{ "docId": "019dd923-622b-71dc-a6dd-6dd6e7ce8a5d", "docSlug": "cf721953f722", "documentTitle": "Kao Corporation (4452.JP)", "authorId": "25_Oasis_Management", "authorName": "Oasis", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": null, "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 22, "pageCount": 96, "prevPage": 21, "nextPage": 23, "slideType": "villain_critique", "function": "name_villain", "density": "dense", "nDataPoints": 3, "notes": "The slide critiques Kao's internal projections for Latin America (3.4% of revenue) against the high growth potential of the region.", "elementsJson": [ "headline_text", "subtitle_text", "paragraph", "map", "callout_box", "logo_grid" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d/22", "deckHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d", "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d.json", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d#slide-22", "components": [ { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.75 }, "kind": "callout", "text": "ブラジルは世界第4位の化粧品市場ですが、その人口構成に起因して、世界中の国と比べても肌や髪の種類が多様性に富んでいます。そのため大衆向けサンケア市場としては、非常に興味深い市場となる可能性があります。", "attrs": null, "subkind": "primary", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "98e65b06-2a2c-4850-bb55-51bcc032f39a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.07, "y": 0.38 }, "kind": "image", "text": "Beiersdorf", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ec643640-098b-4788-a14b-93d6111ee997", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.07, "y": 0.55 }, "kind": "image", "text": "L'ORÉAL", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ff157203-58cc-4870-9efb-a8d31185a81f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.15 }, "kind": "image", "text": "Map of South America highlighting Brazil", "attrs": null, "subkind": "map", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0000fd29-47fe-4d73-b1d4-4b4a2a8a54d6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.24, "x": 0.23, "y": 0.38 }, "kind": "paragraph", "text": "バイヤスドルフは、中南米におけるコンシューマー部門を2019年から年平均17.0%のペースで成長させ、2023年末には売上高13億1,510万米ドルを達成", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "493e04b8-a472-4774-a650-4e9fe9af186e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.07, "y": 0.72 }, "kind": "paragraph", "text": "中南米地域に関する花王の間違い\n花王は、2023年9月に発表したスキンプロテクション事業成長戦略において、中南米地域が2027年まで同社のスキンプロテクション事業売上高の3.4%しか占めず、最も収益貢献が少ない地域に留まると見込んでいます。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "58e15e32-d670-427a-9cb2-af8b8dcd40c6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.4, "x": 0.07, "y": 0.18 }, "kind": "paragraph", "text": "中南米において、大衆向けのスキンケア・ボディケア・サンケア製品（花王ブランドのうち、ビオレやジャーゲンズなど）には大きな成長性が見込まれ、花王の米州事業はこうした成長機会をさらに追求できるはずです。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "61ffe047-7f94-4b09-a7b9-656258486e39", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.24, "x": 0.23, "y": 0.55 }, "kind": "paragraph", "text": "ロレアルのCEOであるニコラ・イエロニムス氏は、2023年のプレゼンテーションにて今後の成長を牽引する地域の一つとして、中南米地域を挙げている", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9adb7a6f-70d5-4ff9-8127-91d65cc8c762", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "ロレアルのCEOであるニコラ・イエロニムス氏は、2023年のプレゼンテーションにて今後の成長を牽引する地域の一つとして、中南米地域を挙げている — L'Oréal", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9d9-b79e5c7575ae", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.07, "y": 0.05 }, "kind": "title", "text": "1. 消極的なグローバル展開", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c2af89a4-6cb2-41db-b330-592a41675fa3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "制約を抱えるブランド - 大衆向けダーマ化粧品", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "21461880-1139-4bc4-9d92-560b2c671ab5", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 40, "from": 21, "beatId": "4ce5a49a-58c1-48cf-bd74-e185bf848877", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Agitate (Make it worse)", "beatSlug": "problem-agitate-solution-agitate-make-it-worse", "evidence": "The deck highlights the consequences of Kao's problems, including a lack of growth and insufficient marketing investment.", "position": 1, "confidence": 0.9, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }