{
  "docId": "019dd923-5efe-75c0-8dfe-f3a20d679552",
  "docSlug": "cc8a3bfb2de083d3",
  "documentTitle": "2024 Investor Day",
  "authorId": "Regal-Rexnord",
  "authorName": "Regal Rexnord",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 5,
  "pageCount": 114,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 4,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "icon_grid",
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dfe-f3a20d679552/5",
  "deckHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552#slide-5",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Our Transformed RRX Portfolio is Positioned for Faster and More Durable Growth",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-7dab-745b-a230-f5a8db8ef303",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.5,
        "x": 0.45,
        "y": 0.45
      },
      "kind": "list",
      "text": "Tracking to Top Quartile Margins\nExpect Adj. gross margin* of 40%, and Adj. EBITDA margin* of 25% exiting 2025, plus potential upside beyond",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "866baf89-2bc0-4b97-adb8-5adc4ed9a3d0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.5,
        "x": 0.45,
        "y": 0.2
      },
      "kind": "list",
      "text": "Organic Sales Out-Growth Poised to Accelerate\nExpect increasingly consistent above-market organic growth by harnessing the power of our transformed portfolio and go-to-market",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "89c86a73-bf8e-4848-9355-b57be59e7b5c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.5,
        "x": 0.45,
        "y": 0.7
      },
      "kind": "list",
      "text": ">$1.0B Annual Adjusted FCF in 2026 & Beyond\nExpect Adj. FCF margins* in the low- to mid-teens, supporting significant balance sheet de-levering followed by robust inorganic growth",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bd842225-8f90-4381-9aab-2e23466854e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.35,
        "x": 0.05,
        "y": 0.4
      },
      "kind": "list",
      "text": "High Secular Exposures\nTechnology Differentiated Products\nStrong Brands & Channel Positions\nRobust Aftermarket Sales\nAdvantaged Global Footprint\nHighly Cash Generative",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e09a5161-3d89-42ed-a1ac-60cbc50289b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Adjusted FCF: $1.0B",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7dab-745b-a230-fa226953c05e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.3,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "A Powerful Enterprise",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c5900f9e-1059-4679-a7b9-a6d599a8604f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.05,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "* Non-GAAP financial measurement, see appendix for reconciliation",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bab66e9a-6da0-48ce-90f8-6b2d400107f5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.87
      },
      "kind": "title",
      "text": "Our Transformed RRX Portfolio is Positioned for Faster and More Durable Growth",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be91ad9d-1ddc-4a76-8f23-2b749920fe87",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Positioned for Differentiated Value Creation",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6f74b8f-4930-4799-b154-71617d6da109",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019deaa9-f4e9-74fc-9739-a340a2f89d87",
      "evidence": "Block 1 begins here framing the after-state of transformation",
      "confidence": 75
    },
    {
      "name": "Big Idea Formula",
      "slug": "big-idea-formula",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019deaa9-f4c1-739b-a8f0-bd3749abd0c1",
      "evidence": "Bottom callout Transformed RRX Portfolio is Positioned for Faster and More Durable Growth",
      "confidence": 75
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deaa9-f470-71b9-b472-c29720dec9c4",
      "evidence": "Positioned for Differentiated Value Creation states the so-what",
      "confidence": 85
    },
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "da09fc28-2f6f-45ca-bebb-d51e98e3100a",
      "evidence": "A Powerful Enterprise",
      "confidence": 0.7
    },
    {
      "name": "Big Idea Formula",
      "slug": "big-idea-formula",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "6907e7d9-6cfa-4df9-8ac2-877db2befe86",
      "evidence": ">$1.0B Annual Adjusted FCF in 2026 & Beyond",
      "confidence": 0.7
    },
    {
      "name": "Core Message Extraction",
      "slug": "core-message-extraction",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deaa9-f498-7469-80f3-77f80f09b825",
      "evidence": "A Powerful Enterprise crystallizes the core message",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 12,
      "from": 4,
      "beatId": "019deaa9-f040-75b7-9046-6dddd0c5c790",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": null,
      "evidence": "Company snapshot, leadership team, values, operating model",
      "position": 1,
      "confidence": 72,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 15,
      "from": 5,
      "beatId": "019deaa9-f130-708b-bc62-78a111e6e99d",
      "arcName": "The Transformation Tale",
      "arcSlug": "transformation-tale",
      "beatName": "Current Reality (Pain)",
      "beatSlug": null,
      "evidence": "Pre-transformation 2018 baseline, repositioning context",
      "position": 1,
      "confidence": 70,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 7,
      "from": 5,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "019deaa9-f1a5-71f8-b68c-3789899c73ca",
      "evidence": "p6 explicit From/To table, p7 four-pillar transformation comparison",
      "position": 1,
      "objective": "Prove transformation already delivered (2018 -> 2023)",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 85,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}