{
  "docId": "019dd923-5ca1-7489-b634-ff658db7ef65",
  "docSlug": "47b3eb1be6592471",
  "documentTitle": "Global Restart Key Dynamics COVID-19",
  "authorId": "BCG",
  "authorName": "BCG",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 36,
  "pageCount": 39,
  "prevPage": 35,
  "nextPage": 37,
  "slideType": "data_table",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 120,
  "notes": "The slide uses a heatmap-style table to categorize sectors into Healthier, Pressured, and Vulnerable based on TSR and debt metrics.",
  "elementsJson": [
    "headline_text",
    "data_table",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ca1-7489-b634-ff658db7ef65/36",
  "deckHref": "/decks/019dd923-5ca1-7489-b634-ff658db7ef65",
  "deckJsonHref": "/decks/019dd923-5ca1-7489-b634-ff658db7ef65.json",
  "deckAnchorHref": "/decks/019dd923-5ca1-7489-b634-ff658db7ef65#slide-36",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.1,
        "x": 0.85,
        "y": 0.9
      },
      "kind": "legend",
      "text": "Pos. trend >= 2%; No sig. change; Neg. trend >= 2%",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3fe7f136-2a9c-4d68-bf03-e89315606a75",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "TSR performance",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd951-acb8-762a-a735-95c87b4a9c0d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.8,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Note: Based on top S&P Global 1200 companies; Sectors are based on GICS definitions; 1. Retailing, Transport, Auto, Real Estate, Energy, Hospitality with > 10% of companies with probability of default > 15%; 2. Net debt & enterprise value from latest available balance sheet; Categories defined based on comparison with S&P Global 1200 median: healthy = TSR & debt/EV < median, vulnerable = TSR & debt/EV < median; 3. Performance is tracked for two periods, first from 21 February 2020 (before international acceleration of outbreak) to 20 March 2020 (trough of the market) and from 21 February 2020 through 17 July 2020 based on median; 4. Implied by 5-year Credit Default Swap based on median Source: S&P Capital IQ; BCG ValueScience Center; BCG",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc396fa7-a96a-4a91-9730-452df7d9f29b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "table",
      "text": "Sector performance and default risk table",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e51f473c-6e0e-48f5-848b-751ab0778e49",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.65,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "4 sectors currently at pre-crisis TSR levels; 6 sectors with significant share of companies with >15% default risk",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "46b9d815-a727-43dc-8245-bf00425e9b60",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-13ee-7068-9788-8ab54931d8ff",
      "evidence": "Title states '4 sectors at pre-crisis TSR; 6 sectors with >15% default risk'.",
      "confidence": 80
    },
    {
      "name": "Color Strategy",
      "slug": "color-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-13ee-7068-9788-8c6e3a78724e",
      "evidence": "Sector × metric heatmap with status shading.",
      "confidence": 70
    },
    {
      "name": "Data-Ink Ratio",
      "slug": "data-ink-ratio",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "a986d0e8-7f82-42d8-91d4-7ebad91c330c",
      "evidence": "table/data: Sector performance and default risk table",
      "confidence": 0.7
    },
    {
      "name": "Visual Hierarchy",
      "slug": "visual-hierarchy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-13ee-7068-9788-924b54fcce6e",
      "evidence": "Two sub-tables (TSR vs default risk) banded under shared header.",
      "confidence": 65
    }
  ],
  "frameworks": [
    {
      "name": "heatmap-matrix",
      "slug": null,
      "matchId": "994e81b2-ba9f-4bbf-9c63-7a02c608019e",
      "evidence": "The table uses color-coded cells to represent performance and risk levels across sectors.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [
    {
      "to": 39,
      "from": 27,
      "beatId": "019dd95a-0702-74a3-87dc-987b9428ddb1",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "Capabilities companies need, vaccines, GDP forecasts, equity markets, appendix, contact.",
      "position": 5,
      "confidence": 88,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 36,
      "from": 34,
      "name": "Segmentation Split",
      "slug": "34-segmentation-split",
      "bestFor": "Customer analysis, market research, resource allocation",
      "matchId": "019dd95a-088b-72c8-b7e4-46cbbe1c5b5a",
      "evidence": "Country-by-country unemployment (p34), market-by-market indices (p35), sector-level TSR and default risk table (p36).",
      "position": 6,
      "objective": "De-averaged view of unemployment, equity markets, and sector TSR/default risk",
      "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference",
      "confidence": 72,
      "description": "Divide a whole into meaningful segments to reveal hidden patterns"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}