Macellum Letter to Christopher Banks Jun 2015

macellum-letter-to-christopher-banks-jun-2015 · 2015-06

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

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coverage by narrative range · generated from this deck JSON

Narrative range 5 total

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Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides Agitate 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides Solution 1 slides 100% 1/1 slides 100% 1/1 slides · 7 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides 100% 1/1 slides Evidence 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits

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every slide · same image gating as the playbook

This is an activist investor letter.other

This is a text-heavy slide from an activist investor presentation detailing operational failures.frame_problem

Open slide detailBeat · ProblemLoop · Cost Of Inaction

This appears to be page 3 of an activist investor letter or presentation.frame_problem

Open slide detailBeat · AgitateLoop · Cost Of Inaction

This is a page from an activist investor presentation (Macellum Advisors) criticizing the board of Christopher & Banks.frame_problem

Open slide detailBeat · SolutionLoop · Cost Of Inaction

Includes both one-year and two-year stacked same-store sales data for a list of retail companies.compare_peers

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