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(BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 25, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses red callout boxes to highlight contradictions in management's narrative.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/25", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-25", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 26, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "The slide uses a logo grid to illustrate the breadth of competitors entering the western wear space.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/26", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-26", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 27, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a visual 'not equal' sign to emphasize the contradiction between marketing channels.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/27", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-27", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 28, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a screenshot of a YouTube video as a testimonial/customer voice.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/28", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-28", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 29, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Includes a red 'X' over a historical chart to emphasize the removal of data disclosure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/29", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-29", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a red 'X' overlay on a screenshot of a financial document to emphasize the removal of disclosure.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/30", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-30", "loopMatches": [ { "to": 30, "from": 21, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "f9aab845-ba1c-4e8f-9d9d-98119db4ca4a", "evidence": "Detailed critique of BOOT's big-box strategy", "position": 1, "objective": "What are the underlying issues with BOOT's strategy?", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.7, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 30, "from": 15, "beatId": "bf9de26a-5d2c-4ec4-9172-ea4f7545b3ac", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Expose Contradiction", "beatSlug": null, "evidence": "Contradictions in BOOT's statements and actions", "position": 1, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 31, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a yellow callout box to emphasize the lack of disclosure and a table to present the WARN notice evidence.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/31", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-31", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 32, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "Uses a historical financial table from Boot Barn's IPO prospectus to contrast with Tecovas's current growth trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/32", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-32", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 33, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "The table uses color-coding (green/orange) to distinguish rows, though the logic is not explicitly defined in a legend.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/33", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-33", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a table to highlight negative year-over-year traffic trends for BOOT, supported by a callout box explaining the methodology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/34", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-34", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 35, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a red dashed box to highlight the cessation of growth reporting and the decline in BOOT's SSS.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/35", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-35", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 36, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'logo-grid' style layout of screenshots to demonstrate a pattern across competitors.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/36", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-36", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 37, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses CEO quotes to demonstrate a shift in narrative regarding vendor relationships.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/37", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-37", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. (BOOT)", "authorId": "54_Spruce_Point_Capital", "authorName": "Spruce Point Capital Management", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-05-08 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 38, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a grid of competitor shipping policies to debunk the thesis that the company has a competitive moat in e-commerce.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019dd923-622c-750b-8b99-8051f14c9865/38", "deckHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865", "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-8051f14c9865#slide-38", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622c-750b-8b99-8051f14c9865", "docSlug": "3f714c68343e", "documentTitle": "Boot Barn Holdings, Inc. 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