{
  "docId": "019dd923-5eff-723e-9be6-aa984146bb0e",
  "docSlug": "2bce177c879b6bb7",
  "documentTitle": "2025 Q3 Investor Presentation",
  "authorId": "HBX-Group",
  "authorName": "HBX Group",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 22,
  "pageCount": 53,
  "prevPage": 21,
  "nextPage": 23,
  "slideType": "competitive_analysis",
  "function": "present_solution",
  "density": "dense",
  "nDataPoints": 4,
  "notes": "The slide uses a flow diagram to contrast direct contracting (85%+) with third-party sourcing (<15%).",
  "elementsJson": [
    "headline_text",
    "process_diagram",
    "logo_grid",
    "bullet_list",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be6-aa984146bb0e/22",
  "deckHref": "/decks/019dd923-5eff-723e-9be6-aa984146bb0e",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be6-aa984146bb0e.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be6-aa984146bb0e#slide-22",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Access through a global, on-the-ground sourcing workforce with local expertise and strong relationships with key suppliers",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-6d55-7689-90f7-e391c5ee17f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "diagram",
      "text": "Flow from Hotels to HBX Group to Distribution Partners",
      "attrs": null,
      "subkind": "value-chain",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "439dc23c-ef49-40f8-98e9-9006d2fbaac7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.25,
        "x": 0.73,
        "y": 0.55
      },
      "kind": "list",
      "text": "Key contract negotiation terms with suppliers: All rate types, All room types, Special conditions and offers, Allotment size, Payment terms, Marketing and overrides, Additional services, Others",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "95889d0b-0e6d-4e05-a392-0851cf4bd34a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Accommodation TTV: 85%+",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-6d55-7689-90f7-e798f9ffe29f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Company Information. See Glossary for definitions and calculation of specific financial terms and KPIs, including any Alternative Performance Measures (APMs). Figures derived from HBX Group Management Information as at and for the year ended September 2024. Accommodation data refers to core accommodation business, excludes satellites (Easy Market and TPB). Logos included are non-exhaustive",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c0efd4a0-4639-404c-870d-217f185db4d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.15,
        "y": 0.05
      },
      "kind": "title",
      "text": "85%+ direct contracting with hotels provides a significant competitive advantage to HBX",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bc84491b-e677-4dc1-b1b8-d384f40be8fa",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "d449cd99-b383-48fd-a99b-962a33430307",
      "evidence": "list/bullet: Key contract negotiation terms with suppliers: All rate types, All room types, Special conditions and offers, Allotment size, Payment terms, Marketing and overrides, Additional services, Others",
      "confidence": 0.6
    }
  ],
  "frameworks": [
    {
      "name": "value-chain",
      "slug": null,
      "matchId": "98862119-7524-48fa-bd64-9757fc63af76",
      "evidence": "The slide maps the flow of supply from hotels through HBX to distribution partners.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 24,
      "from": 17,
      "beatId": "ce04c363-5cc8-472b-82ae-ee12494e121f",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "The document presents HBX Group's value proposition and business model as a solution to the problem",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}