{
  "docId": "019dd923-622b-71dc-a6dd-5fbf9530fdff",
  "docSlug": "6f751c98c9d1",
  "documentTitle": "Kao Corporation (4452.JP)",
  "authorId": "25_Oasis_Management",
  "authorName": "Oasis",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-04-25 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 9,
  "pageCount": 96,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "segmentation",
  "function": "decompose_segments",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The central diagram is a 2x2 matrix representing the four segments, though it functions more as a visual anchor for the surrounding text.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "process_diagram",
    "logo_grid",
    "footnote"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6dd-5fbf9530fdff/9",
  "deckHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-5fbf9530fdff#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.3,
        "x": 0.35,
        "y": 0.2
      },
      "kind": "diagram",
      "text": "Central 2x2 matrix representing the four segments",
      "attrs": null,
      "subkind": "2x2",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "188507e4-4d26-4cd6-aacd-3247eaf2cb1e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Group revenue: 1,530Bn Yen",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-0f1a-773e-97e2-def29b7130ef",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.07,
        "y": 0.18
      },
      "kind": "paragraph",
      "text": "Hygiene & Living Care (\"HLC\") Fabric Detergents & Cleaning Products, and Diapers & Sanitary Towels. HLC accounts for 34.1% of FY12/23 Group revenue, and 36.5% of Core operating profit. HLC has historically underpinned Kao's cash flow.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6655e4fb-2149-46ed-b792-b8cba7cc5e0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.28,
        "x": 0.67,
        "y": 0.18
      },
      "kind": "paragraph",
      "text": "Cosmetics Prestige, Mass, and Derma Cosmetics. Cosmetics accounts for 15.6% of FY12/23 Group revenue, and 4.6% of Core operating profit.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a5bcc2cb-0693-4770-abfd-64c2e46824fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.07,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Health & Beauty (\"H&B\") Mass-Market Skin Care, and Haircare Products (Professional/Salon and Retail). H&B accounts for 25.6% of FY12/23 Group revenue, and 37.3% of Core operating profit.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b24abc6b-3310-4560-97f2-e36569ead14a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.28,
        "x": 0.67,
        "y": 0.55
      },
      "kind": "paragraph",
      "text": "Chemicals. Chemicals accounts for 23.9% of FY12/23 Group revenue, and 21.6% of Core operating profit. Chemicals is Kao's business outside of the FMCG sector.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fa0ebe85-6549-45a2-ba4c-7e8f080353a5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.07,
        "y": 0.96
      },
      "kind": "source-note",
      "text": "Source: Bloomberg, Company Filings",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "04f98eda-bc81-41f9-83d3-a9770db1f365",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.14,
        "x": 0.43,
        "y": 0.77
      },
      "kind": "table",
      "text": "Group Revenue (FY12/23) 1,530Bn Yen 10.9Bn USD",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d146de91-59dc-49df-a45a-ec8b6fd972f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.4,
        "x": 0.07,
        "y": 0.05
      },
      "kind": "title",
      "text": "Kao's Four Key Segments",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7282e37a-12fd-464e-b8d0-05b569d55995",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "1c1846df-7350-4263-ba96-a0372c419669",
      "evidence": "Central 2x2 matrix representing the four segments",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "matrix-2x2",
      "slug": null,
      "matchId": "0e144ba7-4bcb-45dd-8480-7fb5a3c2e997",
      "evidence": "Central diamond-shaped 2x2 grid organizing the four business segments.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}