{
  "docId": "019dd923-5e88-73ef-bd5a-0ab1717fb738",
  "docSlug": "7ec40cabf8e4d071",
  "documentTitle": "Fresenius SE 2023 06 13 14 Goldman Sachs 44th Annual Global Healthcare Conference",
  "authorId": "GoldmanSachs",
  "authorName": "Fresenius",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 24,
  "pageCount": 58,
  "prevPage": 23,
  "nextPage": 25,
  "slideType": "strategic_options",
  "function": "present_solution",
  "density": "balanced",
  "nDataPoints": 2,
  "notes": "The slide uses a 2x2 matrix (Market Attractiveness vs. Market Positioning) to illustrate portfolio optimization.",
  "elementsJson": [
    "headline_text",
    "matrix_2x2",
    "icon_grid",
    "process_diagram"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-0ab1717fb738/24",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-0ab1717fb738#slide-24",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.45,
        "x": 0.5,
        "y": 0.81
      },
      "kind": "callout",
      "text": "Details on portfolio exits over next 12-18 months",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7144f685-a152-4e88-b826-910dbc1d1f75",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Exit ~5+ cells with triple-digit-million € sales each, where Fresenius SE (FSE) is not the best owner",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae9d-34f92654f874",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.65,
        "w": 0.42,
        "x": 0.05,
        "y": 0.21
      },
      "kind": "framework",
      "text": "Portfolio optimization matrix",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24928fa0-9d1d-474c-b909-66489703c47c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "framework",
      "text": "2x2 Matrix",
      "attrs": null,
      "subkind": null,
      "toolName": "Structuring frame",
      "toolSlug": "structuring-frame",
      "confidence": null,
      "componentId": "019dd952-1d6d-7403-ae9d-3889c118ceb5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.45,
        "x": 0.5,
        "y": 0.2
      },
      "kind": "list",
      "text": "Develop business cells with strong organic growth paths; Strengthen portfolio focus and capital allocation; Exit ~5+ cells with triple-digit-million € sales each; Support deleveraging",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b3fd4062-35f6-4e82-99d2-5487c671a1a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.94,
        "x": 0.03,
        "y": 0.08
      },
      "kind": "title",
      "text": "Sharpen focus – Exit businesses in less attractive markets or where FSE not best owner",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bd55db62-9e85-4eac-bf10-6deb1a6fef1c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "af4745ff-a8dc-4004-ac2c-fbf42fd1d439",
      "evidence": "The slide mentions a '2x2 Matrix' and a 'Portfolio optimization matrix', which is a clear instantiation of a 2x2 matrix tool.",
      "confidence": 0.9
    }
  ],
  "frameworks": [
    {
      "name": "matrix-2x2",
      "slug": null,
      "matchId": "292839b0-c3ba-4aa5-bea1-3f6b4c94fff4",
      "evidence": "The slide uses a 2x2 matrix to categorize business units by market attractiveness and market positioning.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 28,
      "from": 18,
      "beatId": "2705ec00-68c0-4b74-bfa8-fca35d09b351",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Satisfaction",
      "beatSlug": "monroes-sequence-satisfaction",
      "evidence": "The strategic update and business update slides provide satisfaction by outlining the company's plans and progress",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}