": 3.232, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/27", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-27", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.26, "x": 0.13, "y": 0.2 }, "kind": "callout", "text": "Well, one thing we certainly have seen is that we have been able to take share in the more traditional department store sector... I think for Kohl's, it's really market share overall - Michelle Gass on March 3, 2021", "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 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "038f8dd8-b6aa-4d8a-82e7-3b30f3e2070f", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Stock performance comparison of Kohl's, Macy's, and Dillard's from 10/2020 to 01/2022", "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 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63b824c7-12e4-4a77-98ee-29827dfa3310", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Bloomberg LP- Data as of 1/21/2022; Company SEC Filings, Bloomberg LP, and Bloomberg LP Transcripts.", "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 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12ca4d7f-0be3-49f7-85e4-3eeded91d088", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "title", "text": "IS KOHL'S' STRATEGIC PLAN ALSO RESPONSIBLE FOR DILLARD'S' (+373%) AND MACY'S' (+276%) STRONG PERFORMANCE?", "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 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d61793e7-e694-4b37-be21-14943f02cda9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S HAS UNDERPERFORMED DEPARTMENT STORE PEERS SINCE ITS OCTOBER 2020 ANALYST DAY", "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 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "147c6ec3-cce0-47bb-98f1-9174a2a11b95", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "300d8b35-6599-4c79-b849-cc5a6d30c3eb", "evidence": "Contrasting CEO quote with stock performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:52.089+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 28, "type": "tension", "title": "The slide uses a table to frame the board's failure as a governance issue.", "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": 41, "componentCount": 5, "textChars": 685, "nDataPoints": 55, "notes": "The slide uses a table to frame the board's failure as a governance issue.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:52.212+00", "seconds": 3.156, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/28", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-28", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.75 }, "kind": "callout", "text": "THE BOARD HAS OVERSEEN A 22% DECLINE IN EBIT AND LONG-TERM OPERATING UNDERPERFORMANCE OVER THE PAST 10 FISCAL 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 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f6060c8-795e-4fd2-ad40-acde0685c0ef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. Note: 1 Represents compounding same-store sales change FY 2011 - FY 2021. Same stores sales in 2020 and 2021 are based on net sales due to the impact of the COVID-19 Pandemic. 2 EBIT margins before FY 2017 were as % of Sales whereas FY 2017 and forward were as % of Total Revenue", "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 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3953fa76-2d82-4e43-99b1-1ea31a7872e5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.9, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Macellum believes these problems are solvable but require a Board with relevant expertise and experience that will hold management accountable", "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 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24f47e69-fc85-428a-9443-5fcc57cae65b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.95, "x": 0.03, "y": 0.3 }, "kind": "table", "text": "Financial performance table 2011-2021", "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 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5486488-d756-499f-b846-86f1b80f9c09", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "PERSISTENT INABILITY TO GROW SALES & REVERSE OPERATING PROFIT DECLINE", "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 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78ae0261-8398-44b0-b505-2d3c553bb5c7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Data Story Arc", "slug": "data-story-arc", "status": "active", "bestFor": null, "canonId": "019dd956-9c30-728e-b974-d3fb123dcf5a", "version": 1, "bodyDocId": null, "description": "Context → Conflict → Insight → Implication structure for data narratives", "familyLabel": null, "categoryName": "Loop", "categorySlug": "loop" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "75c000cc-0008-48fd-870e-4aab43dbd3db", "evidence": "The slide presents a narrative around Kohl's financial performance.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:16:59.06+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "347654b7-d492-45ed-9db5-f157c691d25a", "evidence": "The slide explicitly links financial underperformance to the need for a new Board.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:52.212+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "frameworkName": "governance-board" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 29, "type": "tension", "title": "The slide uses a dual-axis chart (bar for sales, line for SSS) to illustrate performance stagnation.", "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": 45, "componentCount": 6, "textChars": 625, "nDataPoints": 22, "notes": "The slide uses a dual-axis chart (bar for sales, line for SSS) to illustrate performance stagnation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.222+00", "seconds": 3.26, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/29", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-29", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "KOHL'S FAILED TO CAPTURE $26.4 BILLION IN AVAILABLE SALES OVER THE LAST FIVE YEARS AS OTHER RETAILERS HAVE GONE BANKRUPT", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b656580-3460-4763-ba98-9fabd25ecfa9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.12, "x": 0.85, "y": 0.3 }, "kind": "callout", "text": "2021 same-store sales declined 3.5% versus 2019", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b266652b-b688-49d2-8827-d63723cff1ba", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.7, "x": 0.15, "y": 0.3 }, "kind": "chart", "text": "Merchandise Sales ($ in Millions) and Same Store Sales (FY 2011 - FY 2021)", "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 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4086ca08-9ff1-4875-8b8e-ec7121fd8fdb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. Note: Same stores sales in 2020 and 2021 are based on net sales due to the impact of the COVID-19 Pandemic.", "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 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81798142-cd7d-458c-a7ac-92ede5f4ed1a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "Over the last 10 years, Kohl's' merchandise sales have not grown despite an increase in sales due to the pandemic and the significant opportunity to gain market share driven by competitors' store closures", "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 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ddea647-552e-420d-92b3-3cf29ee96639", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "SALES HAVE STAGNATED FOR 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 19:17:53.222+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b6509f5-0e4e-4cc6-93dd-fc1932041122", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 30, "type": "tension", "title": "The slide uses CEO/CFO quotes to contrast with the quantitative data showing KSS underperforming the peer average/median.", "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": 66, "componentCount": 7, "textChars": 986, "nDataPoints": 80, "notes": "The slide uses CEO/CFO quotes to contrast with the quantitative data showing KSS underperforming the peer average/median.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.912+00", "seconds": 3.917, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/30", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-30", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.51, "x": 0.03, "y": 0.64 }, "kind": "callout", "text": "NOT ONLY HAS KOHL'S FAILED TO CAPITALIZE ON THE ROBUST CONSUMER ENVIRONMENT TO BOOT TOPLINE GROWTH, BUT IT ALSO LOST MARKET SHARE TO RETAIL PEERS", "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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cde5a089-e2f7-47a0-95e2-bbac7cfa0753", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.03, "y": 0.19 }, "kind": "paragraph", "text": "We believe that management is often overoptimistic and does not have a handle on the 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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9f634d9-0a95-4fcd-87f0-87a140b6b290", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.24, "x": 0.04, "y": 0.29 }, "kind": "quote", "text": "\"[...] as we think about all of our strategies leading into back-to-school and holiday, I think we've never been as well-positioned.\" - CEO Michelle Gass on March 20, 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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4c1c37e-3535-4303-9eb6-dad914814fcc", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.24, "x": 0.3, "y": 0.29 }, "kind": "quote", "text": "\"But I also feel confident that everything we've outlined today should help us continue to grow the top line beyond 2019, and that will provide a much more efficient model.\" Chief Financial - CFO Jill Timm on March 9, 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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb57b052-e266-48db-9d20-b721f00c0a12", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP, and Bloomberg LP Transcripts. Note: * M & BBBY growth vs. 19 is comparable stores growth due to significant store closures", "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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6012c698-6647-4177-9078-ae2f9b6610a3", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.38, "x": 0.58, "y": 0.21 }, "kind": "table", "text": "Peer performance table showing Q1-Q4 2019 and FY 21 vs 19 sales growth for various retailers compared to KSS.", "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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a461865a-4b7e-4cd1-8b22-d2d3f1aa053e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "AS THE ECOMONY REOPENED, KOHL'S LOST MARKET SHARE TO PEERS AS TRENDS DETERIORATED", "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 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8a588ec-1d07-44d2-a2f2-53a0bf447c22", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c112bf67-e13a-4666-ba8a-2f166c8c67e9", "evidence": "Contrasting management quotes with actual performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:53.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 31, "type": "tension", "title": "The chart uses an indexed baseline (100% in FY 2010) to highlight the divergence between Kohl's and the broader market.", "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": 33, "componentCount": 5, "textChars": 437, "nDataPoints": 36, "notes": "The chart uses an indexed baseline (100% in FY 2010) to highlight the divergence between Kohl's and the broader market.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.35+00", "seconds": 3.326, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/31", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-31", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "KSS Relative Same Store Sales vs. Peers Avg. and Retail Trade Data", "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 19:17:53.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4871f08a-cf72-45bb-8fa2-01204764bd9c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.3, "y": 0.85 }, "kind": "legend", "text": "KSS, Retail Peer Avg., Retail Trade Data - Apparel", "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 19:17:53.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5891dd10-ac93-4af7-a484-6d90412d20c7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, US Census Bureau, Bloomberg LP. Note: All data indexed to 100% in FY 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 19:17:53.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "450eb149-f5d3-40db-8e3e-66eb71909aa9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' market share losses are not a new phenomenon; over the past 10 years, the broader industry has grown 42% while Kohl's has fallen behind", "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 19:17:53.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82b75a3a-578e-4184-9721-2f4ae03f85d5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE CONTEND OPERATIONAL & STRATEGIC MISSTEPS HAVE CAUSED MARKET SHARE LOSSES", "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 19:17:53.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6ddde5d-33a1-47c6-9b4a-efa62cbed648", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 32, "type": "tension", "title": "Uses a logo grid to represent the 'market share gap' left by bankrupt retailers.", "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": 727, "nDataPoints": 1, "notes": "Uses a logo grid to represent the 'market share gap' left by bankrupt retailers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.452+00", "seconds": 3.395, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/32", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-32", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.88 }, "kind": "callout", "text": "FAILED TO TAKE ADVANTAGE OF AN ~$26.4B 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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6d2500c-4229-4d89-b7f9-d9b8acce9cd1", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "image", "text": "Logos of bankrupt retailers: Sears, Kmart, Lord & Taylor, Stage, Stein Mart, JCPenney, Forever 21, Century 21, Ascena, Bon-Ton", "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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f6fb72-6fee-4c58-bd21-78b736d2f485", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.96 }, "kind": "other", "text": "Source: External Third-Party Research and 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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c455418b-4283-4c94-8354-7c7645d1dba4", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' sales have not grown despite the multibillion-dollar market share gap left from other retailers entering bankruptcy", "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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c674dac-08cd-43eb-ab9b-5d43d68874ee", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.6, "x": 0.2, "y": 0.7 }, "kind": "quote", "text": "\"[...] as you just said, the marketplace is changing. We're staying very close in making sure that we can lean into those market share opportunities and take advantage. And we do feel like we're in a strong position to capture market share.\" - CEO Michelle Gass on March 19, 2021, Q1 2021 Analyst Call", "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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1274650-b6f7-4df4-8a2a-9dd9203d7526", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "SALES HAVE DECLINED DESPITE A SIGNIFICANT OPPORTUNITY TO SEIZE MARKET SHARE", "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 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a955986-66ab-4f38-99ef-a05f3795cf26", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cf08d7f2-043c-4a97-a743-093ef3de5ae5", "evidence": "Contrasts CEO quote with performance data", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:53.452+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 33, "type": "tension", "title": "Uses a quote from the CFO to contradict the company's long-term margin growth narrative.", "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": 6, "textChars": 928, "nDataPoints": 12, "notes": "Uses a quote from the CFO to contradict the company's long-term margin growth narrative.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.756+00", "seconds": 3.372, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/33", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-33", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.2, "x": 0.78, "y": 0.38 }, "kind": "callout", "text": "While we will benefit from our ongoing sourcing initiatives and some pricing actions, we do not expect to fully mitigate the headwinds. As a result, we are planning gross margin to contract by approximately 100 basis points in 2022 relative to 2021. - CFO Jill Timm on March 1st, 2022, Q4 Analyst Call", "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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cae0ed9-78e9-4989-8fdd-fcda3ccc8f0c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.6, "x": 0.12, "y": 0.45 }, "kind": "chart", "text": "Merchandise Gross 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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e50fcee-2e72-4513-80e4-7d28eeaba27c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.03, "y": 0.24 }, "kind": "list", "text": "In February 2014, Kohl's began targeting a 38% gross margin. While the Company did achieve this target in 2021 due to a lack of inventory and related markdowns, Kohl's is already taking a step backward and has reduced expectations for 2022 with guidance for gross margin contraction¹\nImplicitly acknowledging 2021 experienced one-time benefits", "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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ff5209c-7cc2-432a-a056-2913a880cb5b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Source: SEC Filings; Bloomberg LP and Bloomberg LP 2022 Consensus Estimates. Note: 1 Bloomberg Consensus 2022 Gross Margin Estimate is 37%", "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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "226b20fd-aca6-40ac-95cd-67e329c329ea", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "The Company has been targeting gross margin growth since 2014 without 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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3392cc45-c97a-4f83-a6fc-5b2eff4e4c6d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "FAILURE TO INCREASE GROSS MARGIN SINCE 2011", "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 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15878475-5694-423a-9761-c4483c9f94fe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e2d9d495-b991-4abf-9a7e-979b0c996569", "evidence": "Uses CFO quote to highlight the failure to meet stated margin targets.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:53.756+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 34, "type": "tension", "title": "The slide uses a dual-chart layout to show the divergence between physical capacity growth and revenue productivity.", "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": 486, "nDataPoints": 24, "notes": "The slide uses a dual-chart layout to show the divergence between physical capacity growth and revenue productivity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:53.7+00", "seconds": 3.182, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/34", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-34", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "annotation", "text": "Source: Company SEC Filings; KSS 10-K Reports. Note: Sales per sq. ft before FY 2017 were as % of Sales whereas FY 2017 and forward were as % of Total Revenue", "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 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f676ee49-d397-455d-9540-2c78e7247bb4", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.03, "y": 0.3 }, "kind": "chart", "text": "DC & FC AREA (MILLION SQ. FT.)", "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 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45ba5a51-6c16-43d2-9368-5b6ef41c6ff5", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.52, "y": 0.3 }, "kind": "chart", "text": "TOTAL REVENUE / TOTAL DC& FC SQ. FT. ($)", "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 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d22a4dca-f376-4362-b795-3b7c2fb08e7a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's increased distribution center capacity significantly while sales declined and 30% migrated online. As a result, Kohl's runs a DC network that is materially under optimized and inefficient", "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 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f166a53e-ef5e-49c4-b427-8fd813f4c473", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "FULFILLMENT COSTS ARE UP SIGNIFICANTLY WHILE SALES HAVE DECLINED", "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 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d37a5c8-35dd-4500-aacf-c8bd954922c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4a1cbae5-da21-4c9f-8802-f33e27540bae", "evidence": "Contrasts rising physical capacity with falling revenue productivity to argue for inefficiency.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:53.7+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 35, "type": "analysis", "title": "The slide uses a red starburst callout to emphasize the underperformance relative to peers.", "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": 44, "componentCount": 7, "textChars": 329, "nDataPoints": 8, "notes": "The slide uses a red starburst callout to emphasize the underperformance relative to peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:54.046+00", "seconds": 3.516, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/35", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-35", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.28, "x": 0.68, "y": 0.6 }, "kind": "callout", "text": "OVER 50% BELOW PEERS", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20cac16c-f6af-4533-ad16-a7cc15587887", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Gross Margin % 2019-2021", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "589f43ff-91a6-4c88-960a-4b5d3e9935d9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.28, "y": 0.82 }, "kind": "legend", "text": "Kohl's | Retail Peer Average", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0ee27ad-b261-4962-8828-9f5759c6373b", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.07, "x": 0.785, "y": 0.365 }, "kind": "metric", "text": "238", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cd56196-62da-4489-bac6-80955cda0cdd", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.07, "x": 0.785, "y": 0.485 }, "kind": "metric", "text": "358", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0e4aab7-d48b-4792-8f20-50c6a8333281", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings; Bloomberg LP. Note: Retail Peer Average/Median Includes: AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM.", "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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e00a898a-30d2-4e96-ba10-f149d2ac29f1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "DESPITE GROSS MARGIN GROWTH FROM 2019, KOHL'S HAS STILL TRAILED RETAIL 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 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a11c7c8-364d-4142-8c01-30c21dcfa3ed", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d8d30798-c7fe-442f-a65b-5b2fedfc8f3b", "evidence": "Direct comparison of company performance against a peer group average.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:54.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 36, "type": "tension", "title": "Uses a quote from the CFO to highlight the contradiction between stated strategy and actual financial 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": "dense", "densityScore": 52, "componentCount": 6, "textChars": 950, "nDataPoints": 6, "notes": "Uses a quote from the CFO to highlight the contradiction between stated strategy and actual financial performance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:54.345+00", "seconds": 3.38, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/36", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-36", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.4, "x": 0.55, "y": 0.68 }, "kind": "callout", "text": "SG&A AS A PERCENTAGE OF REVENUE IS EXPECTED TO EXPAND +199 BASIS POINTS FROM 2017 – 2022E", "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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc151289-d909-4446-b4a0-468902f4f5ec", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.03, "y": 0.3 }, "kind": "chart", "text": "Total SG&A as a % of 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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71b68ad9-f116-403a-8b8f-6ac181880b3a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP, Bloomberg LP Transcripts. Note: In 2017 Kohl's reclassified revenues and SG&A making comparisons before 2017 not meaningful. 2022 Estimates are based on Bloomberg LP 2022 Consensus Estimate and Kohl's 2022 Full Year Guidance.", "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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "630624d6-0d79-46b0-b21a-616bdb7c960e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's SG&A as a percentage of sales is projected to grow ~199 basis points to 29.4% in 2022, the Company has deleveraged SG&A since 2017 and consensus and guidance show this growth will continue", "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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27549411-1be2-49cf-94f9-8f6ab3d8f198", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.3 }, "kind": "quote", "text": "What management is saying: \"I think what I would tell you, as you know, it's core to us to have a strong, cost-disciplined culture. We've been talking about operational excellence for several years. And I think you know, if you look back over time, our SG&A growth rate has been around a 1.5% CAGR because we manage it so tightly.\"", "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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfe2617a-7aed-4215-9bdc-b05e9b05bbbe", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "SG&A GROWTH HAS OUTPACED REVENUE GROWTH", "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 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34180bd6-7f54-4d4a-a97c-b3a88aa30edf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4e4a0d17-dae2-4168-9e1f-d5f39e062fb4", "evidence": "Contrasts CFO quote about cost discipline with chart showing rising SG&A %", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:54.345+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 37, "type": "tension", "title": "The slide uses a dual-axis chart to show the correlation between absolute EBIT dollars and EBIT margin 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": 33, "componentCount": 5, "textChars": 479, "nDataPoints": 24, "notes": "The slide uses a dual-axis chart to show the correlation between absolute EBIT dollars and EBIT margin percentage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:54.3+00", "seconds": 3.324, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/37", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-37", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "callout", "text": "2022 EBIT IS ONLY EXPECTED TO RETURN TO 2018 LEVELS, THE YEAR MS. GASS BECAME CEO", "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 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b57a364-b3aa-406d-a7a0-d8b0e579de22", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.95, "x": 0.03, "y": 0.35 }, "kind": "chart", "text": "EBIT and EBIT Margin over time", "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 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d7c5868-e776-464f-800b-362161fa5a90", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP, 2022E are based on Bloomberg LP 2022 Consensus Estimates. Note: 1 The Company's Investor Day presentation dated March 7, 2022", "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 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caaeb48c-4c13-4166-84f4-e200279c3c6b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' EBIT has steadily declined 22% over the last decade - while management claims its \"strategy is improving 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 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c7727d0-7700-439c-b1cc-f7c32935c256", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "DECLINING SALES AND DELEVERAGING HAVE RESULTED IN A MATERIAL DROP IN EBIT", "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 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dc9d6df-626c-4926-b841-4c5f255abb05", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "acfa5dec-4382-4fed-9ee9-43891963ee8e", "evidence": "Contrasts management's claim of 'improving profitability' with the actual decline in EBIT.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:54.3+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 38, "type": "setup", "title": "The table highlights the divergence between KSS's negative growth trends and the positive growth of its 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": 31, "componentCount": 4, "textChars": 552, "nDataPoints": 55, "notes": "The table highlights the divergence between KSS's negative growth trends and the positive growth of its peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:55.262+00", "seconds": 4.221, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/38", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-38", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.75, "x": 0.03, "y": 0.9 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. Note: Retail Peer Average/Median Includes: AEO, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM. Compensation Peer Group Average Includes: BBBY, GPS, M, JWN, ROST, TJX.", "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 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44dc9c78-d6d5-4387-9279-0ae73bf59680", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.95, "x": 0.03, "y": 0.42 }, "kind": "table", "text": "EBIT, Adj. table comparing KSS to Retail Peer Average, Retail Peer Median, and Compensation Peer Group Average from 2011-2021", "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 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "179dc2da-93d0-48dc-9253-a67c75c1afa7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Kohl's' EBIT decline contrasts to material growth in peers' EBIT over the last decade and since before the pandemic started", "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 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92e4fb8c-0642-422d-b900-3ef186660727", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "EBIT HAS NOT ONLY DECLINED BUT ALSO SIGNIFICANTLY TRAILED 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 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0b7bc4f-27fa-497c-b66c-bd820b10dcd0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e4aa7256-13eb-413d-8a62-6b364c2e1fc7", "evidence": "Direct comparison of KSS performance metrics against peer group averages over a 10-year period.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:55.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 39, "type": "tension", "title": "The slide uses a combination of a bar chart for cumulative CapEx and a line chart for EBT to highlight the lack of return on investment.", "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": 32, "componentCount": 5, "textChars": 445, "nDataPoints": 24, "notes": "The slide uses a combination of a bar chart for cumulative CapEx and a line chart for EBT to highlight the lack of return on investment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:54.872+00", "seconds": 3.405, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/39", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-39", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Cumulative CapEx vs. Decreasing Annual EBT ($s 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 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14a74222-25ef-4c5c-9fd9-23001259050b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC filings; Bloomberg LP, 2022E are based on Bloomberg LP 2022 Consensus 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 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4394065c-568c-4909-9764-6b585d158789", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's has spent a cumulative $7.5 billion in CapEx since 2011 and is projected to spend a total of $8.4 billion by 2022. EBT has decreased 24% since 2011 and is projected to fall by 39% through 2022", "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 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "854cc24a-c2b7-41a5-a9b5-54f4f6385581", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.75 }, "kind": "table", "text": "Cumulative CapEx and EBT data 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 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66519acf-68e9-44a5-aecf-b5ceb8e908dc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "MATERIAL CAPITAL EXPENDITURES HAVE NOT BENEFITED EBT", "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 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea283748-779d-4667-9f30-ed39560f0217", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4866148b-86aa-4e52-b39e-f5792a3a3123", "evidence": "The slide explicitly critiques capital allocation efficiency by comparing CapEx to EBT.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:54.872+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 40, "type": "tension", "title": "Uses a screenshot of an earnings call transcript as primary evidence of the CEO's statement.", "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": 32, "componentCount": 5, "textChars": 721, "nDataPoints": 0, "notes": "Uses a screenshot of an earnings call transcript as primary evidence of the CEO's statement.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:54.912+00", "seconds": 3.292, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/40", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-40", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.5, "x": 0.03, "y": 0.7 }, "kind": "callout", "text": "AS RECENTLY AS 2018, KOHL'S WAS STILL RELYING ON THE \"GREATNESS AGENDA\" PIONEERED BY MICHELLE GASS. SHORTLY AFTER MAKING THESE BOLD CLAIMS, KOHL'S BEGAN TO MISS THE NUMBERS", "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 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8822abe-f9e2-40cc-b0e7-47ea77bc4f41", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "image", "text": "Thomson Reuters StreetEvents Edited Transcript", "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 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f49ada4b-067e-4fb9-8a3b-d7015a727ff8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8c57649-0ff5-4d3b-82e8-8b1c9e3aaf8e", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "quote", "text": "Our ongoing focus on the key pillars of our Greatness Agenda and our 2 key priorities of driving traffic and operational excellence continue to deliver strong momentum across the business. I am confident that the strategies we have in place, along with an organization that is operating with great speed, agility and innovation, will position us for long-term sustainable growth.", "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 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66ee5cf5-0e25-4fc3-ac67-4169a12b6443", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "A HISTORY OF OVERLY OPTIMISTIC PROGNOSTICATIONS THAT DON'T MATERIALIZE", "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 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30b799c0-b71e-41ca-b0b8-2488b31f3573", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "321eaf11-20a2-456a-a27f-9105d74578ef", "evidence": "Contrasts CEO quote with subsequent performance failure", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:54.912+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 40, "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": 10, "name": "Agitation", "beatId": "b48fd38c-d407-454c-86f0-921218e96770", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 41, "type": "tension", "title": "Uses a timeline-based comparison to highlight strategic stagnation.", "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": 792, "nDataPoints": 0, "notes": "Uses a timeline-based comparison to highlight strategic stagnation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:55.708+00", "seconds": 3.362, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/41", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-41", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.3, "x": 0.02, "y": 0.45 }, "kind": "image", "text": "2014 strategy slide", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24baa8bc-00d0-48f5-a230-99f2745472bb", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.68, "y": 0.45 }, "kind": "image", "text": "2022 strategy slide", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32daea34-5bc5-4bcc-96ee-1ab26f023aa9", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.45 }, "kind": "image", "text": "2020 strategy slide", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7902515-9fc5-4d31-bbaf-abe5d4064cbd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.02, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00c134f7-3bf3-40d3-ac97-1dc48bc9c03d", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.02, "y": 0.185 }, "kind": "quote", "text": "Now let me go into more detail around our key initiatives to drive top line growth beginning with product. As I referenced earlier, our vision is to be the most trusted retailer of choice for the active and casual lifestyle.", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2e53fa1-3bb0-41b4-ba37-7fd63d11aa97", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.48, "x": 0.48, "y": 0.185 }, "kind": "quote", "text": "...bolder pivot to be more relevant and repositioning the company from a department store to a focused lifestyle concept. All focus on how people are living today and tomorrow more actively and casually. ... I'm really excited about where this company is going, and we have a compelling vision to be the most trusted retailer of choice for the active and casual lifestyle.", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5c18e7e-6c42-4a8a-bfbf-ae368c6b0db6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "STRATEGIC DÉJÀ VU – THE BOARD HAS OVERSEEN THE SAME STRATEGY SINCE 2014 WITH NO GAINS", "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 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad60bc72-53cf-44b1-bf21-1400807849ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "61ce7d4c-ed6a-41af-bebb-b83ba5fc88cb", "evidence": "Contrasting CEO quotes from 2020 and 2022 against historical strategy slides.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:55.708+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "type": "tension", "title": "Uses a WWD article snippet as a 'villain' or contradictory evidence to the CEO's stated strategy.", "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": 40, "componentCount": 6, "textChars": 740, "nDataPoints": 0, "notes": "Uses a WWD article snippet as a 'villain' or contradictory evidence to the CEO's stated strategy.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:55.623+00", "seconds": 3.086, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/42", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-42", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "image", "text": "WWD article snippet", "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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a1de3cf-e421-4325-90b5-336e7b90e3e8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Despite identifying Active as a potential sales driver over eight years ago, total sales have remained stagnant as the category has not made a significant enough contribution to generate overall topline 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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a2e8b80-b9ae-4a82-ba68-5db75efde6ea", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.03, "y": 0.35 }, "kind": "paragraph", "text": "Active is a tactical trend, not a strategy. Kohl's has stores over 70,000 sq ft. that, in our view, need to cater to all parts of customers' lives. This is particularly evident as the effects of the pandemic dissipate and customers increasingly want to dress up and return to work wear", "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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98b4afd7-a767-43cc-822a-ef74f1c1326e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.03, "y": 0.58 }, "kind": "quote", "text": "Kohl's is uniquely positioned to be the retailer of choice for the active and casual lifestyle for the entire family...", "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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "467e805e-a111-47ed-a3ab-e1bcbba2a28a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts, WWD.", "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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5718fc0-1d6d-4c6c-8cf4-30840f7bff8c", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "WHY WILL THE FOCUS ON ACTIVE WEAR WORK THIS TIME?", "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 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9bdcd3b-a99f-4ef6-b269-a00a34fbb4a8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ce5c795d-73fe-4ecc-803d-94233f4d660f", "evidence": "Contrasting CEO's optimistic quote with historical stagnant sales and external market trends.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:55.623+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "tension", "title": "Uses a before-after-bridge structure to highlight the contradiction between management's guidance and subsequent 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": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 928, "nDataPoints": 1, "notes": "Uses a before-after-bridge structure to highlight the contradiction between management's guidance and subsequent results.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:56.986+00", "seconds": 3.484, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/43", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-43", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "MISSING PROJECTIONS WITHIN SUCH A SHORT PERIOD OF TIME LEADS INVESTORS TO WONDER IF MANAGEMENT HAS A GRASP ON THE BUSINESS", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5dcac8aa-433f-4c6c-9084-8fbe3dda7ccd", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66ca6d7a-b34c-47b7-a596-1c1dae75b25f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "In March 2019, management touted the Company's path to improving sales growth, only to turn around two-and-a-half months later and report the worst same-store sales results in the last 11 quarters", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cf3fe8b-c8ec-4b16-a0e2-b0a606205460", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.05, "y": 0.35 }, "kind": "quote", "text": "Our strong performance reflects the compelling product offering, great marketing strategy and consistent execution in stores and online... We are working from a position of strength, and as we look ahead, we are guiding to another year of positive sales growth and improved profitability.", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bab3957-1fb0-4f74-a7bd-4f6ab3efdce7", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.35 }, "kind": "quote", "text": "The first quarter featured a lot of volatility, with February being particularly tough. And while March and April trends did improve, they were below our expectation. This is reflected in our Q1 comparable sales decline of 3.4%.", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88aa6b07-b2f8-4fb2-8326-e187c6fba9cd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "MANAGEMENT HAS HISTORICALLY OVERPROMISED", "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 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c714e944-e53e-49c3-a595-303212b7a285", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6abd7093-1a64-413d-b146-c5d3441aceb1", "evidence": "Contrasting two quotes from the same CEO to highlight a failure in guidance.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:56.986+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "type": "tension", "title": "Uses direct quotes from executives to contrast with poor performance outcomes.", "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": 40, "componentCount": 6, "textChars": 736, "nDataPoints": 0, "notes": "Uses direct quotes from executives to contrast with poor performance outcomes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:56.83+00", "seconds": 3.287, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/44", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-44", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f932821-954f-4246-80a5-f561848b979a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's could not get back to its 2019 numbers despite management's continued claim of how well the Company was positioned for topline 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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66d06b74-b8cf-4d49-ba0d-8a0fbf822b57", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.33 }, "kind": "paragraph", "text": "After these optimistic proclamations, Kohl's experienced one of the worst sales performances compared to its retail peers and failed to achieve sales figures above 2019 levels", "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 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6e0a9a3-69f4-4861-9d68-19c141dde44b", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.43, "x": 0.05, "y": 0.49 }, "kind": "quote", "text": "\"But I also feel confident that everything we've outlined today should help us continue to grow the top line beyond 2019, and that will provide a much more efficient model.\" - Jill Timm, CFO (March 9, 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 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5295e4f4-c333-462e-90f0-67373b1bd3e0", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.43, "x": 0.52, "y": 0.49 }, "kind": "quote", "text": "\"We continue to believe we are set up for a multi-year improvement in sales.\" - Michelle Gass, CEO (May 20, 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 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca9fb176-8884-43ea-8c4e-afcfeab36a52", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.68, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "MANAGEMENT HAS HISTORICALLY OVERPROMISED (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 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76a840cf-9872-4469-9fa4-69bf23c0155a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "017448dc-eb89-46cf-89ca-61ff40d2837d", "evidence": "Contrasting executive quotes with poor performance outcomes.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:17:56.83+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "type": "setup", "title": "The slide uses a 'comparison_frame' to expose the lack of ambition in recent strategic plans compared to the 2014 'Greatness Agenda'.", "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": 23, "componentCount": 4, "textChars": 372, "nDataPoints": 9, "notes": "The slide uses a 'comparison_frame' to expose the lack of ambition in recent strategic plans compared to the 2014 'Greatness Agenda'.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:56.631+00", "seconds": 2.845, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/45", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-45", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "callout", "text": "THE 2022 PLAN HAS EBIT DOLLARS 11% BELOW 2021 ACTUAL AND 23% BELOW KOHL'S' \"GREATNESS AGENDA\" TARGET", "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 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4297d70c-e10c-4fa9-a447-934319e9ad4d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts. Note: 1: Operating profit is estimated... Note: 2: EPS Growth is based on 2022 Actuals and not 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 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f289f73b-65b8-4a49-a966-e8a3efab3f21", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "table", "text": "Goals of 2014 'Greatness Agenda' vs 2020 Plan vs 2022 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": { "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 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e419f85-6453-450f-96ea-8eb8c43d53b1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "COMPARISON OF FINANCIAL GOALS FROM EACH \"NEW\" STRATEGIC PLAN", "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 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f9a1354-2549-4df4-a980-c3765371c0eb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2f6f5331-3d55-44c8-b5d7-47e37c23a1bd", "evidence": "The slide explicitly compares financial goals across three different time periods to highlight a trend.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:56.631+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 46, "type": "tension", "title": "The slide uses a waterfall bridge to isolate the impact of share repurchases on EPS.", "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": 45, "componentCount": 5, "textChars": 920, "nDataPoints": 10, "notes": "The slide uses a waterfall bridge to isolate the impact of share repurchases on EPS.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:57.1+00", "seconds": 3.144, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/46", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-46", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.8 }, "kind": "callout", "text": "KOHL'S' PLAN IS FOR MODEST SALES GROWTH AND A 11% DECLINE IN EBIT FROM 2011 - IF YOU REMOVE SHARE REPURCHASES, THE PLAN ACTUALLY CALLS FOR EARNINGS TO DECLINE 3%", "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 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e9056af-77d3-43c1-8fc7-1f293581d63e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.45, "x": 0.05, "y": 0.185 }, "kind": "chart", "text": "Kohl's 3-YR Plan Without Additional Share Repurchases", "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 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "956f1d9a-dda9-4611-973e-d9f3180fa10b", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "list", "text": "During its 2022 Analyst Day, Kohl's outlined its long-term financial plan, which includes low-single digital sales growth driven by $2.5bn in capital expenditures. However, Kohl's' plan includes both gross margin and interest deleverage. As such, the Company's plan implies EBIT down 11% at the midpoint. Net-net, excluding the $1 billion of expected share repurchases in 2022, the midpoint of EPS would be down 3% vs. 2021 actuals", "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 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "034977fc-c2fc-45d2-b769-6b9e44493f62", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm and line-item commentary to estimate individual line items that make up the bridge.", "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 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d89ffc78-114c-411b-a274-3248e8b6cc1c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "WE BELIEVE THAT KOHL'S' PLAN, IN THE ABSENCE OF SHARE REPURCHASES, WILL RESULT IN DECLINING EARNINGS", "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 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79892b7a-7eed-41ac-aa02-2971812b79ab", "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": "8d862576-e82a-41ef-a73e-be365619480b", "evidence": "chart/waterfall-bridge: Kohl's 3-YR Plan Without Additional Share Repurchases", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:05.914943+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "9beb9e21-ca81-4b9d-ba38-dd179ac4d935", "evidence": "Visual bridge showing EPS components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:57.1+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "type": "analysis", "title": "The slide uses a waterfall bridge to decompose EPS growth drivers.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 5, "textChars": 659, "nDataPoints": 10, "notes": "The slide uses a waterfall bridge to decompose EPS growth drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:56.921+00", "seconds": 2.796, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/47", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-47", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.82 }, "kind": "callout", "text": "KOHL' S' PLAN CALLS FOR OVER 100% OF EPS GROWTH TO BE DRIVEN BY SHARE REPURCHASES", "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 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5b4acea-64bd-4829-9835-d41ad37fb146", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.03, "y": 0.18 }, "kind": "chart", "text": "Kohl's 3-YR Plan With Additional Share Repurchases", "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 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d444928-f617-4b1e-ad64-0033f19a57df", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.23 }, "kind": "list", "text": "Kohl's 3-YR plan implies roughly $8.22 in EPS at the midpoint in 2024. Even with ~$1.12 in earnings growth from share repurchases, 12% earnings growth over three years is a disappointing outcome for shareholders", "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 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ec2e845-fd03-4a0e-b475-e862cc010afa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Source: SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm and line-item commentary to estimate individual line items that make up the bridge. Additionally, Macellum assumes $1 billion of share repurchases that the Company guided to.", "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 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bfa48fc-cff0-4f69-84f5-ca438f770356", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S DOES NOT APPEAR TO INCREASE OPERATING INCOME", "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 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5a875c0-a550-4685-bbaf-efa255cd8a95", "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": "05681171-abd1-4bab-9123-6e654c7ddb6f", "evidence": "chart/waterfall-bridge: Kohl's 3-YR Plan With Additional Share Repurchases", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:05.996157+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "a6680f6b-4644-405f-9c9c-1dd70c6584bb", "evidence": "The chart visualizes the components of EPS growth from 2021 to 2024.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:56.921+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 48, "type": "tension", "title": "Uses red circles to highlight the EBIT decline and a blue bar for CapEx to 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": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 516, "nDataPoints": 4, "notes": "Uses red circles to highlight the EBIT decline and a blue bar for CapEx to emphasize the contradiction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:56.954+00", "seconds": 2.67, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/48", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-48", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "chart", "text": "Estimated Cumulative CapEx vs. Annual EBIT ($s 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 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "456b2bda-9f0e-4913-9948-d5aaab3803d9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg. Estimates are combination of Kohl's Long-term CapEx Guidance and Bloomberg LP 2024 Consensuses Estimates for EBIT.", "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 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cf39aca-fd79-4131-a148-6caa2981d764", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.02, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's plans to spend ~$2.5 billion on cumulative CapEx through the end of 2024 and guidance has resulted in EBIT estimates decreasing 19%, or $320 million, over the same period", "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 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47f79008-9b9f-4b4d-8330-dba2e83e2933", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "KOHL'S PLANS TO SPEND $2.5 BILLION+ ON CAPEX THROUGH 2024 WHILE CONSENSUS (19%) AND GUIDED EBIT (11%) ARE EXPECTED TO DECREASE", "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 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5baf8bdd-4ec4-4b0f-8aef-a7154857b9fb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "43f81a97-4fb6-4e40-982e-bf3bc8437a8f", "evidence": "The slide explicitly contrasts high capital spending with declining profitability to undermine management's strategy.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:56.954+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 49, "type": "tension", "title": "The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.", "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": 561, "nDataPoints": 10, "notes": "The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:57.424+00", "seconds": 3.06, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/49", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-49", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.84, "x": 0.08, "y": 0.42 }, "kind": "chart", "text": "EPS Guidance chart showing historical actuals and guidance ranges", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cdbffc2-3057-4560-8204-68574c68172a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.29, "y": 0.89 }, "kind": "legend", "text": "Actual; Guidance - Lower End; Guidance - Higher End", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ead3135b-e706-422b-a4ab-f2697d5c658d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.05, "y": 0.29 }, "kind": "list", "text": "FY 2020 guidance, given before the start of COVID, was 26% below initial FY 2019 guidance and 21% below FY 2018 actuals", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "504afa1b-0192-46dc-9041-318bf9566c86", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Company Transcripts, Bloomberg LP.", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74b610fc-83a5-4222-b1b5-65f174d0ca1a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Prior to the unpredictable tailwinds of the economy reopening that enabled all retail peers to exceed their initial guidance, Kohl's was unable to accurately plan the business and guide investors", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86abe457-d0e3-4216-8325-04104eaba87a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INVESTORS CANNOT HOPE THAT KOHL'S CURRENT 3-YEAR PLAN IS CONSERATIVE", "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 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63cec255-167e-4c37-9922-1dfcf9d9317e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "813b4eea-3e22-4dde-92e8-1cf6db863f3e", "evidence": "The slide explicitly contrasts management's current plan with their historical inability to provide accurate guidance.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:57.424+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 50, "type": "setup", "title": "The chart uses a red dashed box to emphasize the KSS data point.", "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": 28, "componentCount": 4, "textChars": 487, "nDataPoints": 16, "notes": "The chart uses a red dashed box to emphasize the KSS data point.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:57.232+00", "seconds": 2.636, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/50", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-50", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "EV / CY 2022 EBITDA (Based on Consensus EBITDA Estimates)", "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 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b42938f-8dc6-4021-b332-4c6344a06833", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP – Data as of 1/14/2021. 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 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ff1a560-4fee-44a7-a499-0ab802ef5281", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.13 }, "kind": "paragraph", "text": "Under the current Board, Kohl's' valuation has contracted meaningfully versus relevant peers - now delivering one of the worst valuations in retail - which we believe is due to a lack of market confidence in its execution and governance", "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 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50481e36-19bf-4f44-bf27-9372ed464bdf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "WE BELIEVE DECLINING PERFORMANCE & LACK OF CREDIBILITY HAVE RESULTED IN INDUSTRY-LOW 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 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a922071-fb3c-47ff-b910-678642849b7f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8b029093-5811-4af7-8ccc-f3897e5244b4", "evidence": "Comparison of KSS valuation against retail peer group", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:57.232+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 51, "type": "setup", "title": "The slide highlights a negative trend for KSS (-37% and -34%) while peer groups show positive growth in valuation multiples.", "function": "compare_peers", "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": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 618, "nDataPoints": 18, "notes": "The slide highlights a negative trend for KSS (-37% and -34%) while peer groups show positive growth in valuation multiples.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:57.974+00", "seconds": 3.267, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/51", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-51", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.88, "x": 0.06, "y": 0.79 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP; [As of 01/14/2022]. Retail Peer Average/Median Includes: AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM. Compensation Peer Group Average Includes: BBBY, GPS, M, JWN, ROST, TJX.", "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 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f8b62f2-cf9f-4e42-8063-63c36175ea76", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Not only is the Company's valuation the lowest among its peers, but Kohl's valuation has also deteriorated meaningfully over the last year as investors appear to be losing confidence in the future", "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 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "273c12bb-aafd-4e38-98a2-4124ea22c172", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.42 }, "kind": "table", "text": "Comparison of EV/EBITDA multiples for Retail Peer Average, Median, Compensation Peer Group, and KSS.", "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 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2b8f883-626b-46e4-8ab4-e7747c2a6abd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "SINCE OUR CAMPAIGN LAST YEAR, KOHL'S VALUATION HAS CONTRACTED", "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 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02e8ea4b-ca78-45bb-83b7-516973b9f119", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "166f9f80-93f6-490c-b397-7f0aa122db1e", "evidence": "Direct comparison of KSS valuation metrics against peer groups over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:57.974+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 52, "type": "tension", "title": "Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.", "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": 32, "componentCount": 5, "textChars": 543, "nDataPoints": 4, "notes": "Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:58.258+00", "seconds": 3.059, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/52", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-52", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "IN JUNE 2020, 6% OF ANALYSTS HAD A 'SELL' RATING ON THE COMPANY. TODAY, 18% OF ANALYSTS ARE SUGGESTING INVESTORS SHOULD 'SELL' THE STOCK.", "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 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f006a938-8da6-46e4-b914-c2869f126757", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.3 }, "kind": "list", "text": "BofA: Underperform, target $48 from $75. JPM: Target $55 from $73, neutral. UBS: Downgrade to sell, target $38.", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b526cd1-02b0-486f-b775-ca3b7b51bcf9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Bloomberg LP, Bloomberg LP Transcripts.", "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 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5609e095-835c-43c8-b650-a9795745e609", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "The Board believes there is meaningful institutional support for management, but we do not see it – analysts are more skeptical now than when we entered into a settlement agreement with Kohl's in April 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 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e54f0cdf-0722-42c4-95aa-ed87d2af5a99", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "INSTITUTIONAL SUPPORT FOR KOHL'S IS WANING", "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 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a74bc05-1509-4485-b740-71f96892cdba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "3840037e-338b-4bbe-ad6c-61ce2975f56e", "evidence": "Contrasts Board's claim of support with analyst downgrades.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:58.258+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 53, "type": "setup", "function": "transition", "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": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 273, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:57.587+00", "seconds": 2.365, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/53", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-53", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "paragraph", "text": "IN CONJUNCTION WITH THIS SECTION, PLEASE VIEW OUR VIDEO.", "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 19:17:57.587+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0949d5ef-30de-4a08-97fd-b77b4572dd49", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "paragraph", "text": "THE FOLLOWING SECTION ILLUMINATES THE PROBLEMS FROM THE CUSTOMER'S LIKELY PERSPECTIVE THAT LED TO DECLINING SALES, MARKET SHARE LOSS AND MARGIN COMPRESSION.", "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 19:17:57.587+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4afc6d85-bc99-4b04-93b5-bf80d422bf51", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "title", "text": "KOHL'S' POOR PERFORMANCE IS EVIDENT IN THE FINANCIAL METRICS.", "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 19:17:57.587+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6a11ce8-bbc0-4a91-ab3f-6edf070cbad6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 54, "type": "tension", "title": "Uses employee testimonials to support the eNPS data.", "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": 29, "componentCount": 5, "textChars": 427, "nDataPoints": 5, "notes": "Uses employee testimonials to support the eNPS data.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:58.267+00", "seconds": 2.715, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/54", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-54", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.32, "x": 0.34, "y": 0.45 }, "kind": "chart", "text": "Kohl's eNPS -13", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:17:58.267+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1145744-3585-406b-8f56-183165a7cd06", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.8, "x": 0.1, "y": 0.28 }, "kind": "list", "text": "Lack of Communication, Loss of Talent, Silo Departments, Little Clarity, Lack of Career Growth Opportunities", "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 19:17:58.267+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd2063e0-343b-45e9-89a0-f46e9defe396", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's ranks in the bottom 40% of companies in terms of its employee net promoter score, which we believe is due to a lack of strong 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 19:17:58.267+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e283768f-48d0-4ec4-a65a-56acb177df19", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Sources: comparably.com, on-line and in person interviews of current and former employees.", "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 19:17:58.267+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ea65ba5-2cb4-48d6-be1e-9856eed5aabc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "LOW EMPLOYEE ENGAGEMENT LIKELY LEADS TO A CULTURE OF DISENFRANCHISEMENT", "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 19:17:58.267+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "078ed961-e833-4826-bde8-dee5cb2e5b26", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 55, "type": "tension", "title": "Includes screenshots of Trustpilot and BBB ratings, a bar chart of NPS scores, and verbatim negative customer reviews.", "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": 612, "nDataPoints": 15, "notes": "Includes screenshots of Trustpilot and BBB ratings, a bar chart of NPS scores, and verbatim negative customer reviews.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:59.046+00", "seconds": 3.092, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/55", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-55", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.5, "x": 0.45, "y": 0.35 }, "kind": "chart", "text": "'22 YTD Net Promotor Scores", "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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7b38529-ef43-4674-8f79-72e45310bb79", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.38, "x": 0.03, "y": 0.35 }, "kind": "image", "text": "Trustpilot and BBB review 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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7491396-204e-4ae3-a4bf-a214db407c04", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.95, "x": 0.03, "y": 0.78 }, "kind": "list", "text": "Verbatim negative customer reviews", "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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "166a6392-801e-4e5e-9ec9-1fa77d0e0344", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.27 }, "kind": "list", "text": "Kohl's scores in a range of 1-2, with 5 being the best, on many independent feedback forums. Kohl's lags best-in-class retailers and ranks near the bottom when measuring customer feedback sentiment.", "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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "632633ad-852d-43d1-aa18-be32e0f6661d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.92 }, "kind": "other", "text": "Sources: Customer Guru independent NPS scoring. Trustpilot, on-line and in person interviews of customers", "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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "877abb49-06bd-4f02-bbe0-3ee49a73ad08", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Recent customer feedback highlights customers' frustration with limited product assortment, confusing promotional discounts, poor service and an inaccessible website", "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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ad57875-b023-4828-97a7-4361e186d0dd", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "POOR CUSTOMER EXPERIENCE LEADS TO MISSED 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 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05c837d9-ee51-454b-923c-0aeaf906a678", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a24ee509-a5fa-4051-9252-3f452b2687aa", "evidence": "Uses NPS and review data to diagnose poor customer experience.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:17:59.046+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "frameworkName": "diagnostic-test" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 56, "type": "tension", "title": "The slide uses photographic evidence to illustrate operational failures.", "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": 26, "componentCount": 5, "textChars": 513, "nDataPoints": 0, "notes": "The slide uses photographic evidence to illustrate operational failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:58.818+00", "seconds": 2.705, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/56", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-56", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.95, "x": 0.03, "y": 0.8 }, "kind": "callout", "text": "SLOW INVENTORY TURN AND POOR PLANNING AND ALLOCATION HAVE LED TO OVERBUYING, WHICH CAUSES A POOR IN-STORE EXPERIENCE, EXCESSIVE CLEARANCE AND GROSS MARGIN PRESSURE", "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 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "903b5ede-9107-4d11-80f8-6a74905ab6f1", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.95, "x": 0.03, "y": 0.26 }, "kind": "image", "text": "Collage of messy store shelves and clearance areas", "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 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc666180-ef13-4239-a6da-eb355a2bb919", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "other", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022", "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 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42063fdd-954d-4a6f-b3d9-469a2dd85619", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' stores struggle with details such as maintenance, size organization and product placement in many departments", "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 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb46b409-8c2c-478f-a58b-6627145c8211", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "POOR STORE STANDARDS & PRESENTATION", "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 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9726523d-5d73-4542-90c0-245cab177440", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "81e21878-7d8a-4868-83f1-5615363319fd", "evidence": "The callout box explicitly links inventory turn/planning to overbuying, store experience, clearance, and margin pressure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:17:58.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "causal-chain" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 57, "type": "tension", "title": "The slide uses a 'before-after' style juxtaposition, though it is technically an 'expose_contradiction' slide. The quote acts as the 'before' (the claim) and th", "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": 25, "componentCount": 5, "textChars": 482, "nDataPoints": 0, "notes": "The slide uses a 'before-after' style juxtaposition, though it is technically an 'expose_contradiction' slide. The quote acts as the 'before' (the claim) and the images act as the 'after' (the reality).", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.078+00", "seconds": 4.169, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/57", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-57", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.12, "x": 0.85, "y": 0.03 }, "kind": "callout", "text": "01. 02. 03. 04. OPERATIONS (PERFORMANCE VISUALIZATION)", "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 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9b300d3-32b3-4372-ae30-887a04cb0e01", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "image", "text": "Collage of store signage", "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 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba2f6917-1d8a-4e42-948f-4feac4521e66", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.3, "y": 0.45 }, "kind": "quote", "text": "We're simplifying our pricing and promotional strategies and this is really resonating with our customers. We showed more simplified offers to new customers to reduce complexity. - Jill Timm on March 7, 2022", "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 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1443bb5-41f8-4f0f-a1ac-668a4de06254", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfdff176-d36b-405e-9597-556dd6acd842", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "PROMOTIONS LIKELY FRUSTRATE AND CONFUSE SHOPPERS", "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 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5da29312-c4df-42b2-9124-62ab621ce3f5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6bb85643-f073-495d-adad-09e889405dca", "evidence": "Juxtaposition of CFO quote with visual evidence of complexity", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:01.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 58, "type": "tension", "title": "The slide uses visual evidence (screenshots of coupons and receipts) to demonstrate the 'cognitive load' placed on the shopper.", "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": 44, "componentCount": 6, "textChars": 852, "nDataPoints": 0, "notes": "The slide uses visual evidence (screenshots of coupons and receipts) to demonstrate the 'cognitive load' placed on the shopper.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:00.471+00", "seconds": 3.305, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/58", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-58", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.22, "w": 0.19, "x": 0.03, "y": 0.68 }, "kind": "callout", "text": "Brands Excluded Include: Calvin Klein, Columbia, Eddie Bauer, Tommy Hilfiger, Levi’s, Draper James", "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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37d02fee-1af1-41ee-9294-cd2ddc8c90b0", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "image", "text": "Visual examples of various Kohl's coupons and promotional materials.", "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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ad26833-9a62-43ed-82c1-a90d008528ca", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.03, "y": 0.27 }, "kind": "list", "text": "Store-wide coupons, discounts and “Kohl’s Cash” deals are confusing and often overlap. Often the customer receives an additional discount at the register, after they’ve decided to purchase. Also, a “Kohl’s Cash” discount can be applied if a customer has a credit from a previous transaction. There are often a long list of exclusions for many of the national brands.", "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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8aceef0-8865-4a99-8fb4-be5a9e683581", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Customers seem to struggle to understand what they are actually paying for and whether they are getting a real deal", "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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "149412f2-b6c5-40d3-834a-e11af0f9b078", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Macellum’s Analysis of Kohl’s Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b27d83c4-ea92-41f6-9a5d-1b1db3105369", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "PROMOTIONS LIKELY FRUSTRATE AND CONFUSE SHOPPERS (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 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "877c2b5b-0021-4a5e-907a-541431790f13", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "92ce82b1-0a71-4644-b24a-1d3861e79212", "evidence": "The slide argues that the complexity of promotions confuses customers, directly referencing the mental effort required to understand pricing.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:00.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "cognitive-load" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 59, "type": "tension", "title": "Uses screenshots of Google search results to demonstrate the lack of visibility for Kohl's.", "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": 24, "componentCount": 5, "textChars": 321, "nDataPoints": 1, "notes": "Uses screenshots of Google search results to demonstrate the lack of visibility for Kohl's.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:00.201+00", "seconds": 3.022, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/59", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-59", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.16, "x": 0.06, "y": 0.37 }, "kind": "callout", "text": "Top ads for \"jeans\" Google search", "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 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "560c249b-a198-4a97-a45f-84c41eba50a8", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.28 }, "kind": "image", "text": "Google search results for 'jeans'", "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 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a4d3f18-7943-4a18-86fe-264976feba4b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "With more than $850 million in advertising expenses, we believe Kohl's should be producing better search results for its core products, which it has in abundance", "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 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b111a808-55fd-45b6-b361-9e9a41e2891d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Incognito Google Search on Week of April 4th, 2022.", "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 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58f914c9-40ef-4261-b029-9124e39d8ec2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "INEFFECTIVE MARKETING & 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 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a268ecca-885b-4891-aa05-61e0aa08ea5a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "58a70774-e747-4428-9e4e-71a8916f1a55", "evidence": "Exposing the gap between high spend and poor performance results.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:00.201+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 60, "type": "tension", "title": "The slide uses a red box to highlight the JCPenney search result as evidence of 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": 9, "componentCount": 3, "textChars": 241, "nDataPoints": 0, "notes": "The slide uses a red box to highlight the JCPenney search result as evidence of the contradiction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:17:59.825+00", "seconds": 2.58, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/60", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-60", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "image", "text": "Google search results for 'sephora'", "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 19:17:59.825+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d60e329-6bd6-404b-b4ef-6072fef8e2a2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Incognito Google Search on Week of April 4th, 2022.", "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 19:17:59.825+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f840500-e082-4aa8-b4bb-45e850d1b904", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DESPITE SEPHORA BEING ONE OF KOHL'S' MOST IMPORTANT INITIATIVES, THE COMPANY FAILS TO SUPPORT IT WITH MARKETING – JCPENNEY IS LISTED BEFORE KOHL'S!", "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 19:17:59.825+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5fbc26b-7449-4c56-9eb2-94d5d62418e3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9eb5d7fb-404b-4862-a497-ac916ebfb5c7", "evidence": "The slide explicitly contrasts the stated importance of the Sephora initiative with the evidence of poor search visibility compared to a competitor.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:17:59.825+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 60, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 61, "type": "setup", "title": "Uses screenshots of Instagram profiles as primary evidence.", "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": 58, "componentCount": 9, "textChars": 414, "nDataPoints": 3, "notes": "Uses screenshots of Instagram profiles as primary evidence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.415+00", "seconds": 4.117, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/61", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-61", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.96 }, "kind": "annotation", "text": "Source: Instagram as of March 29th, 2022.", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5af06ead-10cb-4120-8699-107a462ba08e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.2, "x": 0.4, "y": 0.3 }, "kind": "image", "text": "Nordstrom Instagram profile", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00d37706-b701-4aab-9976-98d5390d4fd9", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.2, "x": 0.13, "y": 0.3 }, "kind": "image", "text": "Kohl's Instagram profile", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18f2101d-2786-453f-b4af-e17bd472f6b3", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.2, "x": 0.67, "y": 0.3 }, "kind": "image", "text": "Macy's Instagram profile", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b1c8a09-c767-4849-9b77-9406a423976f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.3, "y": 0.53 }, "kind": "metric", "text": "1.5M Followers", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f251a31-48b4-479d-968f-2a95dc8370e5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.89, "y": 0.53 }, "kind": "metric", "text": "2.1M Followers", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36c13686-3efd-489a-9678-895421b63419", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.62, "y": 0.53 }, "kind": "metric", "text": "3.4M Followers", "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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3d66f15-2845-4aee-842f-85a8432653e1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's emphasized its marketing efforts to reach younger customers, but currently has half the Instagram followers of Nordstrom and 30% fewer followers than 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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0677d0a1-ee37-47c1-a2e0-1c2e4e8f3898", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "DESPITE ATTEMPTING TO COURT YOUNGER AUDIENCES, KOHL'S TRAILS PEERS IN SOCIAL MEDIA 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 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50915289-6ae5-4fe0-9574-7e9acf77c728", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bb3fe845-5e12-461e-83a7-0a88ca4315d8", "evidence": "Direct comparison of follower counts across three competitors.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.415+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 61, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 62, "type": "tension", "title": "Includes screenshots of the Kohl's mobile site and negative customer reviews as evidence.", "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": 60, "componentCount": 8, "textChars": 836, "nDataPoints": 0, "notes": "Includes screenshots of the Kohl's mobile site and negative customer reviews as evidence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.066+00", "seconds": 3.612, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/62", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-62", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.16, "x": 0.01, "y": 0.54 }, "kind": "callout", "text": "Confusing and frustrating promotions: Many items do not qualify for sitewide promotional discounts", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "181e92bc-4c83-46d6-b4bf-7bdea18e1fb9", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.32, "x": 0.16, "y": 0.53 }, "kind": "image", "text": "Screenshots of Kohl's mobile checkout process", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b15a3f0-86f0-4097-9855-2b0cc310c3bb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.53, "y": 0.28 }, "kind": "list", "text": "Customer Frustration: Hard to navigate, slow and unpredictable delivery experience translates to frustrated 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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a2b7259-1bdd-493e-a374-5486fc38de04", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "Poor Site Navigation & Shipping Struggles: Items claim to be on sale, but are not discounted upon check out; Pick up in store is free - if you are willing to drive 40 miles; Four-day delivery is $30 as compared to two-day free on Amazon Prime", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f3e8aec-ce2b-4faa-8f67-4e8ad0a06428", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.96 }, "kind": "other", "text": "Source: Kohl's.com & Google Reviews Week of April 4th, 2022.", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3af52ffa-a174-4f90-a8e0-fa8e0a9a0f68", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Site navigation to find and locate product is difficult, discounts are confusing and shipping is slow and inaccurate, all of which leads to an unhappy customer", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "927bbb78-17e2-47b1-a4ea-0583e70f48d8", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.53, "y": 0.42 }, "kind": "quote", "text": "Collection of negative customer reviews from Jan-Feb 2022", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aec83e50-097a-4c89-b1d7-e7adf0335008", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "CONFUSING ONLINE SHOPPING EXPERIENCE FRUSTRATES CUSTOMERS", "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 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f061b71f-1c30-49ce-8c14-575aeb9e6d3c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "cc002d4c-350e-4fbd-94dc-56eae8dd36dc", "evidence": "Highlights pain points in the online shopping checkout process.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 19:18:01.066+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 62, "frameworkName": "customer-journey-map" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 63, "type": "tension", "title": "Uses a map-based visual to illustrate geographic inefficiency and a table to quantify the margin impact.", "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": 672, "nDataPoints": 12, "notes": "Uses a map-based visual to illustrate geographic inefficiency and a table to quantify the margin impact.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.331+00", "seconds": 3.766, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/63", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-63", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.25, "x": 0.7, "y": 0.8 }, "kind": "callout", "text": "140% MORE PROFITABLE", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbc0f106-351c-40da-bf00-9543fdc2ec35", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.65, "x": 0.03, "y": 0.35 }, "kind": "image", "text": "Map of US showing shipping routes from San Bernardino, CA and Middletown, OH to New York, NY.", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19a500fd-4e12-4e0e-927b-6af9b0e401d3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Many years after identifying the split shipment problem, Kohl's has still not fixed it. For example, an order of eight SKUs led to two shipments, including very similar Men's Socks, is packed and shipped from two different locations.", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9667997e-8931-4cc7-ab9c-77e230d50072", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Source: Company Websites, Shipping confirmation received on 03/24/2022. Note: Product pictures are close to those of original items purchased if they are not available online anymore", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d0872da-dfe6-4281-b708-6ad5636fa2e5", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.3, "x": 0.68, "y": 0.32 }, "kind": "table", "text": "Profit Per Transaction comparison table between Current Process and Without Split Shipments.", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd20293d-106f-4f28-91da-b079765d61ef", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "SPLIT SHIPMENTS CONTINUE TO DRAG GROSS MARGINS LOWER", "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 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4a88445-1722-47d7-804b-6341ef6a873a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9234500e-6b91-4a29-8362-aef721bd2c19", "evidence": "Geographic visualization of shipping routes", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.331+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 63, "frameworkName": "map-spatial" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 64, "type": "tension", "title": "The slide uses a 'CEO quote contradiction' pattern, contrasting the CEO's statement about inventory delays with visual evidence of overstocked clearance items.", "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": 867, "nDataPoints": 0, "notes": "The slide uses a 'CEO quote contradiction' pattern, contrasting the CEO's statement about inventory delays with visual evidence of overstocked clearance items.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.161+00", "seconds": 3.549, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/64", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-64", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.68, "w": 0.68, "x": 0.3, "y": 0.26 }, "kind": "image", "text": "Photographic evidence of clearance racks", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c42a11f-ff77-4e05-9989-57152886c83a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.03, "y": 0.21 }, "kind": "paragraph", "text": "These pictures, recently taken, do not suggest Kohl's lacked inventory needed to drive sales in Q4", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ee37c90-9d1f-4c89-974e-6838a6671af0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.03, "y": 0.29 }, "kind": "paragraph", "text": "Put simply, Kohl's has plenty of inventory", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5521c5c2-6cf2-481e-821b-4cb4c246709d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.37 }, "kind": "paragraph", "text": "However, it appear to lack the inventory the typical customer wants...", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977e6f9b-a745-41d4-8622-62742ce7c9b0", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.28, "x": 0.03, "y": 0.5 }, "kind": "quote", "text": "We experienced significant additional inventory receipt delays and were unable to fulfill all of the customer demand during this critical holiday time. [...] This gives us confidence that as we improve our inventory position in 2022, we will be able to better capture customer demand and drive sales growth.", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97877b0c-c7cf-4395-a5e7-3a9d9a18e6bc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Company SEC Filings, Company Transcripts, Bloomberg LP. Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40f586bc-727a-4975-9a2f-8a86467328cc", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "PROBLEMS IN PLANNING AND ALLOCATION OFTEN LEAD TO SIGNIFICANT MARKDOWNS AND GROSS MARGIN PRESSURE", "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 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb1bf8b2-e49c-4516-9e4a-64f67ceb22bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "73b1ed4e-5858-48c4-a740-8a1fa0c80f32", "evidence": "Contrasts CEO quote about inventory shortages with photos of clearance racks.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:01.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 64, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 65, "type": "tension", "title": "Uses photographic evidence of retail shelves to demonstrate inventory gaps.", "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": 53, "componentCount": 7, "textChars": 696, "nDataPoints": 2, "notes": "Uses photographic evidence of retail shelves to demonstrate inventory gaps.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:00.933+00", "seconds": 3.185, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/65", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-65", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.65, "y": 0.25 }, "kind": "callout", "text": "Out of Stock in sizes 10,12,14 &16 represents ~80% of the sales potential for this Women's jean", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "236871ec-e47a-4913-8b6a-944379ee811b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.65, "y": 0.75 }, "kind": "callout", "text": "Out of Stock in sizes Medium and Large represents ~70% of the sales potential for this Women's tank top", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37c100c5-bd0c-4fb3-84b5-b8821fcbfc5a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.73, "y": 0.5 }, "kind": "callout", "text": "Industry best practices are detailed key item planning by store location with back-up inventory in the distribution center to replenish", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c0641d7-d396-4272-a9ed-6037684c886a", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.58, "x": 0.04, "y": 0.28 }, "kind": "image", "text": "Photos of jeans and tank tops on retail shelves", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cc36451-9b9c-4a0e-b58f-133976133b60", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "other", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "119d6925-0f86-4a90-9fc5-b6b368444316", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "PROBLEMS IN PLANNING AND ALLOCATION CAN LEAD TO MISSED SALES 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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a07cf48-21c1-4c6f-92eb-993be1c5a478", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Lack of rigorous and analytical planning leads to out-of-stock issues in everyday basic items", "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 19:18:00.933+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0fdb3b8-8c39-48aa-8bff-f0c3833e061f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 66, "type": "setup", "title": "The slide argues that the market is not valuing the company's owned real estate, suggesting monetization as a path to shareholder value.", "function": "quantify_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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 461, "nDataPoints": 20, "notes": "The slide argues that the market is not valuing the company's owned real estate, suggesting monetization as a path to shareholder value.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.296+00", "seconds": 7.544, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/66", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-66", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "The Board could have a significant opportunity to monetize the Company's real estate assets and make meaningfully accretive repurchases", "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 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22d8111b-1d1b-4758-b1ba-82f5f38aba0a", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.28 }, "kind": "paragraph", "text": "Not only does Kohl's trade at the lowest valuation among its peers on EBITDA, shareholders receive no value for the owned real estate", "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 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e911a307-b18a-4ee6-bb86-d97d46bdd780", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Source: SEC Filings; KSS 10-K Reports, Macellum Estimates on Price Per Square Foot based on Industry Experts", "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 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c25eb66d-8d79-486d-be54-22d8b4803822", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.94, "x": 0.03, "y": 0.45 }, "kind": "table", "text": "Real estate asset valuation 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": "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 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02524200-fc05-49e0-81c9-6f91b1a4214b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "$8 BILLION IN REAL ESTATE SITS IDLE ON BALANCE SHEET", "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 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99a9359d-6993-4e9e-9991-f5db1a927592", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ebc22a88-bc03-4d7b-8642-7ecc6bc5c79b", "evidence": "Quantifying real estate assets to argue for monetization and share repurchases.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.296+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "frameworkName": "asset-value" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 67, "type": "tension", "title": "Includes a sensitivity table comparing $750k vs $1M remodel costs.", "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": 4, "textChars": 736, "nDataPoints": 18, "notes": "Includes a sensitivity table comparing $750k vs $1M remodel costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.262+00", "seconds": 3.048, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/67", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-67", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.48, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "By our calculations, Kohl's is spending just shy of $1 million to remodel a store with a Sephora shop. Assuming a mid-single-digit lift to sales, Kohl's is likely just breaking even on an EBITDA basis. Depreciating the capital expenditure over 10 years implies a net negative EBIT effect. Kohl's claims $2B in sales, but this requires mid-teens sales lift, which contradicts historical performance of shop-in-shops.", "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 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e916f9ac-3640-49f9-9888-074fc035b025", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.55, "y": 0.75 }, "kind": "other", "text": "Source: SEC Filings; KSS 10-K Reports, Macellum Estimates on Additional Depreciation and Cost of remodel per store.", "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 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "363e2b65-c6fd-4260-8c2f-45b42aaf2f42", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.42, "x": 0.55, "y": 0.385 }, "kind": "table", "text": "Financial model comparing $750k and $1M remodel cost scenarios for 850 Sephora stores, showing EBIT impact.", "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 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c1f4ab4-9e00-42a6-8022-db0510edcbd0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "WITHOUT A MEANINGFUL INCREASE IN THE SALES LIFT, SEPHORA COULD PROVE TO HAVE A NEGATIVE EBIT IMPACT", "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 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79b0d9ad-da64-4131-8ee6-80db0ed82cc6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "800ae3f8-3e29-4b75-a7fb-f1cf4850763c", "evidence": "Exposing the gap between company claims of sales lift and the actual financial reality of capital expenditure.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:01.262+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 67, "frameworkName": "fraud-exposure" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 68, "type": "analysis", "title": "The slide uses a red 'X' to denote perceived inadequacy in specific skill categories for each board member.", "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": 30, "componentCount": 5, "textChars": 346, "nDataPoints": 65, "notes": "The slide uses a red 'X' to denote perceived inadequacy in specific skill categories for each board member.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:01.553+00", "seconds": 3.056, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/68", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-68", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.2, "x": 0.78, "y": 0.18 }, "kind": "annotation", "text": "Denotes inadequacy; Denotes executive committee", "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 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4459f1b-1c7d-4fe8-888e-5f4b3bdd299b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.96 }, "kind": "annotation", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP, Kohl's Corporate Governance Webpage.", "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 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ed720b1-012a-484d-b42e-f2aced519cfd", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.95, "x": 0.03, "y": 0.31 }, "kind": "table", "text": "Matrix of board members vs skills", "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 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d5b3c27-41f9-4f8d-816b-683710d07088", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Lack of retail sector expertise from the incumbent Board, with the exception of Macellum's 2021 nominees, has contributed to poor 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": "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 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61833f04-4b00-448a-8b84-82b142258b52", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "SIGNIFICANT BOARDROOM GAPS", "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 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdffaa68-462d-4db5-8821-cbe9d3c2bf9e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a03301af-838f-4a6d-8587-d724b9116b77", "evidence": "The slide evaluates board member skills and experience to identify gaps in oversight.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:01.553+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 68, "frameworkName": "governance-board" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 69, "type": "setup", "title": "The slide uses a 'lack of' list format to frame the incumbents negatively.", "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": 9, "textChars": 623, "nDataPoints": 0, "notes": "The slide uses a 'lack of' list format to frame the incumbents negatively.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.926+00", "seconds": 10.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/69", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-69", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.88 }, "kind": "callout", "text": "WE BELIEVE THE EXECUTIVE COMMITTEE WIELDS DISPROPORTIONATE INFLUENCE OVER THE BOARD", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25aaf6be-27fa-441e-ba15-e331ddd11776", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.08, "y": 0.32 }, "kind": "image", "text": "Peter Boneparth", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54a84529-f556-4b9b-a934-1a6d9efd5b0a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.33, "y": 0.32 }, "kind": "image", "text": "Jonas Prising", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "591141ef-3545-469a-b6f8-172f0b7fe1ba", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.58, "y": 0.32 }, "kind": "image", "text": "John E. Schlifske", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9b0fd28-291b-46bc-8e6f-767fe91b7640", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.83, "y": 0.32 }, "kind": "image", "text": "Stephanie A. Streeter", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8352688-93d2-419f-9b36-3f8d09ef85b5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.94, "x": 0.03, "y": 0.55 }, "kind": "list", "text": "List of deficiencies for each committee member", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df52656e-de5a-446f-abed-ffbc4a870bd4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.96 }, "kind": "other", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP, Kohl's Corporate Governance Webpage.", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f0aad2d-6195-4962-a1e4-528d24e61b20", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "From the guidelines: \"...Executive Committee which shall have and may exercise all of the powers and authority of the Board in the management of the Company's business and affairs between regularly scheduled meetings of the Board of Directors\"", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d06243cd-8753-4e95-9fa0-6f2fa61d5f83", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "EXECUTIVE COMMITTEE IS COMPRISED OF LONG-TENURED INCUMBENTS WITHOUT RETAIL EXPERTISE", "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 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1311d172-f943-4491-9d72-aba170f81ab4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8c712b80-30f5-4502-9834-7616d9947459", "evidence": "Framing the executive committee as the source of the problem.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:08.926+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 69, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 70, "type": "tension", "title": "The slide uses a 'villain' framing to attack the Board's governance and strategic decision-making.", "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": 8, "textChars": 1183, "nDataPoints": 0, "notes": "The slide uses a 'villain' framing to attack the Board's governance and strategic decision-making.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:02.668+00", "seconds": 3.576, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/70", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-70", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.95 }, "kind": "annotation", "text": "Source: Macellum Suppositions Based on Company Commentary from Company SEC Filings and Articles Written Surrounding the Ongoing Process.", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05686001-b156-4d69-8eb0-8f81c5850677", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "GIVEN RECENT DEVELOPMENTS, WE QUESTION WHETHER THIS BOARD CAN BE TRUSTED TO RUN A FAIR AND CREDIBLE REVIEW OF STRATEGIC ALTERNATIVES", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7027f70-e227-425a-9c65-c473cb856ab0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.68 }, "kind": "list", "text": "Why would the stock trade at a material discount to reported and disclosed offers if investors thought the Board was serious about pursuing the best risk-adjusted outcome for shareholders?", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1923547a-b81d-4106-93d4-ebc8227e37e1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "The Company hastily rejected indications of interest from two credible and well-capitalized acquirers before providing sufficient access to management, a data room and other information that could inform upward adjustments to bids.", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad3fa37a-4915-4591-901a-77f03a26ab98", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "The Board rushed to implement an onerous two-tiered poison pill that could likely only serve to chill acquirer's interest.", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd3f1213-c20a-4d8d-9603-14744721f9e1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.58 }, "kind": "list", "text": "The Company failed to communicate clearly and effectively about its purported process for evaluating potential acquirers' proposals and overtures, even as rumors swirled about a growing set of suitors", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8c89662-e44c-419a-a7c2-b7c68fca848b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "The Board appears more focused on undermining a credible sale process rather than evaluating potential pathways to shareholder value creation", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "115e8da5-f4b0-4566-8206-2071e6604781", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "POORLY RUN STRATEGIC ALTERNATIVES", "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 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85c2d845-6419-441c-92a0-079eafb8dae1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ad503c3c-c575-49ef-9bd8-04cda72ff4de", "evidence": "Critique of Board's strategic process and poison pill implementation", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:02.668+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 70, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 71, "type": "tension", "title": "The slide uses strong, accusatory language ('patently anti-shareholder', 'add insult to injury') to frame the Board as acting against shareholder interests.", "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": 47, "componentCount": 5, "textChars": 1543, "nDataPoints": 0, "notes": "The slide uses strong, accusatory language ('patently anti-shareholder', 'add insult to injury') to frame the Board as acting against shareholder interests.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:02.753+00", "seconds": 3.332, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/71", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-71", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.95, "x": 0.03, "y": 0.8 }, "kind": "callout", "text": "IN OUR VIEW, ANY DIRECTORS THAT SUPPORT SUCH A PATENTLY ANTI-SHAREHOLDER MANEUVER CANNOT BE TRUSTED TO CREDIBLY EVALUATE POTENTIALLY VALUE-MAXIMIZING ALTERNATIVES VERSUS MANAGEMENT’S PERPETUALLY INEFFECTIVE PLANS", "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 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddce6713-c7d0-4292-ad4d-3ae0b65012b1", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.95, "x": 0.03, "y": 0.26 }, "kind": "list", "text": "Following reported expressions of interest in acquiring the Company, the Board adopted what appears to be an onerous, two-tiered poison pill - indicating to us it is also no longer prioritizing maximizing shareholder value and leading us to question the robustness of its strategic review process. The pill prevents a potential acquirer from bringing an offer directly to shareholders without risking substantial dilution - in fact, simply announcing an intent to commence a tender offer (as opposed to consummating one) triggers the pill. While the Board may claim it has built in a “qualified offer” exception, the numerous requirements to be deemed a “qualified offer” all but ensure that no unsolicited offer will ever be made. The requirements include that an offer must be fully-financed with committed capital, not subject to any due diligence and not arbitrarily deemed “inadequate” by the Company’s retained investment bank. To add insult to injury, the Board also did not commit to submitting the pill for shareholder approval, despite having an opportunity to do so at the upcoming 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": "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 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d97de04-0f60-41c9-9d1c-3a6041aa4a94", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP.", "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 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b039b79-df94-43ea-a5ee-eed2416368dc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Shareholders will never know what might have occurred in the absence of this pill", "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 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77df3047-f4a6-4e85-87a0-f87338977ee7", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "THE BOARD APPROVED AN ONEROUS POISON PILL THAT SEEMS LIKELY TO CHILL A PROCESS", "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 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb0b8d79-a777-4a84-b4f5-53453cb4c788", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "edd70fac-0b42-45be-a0c6-9dfaacee84a4", "evidence": "The slide explicitly frames the Board as an antagonist acting against shareholder interests.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:02.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 71, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 72, "type": "tension", "title": "The slide uses 'x' markers to denote points of failure or contradiction in governance.", "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": 60, "componentCount": 6, "textChars": 1508, "nDataPoints": 4, "notes": "The slide uses 'x' markers to denote points of failure or contradiction in governance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:06.745+00", "seconds": 6.693, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/72", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-72", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "Annual Incentive Plan - The Board has a long track record of lowering the performance bar while operational results have deteriorated, and the stock price has suffered. In every year since 2010, the Board set the threshold tier net income target at or below the prior year's actual net income.", "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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1947ad20-8256-4c06-92c2-281966d6ee98", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.62 }, "kind": "list", "text": "The Board sets low performance targets that are inconsistent with its own stated compensation philosophy and the guidance the Company provides the market. In contrast to its claim that \"failure to achieve target goals has significant consequences,\" the Board paid maximum bonuses to management in 2017 despite performance that was well below results just 2 years earlier and paid a maximum bonus in 2018 for only 3% EBIT growth over 2017.", "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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27e6563b-ffc2-42a5-b561-2d79092bcdf7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "Long-Term Incentive Plan (\"LTIP\") - We believe that the Board has failed to use the LTIP program, the largest single component of compensation, as an effective tool - driving expenses higher while results worsened. Total compensation for Kohl's top five executives equaled more than $327 million for the period 2011 to 2021 while sales stagnated, and operating income declined by approximately 22%.", "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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6b93d8b-8c23-4a2f-87f8-e0f632413b77", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP. Note: Kohl's has not provided updated LTIP targets for 2020 and 20221.", "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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff78d1c9-5c38-4a89-9d9c-853e2d946780", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "The Board's compensation plan continually rewards executives despite years of underperformance by consistently including short- and long-term targets for bonuses that are below prior years' results", "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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45fc6f9f-208b-43a1-9359-e68a2770e281", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "INABILITY TO ALIGN MANAGEMENT WITH 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 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "928ce940-2543-48f6-9df0-0d38d9a9f01b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "73ab2165-2333-48d9-b53a-338e9d7a8805", "evidence": "Contrasts stated compensation philosophy with actual bonus payouts.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:06.745+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 72, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 73, "type": "tension", "title": "The table provides a longitudinal view of Kohl's Long-Term Incentive Plans (LTIP) targets vs actuals.", "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": 5, "textChars": 1186, "nDataPoints": 45, "notes": "The table provides a longitudinal view of Kohl's Long-Term Incentive Plans (LTIP) targets vs actuals.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:04.453+00", "seconds": 3.904, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/73", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-73", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.95, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "The Board set net income lower targets in 2017 and 2018 by (23)% and (9)%, respectively, versus the prior year's actual results\nNet income targets fell by 16% from 2015 to 2018\nMs. Gass was paid a 200% LTIP in 2019 for achieving results 10% lower than the target set just two years earlier", "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 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6da32bb0-48a2-43c1-b986-8d45563f50c6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP.. Note: Kohl's has not provided updated LTIP targets for 2020 and 20221.", "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 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fdff962-c418-42a6-abcc-525e12234e14", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.52, "x": 0.24, "y": 0.495 }, "kind": "table", "text": "Kohl's Long-Term Incentive Plans ($mm) 2014-2016 2015-2017 2016-2018 2017-2019 2018-2020 Average 3-Yr Sales Target $19,867 $20,230 $19,593 $18,327 $18,863 % chg. vs. immediately preceding year 4% 7% 2% (2%) (1%) Average 3-Yr Adjusted Net Income Target $913 $923 $773 $520 $777 % chg. vs. immediately preceding year 3% 6% (1%) (23%) (9%) Average 3-Yr Sales, Actual $18,971 $18,993 $18,946 $19,029 $17,694 % chg. vs. immediately preceding year (0%) 0% (1%) 2% (7%) Actual 3-Yr Average Adjusted Net Income $774 $740 $789 $821 $419 % chg. vs. immediately preceding year (13%) (15%) 1% 22% (51%) CEO LTIP Payout as % of Target Level 62.4% 25.1% 118.3% 200.0% 83.5%", "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 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4daba4cf-8208-437d-b72c-4d2ba4cc31d4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "LTIP goals were consistently set lower and rewarded declining results", "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 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "423be690-3dd3-4b73-9ca1-4d29131ce32f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INABILITY TO ALIGN MANAGEMENT WITH SHAREHOLDERS (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 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "522dbbaf-23c4-4f7a-8eee-7ec81bb1880b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "14c8349f-8ebc-40cb-94cd-707202d5b821", "evidence": "Focus on board-set targets and executive compensation alignment", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.453+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 73, "frameworkName": "governance" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 74, "type": "tension", "title": "The chart uses a dual-axis combination of bar (operating income) and line (CEO award percentage) to visualize the disconnect.", "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": 711, "nDataPoints": 22, "notes": "The chart uses a dual-axis combination of bar (operating income) and line (CEO award percentage) to visualize the disconnect.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:03.866+00", "seconds": 3.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/74", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-74", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.94, "x": 0.03, "y": 0.28 }, "kind": "chart", "text": "CEO Award vs. \"Greatness Agenda\" Adj. Operating Income Target & Actual ($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 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c551abf-0d51-41d9-9322-486d378bb159", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.18, "y": 0.88 }, "kind": "list", "text": "Below \"Greatness Agenda\" Target by: (11%) (18%) (28%) (25%) (22%) (36%) (116%) (11%)", "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 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97b20e5c-20d5-443a-b75b-633f555757e6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP. Note: Kohl's has not provided updated LTIP targets for 2020 and 20221.", "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 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fa2f687-4b1d-4a73-ae4d-1bf782c474bf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' annual incentive plan awarded Ms. Gass a maximum 250% bonus in 2017 despite operating income that was (9)% below 2015. The following year, she received a 250% bonus for growing operating income 3.4%. Additionally in 2020, she received a 175% bonus for negative operating income, and a 263% bonus in 2021 for earnings 11% below \"Greatness Agenda\" 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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29f42a69-29f7-400e-9018-ecdb55594ecb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INABILITY TO ALIGN MANAGEMENT WITH SHAREHOLDERS (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 19:18:03.866+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61fb82ee-1b00-4739-b594-7a42d886ff42", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "84e48bfd-2f1e-4443-bbf4-e7c21a6fb94f", "evidence": "Contrasts CEO bonus payouts with failing operating income targets.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:03.866+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 chart uses a dual-axis combo chart (bar for compensation, line for EBIT).", "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": 538, "nDataPoints": 22, "notes": "The chart uses a dual-axis combo chart (bar for compensation, line for EBIT).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:04.253+00", "seconds": 3.012, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/75", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-75", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.94, "x": 0.03, "y": 0.35 }, "kind": "chart", "text": "Annual CEO Compensation vs. Decreasing Annual EBIT ($s in million)", "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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "071faab8-0cec-47b8-877c-c8e1eb9c9689", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "CEO total compensation has increased 37% to $12.9 million from $9.4 million in 2011, while EBIT over the same period has declined 22% from $2,158 million to $1,680 million in 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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01cec62e-d667-4bb4-a1e1-1e3ee2eff0af", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.78, "x": 0.03, "y": 0.27 }, "kind": "paragraph", "text": "The CEO has been paid a total of $110 million since 2011, all while EBIT has declined 22% over the same period", "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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9031a690-9ba8-41d0-b83e-03b0f7cd87a9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP.", "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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b982b2b-83fc-4f51-a565-bdb1403d7161", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.94, "x": 0.03, "y": 0.77 }, "kind": "table", "text": "Table showing annual CEO compensation and EBIT from 2011 to 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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80ce5e97-f165-4a3a-994f-3571911928aa", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INABILITY TO ALIGN MANAGEMENT WITH SHAREHOLDERS (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 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e4c45c2-8416-4ef8-b3da-50502d767290", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c1353dee-443b-4d21-a08b-02e7ed4d83c4", "evidence": "Directly contrasts rising executive pay with falling company performance metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:04.253+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 75, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 76, "type": "tension", "title": "The slide uses red 'x' markers to emphasize points of contention regarding executive pay.", "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": 5, "textChars": 1343, "nDataPoints": 14, "notes": "The slide uses red 'x' markers to emphasize points of contention regarding executive pay.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.306+00", "seconds": 3.842, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/76", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-76", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.95, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "In January 2021, long after the economy showed signs of recovering from the COVID pandemic and when it was known to the Board that the large performance share unit award granted to the CEO in March 2020 had appreciated dramatically (to a potential value of more than $25 million), the Board revised the LTIP plan to increase the CEO's pay. As a result of the Board's ex post facto adjustments, Kohl's CEO received an 83.5% LTIP payout for the 2018-2020 period, valued at more than $2.5 million, despite missing the original target by 35%. Does this really ensure “fairness to Kohl's shareholders,” who experienced a 21% decline in stock price in 2020, or more importantly to the thousands of employees who lost their jobs or were furloughed during the pandemic? The CEO to median employee pay ratio was 1,098:1 in 2020, increasing from 923:1 in 2019", "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 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "679865fe-0d0c-4ee0-9996-4c39a35a8554", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings; KSS Proxy Statements, Bloomberg LP. Note: Kohl's has not provided updated LTIP targets for 2020 and 20221.", "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 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "458e2512-8587-471a-bff6-df089597fc36", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.95, "x": 0.03, "y": 0.71 }, "kind": "table", "text": "Metric, 2018-2020 Goal, 2018 Actual, 2019 Actual, 2020 Actual, 2018-2020 Actual, Actual vs. Goal. Net Sales, $56,590, $19,167, $18,885, $15,031, $53,083, (6%). Adjusted Net Income, $2,330, $927, $769, ($186), $1,510, (35%)", "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 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "025a1f74-4b0f-4b7f-b1ab-b0142648d8e0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "The Board revised the 2018-2020 LTIP plan that resulted in a payout for executives", "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 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec29ca42-28d9-4ebb-8cf4-de0f19767b98", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "INABILITY TO ALIGN MANAGEMENT WITH SHAREHOLDERS (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 19:18:05.306+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae7c5735-2421-46cd-8117-30522b3c4f51", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "f85be7b4-bd0e-421e-b77d-497aa3c4208e", "evidence": "Contrasts executive pay increases with company performance and employee layoffs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:05.306+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": "tension", "title": "Uses a screenshot of an FTC press release and a Kohl's marketing asset to highlight hypocrisy.", "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": 6, "textChars": 627, "nDataPoints": 2, "notes": "Uses a screenshot of an FTC press release and a Kohl's marketing asset to highlight hypocrisy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:04.818+00", "seconds": 3.258, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/77", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-77", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "DESPITE FINES FROM THE FTC AND A COURT ORDER TO STOP MAKING DECEPTIVE ECO-FRIENDLY CLAIMS, KOHL'S STILL HAS POTENTIALLY DECEPTIVE SUSTAINABILITY ADVERTISING IN STORES", "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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f49fec91-3361-48b0-b042-cf10080e9c17", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.33, "x": 0.32, "y": 0.23 }, "kind": "image", "text": "FTC Press Release 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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c124243-9415-4c21-9f1c-92a1ad328fc0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.28, "x": 0.67, "y": 0.23 }, "kind": "image", "text": "Kohl's Sonoma 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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9de1aafc-5874-46c4-904b-a182808bd003", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.96 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts, FTC News Release.", "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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d7752a8-8a0a-41dd-97e4-a80bfdd4554c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.28, "x": 0.05, "y": 0.23 }, "kind": "paragraph", "text": "The Commission has asked the court to order Kohl's and Walmart to stop making deceptive green claims or using other misleading advertising, and pay penalties of $2.5 million and $3 million, respectively, by far the largest penalties in this area.", "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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ffbf86c-62fa-444a-8ac4-dcdb3ecbdfa0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DESPITE ALL OF KOHL'S' ESG CLAIMS, IT INCURRED THE LARGEST PENALTY FOR GREENWASHING", "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 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32d839ae-1167-4dfa-b0ce-ae9fa7c59050", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "088dc9af-ad19-4472-a1f1-180ef4538562", "evidence": "Contrasts official regulatory penalty with ongoing marketing claims.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.818+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 77, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 78, "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": 0, "componentCount": 1, "textChars": 9, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:03.439+00", "seconds": 1.868, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/78", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-78", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.29, "x": 0.048, "y": 0.68 }, "kind": "title", "text": "OUR SLATE", "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 19:18:03.439+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ba8789b-f7a5-4542-a56f-0c44897ed8e2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 79, "type": "setup", "title": "The slide uses a checkmark matrix to demonstrate the breadth of skills across the proposed slate.", "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": 7, "componentCount": 3, "textChars": 169, "nDataPoints": 0, "notes": "The slide uses a checkmark matrix to demonstrate the breadth of skills across the proposed slate.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:04.156+00", "seconds": 2.564, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/79", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-79", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Macellum has nominated a slate of 10 highly qualified and experienced director candidates", "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 19:18:04.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4dd1743-e7cb-4416-812b-bafec664e9b5", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.06, "y": 0.25 }, "kind": "table", "text": "Matrix of 10 nominees against 9 categories of expertise", "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 19:18:04.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f725bd-e5c2-4161-8c33-c79286466756", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "HOW OUR NOMINEES STACK 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 19:18:04.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfb9d966-86ec-4b41-8dc0-ada2b1238000", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "39e0f167-bfec-44f8-86ab-340e19ddbfdc", "evidence": "A matrix mapping candidates to specific skill sets to validate their qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:04.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 79, "frameworkName": "evidence-matrix" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 80, "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": 29, "componentCount": 4, "textChars": 793, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.002+00", "seconds": 3.242, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/80", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-80", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.418, "w": 0.222, "x": 0.028, "y": 0.00342 }, "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 19:18:05.002+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50a5aa70-6258-4338-824b-0d121773b511", "parentComponentId": null }, { "bbox": { "h": 0.418, "w": 0.706, "x": 0.266, "y": 0.00342 }, "kind": "list", "text": "Currently a director at DISH Network Corporation (NASDAQ: DISH), CTO Realty Growth, Inc. (NYSE: CTO) and Alico, Inc. (NASDAQ: ALCO).\nFormer Managing Director (Mergers & Acquisitions) at Lazard Frères & Co. LLC, where he advised a variety of companies on successful transactions.\nFormer Managing Director of the Highbridge Growth Equity Fund at Highbridge Principal Strategies, LLC and former Managing Director and Head of Private Equity at Perry Capital, LLC.\nReceived a B.A. from Yale University and a J.D. and M.B.A from the University of Virginia and is a member of the New York Bar.", "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 19:18:05.002+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "962b558d-d70f-4e5b-8ef8-1208a817f296", "parentComponentId": null }, { "bbox": { "h": 0.064, "w": 0.944, "x": 0.028, "y": 0.00188 }, "kind": "paragraph", "text": "We believe Mr. Brokaw's background as an investment banker, M&A expert and public company director can help the Board run a credible sale process and explore all paths to enhanced value creation", "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 19:18:05.002+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21558726-a543-4485-8239-a1faac9e06f9", "parentComponentId": null }, { "bbox": { "h": 0.098, "w": 0.328, "x": 0.028, "y": 0.056 }, "kind": "title", "text": "GEORGE BROKAW", "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 19:18:05.002+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a8312f2-9f83-49ca-a175-c3bcfaba769e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 81, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 55, "componentCount": 7, "textChars": 913, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:04.994+00", "seconds": 3.105, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/81", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-81", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.4, "y": 0.93 }, "kind": "paragraph", "text": "John Albright, President and CEO of CTO Realty Growth, Inc. (NYSE: CTO)", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "044b276e-3d45-4077-9fc2-035fe8c7b98c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.55, "y": 0.51 }, "kind": "paragraph", "text": "John Kiernan, President and CEO of Alico, Inc. (NASDAQ:ALCO)", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48971a4e-d2d1-4d9f-a385-1c8035671628", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.62 }, "kind": "paragraph", "text": "Michael Gorzynski, Executive Chairman at Continental General", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c26e4f3e-b2eb-4545-891b-3986ede88492", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.45, "x": 0.05, "y": 0.18 }, "kind": "quote", "text": "George's background as a banker, lawyer and investor enables him to see complex corporate situations from various perspectives, resulting in better outcomes for all parties involved. He has the unique ability to go deep on capital allocation...", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ffd739d-6e43-4cfe-9980-32626a24a975", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.18 }, "kind": "quote", "text": "George has been invaluable in helping craft a long-term strategy for our business and has provided critical insight surrounding financial planning. Moreover, he has helped lead the Board in a constructive manner to ensure maximum shareholder value.", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34927909-d359-4b6d-aa33-637569270e68", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.4, "y": 0.61 }, "kind": "quote", "text": "George has been an instrumental board member with his capital markets experience and savvy insight. His understanding of both private and public markets has a great help to our company's strategic plans.", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9eadf62-d543-4762-b19e-528d40882841", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. BROKAW", "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 19:18:04.994+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2390e716-02d0-4cef-b9b0-9d3c723bce7f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 82, "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": 30, "componentCount": 4, "textChars": 828, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.374+00", "seconds": 3.458, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/82", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-82", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.2, "x": 0.025, "y": 0.34 }, "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 19:18:05.374+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29abcd41-02c0-4651-a039-fb7a814dbfe6", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.72, "x": 0.25, "y": 0.34 }, "kind": "list", "text": "Chief Executive Officer of Macellum Capital Management, an investment management firm, with more than 20 years of experience investing in retail and consumer sectors. Former Managing Director at Prentice Capital Management, LP and Managing Director at S.A.C. Capital Associates LLC. Former Chairman of the Investment Committee in the Research Department at Lehman Brothers Inc. Currently serves on the Board of Directors of Citi Trends, Inc. (NASDAQ: CTRN), a growing specialty value retailer of apparel, accessories and home trends. Holds a B.A. from The University of Massachusetts Amherst.", "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 19:18:05.374+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a7e0f2-1fb0-4019-8009-7e70f712ad69", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.95, "x": 0.025, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Duskin's capital markets acumen, significant retail sector investing experience and independent shareholder perspectives can help the Board pursue and evaluate all paths to maximizing value for 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 19:18:05.374+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753b570f-7276-4918-8fc3-20dfde14fd86", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.025, "y": 0.05 }, "kind": "title", "text": "JONATHAN DUSKIN", "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 19:18:05.374+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aef2cb2-7c5b-45ad-92cb-35b32421a8f6", "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": "c34f0e39-73e5-4455-b1ae-4c9bb7667fb7", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:13.972239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 82, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 83, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 64, "componentCount": 7, "textChars": 1541, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:07.007+00", "seconds": 3.972, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/83", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-83", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.44, "x": 0.06, "y": 0.93 }, "kind": "paragraph", "text": "Morris Goldfarb, Chairman and CEO of G-III Apparel Group (NASDAQ: GIII)", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9614bc06-0cc2-4723-b79c-e50a56bce0a8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.46, "x": 0.27, "y": 0.49 }, "kind": "paragraph", "text": "Seth Johnson, Board of Directors and Chairperson of Audit Committee at Tilly's; Former Chief Operating Officer and Vice Chairman of Abercrombie and Fitch.", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc8683c5-4181-41bc-812c-ceeddb00a5fc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.44, "x": 0.55, "y": 0.93 }, "kind": "paragraph", "text": "Steve Fishman, President SSF Resources, Inc.; Retired CEO & Chairman, Big Lots, Inc .", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dacead7b-e08f-496b-8071-87a94cfbccab", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.44, "x": 0.06, "y": 0.58 }, "kind": "quote", "text": "Jon is a positive and constructive force for collegiality and progress in the boardroom. He appropriately challenges management by demanding financial rigor and operational excellence. He also has a unique ability to help executives balance short-term needs with long-term opportunities that can create value for customers and shareholders alike.", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "532ef9d5-c3fb-4939-a8d7-3bf9982e654b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.46, "x": 0.27, "y": 0.18 }, "kind": "quote", "text": "Jon and I have worked closely over many years and he is a positive and constructive force for collegiality and progress in the boardroom. He appropriately challenges management by demanding financial rigor, operational excellence and the implementation of best practices. He also has a unique ability to help executives balance short-term needs with long-term opportunities that can create value for customers and shareholders alike.", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a203e78-b1e5-427c-8554-066100f95ea1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.44, "x": 0.55, "y": 0.58 }, "kind": "quote", "text": "I've known Jon and worked closely with him for over a decade. Jon has an exceptional understandings of the retail industry and how to turn companies around. In addition to understanding capital allocation and finance, he has unique comprehension of merchandising, marketing, supply chain and other critical operational areas. He has proven to be a real asset , especially in opportunistic situations as a partner in strategy.", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8660466-d3ec-4318-97c6-2091745ed836", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. DUSKIN", "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 19:18:07.007+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cedc1bf4-6e5e-4b67-a262-e6ee8b2c5781", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 84, "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": 43, "componentCount": 4, "textChars": 1241, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:05.97+00", "seconds": 2.87, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/84", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-84", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.22, "x": 0.03, "y": 0.34 }, "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 19:18:05.97+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ac5a59d-2184-4df8-8b36-887f12072682", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.7, "x": 0.27, "y": 0.34 }, "kind": "list", "text": "Former Executive Vice Chairman at PVH Corp. (NYSE: PVH), one of the world's largest fashion companies owning brands such as Tommy Hilfiger and Warner's, where he helped grow revenues from $1 billion to $10 billion and led the development and launch of Calvin Klein, which currently represents nearly 50% of PVH Corp.'s total revenue.\nFormer Chief Executive Officer of Heritage Brands and former President of IZOD.\nFormer President, Worldwide of Guess?, Inc. (NYSE: GES) and former senior executive at Nautica Enterprises, Inc. (formerly NASDAQ: NAUT), Hugo Boss AG and Burberry Group plc.\nPreviously served on the Board of Governors of GS1 US, an information standards organization focused on solving supply chain problems across industries, and on the Board of Directors of Ariat International, Inc., a leading manufacturer of innovative performance equestrian footwear, apparel and belts.\nHolds a B.S. and Honorary Doctorate from Merrimack College.", "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 19:18:05.97+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab58f336-1896-4b72-b22b-d92358a46835", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Duane's more than three decades of experience as a C-suite executive at leading public retailers can help management establish a new strategic plan that pursues greater operational efficiency, more aligned executive compensation and an optimized balance sheet", "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 19:18:05.97+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0a3275b-4c13-43b9-83ac-be4c1d07b547", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "FRANCIS KEN DUANE", "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 19:18:05.97+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36b0c535-07c1-45b2-be31-fd42794a9f24", "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": "a6c5813f-16a0-423b-86e1-b826a72666af", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.07475+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 84, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 85, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 7, "textChars": 1094, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:06.723+00", "seconds": 3.205, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/85", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-85", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.35, "x": 0.54, "y": 0.71 }, "kind": "paragraph", "text": "Morris Goldfarb, Chairman and CEO of G-III Apparel Group (NASDAQ: GIII)", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18efee1d-9ced-4b2d-8d4b-a6f95620dacf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.168, "y": 0.93 }, "kind": "paragraph", "text": "Michael Shaffer, COO and CFO of PVH Corp. (NYSE: PVH)", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3b5be21-47f7-409f-b461-a48cc5fe92c9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.06, "y": 0.51 }, "kind": "paragraph", "text": "Barbara Rentler, Vice Chair & Chief Executive Officer, Ross Stores, Inc. (NASDAQ: ROST)", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e504b4d0-684e-45f4-a207-1434156da4d2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.06, "y": 0.2 }, "kind": "quote", "text": "Ken develops long-term working relationships built on trust and mutual respect. He applies his strong business acumen to all situations. This skill, along with Ken's clear understanding of merchandising, has aided him in building many businesses.", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32483aa9-3a8f-4f1c-8c2d-a06f0e47b658", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.54, "y": 0.29 }, "kind": "quote", "text": "Ken not only managed a vast team of executives at PVH for their wholesale distribution, but he facilitated to integrate the woman's licensing business from under $100 million to over $1 billion. Ken's professional strengths are complemented by his demonstrated leadership skills and well-rounded knowledge of fashion apparel which makes him an invaluable asset and exceptional candidate for a consumer retail 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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af4120a7-f190-4634-a481-fe0b4b06154a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.168, "y": 0.61 }, "kind": "quote", "text": "Ken's ability to understand the apparel sector and get things done is second to none. He is a great leader who brings together and motivates people while treating them with dignity and respect.", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdf640a4-4390-4463-880a-6dfddc64c36a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. DUANE", "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 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60064c57-1c1f-42e8-bbb5-b78361d8c3df", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "667fff88-d909-4565-817e-b5e068cf2aca", "evidence": "Using quotes from industry leaders to validate the candidate's qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:06.723+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 85, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 86, "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": 41, "componentCount": 4, "textChars": 1096, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:07.175+00", "seconds": 3.011, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/86", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-86", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.2, "x": 0.03, "y": 0.34 }, "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 19:18:07.175+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92bbcd30-9ec1-4426-8470-f23ba5ac357f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.72, "x": 0.25, "y": 0.34 }, "kind": "list", "text": "Chief Financial Officer and Executive Vice President of Citi Trends, Inc. (NASDAQ: CTRN) (retiring from CTRN in April 2022).\nFormer executive at L Brands Inc. (n/k/a Bath & Body Works, Inc. (NYSE: BBWI)), where she held C-level roles at Mast Global, Victoria's Secret (n/k/a Victoria's Secret & Co. (NYSE: VSCO)) – where she established a business strategy that contributed to the ~$7 billion brand achieving 50% profit growth – and Express (n/k/a Express, Inc. (NYSE: EXPR)).\nCurrently serves on the Board of Directors of Neiman Marcus Group, LLC, where she serves as Chair of the Audit Committee.\nWas named one of Savoy Magazine's 2021 Most Influential Black Corporate Directors.\nHolds a B.S. from Florida A&M University and an M.B.A from the Fuqua School of Business at Duke 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 19:18:07.175+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e601d08-2b37-4c53-8d23-85b8bf3ca338", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Ms. Edwards' business and financial planning expertise and extensive executive-level experience in finance, strategy and operations across a variety of retail brands and sectors can help improve the Company's balance sheet and objectively assess standalone strategic growth plans", "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 19:18:07.175+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0fbcae6-4152-4b5d-b0a2-f0a725a4369e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "PAMELA J. EDWARDS", "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 19:18:07.175+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "214f6da9-4fe0-4b74-8733-eed0f14af5b4", "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": "61f75349-0896-431c-bc45-e44c23318579", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.175349+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 86, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 87, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 49, "componentCount": 7, "textChars": 710, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:07.753+00", "seconds": 3.39, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/87", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-87", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.4, "x": 0.57, "y": 0.86 }, "kind": "paragraph", "text": "Donna James, Chairwoman of the Board of Directors of Victoria's Secret & Co.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ef8753b-668a-4694-adb7-30194d0101d8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.09, "y": 0.86 }, "kind": "paragraph", "text": "Paul Brown, Chairman of the Board of Directors of Neiman Marcus Group Board of Directors; and CEO of Inspire Brands, Inc.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e962cfe-f9ec-48b5-8983-ea01a7280df7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.3, "y": 0.45 }, "kind": "paragraph", "text": "Heather Wilson, CEO of Clara Analytics, Inc.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3e2d1f2-8b57-4e24-b5d3-86607f95deef", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.415, "x": 0.28, "y": 0.18 }, "kind": "quote", "text": "Pam has a unique combination of CFO & COO operating experience. Not only does she understand the numbers she also understands the retail business end-to-end.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4487209a-12b5-4cb1-b2e3-9d21bad5ffe7", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.57, "y": 0.5 }, "kind": "quote", "text": "Pam Edwards has deep retail, financial and operations expertise. She is a strategic leader who fosters a culture of performance and transparency.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ca2d1ce-7c26-4718-ba46-689f4671ec62", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.08, "y": 0.59 }, "kind": "quote", "text": "Pam has a great way of getting right to the heart of a topic and doing so in a style which helps align others around the crux of the issue.", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5147826-14c1-4c98-a615-8c0df518f395", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MS. EDWARDS", "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 19:18:07.753+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbe71c07-d0c1-479c-ab0c-bbdb1f00c64c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 88, "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": 30, "componentCount": 4, "textChars": 822, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:33.259+00", "seconds": 28.646, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/88", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-88", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.388, "w": 0.228, "x": 0.028, "y": 0.00344 }, "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 19:18:33.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46538387-791c-4b4f-ade6-df8c3c55f591", "parentComponentId": null }, { "bbox": { "h": 0.388, "w": 0.704, "x": 0.268, "y": 0.00344 }, "kind": "list", "text": "Vice Dean of Rutgers Law School, the largest public law school in the Northeast, and has served as a Professor of Law at Rutgers since 2018, as well as an independent diversity and employment practices consultant since 2007.\nPreviously held roles in diversity counseling at Ballard Spahr Andrews & Ingersoll, LLP, Holland & Knight LLP and Littler Mendelson, PC, a U.S.-based law firm that handles labor and employment litigation.\nHolds a Bachelor of Arts from the University of Virginia and a J.D. from the Georgetown University Law Center.", "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 19:18:33.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de1e532f-5dc2-4bc9-b9a3-d5af4a32ba3a", "parentComponentId": null }, { "bbox": { "h": 0.102, "w": 0.944, "x": 0.028, "y": 0.00188 }, "kind": "paragraph", "text": "We believe Ms. Hawkins' diversity consultancy experience, legal expertise and strong knowledge of public company governance can help the Board meaningfully improve its diversity initiatives as well as enhance its corporate governance and executive compensation 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 19:18:33.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "391d5d5d-33f0-4ca8-a593-51e742e95599", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.298, "x": 0.028, "y": 0.056 }, "kind": "title", "text": "STACY HAWKINS", "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 19:18:33.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c90f5f4-9da5-4fc0-aee5-890a78118bf3", "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": "2b3b655d-65d8-447b-ba88-86ef314fb636", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.280064+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 88, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 89, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 7, "textChars": 1357, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:07.915+00", "seconds": 3.168, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/89", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-89", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.44, "x": 0.07, "y": 0.85 }, "kind": "paragraph", "text": "Steven Staes, Chief Operating Officer & Division General Counsel of K&G Fashion Superstore and Chair, Equity & Inclusion Counsel of Tailored Brands, Inc.", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0542c32c-2451-4326-adcb-04da57e96e44", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.36, "x": 0.59, "y": 0.85 }, "kind": "paragraph", "text": "Jennifer Clarke, former Executive Director of Public Interest Law 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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aab9ea0-aa54-4a7d-9726-7813427bbdd6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.44, "x": 0.28, "y": 0.45 }, "kind": "paragraph", "text": "John Jay Hoffman, Esq., Senior Vice President & General Counsel of Rutgers, The State University of New Jersey", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad61f57-be5d-40ac-abee-24c2e3b2c1a6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.44, "x": 0.28, "y": 0.18 }, "kind": "quote", "text": "Professor Hawkins brings clarity, precision and professionalism to every task she encounters and every challenge she overcomes, and, for so doing, is a highly sought- after constructive partner on ambitious initiatives.", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68151995-1041-481a-8c3a-912e9ba41b02", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.44, "x": 0.07, "y": 0.055 }, "kind": "quote", "text": "We were able to access her deep knowledge of the history and contemporary business case for DEI and formulate a realistic path forward that was both aspirational and responsive to the needs and expectations of our customers and employees. Stacy’s combination of intellect, cultural competence, and business savvy make her an outstanding choice for a public company director.", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f0fdd9f-71d9-4767-a7e7-a0974c7c590f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.36, "x": 0.59, "y": 0.49 }, "kind": "quote", "text": "I worked with Stacy as she consistently and effectively ensured that the organization’s low-income, minority clients not only received superior legal service, but had a voice at the table in guiding the firm’s strategic direction and operation. She brought her serious purpose, preparation and hard work to her board service, a reflection of unsurpassed commitment to the organization and its clients.", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c811cea3-6bfb-4736-bfe3-d9da21181319", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MS. HAWKINS", "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 19:18:07.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "676f749a-a4f7-4744-a8f2-789a10b9698a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 90, "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": 33, "componentCount": 4, "textChars": 940, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:13.523+00", "seconds": 8.392, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/90", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-90", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.2, "x": 0.025, "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": "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 19:18:13.523+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "873d230a-33f9-4673-8f12-4e7813c50464", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.72, "x": 0.25, "y": 0.35 }, "kind": "list", "text": "Former senior executive at Macy's, Inc. (NYSE: M), an American department store chain, including as Chief Merchandising Officer and Chief Stores Officer.\nFormer Chairman of Macys.com, Macy's ecommerce division, and Chief Executive Officer and President of the Hecht's Company, a large chain of department stores.\nCurrently serves as President of JAK Consulting, a consulting services firm focused on retail and wholesale business strategy, and on the Board of Directors of Ronald McDonald House New York, a children's charity that provides temporary accommodation for medical patients.\nHolds a B.B.A from The University of Massachusetts Amherst.", "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 19:18:13.523+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "201d1d8a-bc74-4f7b-9288-04ed2cb287a7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.95, "x": 0.025, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Kantor's nearly 40 years of retail industry experience overseeing merchandising, planning, private label development and ecommerce can help turn around the Company's continued underperformance, pursue strategic and business improvements and earn back market share", "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 19:18:13.523+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "828c2c6b-7241-40c4-a569-b0e6e1bcd58d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.025, "y": 0.05 }, "kind": "title", "text": "JEFFREY A. KANTOR", "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 19:18:13.523+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4de2b39-7c66-4fea-bae5-2aca46cdaeb1", "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": "6a0be04a-fd8f-447b-98f2-af91e9788cf0", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.386123+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 90, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 91, "type": "evidence", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 59, "componentCount": 7, "textChars": 1144, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.173+00", "seconds": 2.97, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/91", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-91", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.318, "x": 0.063, "y": 0.918 }, "kind": "paragraph", "text": "Jimmy Rosenfeld, former President of Fishman & Tobin Inc.", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55c99c29-3ab9-4a16-9aa4-eb62eab1ff38", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.318, "x": 0.254, "y": 0.498 }, "kind": "paragraph", "text": "John Harper, former CEO of Splitit Payments Limited (ASX: SPT) (OTCMKTS: STTTF) and former COO of Macy's Inc. (NYSE: M)", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af57b0ef-a33d-47f3-bdb6-790c6d9ec5e1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.318, "x": 0.579, "y": 0.874 }, "kind": "paragraph", "text": "Bradley W. Snyder, Executive Managing Director of Tiger Capital Group, LLC", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e69d2aba-6260-456b-a7e2-780d0a8eba28", "parentComponentId": null }, { "bbox": { "h": 0.252, "w": 0.318, "x": 0.254, "y": 0.182 }, "kind": "quote", "text": "Jeff's business acumen and overall organizational perspective is ideal for the board of a public company. His experience leading E-Commerce, Merchandising, Stores, Real Estate, and Human Resources would be invaluable. [...] In my experience, no leader gets more out of his teams.", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "975053c1-1afb-4790-83da-061209fc4199", "parentComponentId": null }, { "bbox": { "h": 0.268, "w": 0.318, "x": 0.063, "y": 0.578 }, "kind": "quote", "text": "His vision, open mindedness, creativity, flexibility and strategic thinking enabled him to successfully navigate through a career of mergers and acquisitions. [...] His authenticity and self-awareness along with his interpersonal communication skills enabled him to be an inspirational leader .", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd8c1a84-63f8-4ec2-960d-ead9dfb6cba5", "parentComponentId": null }, { "bbox": { "h": 0.252, "w": 0.318, "x": 0.579, "y": 0.51 }, "kind": "quote", "text": "Through his years of experience (in every aspect of retail), Jeff is one of the very best retail visionaries I know. [...] His management style is based on respect, empathy and hard work (by example). Any organization (public or private) would be far better with his involvement and leadership.", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fab31183-a9f6-43b0-8907-ef2659a4c6b1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. KANTOR", "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 19:18:08.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f394b5-865f-4d6c-a2e7-c763f05c0e59", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 92, "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": 27, "componentCount": 4, "textChars": 587, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.078+00", "seconds": 2.781, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/92", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-92", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.22, "x": 0.03, "y": 0.34 }, "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 19:18:08.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "251c5512-bf0e-4b9f-a2c9-89f5e73333f1", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.72, "x": 0.25, "y": 0.34 }, "kind": "list", "text": "Co-Head of Investment Banking, Head of Restructuring and Senior Managing Director of B. Riley Securities, Inc.\nFormer Partner and U.S. Practice Leader of Business Recovery Services for PwC\nAdvised 30+ retailers with 5,500+ stores\nBoard member of bebe stores, inc.\nB.S. from Seton Hall", "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 19:18:08.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca0389c2-7f85-4eeb-a2e8-a7cdb71bee3b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Mandarino's investment banking background and experience advising stakeholders on business and financial strategy across the retail and consumer industries can help the Board capitalize on the Company's strong brand, value creation potential and ample real estate 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 19:18:08.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f0abb4a-2aca-4c2d-9bfa-c51f7b4a32e9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "PERRY M. MANDARINO", "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 19:18:08.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeddb66c-d287-42af-ac7a-4b2c63fa0b5a", "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": "bd60eb30-077f-4282-b0cc-aab9b5ed0925", "evidence": "nominee_bio", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:14.491179+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 92, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 93, "type": "setup", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 31, "componentCount": 5, "textChars": 696, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:07.964+00", "seconds": 2.418, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/93", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-93", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.3, "x": 0.06, "y": 0.78 }, "kind": "paragraph", "text": "Michael Wysocki, CEO of Wydrocarbon", "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 19:18:07.964+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0317b17a-15b7-40ba-bea9-845fdd1c532d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.53, "y": 0.58 }, "kind": "paragraph", "text": "Achintya Moulick MD, MBA, MCh, CEO of CarePoint Health Systems", "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 19:18:07.964+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37678a6f-cf26-431f-90be-c0508ddb7cd4", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.38 }, "kind": "quote", "text": "Public boards require fresh visions and Perry is a creative, experienced leader with decades of experience crafting complex solutions that deliver results. Perry is also experienced at designing systems to hold such visions accountable. Perry has significant leadership, vision and discernment built on decades of experience crafting deals that deliver value.", "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 19:18:07.964+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57ec4bd5-00c0-4c85-bef5-0857bc212bb8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.53, "y": 0.26 }, "kind": "quote", "text": "Perry has tremendous domain knowledge and takes a lot of interest to provide the best financial solutions to companies seeking him out. He is a natural leader without being obvious and in your face kind of way.", "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 19:18:07.964+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "887ebbe6-e83f-4816-8a3d-ef6d702468f8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. MANDARINO", "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 19:18:07.964+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cb701b7-f206-4186-a240-8c6a3d3c86bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 94, "type": "setup", "title": "Part of a series of nominee bios; page number 94.", "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": 4, "textChars": 1121, "nDataPoints": 2, "notes": "Part of a series of nominee bios; page number 94.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.461+00", "seconds": 2.847, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/94", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-94", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.385, "w": 0.215, "x": 0.028, "y": 0.343 }, "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 19:18:08.461+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54bd7028-d03b-4b8a-adc1-974a42249eb9", "parentComponentId": null }, { "bbox": { "h": 0.535, "w": 0.722, "x": 0.25, "y": 0.343 }, "kind": "list", "text": "Former President of Chico's Brand, FAS, Inc. (NYSE: CHS), one of the fastest retail turnarounds in women's specialty apparel, delivering record breaking results.\nFormer President of Full Beauty Brands, a plus size women's and men's apparel and home goods holding company.\nFormer senior executive at Talbots, Inc., a specialty retailer for women's apparel, where she executed a turnaround that grew the stock by 4x.\nPreviously served on the Board of Directors of Francesca's Collections prior to its initial public offering in 2011.\nCurrently serves as Founder and Chief Executive Officer of Stanmore Partners, a senior leadership consultancy for CEOs, private equity firms and start-ups.\nHolds a B.S. from the Florida State University, where she has served on the Board of Governors of the College of Business since 2014", "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 19:18:08.461+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a299b2d-b458-4db4-abd2-b5951ff40675", "parentComponentId": null }, { "bbox": { "h": 0.095, "w": 0.944, "x": 0.028, "y": 0.188 }, "kind": "paragraph", "text": "We believe Ms. Murray's significant executive expertise in the retail and apparel sector, with more than 35 years of experience leading business turnarounds, share price growth and long-term strategy, can help the Board properly oversee the Company's business operations and strategy.", "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 19:18:08.461+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3efdd0cc-40fd-42fe-847d-2f731199b38a", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.358, "x": 0.028, "y": 0.056 }, "kind": "title", "text": "CYNTHIA S. MURRAY", "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 19:18:08.461+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ce804d2-121e-4db2-b879-13902cf3f18a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 95, "type": "setup", "title": "The slide uses a grid of four quote boxes, each attributed to a high-profile executive.", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 40, "componentCount": 5, "textChars": 1010, "nDataPoints": 0, "notes": "The slide uses a grid of four quote boxes, each attributed to a high-profile executive.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.443+00", "seconds": 2.808, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/95", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-95", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.35, "x": 0.58, "y": 0.62 }, "kind": "quote", "text": "Cinny is an invaluable thought partner, strategic leader, has high intellectual horsepower and is a joy of a person. She will be an exceptional advisor to a management team and addition to a public company board.", "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 19:18:08.443+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43667adf-5e51-4d1a-9dbb-fd69be793d03", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.13, "y": 0.62 }, "kind": "quote", "text": "Cinny is a strategic thought leader. She is able to quickly assess brand and business opportunities. She moves expeditiously to inspire and unite the organization, challenging them to think differently in building strategy and delivering results.", "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 19:18:08.443+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49c6d598-6023-40f4-9879-54a36d5dcc35", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.13, "y": 0.205 }, "kind": "quote", "text": "Cinny has the rare ability to recognize significant consumer shifts well in advance of competitors, which is an invaluable strategic advantage as an advisor. She also has a history of acting on her instincts to build brands with an amazing track record.", "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 19:18:08.443+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcb4802c-18b7-4784-a0b4-22dc85038c10", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.35, "x": 0.58, "y": 0.205 }, "kind": "quote", "text": "Cinny's creative vision, coupled with her pragmatic operational expertise, is a unique and highly-effective blend of capabilities. In a market where innovation and agility are imperatives of success, Cinny helps an organization excel in managing change and transformation.", "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 19:18:08.443+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fabc60c1-8790-4bbf-a8a9-a0d9c6059df9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MS. MURRAY", "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 19:18:08.443+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22ed1348-3df1-4df9-9f17-c996b7faaca0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 96, "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": 39, "componentCount": 4, "textChars": 1242, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:08.797+00", "seconds": 2.645, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/96", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-96", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.2, "x": 0.03, "y": 0.345 }, "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 19:18:08.797+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c4cfc5a-d72f-4658-b993-323a6683ac87", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.72, "x": 0.25, "y": 0.34 }, "kind": "list", "text": "Former Chief Executive Officer of Gabriel Brothers, Inc. (n/k/a Gabe's), a value department store retailer, where he led a turnaround resulting in rapid sales and profit growth.\nFormer President and Chief Operating Officer of Wet Seal, Inc. (n/k/a The Wet Seal, LLC), a fast fashion retailer and President and Chief Merchandise/Marketing Officer of Pamida Discount Stores LLC, a regional discount chain of department stores.\nFormer Executive Vice President of Stores, Operations and Store Design of Old Navy.\nCurrently serves as Principal of Retail Business Optimization LLC, a consulting firm focused on helping retailers optimize their business model execution, and on the Board of Directors of Citi Trends, Inc. (NASDAQ: CTRN), a growing specialty value retailer of apparel, accessories and home trends, and as Lead Independent Director of West Marine, Inc., where he oversaw massive value creation efforts.\nHolds a B.A. from the University of Wisconsin-Green Bay.", "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 19:18:08.797+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da3259eb-7bc7-499f-bbcf-24b3db0ced84", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Seipel's strong track record of helping grow and turn around retail companies as well as Fortune 500 brands can help the Board streamline the Company's value proposition, create a compelling merchandise assortment and rationalize distribution.", "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 19:18:08.797+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92c29734-5043-4e40-ab91-7a332029abb7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "KENNETH D. SEIPEL", "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 19:18:08.797+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fc03b42-96d6-4c15-8702-462696ce3323", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 97, "type": "setup", "title": "The slide uses a standard testimonial layout to build credibility for a board nominee.", "function": "introduce_nominees", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 66, "componentCount": 7, "textChars": 1271, "nDataPoints": 2, "notes": "The slide uses a standard testimonial layout to build credibility for a board nominee.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:09.385+00", "seconds": 3.211, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/97", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-97", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.54, "x": 0.23, "y": 0.45 }, "kind": "paragraph", "text": "Peter Sachse, Executive Chairman of Citi Trends (NASDAQ: CTRN)", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e16ba32-0a21-4e9d-b8d6-179374e502bb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.9 }, "kind": "paragraph", "text": "Dan Collins, Chairman and CEO of Monomoy Capital Partners", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79085fc1-2d0c-4743-bb45-dddf9b54c59a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.55, "y": 0.82 }, "kind": "paragraph", "text": "Kurt Kaul, Chairman of Gabriel Brothers, Inc. (n/k/a Gabe's) and Managing Partner of Alvarez & Marsal Capital Partners", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3f537dc-98f7-4a18-93f8-b00540d6055b", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.5 }, "kind": "quote", "text": "As the CEO and director of Gabe's, he inherited a lethargic business with lack luster performance. He quickly assessed the root cause issues, reengaged many quality long time employees, leveraged his apparel knowledge and talent , developed a clear and concise strategy and quickly delivered results.", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "774c5259-84fa-48b7-b596-b0c8fd5fb3e3", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.54, "x": 0.23, "y": 0.18 }, "kind": "quote", "text": "As a board member, Ken is always prepared, challenges management appropriately, is strategic and most importantly, understands the role of the board. As our Nom/Gov chairman, Ken has brought a new set of standards and rigor to how we govern the company. He would be a terrific candidate for any board that could get him.", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "942095bb-b8e8-4d06-91c8-ed0799a6aa75", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.05, "y": 0.58 }, "kind": "quote", "text": "As the CEO of West Marine, Ken established a competitively differentiated strategy, developed focused strategic initiatives, hired an exceptional team and swiftly executed the plan. Under his leadership, top line sales increased 22%, EBITDA increased 215% and shareholder value increased 620%. [...] He is a tremendous strategic leader and will be a great asset as a member of the Board.", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2b4dec3-061d-4ee9-92b0-06f7722b9ea8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. SEIPEL", "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 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39f624d2-ebdf-4a9f-a804-83af1e19228a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d62fa9b9-2c45-4d70-bf66-11f0012f702b", "evidence": "Using testimonials from industry leaders to validate the nominee's qualifications.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:09.385+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 97, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 98, "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": 33, "componentCount": 4, "textChars": 799, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:09.988+00", "seconds": 2.907, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/98", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-98", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.2, "x": 0.03, "y": 0.343 }, "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 19:18:09.988+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f33a1978-f74e-435c-aa36-e6f88fd1cc87", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.72, "x": 0.25, "y": 0.34 }, "kind": "list", "text": "Founder and Managing Principal of Tidewater Capital, LLC, a real estate private equity firm with approximately $1 billion of assets under management.\nPresident of Chain of Lakes Capital, Inc., a venture investing platform.\nPreviously worked at JBG Companies, LLC (n/k/a JBG SMITH Properties) (NYSE: JBGS), a property investment company, Sembler Investments, a diversified real estate investment and development company, and Deutsche Bank AG (NYSE: DB).\nHolds a B.A. from Brown University and an M.B.A from Harvard Business School.", "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 19:18:09.988+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e16ed48-2a0d-401d-ac43-9a97017ddab0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Mr. Young's strong real estate investment, mergers and acquisitions and capital markets experience can help the Board evaluate sale opportunities or optimize the Company's real estate relative to a new strategic, operational and financial plan.", "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 19:18:09.988+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bffb3f80-7b68-4ffc-a179-08a590e6a84c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "CRAIG M. YOUNG", "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 19:18:09.988+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9496cc2c-8a7e-49f6-afc7-29c77c9f5c2d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 99, "type": "evidence", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "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": 47, "componentCount": 7, "textChars": 668, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.342+00", "seconds": 3.211, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/99", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-99", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.32, "x": 0.1, "y": 0.915 }, "kind": "paragraph", "text": "Matt Kelly, CEO of JBG SMITH Properties", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "012e9247-cf7e-4a44-92ce-cca27595b4c5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.38, "x": 0.59, "y": 0.895 }, "kind": "paragraph", "text": "Ross Stackhouse, Principal of Tidewater Capital", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "194f2914-3698-4d2e-87f4-6cac0fa24783", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.29, "y": 0.465 }, "kind": "paragraph", "text": "Alex Cheek, Managing Director of Goldman Sachs", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da37b6f0-8a3e-41ac-bbb7-fa15c6df7668", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.57, "y": 0.53 }, "kind": "quote", "text": "Craig's most admirable quality is his steadfast commitment to the value that relationships are the bedrock of a successful business and a fulfilling 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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bb78338-5476-4f1c-a555-ab3c18c21fcf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.06, "y": 0.55 }, "kind": "quote", "text": "Craig is a unique entrepreneur in the real estate industry combining a thoughtful and patient approach to investment decision-making with a visionary approach to leadership...", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81bc3a6a-a601-4e6e-ae44-639d8f8b2cd8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.44, "x": 0.28, "y": 0.18 }, "kind": "quote", "text": "Craig is a natural leader. [...] He has a unique balance of someone who is both highly empathetic, while also remaining unafraid of being decisive. And before he reacts, he listens.", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e83ab35c-f9fc-4f62-b8a7-4899feeb1d7f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "ENDORSEMENTS FOR MR. YOUNG", "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 19:18:10.342+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6945d81-2c32-470b-90d4-9a455302461f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 100, "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": 2, "componentCount": 2, "textChars": 19, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:09.17+00", "seconds": 1.893, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/100", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-100", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "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 19:18:09.17+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a3d14ee-8243-4bc3-8659-3db3755d5398", "parentComponentId": null }, { "bbox": { "h": 0.067, "w": 0.548, "x": 0.048, "y": 0.608 }, "kind": "title", "text": "OUR STRATEGY & PLAN", "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 19:18:09.17+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c366d8b-537f-4f54-82b0-00f8ebf4d426", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 101, "type": "setup", "title": "The slide uses a grid of five boxes, each with a checkmark, to represent strategic initiatives.", "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": 38, "componentCount": 7, "textChars": 352, "nDataPoints": 0, "notes": "The slide uses a grid of five boxes, each with a checkmark, to represent strategic initiatives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.259+00", "seconds": 2.879, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/101", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-101", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.25, "x": 0.37, "y": 0.355 }, "kind": "callout", "text": "INCREASE GROSS MARGIN", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "200ae64c-0aa8-41e0-bb55-ddcc774f706a", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.25, "x": 0.53, "y": 0.685 }, "kind": "callout", "text": "ALIGN EXECUTIVE COMPENSATION", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46c1e9bc-5942-4be5-b8a5-b8099f2fd0f6", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.25, "x": 0.06, "y": 0.355 }, "kind": "callout", "text": "MEANINGFULLY GROW SALES", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8066d658-8c26-43f7-8a99-fe4b169da78b", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.25, "x": 0.22, "y": 0.685 }, "kind": "callout", "text": "IMPROVE CAPITAL ALLOCATION", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94dcde49-84f2-4207-9f15-4bd11309def0", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.25, "x": 0.68, "y": 0.355 }, "kind": "callout", "text": "DECREASE AND LEVERAGE SG&A 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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f44621f7-40cf-4df0-bdda-c3822320e3a8", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.96, "x": 0.02, "y": 0.18 }, "kind": "paragraph", "text": "With a meaningfully enhanced Board and management configuration and an improved culture, we believe Kohl's can be a leading destination for value-conscious shoppers and regain market share", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d1482a1-c24a-402a-8e8b-92e7afd24427", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.73, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "SUPERIOR STANDALONE OPERATING PLAN", "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 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd96fde2-e0f4-42a5-ba0c-d391363194a0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Action Titles", "slug": "action-titles", "status": "active", "bestFor": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "canonId": "019dd956-ac70-700b-a608-ba58e78f5dcc", "version": 1, "bodyDocId": "816dad3c-9983-41c1-a86e-978ebd582841", "description": "The McKinsey-bred discipline of writing every slide title as a complete declarative sentence with a verb and an insight, not a topic label. Each title is a sub-claim that ladders up to the deck's governing thought; read in sequence, the titles reconstruct the executive summary.", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "4a4e30b9-d79f-4226-a2f3-da8f7f128f86", "evidence": "The slide contains several callout/primary elements with titles such as 'DECREASE AND LEVERAGE SG&A COSTS'", "pageRefs": null, "priority": "Core", "whenToUse": "Any decision-grade deliverable — strategy recommendation, board update, investment memo, M&A review, post-mortem — where the reader is being asked to agree, decide, or act and will skim the title bar at speed.", "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.06021+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "whyItWorks": "Solves two failure modes at once. (1) The buried claim: action titles place the conclusion on the page before any analysis is read, so a busy reader doesn't reverse-engineer it from the chart. (2) The spineless deck: because each title is a claim, slides have to ladder up to the governing thought; logical gaps become visible as topic-shaped titles in a sequence that no longer reads as a story.", "antipattern": "Topic labels disguised as titles — Volume by quarter, Key findings, Pricing strategy, Margins have been impacted. No verb, or a passive verb with no agent, or a fact (Revenue grew 12%) without the so-what. Also: titles that overreach the chart's evidence, multi-claim X-grew-but-Y-fell welded titles, and mechanical repetition of the same X-drove-Y template across the deck.", "cardinality": null, "narrativePurpose": "Forces the deck to carry its argument in the title bar so a senior reader can extract the recommendation without opening a single slide; converts a binder of topics into a navigable pyramid where every slide is a node defending the apex." } ], "frameworks": [ { "matchId": "42902ec6-231b-42ea-9ff7-53aa4ed4bb0f", "evidence": "Explicit mention of 'IMPROVE CAPITAL ALLOCATION' as a core pillar.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 19:18:10.259+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 101, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 102, "type": "setup", "title": "The chart uses a waterfall bridge to show the incremental impact of various operational and financial levers.", "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": 24, "componentCount": 4, "textChars": 389, "nDataPoints": 11, "notes": "The chart uses a waterfall bridge to show the incremental impact of various operational and financial levers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.729+00", "seconds": 2.65, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/102", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-102", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.42 }, "kind": "chart", "text": "Macellum 3-YR Plan without a Sale Leaseback", "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 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80e21b6e-9400-4de5-abbd-f0e7fa4008d2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.094 }, "kind": "source-note", "text": "Source: SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm...", "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 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "406e7dc9-8ce1-41ed-b359-db6e995c89ab", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.22 }, "kind": "title", "text": "We firmly believe that low single-digit sales growth, margin expansion and share repurchases can lead to annual EPS of approximately $14.77 and unlock significant shareholder value within the next few 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 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb7cdbf4-3e58-4356-81c2-d61f6650cab2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "KOHL'S HAS TREMENDOUS VALUE CREATION POTENTIAL", "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 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a346d997-e980-42c3-b4d5-118c76efc878", "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": "91e8baf8-eb90-40ea-b358-1ed44ffba0fe", "evidence": "The slide features a 'chart/waterfall-bridge: Macellum 3-YR Plan without a Sale Leaseback'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.142205+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "767204d3-3ed6-4124-9fd7-260ad8b2fdc1", "evidence": "The slide uses a waterfall chart to bridge the gap between two EPS values.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.729+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 102, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 103, "type": "setup", "title": "Includes specific assumptions on sales growth, margin expansion, SG&A leverage, share repurchases, capex, and dividends.", "function": "quantify_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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 4, "textChars": 498, "nDataPoints": 120, "notes": "Includes specific assumptions on sales growth, margin expansion, SG&A leverage, share repurchases, capex, and dividends.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.969+00", "seconds": 2.782, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/103", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-103", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.35, "x": 0.03, "y": 0.2 }, "kind": "list", "text": "Macellum's operating plan projects low-single sales growth, 30 bps of gross margin expansion and 90 bps of SG&A leverage driving EBIT margins to 10%. $6.3 billion of operating cash flow. $3.0 billion of share repurchases. $2.5 billion of capex.", "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 19:18:10.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47c0572c-9c12-4ef7-8f60-cb826234b8f1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts, Macellum 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 19:18:10.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26a4462b-e836-45d8-b9f0-fab1ef8558b4", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.58, "x": 0.38, "y": 0.18 }, "kind": "table", "text": "Income Statement Analysis table showing 2021A-2024E projections for Sales, EBITDA, EBIT, EPS, and Cash.", "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 19:18:10.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72007364-4503-414d-867f-5fb1a1a3dec6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "SUMMARY OF KOHL'S ESTIMATED FUTURE FINANCIALS IF MACELLUM'S PLAN IS UNDERTAKEN", "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 19:18:10.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5409a284-0e66-4d20-83e9-c465ce30af0a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 104, "type": "setup", "title": "The chart shows a bridge from FY 2021 Adjusted EPS to a potential FY 2024 Adjusted EPS including a sale-leaseback impact.", "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": 4, "textChars": 435, "nDataPoints": 12, "notes": "The chart shows a bridge from FY 2021 Adjusted EPS to a potential FY 2024 Adjusted EPS including a sale-leaseback impact.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.914+00", "seconds": 2.72, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/104", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-104", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.47, "x": 0.02, "y": 0.27 }, "kind": "callout", "text": "Macellum's nominees will evaluate a potential sale leaseback transaction to determine its merits. To the extent it proves viable, it is possible that Kohl's could earn substantially more from a sale leaseback.", "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 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bf04391-04f2-4568-a62d-de2ff1dc77f0", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Waterfall chart showing EPS growth components", "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 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c91d0353-8b6e-4760-801f-8e3969157733", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm...", "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 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49d782f1-7d12-47e4-9f24-871d3ddd3dcf", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S COULD HAVE EVEN GREATER EARNINGS POWER IF A SALE LEASEBACK PROVED VIABLE", "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 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a27bf4d-b89d-4d26-ae59-77922ff661ae", "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": "5bff01e8-9fa6-4286-94e2-69b07f7e725b", "evidence": "The slide features a 'chart/waterfall-bridge: Waterfall chart showing EPS growth components'", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:07.261165+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f5a6e2bb-70fa-469d-a869-50f053a980e2", "evidence": "Visual bridge of EPS components", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.914+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 104, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 105, "type": "resolution", "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": "sparse", "densityScore": 19, "componentCount": 5, "textChars": 285, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.9+00", "seconds": 2.619, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/105", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-105", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.42, "x": 0.29, "y": 0.915 }, "kind": "callout", "text": "VIEW THE ENTIRE PLAN HERE", "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 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c64b1a79-5365-4456-956a-0760714ccda2", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.265 }, "kind": "diagram", "text": "Four-phase timeline: Assess (1-4 weeks), Analyze (4-7 weeks), Develop (7-10 weeks), Implement (11-14 weeks)", "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": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ea731a4-ed20-4a7e-8791-62c34f1ab609", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.92, "x": 0.04, "y": 0.37 }, "kind": "list", "text": "Strategic initiatives listed under each phase", "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 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff67e35f-59c1-45a1-bfae-fa1c27424b89", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.028, "y": 0.18 }, "kind": "title", "text": "Our nominees are ready to implement a strategy to create meaningful 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 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cb49c34-fb48-44e7-9537-0f4dd0d8c418", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.42, "x": 0.028, "y": 0.05 }, "kind": "title", "text": "100-DAY TRANSITION PLAN", "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 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d083616-7a1c-4fc7-99bc-7c11425b4541", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "77dc08de-b998-43ac-a561-1fd3126b3cfb", "evidence": "Standard management consulting framework for leadership transitions", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:10.9+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 105, "frameworkName": "100-day-plan" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 106, "type": "setup", "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": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 297, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:10.916+00", "seconds": 2.48, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/106", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-106", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "Customer-centricity; Merchandise organization; Assortment architecture; Value Proposition; In store; Ecommerce; Advertising", "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 19:18:10.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc043289-b991-4a01-adae-cee2cf5518a7", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "In our view, Kohl's has a significant opportunity to improve sales and recapture a decade of lost market share by focusing on the following initiatives", "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 19:18:10.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccd2c243-c15b-4bd3-a5c3-47c96a1eb728", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "MEANINGFULLY GROW 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 19:18:10.916+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf8b148b-651c-4339-800b-c4b947f21a84", "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": "299a6607-d48b-440b-8818-9b5df669d81a", "evidence": "The slide mentions targeting 'moderate income, families aged 30-45'.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.143374+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "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": "119d780f-55ca-43dd-8cba-a1a144222303", "evidence": "The slide contains a list/bullet of key initiatives to improve sales.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.103982+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 106, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 107, "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": "balanced", "densityScore": 30, "componentCount": 3, "textChars": 772, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:11.421+00", "seconds": 2.778, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/107", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-107", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.95, "x": 0.028, "y": 0.28 }, "kind": "list", "text": "Turn - increasing inventory turn creates a virtuous cycle of increased newness, higher full-priced selling and lower markdowns\nDistribution center rationalization - as 30% of Kohl's' sales have migrated to ecommerce, in our view, the store DC network is meaningfully under optimized\n3rd-party sourcing agent - we estimate that roughly 30% of the assortment is sourced by a sourcing agent. A Company of Kohl's' size should develop in-house sourcing resources at materially lower costs\nSplit shipments - improving the fulfillment algorithm and developing more transparent pricing will likely meaningfully reduce split shipments and increase profitability", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b1f58ff-40f3-4149-a9eb-25de62abd927", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.028, "y": 0.18 }, "kind": "paragraph", "text": "We believe implementing the following initiatives can lead to meaningful increases in gross 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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90758f5e-72a4-474e-97bf-3dab32b514a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.028, "y": 0.05 }, "kind": "title", "text": "INCREASE GROSS 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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17c99c1b-90d8-40a4-ac34-177b8c43a4ab", "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": "e170cf83-7a8f-4a6f-8b2c-a398561ad09f", "evidence": "The slide contains a list/bullet of initiatives to increase gross margin.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.21182+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 107, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 108, "type": "setup", "title": "The slide uses a 'zero-based budgeting' approach as a key recommendation.", "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": 40, "componentCount": 6, "textChars": 736, "nDataPoints": 0, "notes": "The slide uses a 'zero-based budgeting' approach as a key recommendation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:11.421+00", "seconds": 2.755, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/108", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-108", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.53 }, "kind": "list", "text": "In-store - initiative a comprehensive analysis of payroll to decrease costs and/or lead to higher service levels and customer engagement", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2557ecb4-198a-4d4b-9174-4c06b1034d13", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.42 }, "kind": "list", "text": "Advertising - rationalizing advertising expending by focusing on the most effective channel to lower costs and/or increasing customer reach", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c0bb1f7-c878-4836-bde9-4c14f4071823", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.64 }, "kind": "list", "text": "Non-merchandise cost - use sophisticated procurement agents to complete a study to aggregate purchasing and lower expenses", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8540cfa-4ad0-4810-aa5d-58949cca837e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.27 }, "kind": "list", "text": "Corporate costs - embark on a detailed analysis of where cost have increased over the last several years and implement a plan to reduce costs, as well as institute a “zero-based budgeting” approach to planning for the future", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e312e171-5c31-45ea-81cc-7602183932d6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Implementing the following cost cutting mechanisms will enable margins to increase substantially", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f70bb6ed-a092-40b3-89ca-0c07736a0447", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "DECREASE SG&A COSTS", "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 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cb70c2c-556a-4f69-a32a-e957f79849a8", "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": "d34c7332-9720-47ad-b20c-8f85cc3580c6", "evidence": "The slide contains a list/bullet of cost cutting mechanisms.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.280397+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "5b2cb558-d9de-425f-af93-dd5f0f5d8eea", "evidence": "The slide explicitly lists mechanisms to decrease SG&A costs.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:11.421+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 108, "frameworkName": "cost-cutting" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 109, "type": "setup", "title": "The slide uses a bulleted list to detail specific financial levers: sale leaseback, share repurchases, CapEx discipline, working capital optimization, and liabi", "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": "overcrowded", "densityScore": 84, "componentCount": 9, "textChars": 1587, "nDataPoints": 6, "notes": "The slide uses a bulleted list to detail specific financial levers: sale leaseback, share repurchases, CapEx discipline, working capital optimization, and liability management.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:12.895+00", "seconds": 3.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/109", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-109", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.45 }, "kind": "list", "text": "Capital expenditures - taking a bottoms up, project by project approach to capital projects will help ensure that duplication is reduced, spending from finished projects is recaptured and appropriate returns are modeled to result in higher free cash flow", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0353da7c-f1b9-46fa-a255-1ef74a00d888", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.37 }, "kind": "list", "text": "Increased repurchases - the Company's strong balance sheet and sale leaseback proceeds could reduce the share count and increase EPS meaningfully from existing free cash flow", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "358dc8f5-bf9c-4f6c-be72-230817402a8c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.55 }, "kind": "list", "text": "Working capital - increasing inventory turn to drive a significant increase in cash, sales and margins. Every 1x increase in turn releases over $600 million in cash; Kohl's' inventory turns are over 2.5x below best-in-class operators. Improving accounts payable to inventory ratio by 10-20% to make Kohl's comparable to Macy's could generate $300-$600 million in cash", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b80f615-f3c0-4f0e-aa9c-5314151833dd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "Sale leaseback - evaluating the potential to unlock proceeds from the approximately $8 billion of owned real estate at 14-15x EBITDA can be significantly accretive when buying back stock trading at ~4x EBITDA", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "456d4470-1102-48e8-930d-d43d737ef963", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.72 }, "kind": "list", "text": "Liability management - embarking on a strategy to consolidate debt maturities and lower coupon as well as rationalize an antiquated indenture will likely lower borrowing costs and increase financial flexibility", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb3414d2-827f-4185-bc10-05e201cab25a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.95, "x": 0.03, "y": 0.79 }, "kind": "list", "text": "Reduce capital expenditures - embark on a process that scrutinizes every capital expenditure", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bff75ebd-feff-458f-bc79-f8432378c30f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "In conjunction with operational improvements, we believe optimizing capital allocation and rationalizing the balance sheet will likely result in significantly higher EPS", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f83fb211-1252-4774-9e2e-a6e028a03c47", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP, Macellum 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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca6e1d38-9bfe-4121-9f4d-19da49ea24d2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "IMPROVE CAPITAL ALLOCATION & OPTIMIZE BALANCE SHEET", "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 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b42aa537-b959-48fe-b9ec-6f3afeca84ed", "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": "ee086295-9816-40ca-8caa-b01cfd5e6cab", "evidence": "The slide contains a list/bullet of initiatives to improve capital allocation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.350399+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "be78e792-218d-48e4-8ad1-6df20e501a47", "evidence": "The slide explicitly outlines a strategy for capital allocation, including repurchases, CapEx, and working capital management.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.895+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 109, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 110, "type": "setup", "title": "Includes a cash flow buildup and a comparison of EPS impact based on different repurchase scenarios.", "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": 29, "componentCount": 4, "textChars": 511, "nDataPoints": 18, "notes": "Includes a cash flow buildup and a comparison of EPS impact based on different repurchase scenarios.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:12.747+00", "seconds": 3.456, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/110", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-110", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Despite its underwhelming three-year plan, Kohl's should generate a significant amount of cash, which can be used to make additional share repurchases. Undertaking a $3 billion share repurchase program could generate EPS 30-35% higher", "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 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63aefd7a-66f4-4308-8978-6e42cbd13da8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.94 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm and line-item commentary to estimate forecasted line 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 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a36800b-8c7b-4e87-8285-3b650953df58", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.25, "y": 0.42 }, "kind": "table", "text": "Cash flow and EPS impact 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 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a94802a9-4310-41bc-b778-71cb98b970fa", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "WE BELIEVE KOHL'S HAS THE ABILITY FOR SUBSTANTIALLY MORE SHARE REPURCHASES", "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 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38274686-455e-4d51-89e5-36525d0f5539", "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": "8f2770c6-a99a-4cc3-b42d-db2b5d72bc62", "evidence": "The slide contains a table/data of cash flow and EPS impact.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.418742+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "670beee6-85ae-4397-94e7-3164cafb64c3", "evidence": "Analysis of cash flow usage for share repurchases to drive EPS growth.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.747+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 110, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 111, "type": "setup", "title": "The table shows a pro forma adjustment to 2021 financials, highlighting a 64% increase in EPS.", "function": "quantify_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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 5, "textChars": 722, "nDataPoints": 30, "notes": "The table shows a pro forma adjustment to 2021 financials, highlighting a 64% increase in EPS.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:12.191+00", "seconds": 2.884, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/111", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-111", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Our nominees are committed to evaluating a sale leaseback transaction to determine its merits. Our estimates suggest Kohl's could increase EPS by 64%. After retiring dividend paying stock, the effective cap rate to extract $3.3 billion of after-tax proceeds is only 3.4%. Contrary to the Board's claims, we believe this is a far superior structure. Macellum assumes share repurchases at an average price of $54 resulting in the purchase of approximately 61.1 million shares.", "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 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abce57a5-4426-4d79-bf0c-1c0a42717785", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.03, "y": 0.97 }, "kind": "other", "text": "Note 1: EPS restate to give effect to the ending share count", "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 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76e722a8-fb4a-42ff-be71-3079fcac2f5b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.03, "y": 0.18 }, "kind": "subtitle", "text": "We believe it is possible for Kohl's to execute a meaningfully accretive sale-leaseback transaction", "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 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf90d123-52c9-4da4-b12e-59f42f9bc4df", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.3 }, "kind": "table", "text": "Illustrative $4 Billion Sale-Leaseback of Real Estate", "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 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "130ad280-dc09-4fc6-93dd-9a430538045c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "EVALUATE THE REAL ESTATE 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 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5957c55d-1ffb-4c25-9238-ce07e6c7d987", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "05f65fa0-edff-4928-92a1-c44e81a1baec", "evidence": "Proposing a sale-leaseback to fund share repurchases", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.191+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 111, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 112, "type": "setup", "title": "The chart highlights Kohl's position relative to peers, showing that even with a sale leaseback (KSS w/SLB), the leverage ratio remains well within the peer ran", "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": 409, "nDataPoints": 17, "notes": "The chart highlights Kohl's position relative to peers, showing that even with a sale leaseback (KSS w/SLB), the leverage ratio remains well within the peer range.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:12.938+00", "seconds": 3.232, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/112", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-112", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Adjusted Net Debt to Adjusted EBITDAR (FY 2021)", "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 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92f9b8d1-53a0-481f-8d16-876b2678a1eb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.03, "y": 0.25 }, "kind": "paragraph", "text": "It is worth noting that this is likely why all reported buyers are using proceeds from a sales leaseback to unlock 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": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "175d9b29-1424-4855-9e61-8831643c31d9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "The analysis of the merits of entry into a sale leaseback transaction would be a top priority for our nominees", "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 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6324df55-4672-4681-9bd4-34cc723c6c5e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP", "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 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0757af29-da97-48c1-86ad-6eaff6fe220e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "A SALE LEASEBACK WOULD NOT MATERIALY INCREASE KOHL'S LEVERAGE, ESPECIALLY 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 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9768e934-1110-4555-bb0c-f7bf2530ba67", "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": "d6b79362-9997-4e1a-b07d-7f3b6ba54d12", "evidence": "The slide contains a chart comparing Kohl's leverage to peers.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.522536+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "8f598047-b11c-40cd-be37-50050ab1330b", "evidence": "Compares Kohl's leverage ratio against a peer group to validate a strategic proposal.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:12.938+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 112, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 113, "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": 3, "componentCount": 2, "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 19:18:12.208+00", "seconds": 2.06, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/113", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-113", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "People carrying shopping bags", "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 19:18:12.208+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61b95745-b749-4e08-a399-a01c9c907bf8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "title", "text": "OUR STRATEGY & PLAN – DETAILS", "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 19:18:12.208+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d37a38d-84df-4128-9d23-461e91da3543", "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": "d56ec898-40c4-46f1-b697-ce148a1fe9da", "evidence": "The slide is titled 'OUR STRATEGY & PLAN – DETAILS'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:19.590486+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 113, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 114, "type": "setup", "title": "The slide uses a structured bulleted list to detail customer-centric strategies, capped with a highlighted callout box at the bottom.", "function": "propose_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": "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": 54, "componentCount": 6, "textChars": 1485, "nDataPoints": 0, "notes": "The slide uses a structured bulleted list to detail customer-centric strategies, capped with a highlighted callout box at the bottom.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.5-flash", "runId": null, "at": "2026-07-16 20:02:35.204+00", "seconds": 7.759, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/114", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-114", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.083, "w": 0.912, "x": 0.038, "y": 0.856 }, "kind": "callout", "text": "THROUGH EXIT INTERVIEWS AND CUSTOMER SURVEYS, KOHL'S CAN LEARN A LOT MORE ABOUT HOW THE CUSTOMER IS SPENDING THEIR MONEY AND HOW THEY CAN BETTER SERVE ALL OF THE CUSTOMERS' NEEDS", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2dca93d0-dc5f-401d-b565-60070bd42e43", "parentComponentId": null }, { "bbox": { "h": 0.611, "w": 0.944, "x": 0.028, "y": 0.228 }, "kind": "list", "text": "The primary target is moderate income, families aged 30-45, with \"mom\" as the decision-maker\nThe secondary target is the \"baby boomers\" who have shopped with Kohl's since the '90s\nKohl's can win with customers by \"overdelivering on value\" and streamlining its pricing message\nCustomers must feel like the product quality and price, coupled with a good store or online experience, is consistently better than expected\nKohl's can focus on a broader selection of items to cover every part of a customer's day and week.\nBy following the holiday calendar, Kohl's has an opportunity to participate much more meaningfully in seasonal categories for apparel and home décor\nThere is a significant opportunity to focus on ethnically diverse customers, which is a growing portion of the population - particularly at the price points Kohl's caters to\nThere is the potential for Kohl's to grow sales by entering new categories that the customer allocates a part of their wallet to like pet, garden and electronics, or a more meaningfully developed self-care department", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "247e48ab-dced-4686-a294-f1574791bddb", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.231, "x": 0.022, "y": 0.981 }, "kind": "source-note", "text": "Source: Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16b9ea6e-c3a1-4a1c-9670-ed5ff8f45bc2", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.822, "x": 0.028, "y": 0.188 }, "kind": "title", "text": "Kohl's has a significant opportunity to dominate the middle-income, value-focused segment of consumer families", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eea5d581-2a7b-4a5b-8018-56a7a9a65bce", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.756, "x": 0.028, "y": 0.056 }, "kind": "title", "text": "IMPROVED FOCUS ON CUSTOMER CENTRICITY", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ca2b492-1a07-4baa-b206-2de89d73b2da", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.085, "x": 0.868, "y": 0.065 }, "kind": "title", "text": "01. 02. 03. 04.\nOUR STRATEGY", "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 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "737a03b7-d033-4e48-a4b7-2bba0b292c53", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c66c2a5-b35d-4c13-ade0-ea464ee06281", "evidence": "The slide mentions targeting 'moderate income, families aged 30-45'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.693139+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "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": "261e883a-240d-434b-9218-9ac59052ca73", "evidence": "The slide contains a list/bullet of customer-centricity initiatives.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.658777+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "bed606e4-a7c8-42c8-8143-a01996d777d1", "evidence": "Kohl's has a significant opportunity to dominate...", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "action-titles" }, { "matchId": "d8164209-d03b-4e82-be44-1a6ed4bc7c0c", "evidence": "Eight bulleted strategic recommendations", "framework": null, "confidence": 0.85, "extraction": { "at": "2026-07-16 20:02:35.204+00", "model": "google/gemini-3.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 114, "frameworkName": "list-presentation" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 115, "type": "setup", "title": "The slide uses demographic data to justify a strategic pivot toward more diverse customer segments.", "function": "size_opportunity", "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": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 5, "textChars": 416, "nDataPoints": 16, "notes": "The slide uses demographic data to justify a strategic pivot toward more diverse customer segments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:13.533+00", "seconds": 2.844, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/115", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-115", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.41, "x": 0.55, "y": 0.44 }, "kind": "chart", "text": "Figure 5. Race-ethnic make-up of under age 18 population, 2010-2020 (%)", "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": "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 19:18:13.533+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a477b395-3d4d-48c3-a8e8-7f7ee25132f7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: 2020 U.S. Census; Brookings Institution", "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 19:18:13.533+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d24acfc-71f7-40f8-9faf-991d4bf0a133", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.94, "x": 0.028, "y": 0.185 }, "kind": "paragraph", "text": "Kohl's' store locations and market position as a middle-income price value retailer provides a significant opportunity to appeal to Caucasian, Latinx, African American and Asian families", "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 19:18:13.533+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ef921f3-8f3f-49b0-bfa5-b2e783c6645a", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.46, "x": 0.038, "y": 0.44 }, "kind": "table", "text": "Population Mix as of 2020 Census and Percent Growth by racial group", "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 19:18:13.533+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4491c99-61d5-41e6-8257-fd281fc47bc1", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.78, "x": 0.028, "y": 0.028 }, "kind": "title", "text": "IMPROVED FOCUS ON CUSTOMER CENTRICITY (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 19:18:13.533+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d338792d-cec7-4dc5-9a0a-4d6809173b52", "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": "e75753bc-4ade-4179-a1ee-09b35504eed0", "evidence": "The slide contains a table/data of population mix.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.762493+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 115, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 116, "type": "setup", "title": "The slide uses a three-tier vertical logic flow: Competitor Segments -> Competitor Attributes -> Kohl's Winning 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": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 212, "nDataPoints": 0, "notes": "The slide uses a three-tier vertical logic flow: Competitor Segments -> Competitor Attributes -> Kohl's Winning Strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:14.24+00", "seconds": 3.229, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/116", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-116", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "diagram", "text": "Three-tier strategic mapping of competitors and Kohl's response", "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 19:18:14.24+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbed5362-aa6d-4563-9073-520448d6937e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "We believe Kohl's can develop strong, defensible, repeatable strengths to pull ahead of the competition", "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 19:18:14.24+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd87f72e-9ae6-4df9-9335-c3d8ef20dc55", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "DEVELOP BRAND STRENGTHS TO WIN VS. COMPETITION", "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 19:18:14.24+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1df9bffb-780a-4b57-ba9b-d461f515b382", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bc395e79-ff22-4d18-95f5-e5561c28a1fd", "evidence": "The slide maps competitor segments to attributes and then to a winning strategy for Kohl's.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:14.24+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 116, "frameworkName": "logical-chain" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 117, "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": 63, "componentCount": 8, "textChars": 946, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:14.547+00", "seconds": 3.471, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/117", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-117", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.85, "x": 0.11, "y": 0.41 }, "kind": "list", "text": "Increase turn to lower markdowns, which will result in higher gross margins", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38006f50-3069-4b10-bb77-e90b84d95cdb", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.11, "y": 0.49 }, "kind": "list", "text": "Reduce the abundance of similar items by breaking down the silos within the product development teams", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c0ef24f-72f4-43f0-b606-710560982c7f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.11, "y": 0.86 }, "kind": "list", "text": "Allocating by store and by department will reduce imbalances and lower markdowns", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90fbd6cd-544e-4dab-979a-88d7f67b1ba1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.11, "y": 0.6 }, "kind": "list", "text": "Develop a plan to consistently execute opening price points for basic products as well as a \"good, better, best\" pricing architecture", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa84669b-6bc5-40cf-b259-71dc4be89b7a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.11, "y": 0.26 }, "kind": "list", "text": "Correct the Company from \"overbuying\" relative to customers' demand. This will lead to more edited assortments and less duplication and redundancy as well as lower amounts of excess and unneeded product", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd6f1c30-5213-4ae7-a17b-218375dc8507", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.11, "y": 0.71 }, "kind": "list", "text": "Reduce reliance on celebrity brand products, which have high royalty payments and significant minimum, long-term contracts and can result in costly markdowns as such celebrity partnerships lose popularity", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1797189-94ed-46f0-8d68-e688262d8fde", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's often \"plans to fail\" by purchasing beyond demand, redundant purchases and poor allocation", "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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48ac7846-4117-4b2a-bf06-33a1b05acad2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "IMPROVE MERCHANDISING ASSORTMENT PLANNING & 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 19:18:14.547+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57b32e8b-8586-49fe-9d9e-438fed296fa0", "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": "82c0b629-8940-4a94-8555-31b7f8be9ed0", "evidence": "The slide contains a list/bullet of merchandising assortment planning initiatives.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:17:19.865842+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 117, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 118, "type": "setup", "title": "The chart shows a shift from 42 weeks to 26 weeks for Private Label, and introduces a new 'In-Season Fashion' category at 6 weeks.", "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": 50, "componentCount": 6, "textChars": 843, "nDataPoints": 6, "notes": "The chart shows a shift from 42 weeks to 26 weeks for Private Label, and introduces a new 'In-Season Fashion' category at 6 weeks.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:15.111+00", "seconds": 3.936, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/118", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-118", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.28, "x": 0.68, "y": 0.69 }, "kind": "callout", "text": "~ 70% of assortment bought prior to season (compared to 130% today)\n~30% of assortment bought in season (compared to 0% today)", "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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cf8de85-95bc-40d2-92b0-918039bfaefd", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.55, "x": 0.14, "y": 0.58 }, "kind": "chart", "text": "Reduce Product Lead Times", "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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0cfc11b-9ac2-4736-a9d1-d367b827f04e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.95, "x": 0.03, "y": 0.29 }, "kind": "list", "text": "1. Streamline the purchasing and decision-making process by removing silos and mid-level decision makers\n2. Eliminate days from the decision-making calendar\n3. Reduce the amount of time product spends getting to the stores\n4. Develop a program with domestic fashion vendors to allow buyers to test and quickly react to trends\n5. Develop in-house private label sourcing to eliminate steps that add time and increase 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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e4b5f1b3-5153-4a9f-9686-4750b228b0b7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.97 }, "kind": "other", "text": "Source: Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8eabb847-cdae-4e86-9b93-29a3bd8464a6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.19 }, "kind": "paragraph", "text": "A more agile product buying processes with reduced lead times will allow merchants to make better decision closer to the customers' purchasing point", "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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "074c2b6f-7763-4976-bd53-8bc68497929e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "DEVELOP A FASTER, MORE EFFICEINT BUYING PROCESS", "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 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad8c1f2a-86d0-4a23-b12c-c9bc6d0c1e52", "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": "9e44032f-4fdd-4481-833f-1200ed48322b", "evidence": "The slide presents a challenge and an opportunity, implying a transformation from the current state to a desired state.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.306402+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f56bc319-1478-439b-aca5-aebc84dd537d", "evidence": "Compares current lead times (Today) with proposed future lead times (Future) to justify the strategy.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:15.111+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 118, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 119, "type": "evidence", "title": "Uses a visual before-after comparison to illustrate the impact of inventory planning on store presentation and clearance levels.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 7, "textChars": 780, "nDataPoints": 0, "notes": "Uses a visual before-after comparison to illustrate the impact of inventory planning on store presentation and clearance levels.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:14.66+00", "seconds": 3.485, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/119", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-119", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.48, "w": 0.13, "x": 0.49, "y": 0.47 }, "kind": "callout", "text": "What it could look like", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d77504cd-1bba-4fac-97be-9daf404e918f", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.36, "x": 0.62, "y": 0.5 }, "kind": "image", "text": "Target store photos showing organized displays", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10fd04bb-07c0-4282-be58-3622fcab8b30", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.48, "x": 0.02, "y": 0.54 }, "kind": "image", "text": "Kohl's store photos showing clearance racks", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2d32e0b-d55e-4d7e-af9f-264a3625ffe9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe that the lack of rigorous and detailed analytical planning and allocation creates meaningful amounts of excess inventory and product imbalances, leading to lower realized prices, significant markdowns and lower gross margins", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77cefbdd-99a9-4b4b-ac8f-a1cc9c72b0e2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.95, "x": 0.03, "y": 0.26 }, "kind": "list", "text": "Opportunity: Enhancing the planning and allocation process to increase turns and limit the amount of excess purchasing will result in lower clearance, higher realized prices and increasing gross margins", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "add8be7b-8217-44d4-89ba-c6f13b6f521a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.06, "y": 0.97 }, "kind": "other", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b15753a1-71f6-4bc3-9e7f-77d5dab740e1", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "IMPROVE PLANNING AND ALLOCATION TO PRIORITIZE INCREASING INVENTORY TURN", "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 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e7e107f-42a7-4793-a026-10cd8c1372eb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "79867d46-0294-410b-8cdb-e411dd81a064", "evidence": "Uses visual comparison of current state (Kohl's) vs desired state (Target) to argue for process improvement.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:14.66+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 119, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 120, "type": "evidence", "title": "Uses visual evidence to contrast poor signage/pricing (Kohl's) with effective merchandising (Target).", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 703, "nDataPoints": 0, "notes": "Uses visual evidence to contrast poor signage/pricing (Kohl's) with effective merchandising (Target).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:26.04+00", "seconds": 14.865, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/120", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-120", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.12, "x": 0.42, "y": 0.51 }, "kind": "callout", "text": "What it could look like", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bc89756-13cc-4370-ac2f-505550009604", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.28, "x": 0.08, "y": 0.585 }, "kind": "image", "text": "Kohl's store shelf with inconsistent pricing", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0126cf5-6926-4461-bf6b-1d4505e239f9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.58, "y": 0.54 }, "kind": "image", "text": "Target store shelf with clear pricing", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaffc71a-6398-4d09-8bff-b5634e288c45", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.23 }, "kind": "list", "text": "Challenge: We believe there is no clear promotion strategy on essentials items like t-shirts\nOpportunity: Clear value proposition for essentials like t-shirts. Target is confident it knows what price moves a core basic item like t-shirts\nOpportunity: Ability to have clearer, more pronounced signage as well as have more signage that displays outfitting", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c244a569-0e31-4b7f-81f3-f139c2f9a014", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Relatively similar items on the same fixture should have consistent prices", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68422c3e-ecf0-41a8-bdcd-a9eaf7d3875d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "500f3ced-6e7d-4761-bd91-9f68229a0022", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IMPROVE PRICING CLARITY", "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 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f26ff5c9-034f-44db-81cd-263e766cf1bf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0ab2751d-808a-4a70-828f-7f3f392d4bd4", "evidence": "Contrasts current state (Kohl's) with desired future state (Target) to highlight pricing strategy.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:26.04+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 120, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 121, "type": "setup", "title": "Includes a competitive price comparison table and a visual example of 'what it could look like' using Old Navy as a reference.", "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": 7, "textChars": 733, "nDataPoints": 5, "notes": "Includes a competitive price comparison table and a visual example of 'what it could look like' using Old Navy as a reference.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:15.074+00", "seconds": 3.518, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/121", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-121", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.3 }, "kind": "image", "text": "Old Navy store display 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": "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d2604e3-a093-4ca8-ac67-814f3ed08653", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.2, "x": 0.2, "y": 0.3 }, "kind": "image", "text": "Kohl's khaki short product image", "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea819d05-a5dd-41ec-9467-d1bfe0063f70", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "Kohl's can regain its reputation as a retailer providing great values by having sharp prices on ubiquitous items and by ensuring that Kohl's has “opening price points” for basic products", "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a68d6f2a-0055-4c7e-8868-11064442762b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.65 }, "kind": "paragraph", "text": "Old Navy's 'Everyday Magic' is an example of sharp pricing, good signing and in stock presentation. Customers are smart and know the price for basic items. In our view, ensuring Kohl's has competitive price point on basic items will help Kohl's take market share back", "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18de6983-7a06-46f9-999a-6add88bf5d1f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cb8ac0f-92d3-4108-8b2f-f3461163d9c8", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.15, "y": 0.7 }, "kind": "table", "text": "Competition Analysis - Plain Front Khaki 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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dce734ba-5525-417b-b2e0-6e7954d6ce31", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "IMPROVE PRICING CLARITY", "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 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeeeed24-7822-411d-8785-520b904a936a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0023802d-8469-4266-ad33-8d3581d8a63a", "evidence": "The slide presents a problem (inconsistent pricing), agitates it by showing the consequences, and offers a solution (sharp pricing).", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.462385+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "11c0ec2d-3606-4437-8227-3f3a1847b819", "evidence": "Competitive price analysis table comparing Kohl's to peers.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:15.074+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 121, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 122, "type": "setup", "title": "The slide uses photographic evidence of in-store pricing to expose a lack of differentiation.", "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": 32, "componentCount": 5, "textChars": 725, "nDataPoints": 0, "notes": "The slide uses photographic evidence of in-store pricing to expose a lack of differentiation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:15.139+00", "seconds": 3.416, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/122", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-122", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "callout", "text": "Challenge: We believe Kohl's does not have a compelling value proposition around “good, better, best” pricing for many items. Here we focused on a basic product like denim. They have their private label Sonoma Jeans listed for the same price as the National Brand Gloria Vanderbilt “Amanda Jeans”", "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 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae89859f-e9ce-4002-b05c-478f7315f99a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.31 }, "kind": "callout", "text": "Opportunity: Create a “good, better, best pricing” scheme, editing the assortment to cut down on SKU proliferation and increasing trend awareness can help Kohl's capture more of the customer's wallet", "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 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e42b159b-b4de-4ec6-973f-7b30050e1b65", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.95, "x": 0.03, "y": 0.5 }, "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 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "325c0f40-a43d-49fc-a680-467a04a78444", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Macellum’s Analysis of Kohl’s Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfaaf9d1-4334-484d-bd97-02775e99ec69", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL’S HAS AN OPPORTUNITY TO INSTITUE A “GOOD, BETTER, BEST” PRICING ARCHITECUTRE", "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 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "273cdd87-4b21-49ef-ae6c-24b4841f0746", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3764e59b-8afc-47ea-a2df-fc2e8d26568b", "evidence": "The slide presents a problem (lack of 'good, better, best' pricing architecture), agitates it by showing the consequences, and offers a solution.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:19.53786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 122, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "ecf435f5-2696-4b4e-9fc1-599ff05aebd7", "evidence": "Explicitly mentioned in title and body text.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:15.139+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 122, "frameworkName": "good-better-best-pricing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 123, "type": "tension", "title": "Uses a before-after-bridge style comparison to show the pricing error.", "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": 47, "componentCount": 7, "textChars": 652, "nDataPoints": 0, "notes": "Uses a before-after-bridge style comparison to show the pricing error.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:15.512+00", "seconds": 3.2, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/123", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-123", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.95, "w": 0.28, "x": 0.01, "y": 0.46 }, "kind": "image", "text": "In-store signage showing $100 price", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad40c5c0-5313-42ba-afe7-012aa12e2348", "parentComponentId": null }, { "bbox": { "h": 0.95, "w": 0.16, "x": 0.44, "y": 0.37 }, "kind": "image", "text": "Actual product online listing", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcebf15d-5737-42c1-ac7e-aedb9db70c44", "parentComponentId": null }, { "bbox": { "h": 0.95, "w": 0.22, "x": 0.77, "y": 0.37 }, "kind": "image", "text": "Advertised product online listing", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df177f21-7d07-40bb-af90-d3f50dba631f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.75, "x": 0.03, "y": 0.3 }, "kind": "paragraph", "text": "Opportunity: Improve store standards and communication with the field to ensure signage is a priority", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a46222a6-0357-4434-b2a7-8884fe3de853", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.21 }, "kind": "paragraph", "text": "Challenge: We believe Kohl's lacks the in-store controls to ensure products are properly labeled. Pictured below is the wrong $24 dollar Nike product listed for $100. This is not an isolated event, as evidenced by the next slide", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6e3ac74-2451-4209-8608-d0d23c9202fb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33e4742f-f976-4d40-b4cc-dca0b9281adb", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "IMPROVE THE IN-STORE EXPERIENCE BY ENSURING PRODUCTS ARE APPROPRIATELY SIGNED", "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 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83c38c49-09df-4716-9ac0-c0248788f1c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "791b54cc-e82b-40e6-9d67-63ffd86e7fa3", "evidence": "Contrasts in-store signage with actual product data to highlight operational failure.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:15.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 123, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 124, "type": "tension", "title": "Uses visual evidence (photos with red circles and arrows) to demonstrate the discrepancy between signage and actual products.", "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": 498, "nDataPoints": 0, "notes": "Uses visual evidence (photos with red circles and arrows) to demonstrate the discrepancy between signage and actual products.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:15.398+00", "seconds": 2.95, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/124", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-124", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.95, "x": 0.03, "y": 0.36 }, "kind": "image", "text": "Collage of photos showing mismatched digital price tags and products", "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 19:18:15.398+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4be51539-4c27-4313-921d-c07b9a634abf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "Opportunity: Develop store grading tools that prioritize signage", "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 19:18:15.398+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7dc0a5e-be1e-44b2-9e6d-0cb1a63591f1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe that throughout Kohl's stores, digital displays often represent the wrong product, confusing the customer and leading to a subpar in-store 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 19:18:15.398+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9943f39-a2d9-4f05-901a-af9ce868aaf3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:15.398+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e408d788-c675-4fe8-9558-29911c3ee728", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "INACCURATE SIGNAGE IS NOT AN ISOLATED INCIDENT", "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 19:18:15.398+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "281e3c63-02c6-44e6-bca8-4af8808b9ea2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 125, "type": "evidence", "title": "Uses a before-after framing to highlight a branding opportunity.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 8, "textChars": 592, "nDataPoints": 0, "notes": "Uses a before-after framing to highlight a branding opportunity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:16.319+00", "seconds": 3.348, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/125", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-125", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.12, "x": 0.41, "y": 0.48 }, "kind": "callout", "text": "What it could look like", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deb1c5ad-feec-42ca-9229-7b386f35b2b8", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.35, "x": 0.57, "y": 0.48 }, "kind": "image", "text": "Old Navy store signage", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbb03e65-60ea-411b-ac5f-a8b21768bda1", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.35, "x": 0.05, "y": 0.48 }, "kind": "image", "text": "Kohl's store signage", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c133e70d-1b54-44d1-b8ee-84c609aab63b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.65, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "Opportunity: Create signage with positive energy and enthusiasm for every category", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "820ef949-8e91-4bc5-9237-a7ed3349c7f0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe Kohl's' signage often lacks energy and excitement. This sign for “women's plus” does not create a positive image for this vital and growing customer base", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0882099-e5d1-4f18-9210-a29e555d397c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.57, "y": 0.89 }, "kind": "paragraph", "text": "Old Navy calls its plus line “BOD Equality,” using inclusive models to romanticize the department", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36eeb186-cd9a-49eb-95fe-41ce5d858973", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17526a5d-2afd-410a-aeb5-9fb07cb74f8f", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IMPROVE IN-STORE SIGNAGE", "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 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "058ae36f-8ece-4e40-a2da-a7f36e3edef4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0d7f6d13-7f2a-4133-b4cd-110108309038", "evidence": "The slide explicitly contrasts a 'Challenge' (Kohl's) with an 'Opportunity' (Old Navy) to propose a solution.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.319+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 125, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 126, "type": "evidence", "title": "Uses a before-after framing to highlight operational failure and potential improvement.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 602, "nDataPoints": 1, "notes": "Uses a before-after framing to highlight operational failure and potential improvement.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:16.728+00", "seconds": 3.521, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/126", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-126", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.3, "x": 0.03, "y": 0.45 }, "kind": "image", "text": "Kohl's 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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27d61877-50db-40d0-be3b-62b445e9a56f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.58, "y": 0.45 }, "kind": "image", "text": "Target 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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b193977-adc4-4096-9c90-cad42867a039", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Challenge: We believe store standards are not enforced. Signs for accessories should not bring customers to ladies' clearance section. This would clearly frustrate a shopper trying to navigate a 70,000 square foot store", "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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a176dd77-9141-4647-8120-14f5dfd19b8e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.7, "x": 0.03, "y": 0.34 }, "kind": "list", "text": "Opportunity: Create energy and excitement with in-store displays and store roadmaps", "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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e375c7e4-13f1-4a17-8ed4-648d8ab26817", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "800261c2-dd5f-43f9-9b08-351663bd3976", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Kohl's has an easy yet meaningful opportunity to enhance the customer shopping 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": "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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8b9f283-c48e-407e-845f-9764832e2553", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IMPROVE IN-STORE SIGNAGE", "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 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fb81b3a-fe4c-41d8-bff8-dfc8253bcc61", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c373ffb3-e9f9-4ee7-adf6-948b26237af8", "evidence": "Contrasts current Kohl's signage issues with Target's superior in-store displays.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 126, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 127, "type": "evidence", "title": "Uses a visual 'before/after' comparison to highlight a merchandising opportunity.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 7, "textChars": 472, "nDataPoints": 0, "notes": "Uses a visual 'before/after' comparison to highlight a merchandising opportunity.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:16.633+00", "seconds": 3.324, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/127", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-127", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.11, "x": 0.41, "y": 0.45 }, "kind": "callout", "text": "What it could look like", "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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2482d755-d57a-4ad1-82d6-0d98092d89c1", "parentComponentId": null }, { "bbox": { "h": 0.9, "w": 0.42, "x": 0.53, "y": 0.45 }, "kind": "image", "text": "Old Navy store display", "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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "234d6102-51a5-4d74-92d6-92f4e4a42991", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.05, "y": 0.45 }, "kind": "image", "text": "Kohl's store display", "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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d68971f2-2291-444b-816d-b07ccf8c0318", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.06, "y": 0.97 }, "kind": "other", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "901be86e-64ef-4e1b-92ed-7becd93f4db0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.95, "x": 0.03, "y": 0.25 }, "kind": "paragraph", "text": "Opportunity: Develop a more robust mannequin program where Kohl's can showcase great product and offer ideas for outfitting", "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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4167521-5681-4e17-b74e-affc4afa9974", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Challenge: We believe that Kohl's does not display product in a manner that entices or excites 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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1a5c015-0e43-4ca4-9a09-0a34ca2764e5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "IMPROVE THE IN-STORE 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 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90c2f029-37eb-4825-bd6b-a7e172e361b0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "7ae222bb-cb04-4464-a28f-1b2ebbf28011", "evidence": "Contrasts current state (Kohl's) with desired future state (Old Navy example) to drive an opportunity.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.633+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 127, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 128, "type": "evidence", "title": "Uses a before-after framing to highlight the negative impact of excessive clearance on brand perception.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 712, "nDataPoints": 0, "notes": "Uses a before-after framing to highlight the negative impact of excessive clearance on brand perception.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:17.35+00", "seconds": 3.654, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/128", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-128", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.1, "x": 0.43, "y": 0.55 }, "kind": "callout", "text": "What it could look like", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cede2e98-be9f-4d76-89bc-692e5d3a8cf4", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.03, "y": 0.55 }, "kind": "image", "text": "Kohl's store photos showing clearance racks", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1d5bfbe-22d5-4a2e-808c-bca4e082a76d", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.55 }, "kind": "image", "text": "Dick's Sporting Goods store photos showing premium displays", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff339171-bf75-4517-b45e-97d56492cc57", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.32 }, "kind": "list", "text": "Opportunity: Develop inviting departments that offer a competitive experience in must-win categories and reduce clearance", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40497105-8525-40ef-990f-3da0cf6e23ea", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe Kohl's' presentation of a key initiative is not as competitive as peers'. Further, excessive clearance drowns out the display of two essential brands. Customers could mistakenly assume this is a Nike and Under Armor clearance section and not enter the area", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5af3e780-ea3c-455c-ad59-cbef5937a90d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.03, "y": 0.96 }, "kind": "other", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c801585e-698f-497d-92f7-312e7a568aef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IMPROVE THE IN-STORE EXPERIENCE (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 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5584c71-b537-4680-89b6-8f04c432c8f4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ebd66e73-266e-412a-aa9a-8b0c31652204", "evidence": "Contrasts current poor store experience with a proposed improved state.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:17.35+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 128, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 129, "type": "evidence", "title": "Uses a before-after framing to highlight operational deficiencies in store merchandising.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 7, "textChars": 481, "nDataPoints": 0, "notes": "Uses a before-after framing to highlight operational deficiencies in store merchandising.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:16.657+00", "seconds": 2.916, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/129", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-129", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.15, "x": 0.42, "y": 0.45 }, "kind": "callout", "text": "What it could look like", "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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f99b83fc-31cd-4b40-a116-616a2933dccc", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.04, "y": 0.45 }, "kind": "image", "text": "Kohl's 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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2103b6b2-6997-4152-a3a2-7538c7ac9fd6", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.6, "y": 0.45 }, "kind": "image", "text": "Macy's 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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd651347-420e-4220-9c2d-fb358afe2280", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Challenge: We believe Kohl's does not consistently display product in an inviting manner\nOpportunity: For example, a broad selection of well-presented handbags in ~1500 square feet", "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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84a86d4c-e925-45ee-be78-a7b2adf5a6d1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c150ebdf-39a4-49d9-b68e-48792799b215", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Kohl's has an easy opportunity to fix its store presentation", "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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f99736fa-4070-491c-9250-2e0450cc2a49", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "IMPROVE THE IN-STORE 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 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f8a2616-f3b1-4ceb-9115-bd16512b2acc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "444b1cec-4fed-4862-b115-a02e6bb43375", "evidence": "Visual comparison of current state vs desired state", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:16.657+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 129, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 130, "type": "evidence", "title": "Uses a visual 'before-after' comparison to highlight a merchandising gap.", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 8, "textChars": 832, "nDataPoints": 0, "notes": "Uses a visual 'before-after' comparison to highlight a merchandising gap.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.156+00", "seconds": 3.708, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/130", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-130", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.12, "x": 0.42, "y": 0.45 }, "kind": "diagram", "text": "What it could look like", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2d45b5b-77b6-4a1f-8111-fa1b7f873d8a", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.4, "x": 0.56, "y": 0.42 }, "kind": "image", "text": "Target 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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "358458f0-9cf3-458a-ab2e-c75693e6332e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.35, "x": 0.02, "y": 0.42 }, "kind": "image", "text": "Kohl's 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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9a5a951-ef15-428e-9c80-f09c7b923d0d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.03, "y": 0.88 }, "kind": "paragraph", "text": "Kohl's' shallow Easter offering is not an isolated event in one store. The assortment is very similar in the two different stores above. We have witnessed this throughout the chain.", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47147ea3-7921-4750-a679-79f66f258dba", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.03, "y": 0.29 }, "kind": "paragraph", "text": "Opportunity: Create a robust and competitive offering for each season to cater to customers' lifestyle year-round", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aee2251-2477-4ef1-a025-4e53820fcb96", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Challenge: We believe that Kohl's does not have a compelling seasonal offering. The selection is so sparse that we believe shoppers don't consider Kohl's for their seasonal needs nor do shoppers feel like Kohl's is presenting the best the world has to offer", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be334a70-b2d4-46d6-8f70-edb74ba0e4b0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4a59f4-d790-4b34-b94d-4ddafa862017", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S HAS AN OPPORTUNITY TO HAVE A BROADER OFFERING IN MANY CATEGORIES", "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 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d07440d2-594a-4016-9fdf-ea6bdc93d18a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8c3b0406-d91d-4ca3-81d9-ffcc5aae9b6e", "evidence": "Contrasts current state (Kohl's) with desired future state (Target) to highlight opportunity.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:18.156+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 130, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 131, "type": "setup", "title": "Uses visual evidence (photos) to support the argument for better queue line management.", "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": 7, "textChars": 541, "nDataPoints": 0, "notes": "Uses visual evidence (photos) to support the argument for better queue line management.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.363+00", "seconds": 3.5, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/131", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-131", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.12, "x": 0.44, "y": 0.48 }, "kind": "callout", "text": "What it could look like", "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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77f02df7-47d7-4a44-9f80-34cb3864d490", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.35, "x": 0.03, "y": 0.48 }, "kind": "image", "text": "Kohl's 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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b62eca7a-fc9f-4933-94d3-9ce751feb0b2", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.55, "y": 0.48 }, "kind": "image", "text": "Old Navy and Marshalls 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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9e8fa1e-e309-43e1-addc-f85a97cf86ea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe Kohl's has not consistently deployed competitive queue lines", "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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24b43272-7f7f-4118-9a8a-10e8a2f55d8b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Opportunity: Best-in-class queue lines provide shoppers with high margin impulse-buy items and unique discoveries as they check out, especially if there is a line", "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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e68106b-d130-4b9f-a97e-4d3b3f6593d4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50d03850-5948-45d9-bcb1-c2109d753945", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S HAS AN OPPORTUNITY TO HAVE A BROADER OFFERING IN MANY CATEGORIES", "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 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17ee7547-c00d-4c76-8e00-41996e50ca9c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "693a2c58-35c9-437e-8b8c-63e0f289afab", "evidence": "Compares current state (Kohl's) with desired state (competitors) to propose a solution.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.363+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 131, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 132, "type": "setup", "title": "The slide uses a 'before-after' style logic (implied by the 'Challenge' vs 'Opportunity' framing) to justify a strategic pivot.", "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": 52, "componentCount": 8, "textChars": 579, "nDataPoints": 0, "notes": "The slide uses a 'before-after' style logic (implied by the 'Challenge' vs 'Opportunity' framing) to justify a strategic pivot.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.549+00", "seconds": 3.534, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/132", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-132", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.17, "x": 0.06, "y": 0.468 }, "kind": "image", "text": "What it could look like", "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e11ffd60-6f39-4dcc-a101-920cae9cabb2", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.23, "y": 0.4 }, "kind": "image", "text": "Target Starbucks 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": "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "103645d6-d931-4712-a84b-e1766d1bfc12", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.2, "x": 0.76, "y": 0.4 }, "kind": "image", "text": "Macy's optical department 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": "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "453ccfc9-ac1b-4158-bf6e-9ee3eff1feb9", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.5, "y": 0.4 }, "kind": "image", "text": "Marshalls pet section 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": "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab1aa723-305a-4737-9219-f7e7621bba3a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "list", "text": "Challenge: We believe that once Kohl's reduces duplication and increases turn it will open up space for additional categories", "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6abe74ff-059e-4d82-9726-8d5979adbc45", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.28 }, "kind": "list", "text": "Opportunity: Create a robust and competitive offering for shopping beyond core apparel offering that also drives foot traffic", "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c45413c2-9dbc-42e1-903a-3c38b75d7c8d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b53d903-3d81-4290-9492-77ddd1cecce3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S HAS AN OPPORTUNITY TO HAVE A BROADER OFFERING IN MANY CATEGORIES", "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 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38a036fa-a016-4c90-a0ff-16554e8573d2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6ddf1c17-10b8-4b0b-aa28-021002479c4e", "evidence": "The slide contrasts a 'Challenge' (duplication) with an 'Opportunity' (expansion) to frame the strategic recommendation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.549+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 132, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 133, "type": "evidence", "title": "Uses a 'before-after' framing to suggest a strategic shift in in-store marketing.", "function": "propose_solution", "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": "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": 45, "componentCount": 7, "textChars": 582, "nDataPoints": 0, "notes": "Uses a 'before-after' framing to suggest a strategic shift in in-store marketing.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.89+00", "seconds": 3.497, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/133", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-133", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.1, "x": 0.27, "y": 0.5 }, "kind": "callout", "text": "What it could look like", "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a57e4b58-4f85-4465-acbb-383c0f0f8ab4", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.2, "x": 0.05, "y": 0.5 }, "kind": "image", "text": "Kohl's current signage", "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f050763-5dcb-4151-94a3-7ff1334d947c", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.55, "x": 0.4, "y": 0.5 }, "kind": "image", "text": "Target merchandising 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": "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2305aca-4ecf-4f47-912e-2f231c119967", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.26 }, "kind": "list", "text": "Challenge: We believe Kohl's is missing opportunities to communicate and educate customers\nOpportunity: Call out trends and new items to help customer understand Kohl's' point of view", "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3ef02dd-4301-4e18-8ba2-83f29909c623", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's' competitors have found innovative ways to educate customers and enhance their shopping 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": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "012995e3-dce0-49bf-b2df-04639e82c5c4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.03, "y": 0.95 }, "kind": "source-note", "text": "Source: Macellum's Analysis of Kohl's Stores Throughout Florida, New Jersey & New York, from the Weeks of March 21st, 2022, through April 10th, 2022.", "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "259ce59d-0214-47f6-be42-e5a3f2314cec", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "KOHL'S HAS AN OPPORTUNITY TO HAVE A BROADER OFFERING IN MANY CATEGORIES", "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 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d117722b-3513-49e1-9211-7e538368d5b4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "19ec73e1-ff57-4e28-b954-2bfe5c5f30f5", "evidence": "The slide contrasts current Kohl's store presentation with a proposed 'what it could look like' state inspired by Target.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.89+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 133, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 134, "type": "setup", "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": "dense", "densityScore": 51, "componentCount": 6, "textChars": 817, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.417+00", "seconds": 2.996, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/134", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-134", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "Macellum estimates that sourcing products through domestic vendors could see average unit cost decline by ~3% to ~4%, resulting in meaningful savings\nSome savings will be offset by building out additional capabilities to support direct sourcing", "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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3861fb3e-66e9-48f0-825c-5c7772833092", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Macellum 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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cad86fc4-534d-4fb7-bf71-77b7a8e04c14", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "We believe removing the middleman could improve total margins at Kohl's by 40 to 60 basis points or $81 to $117mm, even after considering new supply chain 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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "574075fd-b32e-43de-993b-d10101a5b8bf", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.16, "y": 0.525 }, "kind": "table", "text": "Size of Sourcing Improvement Opportunity: Total Sales 18,910; Total COGS 11,819; Private Brand Penetration 30%; Private Brand COGS 3,546", "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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bc12cdb-a418-42c3-9005-5bf28d8d398c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.5, "y": 0.525 }, "kind": "table", "text": "Gross Margin Uplift: 3rd Party Cost Reduction 3.0%-4.0%; 3rd Party Profit Recapture 106-142; New Supply Chain Costs (25); Net Product Cost Savings 81-117; Gross Margin Impact 43-62", "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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78a7abde-7685-44dd-b111-f284db7096d8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "REASSESS THIRD-PARTY PRIVATE LABEL SOURCING MODEL", "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 19:18:18.417+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8e18aff-d1a4-41a0-9276-9a845bbacaaa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 135, "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": "balanced", "densityScore": 37, "componentCount": 5, "textChars": 650, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.489+00", "seconds": 3.063, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/135", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-135", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "As ecommerce penetration has increased to 30% of total sales, in-store sales have fallen by the comparable amount. Kohl's has built six ecommerce fulfillment centers while leaving the store network in place.", "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 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13471b3b-2f28-4e20-b733-a9dc2a779fbc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP, Macellum estimate are used for the distribution savings based on industry experts.", "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 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23ae25d9-be86-41d8-8bca-a7234d4d3395", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "paragraph", "text": "Rationalizing the distribution network could increase operating margins by 20 to 45 basis points, leading to $45-$90 million in additional income", "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 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fba9748-5a42-43a0-a663-b0d1954bebd7", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.64, "x": 0.18, "y": 0.55 }, "kind": "table", "text": "Distribution Savings table showing 10% and 20% savings scenarios resulting in $44.9M-$89.8M savings and 23-46 bps margin improvement.", "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 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7f14504-6d03-4d53-a209-2ebb59599dd7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "RATIONALIZE EXCESS DISTRIBUTION CAPACITY", "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 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f5ba0eb-1948-4677-a5f7-a104c39a90a0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c928353c-3b51-410f-bda9-779081cf53c9", "evidence": "Proposes rationalizing distribution network to save costs and improve margins.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:18.489+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 135, "frameworkName": "cost-cutting" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 136, "type": "setup", "title": "The slide uses a Venn diagram to illustrate the strategic integration of three core pillars.", "function": "present_framework", "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_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 704, "nDataPoints": 0, "notes": "The slide uses a Venn diagram to illustrate the strategic integration of three core pillars.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.672+00", "seconds": 3.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/136", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-136", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.36, "x": 0.32, "y": 0.315 }, "kind": "diagram", "text": "Venn diagram showing the intersection of Commerce, Content, and Community", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "348b03fd-f51f-4734-af41-decc82bfd9b7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.68, "y": 0.69 }, "kind": "list", "text": "Community: Social media, User-generated content, Activity streams, The conversation", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c816498-4695-4c52-99d0-86f5f9873e26", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.61, "y": 0.375 }, "kind": "list", "text": "Commerce: Product catalogs, Product organization, Optimize online shopping across all channels, Easy shopping carts and payment processing", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7b3ff42-c907-45c5-b9c2-ec219be56c0b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.13, "y": 0.65 }, "kind": "list", "text": "Content: Easy and fun content, Informative, Pre-built integrations, Presentation layer, Localization, Multi-channel delivery", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed067f88-541d-4fdd-b311-960c50a3dbed", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Kohl's should transition beyond omnichannel and develop a “multichannel” platform that fully integrates the store experience, the digital experience and social media", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c35dab0b-cb64-47f5-99ed-7f4885bfa1bb", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.16, "y": 0.35 }, "kind": "paragraph", "text": "Commerce Requires Inspiration. Inspiration requires Content. Content requires Communities.", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a0f0f5e-e9dc-49f9-aea9-5187e91e286a", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "STRENGTHEN ECOMMERCE OPERATIONS", "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 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e9b3c17-afec-4617-a47f-5422b1d45617", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "26aee695-7785-4d3f-b303-09d4edcaeebd", "evidence": "Three overlapping circles representing Commerce, Content, and Community", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:18.672+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 136, "frameworkName": "venn" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 137, "type": "setup", "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": 12, "componentCount": 4, "textChars": 204, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.117+00", "seconds": 2.271, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/137", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-137", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.44, "x": 0.28, "y": 0.35 }, "kind": "callout", "text": "VOTE ON THE WHITE PROXY CARD FOR OUR FULL SLATE", "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 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e623114f-381f-4352-89d2-08a93a4ecf36", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.36, "x": 0.32, "y": 0.88 }, "kind": "other", "text": "WWW.KEEPKOHLSACCOUNTABLE.COM", "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 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "538e8a37-7d7c-4aa4-b05d-b62f4565f473", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "Our plan to create meaningful shareholder value at Kohl's can only be implemented if a majority of the Board is changed", "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 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5381e545-3094-4984-b5c5-87d7735d39b0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "CONCLUSION", "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 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78a0bff2-1310-4875-ad8b-c07a3bef60c1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d55961ac-3c1c-4114-8b41-1cb78e11293c", "evidence": "Explicit call to action for shareholders to vote on a specific proxy card.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:18.117+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 137, "frameworkName": "closing-ask" } ], "arcBeats": [ { "to": 137, "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": 100, "name": "Solution", "beatId": "51f14180-9921-46ad-ada5-f56a99bcd42c", "matchId": "f9d866a4-f6fe-411c-91ff-b284c8013d80", "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 document presents a solution, including a new leadership slate and a standalone operating plan.", "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": 0.9 } ], "loops": [], "locked": true }, { "page": 138, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:18.728+00", "seconds": 1.994, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/138", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-138", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.275, "x": 0.045, "y": 0.67 }, "kind": "title", "text": "APPENDIX", "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 19:18:18.728+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c47423e9-f9ee-43b6-a1ae-f27d97ab8cfa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 139, "type": "tension", "title": "Uses a classic 'Myth vs. Reality' framing to discredit the incumbent board's narrative.", "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": 25, "componentCount": 5, "textChars": 272, "nDataPoints": 6, "notes": "Uses a classic 'Myth vs. Reality' framing to discredit the incumbent board's narrative.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:19.594+00", "seconds": 2.632, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/139", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-139", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": null, "kind": "framework", "text": "Myth vs. Reality comparison table", "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 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d9361d1-7e6e-44f9-aa4e-5d9465e269f6", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.95, "x": 0.02, "y": 0.25 }, "kind": "list", "text": "List of 5 myths and corresponding realities", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a133a1bd-a7b3-4a34-b88a-d48663db8b50", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.02, "y": 0.95 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af3d0a4d-2704-4366-850b-c61fb502046f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.02, "y": 0.18 }, "kind": "subtitle", "text": "Kohl's has misrepresented several key facts pertaining to its performance and Macellum's campaign for change", "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 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff0e0420-7c6e-49d6-a6b1-a35565217f24", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "THE CURRENT BOARD HAS LOST CREDIBILITY (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 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1afe514b-21e4-43fc-9c87-ebfd6358a82e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "c755bf3b-09a3-4b4d-b4c1-de5340798791", "evidence": "Side-by-side comparison of 'Myth' vs 'Reality' to reframe the narrative.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:19.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 139, "frameworkName": "before-after-framing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 140, "type": "tension", "title": "Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the 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": "dense", "densityScore": 54, "componentCount": 7, "textChars": 873, "nDataPoints": 0, "notes": "Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:20.539+00", "seconds": 3.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/140", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-140", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.35, "x": 0.57, "y": 0.67 }, "kind": "callout", "text": "ADDITIONAL SLIDES HIGHLIGHTING MACELLUM’S VALUE CREATION CAN BE FOUND HERE →", "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 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07648431-1a2b-4dd0-8e24-dc286736ba8d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.96, "x": 0.02, "y": 0.38 }, "kind": "list", "text": "MYTH: “Half the Macellum slate has close personal ties to Mr. Duskin”; THE REALITY: Mr. Duskin served on the Citi Trends board with Mr. Seipel. Ms. Edwards was Citi Trends’ CFO, however, has since retired. Both are independent and clearly do not constitute 50% of the eight other candidates on Macellum’s slate", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a95e14a-a7ea-4552-834a-1d5b8f9816b4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.96, "x": 0.02, "y": 0.24 }, "kind": "list", "text": "MYTH: Mr. Duskin stated publicly that Kohl's was worth $100; THE REALITY: Mr. Duskin stated clearly that with the majority of the Board reconstituted and the correct Board and management configuration, the stock could increase in value to $100 over time", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d56c8f25-1c61-40bb-80b8-00eff0e13316", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.57, "y": 0.79 }, "kind": "other", "text": "CITI TRENDS BIG LOTS BED BATH & BEYOND", "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 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "483b5a59-a07a-4a27-b989-587a9ee52c5e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.94 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dec86a4-36bf-46d5-9864-444e33587367", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.8, "x": 0.02, "y": 0.18 }, "kind": "subtitle", "text": "Kohl's has misrepresented several key facts pertaining to its performance and Macellum's campaign for change", "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 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32e1a872-0769-4440-a6bd-81fb00f92bc3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.02, "y": 0.03 }, "kind": "title", "text": "THE CURRENT BOARD HAS LOST CREDIBILITY (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 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91db599f-731f-4dc2-93b2-8720db17f9ce", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "0e81f48f-9008-42c8-a543-15b31f20b5d4", "evidence": "Direct comparison of 'Myth' vs 'Reality' to discredit the opponent.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:20.539+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 140, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 141, "type": "setup", "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": 63, "componentCount": 7, "textChars": 1113, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:20.471+00", "seconds": 3.366, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/141", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-141", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.96, "x": 0.02, "y": 0.87 }, "kind": "callout", "text": "EARNINGS FOR CITI TRENDS INCREASED 659% SINCE MACELLUM BEGAN ENGAGING", "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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2afd78a9-0771-492c-8f23-e5699b4b9fcc", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.96, "x": 0.02, "y": 0.4 }, "kind": "list", "text": "Our Suggestions\nIncrease inventory turns\nIncrease size of share repurchases\nImprove the Company's merchandising strategy\nReallocate capital expenditure to improve the Company's systems\nIncrease store 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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed3ea342-0fb0-48d4-8d31-494933285d43", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.96, "x": 0.02, "y": 0.65 }, "kind": "list", "text": "Our Impact & Value Creation\nMacellum placed six new directors on the company's board, including three Black women, and conducted an overhaul of the management team\nCiti Trends' TSR is up 80%¹ since Mr. Duskin joined the board in May 2017", "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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f668ce43-0027-4538-9b6f-fa5e35668980", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.45, "x": 0.02, "y": 0.97 }, "kind": "other", "text": "Source: TSR Data from Bloomberg LP– 1: Total shareholder return reflects the period from 5/24/17 to 4/14/22", "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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec41f022-5b90-4c26-b0ff-578b364ab0c8", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.96, "x": 0.02, "y": 0.18 }, "kind": "paragraph", "text": "Overview\nIn 2017, Macellum engaged with Citi Trends because we believed the company had not taken full advantage of the significant opportunities to increase its profitability. The board had failed to deliver value to its stockholders and the vast majority of the Company's underperformance was the result of a flawed strategy driving declining operating metrics, erratic results, poor capital allocation and poor corporate governance", "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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a51580e9-238b-4049-9a2a-22492f263b0a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.02, "y": 0.04 }, "kind": "title", "text": "CITI TRENDS, INC. – MACELLUM CREATING 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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0137bdf8-6a6d-4733-a24b-57828d69162b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.12, "x": 0.86, "y": 0.1 }, "kind": "title", "text": "EXECUTIVE SUMMARY", "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 19:18:20.471+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4389abb2-6827-4ba1-a41a-93e464df6eb8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 142, "type": "setup", "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": 54, "componentCount": 6, "textChars": 1057, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:20.959+00", "seconds": 3.238, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/142", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-142", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.88 }, "kind": "callout", "text": "WHILE STILL IN THE EARLY INNINGS OF A MAJOR TURNAROUND, BED BATH & BEYOND'S TSR IS UP 42%¹ SINCE FOUR MACELLUM NOMINEES JOINED THE BOARD IN MAY 2019", "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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efe2416d-1819-46ec-9e0c-9a0b2f8fc527", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.35 }, "kind": "list", "text": "Revamp executive management; Implement cost cutting; Divest non-core businesses and monetize real estate; Improve inventory; Increase supply chain efficiency; Fix capital allocation", "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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65646288-5d6e-430d-9b60-5037de8fd61f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.95, "x": 0.03, "y": 0.6 }, "kind": "list", "text": "The campaign resulted in the appointment of nine of 12 new directors, including four Macellum nominees, and a completely new management team; Bed, Bath & Beyond sold non-cores assets equal to approximately 75% of the company's market capitalization and paid down $298 million in debt; The new management team embarked on a massive transformation projecting to earn $1 billion of EBITDA by 2023", "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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db905c85-e655-410c-81b9-66f1e6bd1067", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.98 }, "kind": "other", "text": "Source: 1: TSR Data from Bloomberg LP- Data as of 04/14/2022", "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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "facddb7d-7bb3-4d1d-a717-2f99a2dac577", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.22 }, "kind": "paragraph", "text": "In 2019, Macellum observed that Bed, Bath & Beyond was not realizing its true potential. At the time, our goal was to embark upon a significant turnaround and a more profitable and better capitalized company in which to invest", "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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8cb76ae-70a3-48c2-9145-da2e500fcc86", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "BED, BATH & BEYOND INC. - MACELLUM CREATING 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 19:18:20.959+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82c7caf4-a4f1-4737-88ca-b5cfb486e688", "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": "fa95dc1b-55cc-443d-b36e-1912bf3e66de", "evidence": "This slide is titled 'BED, BATH & BEYOND INC. - MACELLUM CREATING VALUE' and has a type labeled as 'executive_summary'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:22.462122+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": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 143, "type": "setup", "title": "The slide uses a before-and-after narrative structure to validate the activist's influence.", "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": 65, "componentCount": 7, "textChars": 1156, "nDataPoints": 4, "notes": "The slide uses a before-and-after narrative structure to validate the activist's influence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:22.068+00", "seconds": 3.565, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/143", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-143", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "callout", "text": "SINCE MACELLUM BEGAN OUR ENGAGEMENT, BIG LOTS' EARNINGS INCREASED 48% AND OVER 100% UP TO THE POINT WHEN THE MACELLUM REPRESENTATIVE RESIGNED", "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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbb7d362-8cd2-49c9-ac1f-62036772f01b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.4 }, "kind": "list", "text": "Our Suggestions & Strategy\n- Monetize $1 Billion real estate assets\n- Improve fundamentals through operational excellence\n- Increase Cash Flow Generation via disciplined capital allocation, increased inventory turns and working capital management", "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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d2cc4b7-cbe5-4eb4-9a24-1d16d6e9d041", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.95, "x": 0.03, "y": 0.58 }, "kind": "list", "text": "Our Impact & Value Creation\n- In a negotiated settlement, Big Lots appointed three independent directors (including Macellum representative Aaron Goldstein) to the Board and created a new capital allocation planning committee\n- Big Lots agreed to sell owned real estate for $725 million\n- Big Lots' TSR was up 135% during the time Macellum's representative was on the 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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a355c000-0a91-4bf3-a04d-5691915bb057", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.95, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Overview\nIn 2020, Macellum observed that Big Lots' board had overseen poor operations and ineffective capital allocation strategies and failed to optimize the company's balance sheet, including monetizing the company's real estate.", "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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db42f652-eec8-42ab-be07-205b7ab95885", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.03, "y": 0.96 }, "kind": "source-note", "text": "Source: TSR Data from Bloomberg LP- 1: Total shareholder return reflects the period from 4/23/20 to 10/01/20", "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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e48a3ab5-8203-433b-9c23-efdd2d9ed402", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "BIG LOTS, INC. - MACELLUM CREATING 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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3063f30a-90d0-471e-9bf1-54e89445990e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.85, "y": 0.1 }, "kind": "title", "text": "EXECUTIVE SUMMARY", "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 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "691f0418-5c04-4cbe-bcb3-6546e8f83d7e", "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": "2f6ddcfa-f4ce-48a7-baa2-6408c35ff551", "evidence": "This slide is titled 'BIG LOTS, INC. - MACELLUM CREATING VALUE' and has a type labeled as 'executive_summary'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:22.52991+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": [ { "matchId": "d1ccfceb-6657-435a-9825-26f7d7ebc9c3", "evidence": "Contrasts 2020 observations with subsequent impact and value creation.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:22.068+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 143, "frameworkName": "before-after-framing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 144, "type": "appendix", "title": "The slide uses a Gantt chart format to map out HR, leadership, talent, compensation, communication, and investor relations initiatives.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 12, "componentCount": 4, "textChars": 229, "nDataPoints": 0, "notes": "The slide uses a Gantt chart format to map out HR, leadership, talent, compensation, communication, and investor relations initiatives.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.193+00", "seconds": 2.641, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/144", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-144", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.8, "x": 0.11, "y": 0.18 }, "kind": "chart", "text": "Gantt chart of HR initiatives", "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 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37e6349f-2b52-40d7-8939-3fa9c9658819", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.8, "x": 0.11, "y": 0.18 }, "kind": "framework", "text": "100-day implementation timeline", "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 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b56fedd-820b-4efb-bd41-2fe3fed2f149", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "decf62a1-f81e-412e-b116-976e125b02c3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "100-DAY PLAN DETAILS - ASSESSMENT OF PEOPLE & CULTURE", "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 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5135c759-0e37-42c5-903e-6510fc64825d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b1d3a836-a0d1-462d-b44f-4397ddd9eeab", "evidence": "This slide features a 'Gantt chart of HR initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.597566+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "2948c518-8bd8-4567-94a9-9cd423da413d", "evidence": "The slide presents a timeline of tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.193+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 144, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 145, "type": "appendix", "title": "The slide uses a standard project management timeline format to track progress across multiple workstreams.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 248, "nDataPoints": 0, "notes": "The slide uses a standard project management timeline format to track progress across multiple workstreams.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.338+00", "seconds": 2.694, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/145", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-145", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.85, "x": 0.1, "y": 0.175 }, "kind": "chart", "text": "Merchandise Strategy implementation timeline", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "gantt-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96a5e6fa-67a8-403a-b5ee-451d8bff6c77", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.85, "x": 0.1, "y": 0.18 }, "kind": "framework", "text": "100-day implementation 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 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1f312d4-1dfe-4f59-8cbf-46a09f7c0d50", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c59d4596-4ff9-43d3-b648-bbc6a6f437e6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "100-DAY PLAN DETAILS - SHOPPING EXPERIENCE: SALES 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 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57cfba87-d60f-479f-835f-cdd575f5e211", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "daa3f0b8-9bee-426e-8886-7b649d68d394", "evidence": "This slide features a 'Gantt chart' showing Merchandise Strategy implementation timeline.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.666127+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": "fc8c0a27-4f29-4766-a058-b0517072157e", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.338+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 145, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 146, "type": "appendix", "title": "The slide uses a timeline-based Gantt chart to map specific strategic initiatives against a 14-week and quarterly schedule.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 18, "componentCount": 5, "textChars": 268, "nDataPoints": 0, "notes": "The slide uses a timeline-based Gantt chart to map specific strategic initiatives against a 14-week and quarterly schedule.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.675+00", "seconds": 2.973, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/146", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-146", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.88, "x": 0.07, "y": 0.18 }, "kind": "chart", "text": "Merchandise Strategy Gantt 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": "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 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b3d0879-c51d-437c-a474-b7f8f59424b9", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.88, "x": 0.07, "y": 0.18 }, "kind": "framework", "text": "100-day implementation timeline", "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 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "267b4564-c8bb-4a56-8873-ccf10e7ecd35", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82ba655d-db4b-4dd1-ad30-a14848662a9d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - SHOPPING EXPERIENCE: SALES 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 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f9c6ffe-dadf-4355-bada-4abd49ae3633", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "title", "text": "APPENDIX OUR PLAN (100 DAYS)", "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 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd2c7bc5-a650-40b5-8133-fad000215388", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "052d6631-677b-4343-9f5c-74454ab1342d", "evidence": "This slide features a 'Gantt chart' showing Merchandise Strategy.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.733254+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": "a32d65c2-54c8-412b-8726-1fb566194a22", "evidence": "Visual timeline mapping tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.675+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 146, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 147, "type": "appendix", "title": "The slide uses a timeline-based Gantt chart to map out specific strategic initiatives over a 14-week period and subsequent quarters.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 19, "componentCount": 5, "textChars": 300, "nDataPoints": 0, "notes": "The slide uses a timeline-based Gantt chart to map out specific strategic initiatives over a 14-week period and subsequent quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.566+00", "seconds": 2.774, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/147", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-147", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.88, "x": 0.07, "y": 0.18 }, "kind": "chart", "text": "Gantt chart showing timeline of merchandise strategy initiatives", "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 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4dcaaa5b-221f-4567-a976-6c53e809b6ae", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Gantt chart implementation 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 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32698cca-f403-4ed0-88ce-b0bdc9024381", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "853068b1-9592-42ed-ac92-854f53f01517", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.03, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - SHOPPING EXPERIENCE: SALES 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 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "448f5fcd-3555-4aeb-9373-b2c8eed5e4cb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "title", "text": "APPENDIX OUR PLAN (100 DAYS)", "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 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64968ab4-1f1b-4084-a2a3-4c2bf0abf0c0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ad07cd1c-c828-40cc-a3e1-9acc51042783", "evidence": "This slide features a 'Gantt chart showing timeline of merchandise strategy initiatives'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.799674+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d64ffcdb-bcbf-4299-a52c-19c454fb937e", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.566+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 147, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 148, "type": "resolution", "title": "The chart uses a timeline format to map specific tasks (Pricing, Loyalty, Promotional stance, Clearance) against weeks and quarters.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 5, "textChars": 244, "nDataPoints": 0, "notes": "The chart uses a timeline format to map specific tasks (Pricing, Loyalty, Promotional stance, Clearance) against weeks and quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.892+00", "seconds": 3.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/148", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-148", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.88, "x": 0.08, "y": 0.18 }, "kind": "chart", "text": "Gantt chart showing task timelines", "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 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "309c3fd9-476d-49e9-8bdc-04b8b09468c0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.03, "x": 0.96, "y": 0.96 }, "kind": "other", "text": "148", "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 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3581c6d-60b6-42a4-aba1-b4c342599160", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "other", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "754550fb-c615-4ef2-8b3c-e33b470891fe", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - VALUE PROPOSITION AND MERCHANDISE 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 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd55c46a-12ef-462c-9fd1-328921cbeafd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "title", "text": "APPENDIX\nOUR PLAN (100 DAYS)", "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 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "195694f8-590b-4718-8162-a2e50eabbe98", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a689c27f-0cff-4063-a48f-ce03db8bd950", "evidence": "This slide features a 'Gantt chart showing task timelines'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.868041+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "41a92637-5520-460d-a31a-c49392855351", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.892+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 148, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 149, "type": "resolution", "title": "The slide uses a timeline-based project management structure to outline specific tasks across weeks and quarters.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 4, "textChars": 229, "nDataPoints": 0, "notes": "The slide uses a timeline-based project management structure to outline specific tasks across weeks and quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.807+00", "seconds": 2.845, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/149", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-149", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.84, "x": 0.08, "y": 0.22 }, "kind": "chart", "text": "Gantt chart showing tasks vs weeks/quarters", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "gantt-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b068cd29-b885-4cd5-8b00-918d2cf0f680", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3653f060-eb32-43be-ba2d-b65a1874ba73", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "100-DAY PLAN DETAILS - IN STORE 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 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aa0ab5d-bdcf-4449-98bf-05b21538e6d4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.03 }, "kind": "title", "text": "APPENDIX\nOUR PLAN (100 DAYS)", "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 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc788dd2-ad74-40dc-b6f0-80961af612b6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1a3ecfb4-c131-4882-9b8c-d07dc5a494dd", "evidence": "This slide features a 'Gantt chart showing tasks vs weeks/quarters'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:22.934603+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": "d76b20b2-af64-4f27-9ad5-b32c9f4ce522", "evidence": "Visual timeline of tasks over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.807+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 149, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 150, "type": "appendix", "title": "The slide uses a timeline-based task tracking format to visualize project phases.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 8, "componentCount": 3, "textChars": 183, "nDataPoints": 0, "notes": "The slide uses a timeline-based task tracking format to visualize project phases.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:21.402+00", "seconds": 2.401, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/150", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-150", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.88, "x": 0.06, "y": 0.296 }, "kind": "framework", "text": "Gantt chart timeline", "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 19:18:21.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07f39d16-fe23-4fe6-b26b-045ea5f1aa48", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:21.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f5e7408-50fc-44d3-aa74-15b9b95031ec", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "100-DAY PLAN DETAILS - WEBSITE AND OMNI CHANNEL", "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 19:18:21.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b577fa9f-58a3-4735-b593-8fd132e4d793", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "66ca6ea0-3963-4780-bce0-dd3bb85e5e8d", "evidence": "This slide features a 'Gantt chart timeline'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.004601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "f846e644-de07-4888-9ca3-6beac56fd53b", "evidence": "The slide presents a task-based timeline with duration bars across weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:21.402+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 150, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 151, "type": "resolution", "title": "The slide uses a timeline-based grid to map specific marketing tasks against a 14-week schedule plus subsequent quarters.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 247, "nDataPoints": 0, "notes": "The slide uses a timeline-based grid to map specific marketing tasks against a 14-week schedule plus subsequent quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:26.266+00", "seconds": 6.963, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/151", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-151", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.06, "y": 0.185 }, "kind": "chart", "text": "Gantt chart of marketing tasks over 14 weeks and beyond", "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 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ad58f66-700e-4b17-bce2-8206d6cacfa7", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51dfc11f-88a8-466d-a1db-6531c78cdc07", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - 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 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63e33fac-3221-4877-96fd-19052a5c0cb6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "title", "text": "APPENDIX OUR PLAN (100 DAYS)", "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 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f0ffc54-a85f-4607-a083-b16f5c11bffe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2d608b87-cf13-425b-8fb1-f7a1ebb93cef", "evidence": "This slide features a 'Gantt chart of marketing tasks over 14 weeks and beyond'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.076861+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b40ef6ea-36fd-4333-92fe-6d9decc0e6cc", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a timeline.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:26.266+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 151, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 152, "type": "resolution", "title": "The slide uses a timeline-based grid to map specific supply chain workstreams against weeks and quarters.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 5, "textChars": 218, "nDataPoints": 0, "notes": "The slide uses a timeline-based grid to map specific supply chain workstreams against weeks and quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:23.247+00", "seconds": 3.293, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/152", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-152", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.93, "x": 0.06, "y": 0.185 }, "kind": "chart", "text": "Supply chain implementation timeline", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "gantt-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e31bf9ce-f7ab-4cc5-b2d2-37f64559913f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.03, "x": 0.95, "y": 0.96 }, "kind": "other", "text": "152", "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 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c0f635f-af97-4257-8a7a-3c22bf4833f4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "other", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19147744-9245-43d4-b378-0c45ba001ec9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.55, "x": 0.03, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - SUPPLY CHAIN", "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 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bac71e98-2d3f-45a8-bd3f-7dac6bfadd07", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.1, "x": 0.88, "y": 0.02 }, "kind": "title", "text": "APPENDIX\nOUR PLAN (100 DAYS)", "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 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ff9d42a-4204-42e2-8072-4efea871c753", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff88c1a8-9721-41b1-9801-d117d4aacd60", "evidence": "This slide features a 'Supply chain implementation timeline' using a Gantt chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:51:23.144943+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": "632f9d2e-779b-4c0a-8c8c-8e0f4874408a", "evidence": "The slide presents a timeline-based project management schedule for supply chain initiatives.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.247+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 152, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 153, "type": "appendix", "title": "The slide uses a timeline-based project management framework to outline the 100-day plan.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 12, "componentCount": 4, "textChars": 218, "nDataPoints": 0, "notes": "The slide uses a timeline-based project management framework to outline the 100-day plan.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:23.528+00", "seconds": 2.733, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/153", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-153", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.96, "x": 0.02, "y": 0.225 }, "kind": "framework", "text": "Gantt chart", "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 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e87eff71-9de7-48b8-8033-15095673a031", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "other", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a4f84a6-982e-446a-880f-35ee9f27c001", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.96, "x": 0.02, "y": 0.225 }, "kind": "table", "text": "Gantt chart showing tasks vs weeks/quarters", "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 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9a24881-50d7-40b4-a42c-bd191d41964b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - CORPORATE COST ASSESSMENT", "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 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1eaa91b-c646-4bc5-b1d4-e2d2110f5a69", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f39f71be-2fa0-46be-a66c-f22c889093fd", "evidence": "Gantt chart showing tasks vs weeks/quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:51:13.013719+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "132a4370-8421-40e2-abea-51e7f8c38e9a", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.528+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 153, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 154, "type": "appendix", "title": "The slide uses a timeline-based project management structure to outline specific tasks over a 14-week period and subsequent quarters.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 18, "componentCount": 5, "textChars": 272, "nDataPoints": 0, "notes": "The slide uses a timeline-based project management structure to outline specific tasks over a 14-week period and subsequent quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:23.621+00", "seconds": 2.772, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/154", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-154", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.23 }, "kind": "chart", "text": "Gantt chart showing tasks vs weeks/quarters", "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 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b37da38-f6e8-454f-a24d-6711e58809aa", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.94, "x": 0.03, "y": 0.2 }, "kind": "framework", "text": "Timeline of store profitability initiatives", "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 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a35a7ffb-803a-4270-bf0c-ca9a21d4855a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.03, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "077c733c-29e8-4eea-8c41-8c687d6f743e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "100-DAY PLAN DETAILS - STORE PROFITABILITY", "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 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "337f8d41-04ce-4da7-9ad9-3807b9511782", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "title", "text": "APPENDIX\nOUR PLAN (100 DAYS)", "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 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b661fa19-3eac-4018-a7e1-c64061d005ab", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7c620004-1b99-4428-a362-0810cc8b27c0", "evidence": "Gantt chart showing tasks vs weeks/quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.086221+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "baf18059-d495-4c34-af80-70cc02e5a173", "evidence": "Visual timeline of tasks over weeks and quarters", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.621+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 154, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 155, "type": "appendix", "title": "The slide uses a standard project management timeline format to visualize the sequence of strategic financial actions.", "function": "plan_implementation", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 272, "nDataPoints": 0, "notes": "The slide uses a standard project management timeline format to visualize the sequence of strategic financial actions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:23.883+00", "seconds": 2.704, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/155", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-155", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.12, "x": 0.85, "y": 0.03 }, "kind": "callout", "text": "APPENDIX OUR PLAN (100 DAYS)", "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 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa19fc4c-7f57-45d7-9c75-c673cc03473f", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.96, "x": 0.02, "y": 0.225 }, "kind": "chart", "text": "Gantt chart showing timeline of financial initiatives", "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 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a07952b-4fc9-43e5-a30a-fedbe10c925b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "source-note", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "736c5f23-e78c-4b75-9ef0-78fba8394440", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - Capital Allocation and Balance Sheet Rationalization", "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 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d8a177e-320c-41a9-a3cf-6f6ca2d0c6f0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fe3d96dc-ebf0-44ac-8369-7f1375f773eb", "evidence": "Gantt chart showing timeline of financial initiatives", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.169053+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "1336bf80-de9e-4737-b606-c7f51b11a340", "evidence": "The slide uses a horizontal bar chart to represent project tasks over a time-based axis.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.883+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 155, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 156, "type": "resolution", "title": "The slide is part of an appendix section detailing the 100-day plan.", "function": "plan_implementation", "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": "plan_implementation", "functionCanon": { "name": "Plan implementation", "slug": "plan_implementation", "status": "active", "canonId": "019de52d-14a2-77ea-b210-d6a95eed4823", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 4, "textChars": 434, "nDataPoints": 0, "notes": "The slide is part of an appendix section detailing the 100-day plan.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:23.849+00", "seconds": 2.406, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/156", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-156", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "callout", "text": "APPENDIX OUR PLAN (100 DAYS)", "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 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1cbcc6b-37c2-491f-a6b6-05f98009ae47", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.02, "y": 0.98 }, "kind": "other", "text": "Source: Macellum Estimates in Conjunction with Industry Experts, Board Candidates, and Top-Rated Retail Consultancy.", "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 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e96f1d9a-b7ef-41a9-80c3-650daca91ded", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.96, "x": 0.02, "y": 0.185 }, "kind": "table", "text": "Gantt chart showing tasks: Comprehensive review of systems, Assess internal capability, Determine need for further upgrades, Compile and analyze all dash board and summary reports, Develop and implement plan for optimal technological support", "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 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "678c7322-523d-4a0e-a365-14f8c875aedf", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.02, "y": 0.02 }, "kind": "title", "text": "100-DAY PLAN DETAILS - INFORMATION AND TECHNOLOGY", "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 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "443f9c7c-2061-47b1-bc14-90a566d4b571", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Gantt chart", "slug": "gantt-chart", "status": "active", "bestFor": null, "canonId": "019de52d-1fa2-7206-bb14-bb9ff5fccdba", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9bc42910-1fbc-42d2-94a3-8f2577682b77", "evidence": "Gantt chart showing tasks: Comprehensive review of systems, Assess internal capability, Determine need for further upgrades, Compile and analyze all dash board and summary reports, Develop and implement plan", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:57.252868+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5b3a5c93-71b4-4c73-8bf0-fe74439cb350", "evidence": "The slide uses a timeline-based grid to map tasks against weeks and quarters.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:23.849+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 156, "frameworkName": "gantt-chart" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 157, "type": "analysis", "title": "The table provides a comprehensive view of financial performance over a decade, including growth rates and margin analysis.", "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": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 167, "nDataPoints": 250, "notes": "The table provides a comprehensive view of financial performance over a decade, including growth rates and margin analysis.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:24.257+00", "seconds": 2.6, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/157", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-157", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.85, "y": 0.05 }, "kind": "callout", "text": "APPENDIX PERFORMANCE (OVERVIEW)", "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 19:18:24.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4406cc97-3fa5-4481-9d3a-86780fd39893", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:18:24.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5dd6e95-8804-4ba3-8577-f0a734fedc99", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Historical financial data table for Kohl's (2011-2021)", "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 19:18:24.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77c5fc89-efb2-4d13-a604-764c3d04b442", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "SUMMARY OF KOHL'S' HISTORICAL FINANCIALS", "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 19:18:24.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2510beac-3522-4576-9d88-bda94503dcbe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 158, "type": "setup", "title": "The table highlights that while KSS grew margins, the peer average/median growth was higher.", "function": "compare_peers", "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": "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": 4, "textChars": 408, "nDataPoints": 68, "notes": "The table highlights that while KSS grew margins, the peer average/median growth was higher.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:24.51+00", "seconds": 2.85, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/158", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-158", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.1, "x": 0.87, "y": 0.03 }, "kind": "callout", "text": "APPENDIX PERFORMANCE (OVERVIEW)", "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 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "216da002-9622-43cd-8b6e-fe606075b71d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings; Bloomberg LP. Note: Retail Peer Average/Median Includes: AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM.", "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 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd7ebccf-38d0-4b54-93fc-e1f61f89b0fa", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.44, "x": 0.28, "y": 0.208 }, "kind": "table", "text": "Gross margin data table for AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM, and KSS.", "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 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3937b7de-be43-4d19-8b58-411fdb2ff8b6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "DESPITE GROSS MARGIN GROWTH FROM 2019, KOHL'S HAS STILL TRAILED RETAIL 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 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13c12dd5-a411-4e2d-927c-bc657d537390", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "23e8cbe4-6702-43ca-aa0c-66d39c0c8329", "evidence": "Table comparing KSS performance against a peer group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:24.51+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 158, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 159, "type": "setup", "title": "Includes adjustments for operating leases and cash-based lease equivalent debt.", "function": "compare_peers", "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": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 181, "nDataPoints": 300, "notes": "Includes adjustments for operating leases and cash-based lease equivalent debt.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:24.63+00", "seconds": 2.781, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/159", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-159", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.85, "y": 0.05 }, "kind": "callout", "text": "APPENDIX PERFORMANCE (OVERVIEW)", "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 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "422fc86f-251c-42f5-a30d-203716788c7a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP.", "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 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c933b5a-3567-48c8-af59-cc9e10eb1b25", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.94, "x": 0.03, "y": 0.35 }, "kind": "table", "text": "Financial leverage table comparing KSS to 16 peers across 2021 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 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84cf5f9e-bb33-43f4-9123-9e180eeaa2f1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "SUMMARY OF KOHL'S AND PEERS' LEVERAGE", "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 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0094d657-e993-4508-9f61-a44d2ccbc8b9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b851b99f-52bd-48d5-8bcd-6a4828720777", "evidence": "Comparison of Kohl's financial metrics against a defined peer group.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:24.63+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 159, "frameworkName": "peer_benchmark" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 160, "type": "setup", "title": "The slide uses a rhetorical question to challenge the efficacy of Kohl's strategic plan by contrasting it with the superior stock performance of its competitors", "function": "compare_peers", "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": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 355, "nDataPoints": 3, "notes": "The slide uses a rhetorical question to challenge the efficacy of Kohl's strategic plan by contrasting it with the superior stock performance of its competitors.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:25.003+00", "seconds": 2.966, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/160", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-160", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "IS KOHL'S' STRATEGIC PLAN (-6%)¹ RESPONSIBLE FOR DILLARD'S' (+241%) AND MACY'S' (+53%) RECENT OUTPERFORMANCE, TOO?", "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 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33c2503d-aa72-42a0-b38c-ac1932e7bc3e", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Stock performance comparison of Kohl's, Macy's, and Dillard'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": "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 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c15d8f-22ec-4a96-8d91-4c3e0956fe95", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.93 }, "kind": "other", "text": "1 Kohl's Performance Since Pre-Covid at 12/31/2019. Source: Bloomberg LP - Data as of 1/14/2022", "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 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8aacf790-e25c-4724-b04d-b48e081fe9cb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "KOHL'S ONCE CLAIMED SHORT-LIVED OUTPERFORMANCE VERSUS ITS DEPARTMENT STORE PEER GROUP", "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 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d71188af-cbaf-4a68-899f-84f7efdf4877", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bc930e8a-2686-4279-b872-bdb783d6ea22", "evidence": "The slide contrasts Kohl's claimed performance with the actual market performance of its peers to undermine the company's strategic narrative.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:25.003+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 160, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 161, "type": "setup", "title": "The slide uses a red dashed box to highlight Kohl's underperformance relative to the Retail Peers 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": 43, "componentCount": 6, "textChars": 613, "nDataPoints": 6, "notes": "The slide uses a red dashed box to highlight Kohl's underperformance relative to the Retail Peers group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:25.499+00", "seconds": 3.441, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/161", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-161", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.724, "x": 0.138, "y": 0.35 }, "kind": "chart", "text": "1-YEAR 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": "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 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3227823d-ec42-434d-8d96-ca3efb49b195", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.06, "x": 0.14, "y": 0.65 }, "kind": "other", "text": "Red dashed box highlighting Kohl'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": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c33f825-1049-43bc-8964-c5e56d635b02", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.46, "x": 0.026, "y": 0.935 }, "kind": "other", "text": "Source: Bloomberg LP- Data as of 1/14/2022. Notes: Total Shareholder Return; Retail Peers include AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM. Notes: Compensation Peer Group Average Includes: BBBY, GPS, M, JWN, ROST, TJX. Notes: ISS Peers include AN, BBY, KMX, DG, DLTR, FL, GPS, JWN, LAD, BBWI, M, PAG, ROST.", "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 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea5c11ad-aeb4-45d7-8014-a9d8c93287f5", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.948, "x": 0.026, "y": 0.188 }, "kind": "paragraph", "text": "One year after Macellum first ran a campaign highlighting the Board's inability to create value, the Company's shares have continued to significantly underperform its retail peers", "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 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a36cfda-7502-4bd8-a7e7-01486b839212", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.106, "x": 0.868, "y": 0.105 }, "kind": "subtitle", "text": "EXECUTIVE SUMMARY", "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 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd168133-b405-43a4-bd2d-6c80e2b02b0d", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.436, "x": 0.026, "y": 0.05 }, "kind": "title", "text": "ANOTHER WASTED YEAR", "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 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccd302d9-e833-45c6-ab32-a04317c1a25e", "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": "9a24df21-e4ab-450e-874e-b02504f8edb9", "evidence": "Red dashed box highlighting Kohl's", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:57.504434+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "d563031b-d416-4816-b431-ace413f14d2d", "evidence": "Comparing company performance against peer groups to highlight underperformance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.499+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 161, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 162, "type": "setup", "title": "The slide uses red dashed boxes to highlight Kohl's underperformance relative to the other bars in each chart.", "function": "compare_peers", "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": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 604, "nDataPoints": 20, "notes": "The slide uses red dashed boxes to highlight Kohl's underperformance relative to the other bars in each chart.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:25.409+00", "seconds": 3.27, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/162", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-162", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.45, "x": 0.03, "y": 0.58 }, "kind": "chart", "text": "3-YEAR performance 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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aed0bc87-bb01-4d81-9740-01e124294d1f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.58 }, "kind": "chart", "text": "5-YEAR performance 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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b21d813e-9443-4eab-a24d-968f67bd231e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "chart", "text": "PRE-COVID (12/31/2019) performance 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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2c39a8f-e158-41b9-8a06-94ea8920211b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "chart", "text": "1-YEAR performance 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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc9db5a2-7a4b-4164-8333-e96e1c325cf0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Source: Bloomberg LP- Data as of 1/14/2022. Notes: Total Shareholder Return; Retail Peers include AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM. Notes: Compensation Peer Group Average Includes: BBBY, GPS, M, JWN, ROST, TJX. Notes: ISS Peers include AN, BBY, KMX, DG, DLTR, FL, GPS, JWN, LAD, BBWI, M, PAG, ROST.", "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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c6ca2c0-e4ad-4213-ab5e-effb3f9633e8", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "ANOTHER YEAR OF FINANCIAL 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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3320fcdc-c400-4954-aaff-abb4218b92c4", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.8, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Kohl's' shares have underperformed relevant peers and indices over every applicable time horizon", "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 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1db18842-b047-4eaa-b355-ddfb21704e84", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "122a915e-c326-4dcd-89c1-a6890f25c84b", "evidence": "Comparing Kohl's performance against multiple peer groups across four time horizons.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.409+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 162, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 163, "type": "setup", "function": "compare_peers", "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": "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": 8, "textChars": 323, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:25.899+00", "seconds": 3.457, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/163", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-163", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.5, "x": 0.2, "y": 0.25 }, "kind": "chart", "text": "Sales Per Sq. Ft", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419e4ede-317c-49f1-bb97-00fc36629208", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.33, "y": 0.83 }, "kind": "legend", "text": "Kohl's Retail Peer Average", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf4915b1-e74b-4f15-a66a-d1dd3c131fe6", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.81, "y": 0.5 }, "kind": "metric", "text": "41%", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac21ec07-9d52-413d-ba24-9192052f97e5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.81, "y": 0.37 }, "kind": "metric", "text": "3%", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e33c1f6b-c3e8-4af7-901e-682300f40cb9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.03, "y": 0.93 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP. Note: Retail Peer Average/Median Includes: AEO, BBBY, BKE, BURL, CTRN, DDS, DKS, GPS, HIBB, JWN, M, PLCE, ROST, TGT, TJX, URBN, WSM.", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "758edff3-d40a-489b-873b-8c372aed386d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.75, "y": 0.26 }, "kind": "other", "text": "Sales Per Sq. Ft Growth 2011-2021", "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": { "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05b45515-c792-4b1a-85b8-9a2b61b8f88f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.09, "x": 0.88, "y": 0.05 }, "kind": "subtitle", "text": "APPENDIX PERFORMANCE (SALES)", "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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2afa6d13-0d6d-42b3-bb6e-a0bc1dd28ae0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.75, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "GAINS IN SALES PER SQ. FT. TRAILED 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 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05b3aa6f-6a13-447c-b484-d74cbd0aa183", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b58375e2-6bec-409c-89a9-2ddbb05864b7", "evidence": "Comparing Kohl's performance against a peer group over a 10-year period.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:25.899+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 163, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 164, "type": "tension", "title": "The slide uses a bar chart to visually demonstrate the gap between stated goals and actual performance, reinforcing the argument that management has failed to d", "function": "expose_contradiction", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "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": 40, "componentCount": 5, "textChars": 763, "nDataPoints": 6, "notes": "The slide uses a bar chart to visually demonstrate the gap between stated goals and actual performance, reinforcing the argument that management has failed to deliver.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:27.103+00", "seconds": 3.564, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/164", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-164", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "callout", "text": "WITHOUT CHANGE TO THE BOARD AND THE SAME CEO WHO DESIGNED THE \"GREATNESS AGENDA,\" WHY SHOULD INVESTORS BELIEVE KOHL'S WILL MEET ITS FINANCIAL GOALS THIS TIME?", "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 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b256a00-6bfa-4526-ab1e-e109f77ba51b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "chart", "text": "Grouped bar chart showing Sales and EBIT goals vs 2017 and 2021 actuals", "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 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7b787cf-51b0-4f4d-b59f-c0226ef7c403", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Ms. Gass, designed the \"Greatness Agenda\" to be a three-year plan to get Kohl's back on track, but in 2017, sales were 4% below the financial goals, operating profit was 26% below targets. Nearly a decade later and the Company has still yet to achieve the financial goals outlined in the \"Greatness Agenda\". Additionally, the Company has lowered long-term operating margins targets to 100-200 basis points below the goal outlined in the \"Greatness Agenda\"", "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 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "caea4fd6-add2-40a0-b09a-7f52fab0c0c0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.97 }, "kind": "other", "text": "Source: Company SEC filings; Bloomberg LP.", "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 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31cee513-aeec-42fd-a538-cec4509b54da", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ADDITIONAL \"GREATNESS AGENDA\" DETAILS", "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 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34b010b8-9ebb-414d-897c-51ae0207f00b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9b6dfce2-3911-4a85-b6bf-4e6f8a0bd028", "evidence": "The slide explicitly contrasts the CEO's stated 'Greatness Agenda' goals with the actual failure to meet them over a decade.", "framework": null, "confidence": 1, "extraction": { "at": "2026-07-16 19:18:27.103+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 164, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 165, "type": "tension", "title": "Uses a timeline-like structure to link past announcements to current skepticism.", "function": "expose_contradiction", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "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": 63, "componentCount": 8, "textChars": 925, "nDataPoints": 0, "notes": "Uses a timeline-like structure to link past announcements to current skepticism.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:28.23+00", "seconds": 4.419, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/165", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-165", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "callout", "text": "WITH THE SAME TEAM THAT DESIGNED AND IMPLEMENTED THE FAILED \"GREATNESS AGENDA,\" WHY SHOULD INVESTORS BELIEVE THIS TIME WILL BE ANY DIFFERENT?", "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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71b01725-b805-45f2-a2ee-d8c38d7989a4", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.25, "x": 0.72, "y": 0.18 }, "kind": "image", "text": "Kohl's strategic announcement 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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57e86f3b-e529-4524-a03e-e3c6da702ab1", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.65, "x": 0.03, "y": 0.48 }, "kind": "list", "text": "Growing top line with the addition of new national brands and partnerships while developing a better assortment; Reignite growth in the women's business; Increasing gross margins; Increasing inventory turns; Driving traffic; Fixing loyalty programs.", "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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40cb2c9e-f8b4-49ca-b80b-de138ee457c5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.65, "x": 0.03, "y": 0.41 }, "kind": "paragraph", "text": "Similarly in March 2022, Kohl's announced its \"reinvention.\"", "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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6cc92f9a-a105-4892-affc-8c5139e5eb02", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "In October 2014, Kohl's announced its \"Greatness Agenda,\" which was in place for six years and ultimately failed to even come close to meeting its targets or creating 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": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b19af269-cc0f-458a-81ec-9707210cbaf3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.65, "x": 0.03, "y": 0.31 }, "kind": "paragraph", "text": "In October 2020, Kohl's announced a \"new\" strategic plan and tried to convince shareholders it was finally back on track.", "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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4bd32fa-474b-4f18-961a-e86a547b702f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.97 }, "kind": "source-note", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd90d5e2-0226-47bb-b410-e9a4b0d5e499", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "ADDITIONAL \"GREATNESS AGENDA DETAILS\" - SAME STORY, DIFFERENT YEAR (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 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47155173-f40a-46ef-9165-8168a77df4e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ccc785d7-80b6-4aa3-baf3-d5e1d4ffb187", "evidence": "Contrasting past failed strategies with current ones to undermine management credibility.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:28.23+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 165, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 166, "type": "appendix", "title": "The slide uses a timeline to highlight repetitive strategic messaging over 8 years.", "function": "expose_contradiction", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": 6, "textChars": 534, "nDataPoints": 0, "notes": "The slide uses a timeline to highlight repetitive strategic messaging over 8 years.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:27.249+00", "seconds": 3.259, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/166", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-166", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "callout", "text": "APPENDIX PERFORMANCE (CREDIBILITY)", "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 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45315717-594b-4789-8778-796ca01ffd2a", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Timeline of strategic themes from 2014, 2020, and 2022", "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": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "281020f2-54ce-4961-8c80-56c57e575aea", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.02, "y": 0.97 }, "kind": "other", "text": "Source: Company SEC Filings, Bloomberg LP Transcripts.", "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 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f906bce2-7938-4334-b289-bf1f58c3d442", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.35, "y": 0.9 }, "kind": "paragraph", "text": "- Michelle Gass, CEO (March 7, 2022)", "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 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07422d70-6390-4cf5-b8f3-2deb3c8297bb", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.7, "x": 0.15, "y": 0.7 }, "kind": "quote", "text": "\"Kohl's, in the mind of the customer, has always been a casual brand, and over the last five years we've also proven we can be a credible player in the active business as well. So now we are evolving the entire Kohl's brand proposition to stand for the active and casual lifestyle.\"", "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 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "33bce9fa-c76b-4f6a-8294-56c0576f96fc", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "ADDITIONAL \"GREATNESS AGENDA\" DETAILS - SAME STORY, DIFFERENT YEAR (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 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ed95412-a1ef-4827-8445-79bfaa51a6da", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f3345184-3991-45d1-8b90-5def42f806fe", "evidence": "The components mention 'in the mind of the customer', indicating an audience frame.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:08.453211+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [ { "matchId": "d1641f92-8a58-4c5b-a407-a9b17378bf6e", "evidence": "The slide juxtaposes repetitive strategic claims over time with a CEO quote to highlight a lack of actual change.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-07-16 19:18:27.249+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 166, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 167, "type": "appendix", "title": "The slide uses a timeline to contrast corporate announcements with critical media coverage.", "function": "expose_contradiction", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "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": 37, "componentCount": 6, "textChars": 650, "nDataPoints": 0, "notes": "The slide uses a timeline to contrast corporate announcements with critical media coverage.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:27.38+00", "seconds": 3.309, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/167", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-167", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.1, "x": 0.88, "y": 0.05 }, "kind": "callout", "text": "APPENDIX PERFORMANCE (CREDIBILITY)", "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 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5624d362-d265-4e76-8b2c-34ba780e8ff6", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.95, "x": 0.03, "y": 0.6 }, "kind": "diagram", "text": "Timeline from October 2014 to February 2016 showing press clippings and corporate announcements.", "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": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d64830-776c-4fb9-a673-5befaa010f09", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.95, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "In October 2014, Kohl's announced the \"Greatness Agenda\" at its Investor Conference, which focused on five key pillars. Very quickly, the agenda ran into issues. In 2015 Kohl's announced a new \"evolution\". Kohl's continued to fail.", "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 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e3cca72-8718-4f56-8de3-f59e8b18912c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.95 }, "kind": "other", "text": "1 https://www.washingtonpost.com/news/business/wp/2015/08/13/even-with-a-greatness-agenda-kohls-is-struggling-to-lure-new-shoppers/", "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 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed397bad-f40c-417c-9962-5d043ff86a3d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.18 }, "kind": "title", "text": "Kohl's has persistently failed to meet objectives laid out in its \"Greatness Agenda\"", "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 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7786482-fa98-46a2-a5e8-92e9de779e25", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "ADDITIONAL \"GREATNESS AGENDA\" DETAILS - SAME STORY, DIFFERENT YEAR (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 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4aef96c-b264-45c6-98db-d8aa730a5233", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "af609ac4-eb27-4f86-a724-f0ba564a5fd7", "evidence": "Contrasting corporate 'Greatness Agenda' claims with negative media headlines over time.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:18:27.38+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 167, "frameworkName": "expose_contradiction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 168, "type": "evidence", "title": "Includes a map visualization of shipping routes and a comparative table of profit per transaction.", "function": "illustrate_case", "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": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 30, "componentCount": 5, "textChars": 405, "nDataPoints": 14, "notes": "Includes a map visualization of shipping routes and a comparative table of profit per transaction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:18:26.792+00", "seconds": 2.618, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/168", "deck": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84", "deckAnchor": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-168", "deckJson": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.1, "x": 0.05, "y": 0.35 }, "kind": "annotation", "text": "Destination and Shipping Facility icons", "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 19:18:26.792+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82b5aa4c-9cff-40fb-ac67-9d839ea13556", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.4, "x": 0.15, "y": 0.35 }, "kind": "image", "text": "US Map showing shipping routes from Middletown, OH and CA to New York", "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 19:18:26.792+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "529ecc76-a2d1-461a-b71a-85fc268c0d71", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Company Websites, Shipping confirmation received on 03/24/2022. Note: Product pictures are close to those of original items purchased if they are not available online anymore", "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 19:18:26.792+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53c020ae-4203-426c-9d5a-83dc8d223c53", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.65, "y": 0.4 }, "kind": "table", "text": "Profit Per Transaction table comparing Current Process vs Without Split Shipments", "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 19:18:26.792+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "758d7027-543e-42d7-9912-e648f5dbf77c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "ANOTHER EXAMPLE OF 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 19:18:26.792+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8de01dc-93de-4d81-87a3-1de4b134edbf", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Map / spatial", "slug": "map-spatial", "status": "active", "bestFor": null, "canonId": "019dd9e1-4f52-724d-8b4e-b5ed8925a0a0", "version": 1, "bodyDocId": null, "description": "Geographic or spatial visualisation.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1f0e17f1-0253-4f08-85fd-ef0205eeee4b", "evidence": "The components include a 'US Map showing shipping routes'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:17:08.609196+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 168, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "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": "820a84df-965e-41ad-ad4d-71c0e8045c8d", "evidence": "The components include a 'Profit Per Transaction table comparing Current Process vs Without Split Shipments'.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:17:08.569462+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 168, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 5, "to": 9, "label": "Problem Identification", "description": "The document identifies Kohl's problems, such as underperformance and credibility issues." }, { "from": 10, "to": 40, "label": "Agitation", "description": "The document agitates Kohl's problems, highlighting the board's failures and the company's declining performance." }, { "from": 100, "to": 137, "label": "Solution", "description": "The document presents a solution, including a new leadership slate and a standalone operating plan." } ], "loops": [] }