{ "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": 53, "pageCount": 96, "prevPage": 52, "nextPage": 54, "slideType": "key_takeaways", "function": "summarize", "density": "dense", "nDataPoints": 1, "notes": "Includes customer testimonials from Amazon and Lazada across three countries.", "elementsJson": [ "headline_text", "paragraph", "photo", "callout_box" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d/53", "deckHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d", "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d.json", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d#slide-53", "components": [ { "bbox": null, "kind": "callout", "text": "オアシスの試算によると、キュレルによる収益は約400億~600億円で、大半が日本とアジアに集中しており、欧米におけるプレゼンスはほとんどありません。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9da-fa12405c6794", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.8, "w": 0.45, "x": 0.52, "y": 0.13 }, "kind": "image", "text": "Curél product and model", "attrs": null, "subkind": "photo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1c5894b3-3f3c-4cfa-93a0-c78130dc3d78", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "revenue potential: 400億~600億円", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9db-02657d10bd90", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.43, "x": 0.06, "y": 0.75 }, "kind": "paragraph", "text": "オアシスの試算によると、キュレルによる収益は約400億～600億円で、大半が日本とアジアに集中しており、欧米におけるプレゼンスはほとんどありません。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "28c634d4-4854-43a1-9541-b4fac0b34dfe", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.43, "x": 0.06, "y": 0.13 }, "kind": "paragraph", "text": "注力すべきブランド：キュレル\nキュレルは、大衆向け（マス）と高級（プレステージ）の中間である「マスティージ」に属するダーマスキンケアブランドで、乾燥・敏感肌に特化しています。製品は世界的に高く評価されていますが、小売店での取り扱いは限定的です。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2a6780cc-4aa4-4e91-bc08-16fec824335b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.43, "x": 0.06, "y": 0.37 }, "kind": "paragraph", "text": "キュレルの製品は日本市場向けに調整し発売された後、日本を除くアジアおよび英国でも発売され、その後米国市場に再投入されました。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5bac270e-d165-4ae2-910f-e00d1ddf96d5", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "「肌ラボプレミアムやユーセリン、ラロッシュポゼなどたくさんの商品を使ってきましたが、これを試すまで効果を実感したことはありませんでした」 — Amazon (US). 「この化粧水は乾燥肌に悩む全ての人の救世主です...ニベアやダヴなど、インド製のクリームはどれも私には合いませんでした」 — Amazon (India). 「この商品の保湿力は半端ではないです...夜用パックとしてもおススメです」 — Lazada (Philippines).", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9da-fc68bdc0cf95", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.1, "y": 0.96 }, "kind": "source-note", "text": "出典：Amazon、Amazonインド、Lazadaフィリピン", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e630c06e-5dc2-4146-a955-07cc66950e6e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.22, "w": 0.43, "x": 0.06, "y": 0.49 }, "kind": "table", "text": "US, India, Philippines retail availability and customer reviews", "attrs": null, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "80cb6242-1cab-489c-958d-d302fbf95a17", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.75, "x": 0.06, "y": 0.04 }, "kind": "title", "text": "1. 潜在的な成長：キュレル、フリープラス", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1a05d1af-e4f1-4f57-be02-6cdfcc72f147", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 96, "from": 49, "beatId": "b2f59b4f-2bbe-4e4b-b640-3f702b1f3e19", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": "Solution (Provide relief)", "beatSlug": "problem-agitate-solution-solution-provide-relief", "evidence": "The deck proposes solutions, including a focus on growth, marketing reform, and a more diverse leadership team.", "position": 2, "confidence": 0.9, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [ { "to": 60, "from": 50, "name": "Jobs To Be Done", "slug": "53-jobs-to-be-done", "bestFor": "Product innovation, market entry, competitive positioning", "matchId": "e0133f59-1a57-4399-9dd5-d3e15c73c108", "evidence": "The deck identifies several growth opportunities, including the dermacosmetics market.", "position": 1, "objective": "What are the key growth opportunities for Kao?", "structure": "The Customer's Job -> Current Solutions (Hired/Fired) -> Unmet Needs -> Our Solution Fit", "confidence": 0.8, "description": "Reframe the problem around what the customer is trying to accomplish, not what they're buying" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }