{
  "docId": "019dd923-622b-71dc-a6db-cc9e849c681c",
  "docSlug": "d022b5102472",
  "documentTitle": "Deckers Outdoor Corporation (DECK)",
  "authorId": "07_Marcato",
  "authorName": "Richard T. McGuire III",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2017-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 43,
  "pageCount": 59,
  "prevPage": 42,
  "nextPage": 44,
  "slideType": "revenue_buildup",
  "function": "quantify_opportunity",
  "density": "balanced",
  "nDataPoints": 18,
  "notes": "The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "data_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-cc9e849c681c/43",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-cc9e849c681c",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-cc9e849c681c.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-cc9e849c681c#slide-43",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.12
      },
      "kind": "callout",
      "text": "Retail experts believe at least 50% of retail revenue could be recaptured through channels that are ~3x more profitable:",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e562d436-55fa-4b5a-8e11-91d6a8376033",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "Further retail consolidation is even more accretive to profitability with further reduction of associated overhead",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-3f3f-7598-93ef-603bf11bbaae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Net EBIT Increase: $49.5m",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-3f3f-7598-93ef-675ee83158eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.22,
        "x": 0.17,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: Marcato and consulting firm estimates",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3e63790d-cdb1-4d68-af26-3f032c0b7728",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.68,
        "w": 0.64,
        "x": 0.02,
        "y": 0.22
      },
      "kind": "table",
      "text": "Retail Recapture: Sample Economics ($m)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "98a93a4b-6490-4d8f-95ae-e34885fefbaf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.7,
        "x": 0.02,
        "y": 0.04
      },
      "kind": "title",
      "text": "FURTHER RETAIL CONSOLIDATION IS ACCRETIVE TO PROFITABILITY",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3073428-b7a9-438f-b2b8-ba9c10999255",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "revenue-buildup",
      "slug": null,
      "matchId": "6f4691db-bcf1-4598-8529-064e890b876a",
      "evidence": "The slide builds from lost revenue to net EBIT increase through specific channel assumptions.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 50,
      "from": 40,
      "beatId": "df68090d-ff55-429e-980f-3ff0c4b22687",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document presents a clear solution and provides relief by highlighting the potential benefits of a change in leadership and strategy.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}