{ "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": 54, "pageCount": 96, "prevPage": 53, "nextPage": 55, "slideType": "key_takeaways", "function": "quantify_opportunity", "density": "dense", "nDataPoints": 3, "notes": "Includes customer testimonials from Thailand, Italy, and Germany to highlight product appeal despite limited distribution.", "elementsJson": [ "headline_text", "subtitle_text", "paragraph", "photo", "comparison_table" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d/54", "deckHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d", "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d.json", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d#slide-54", "components": [ { "bbox": null, "kind": "callout", "text": "オアシスの試算によるとフリープラスの2023年売上高は1.5億米ドル未満でしたが、ライバル製品のグローバル小売額はケンビューのニュートロジーナが29億米ドル、ロレアルのガルニエが64億米ドルにのぼると見積られ、フリープラスの潜在的な成長機会の大きさがうかがえます。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9db-b037a5d0cc19", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.78, "w": 0.42, "x": 0.52, "y": 0.12 }, "kind": "image", "text": "Product image of Freeplus", "attrs": null, "subkind": "photo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fc66c688-6d15-4e84-ab02-c1c659b639cc", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "2023 revenue: $150M", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9db-b9ec20b91a5b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.42, "x": 0.06, "y": 0.75 }, "kind": "paragraph", "text": "オアシスの試算によるとフリープラスの2023年売上高は1.5億米ドル未満でしたが、ライバル製品のグローバル小売額はケンビューのニュートロジーナが29億米ドル、ロレアルのGarnierが64億米ドルにのぼると見積られ、フリープラスの潜在的な成長機会の大きさがうかがえます。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "51edb390-d437-4023-9b99-c92ed194a81f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.42, "x": 0.06, "y": 0.18 }, "kind": "paragraph", "text": "フリープラスは、中国と日本の植物成分を使用し低刺激設計の敏感肌スキンケアに特化したブランドです。キュレル同様、世界各国での取り扱いは限定的にもかかわらず消費者からは高い評価を得ています。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "84644445-7244-487a-8051-464a0c5988e9", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "「フリープラスを利用しても気に入っています。べたつきがなく、タイの暑い気候に適しています。脂性肌に悩んでいる人は、これだけ塗ってください。」 — Lazada", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-3f3e-76f7-b9db-b7846208501e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.06, "y": 0.96 }, "kind": "source-note", "text": "注 1：グローバル小売額はEuromonitorによる2022年推計値を参照", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "aac45c3d-e27d-4ca2-948c-191fc043c460", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.06, "y": 0.35 }, "kind": "table", "text": "Testimonials from Thailand, Italy, Germany", "attrs": null, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "da7f638e-0b29-4936-8427-4dbef32e582c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "注力すべきブランド：フリープラス", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5617827a-3791-4bfb-a896-bf41e4392a2b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.6, "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": "d6ba7deb-f984-4b35-83ff-ab21ca07b4e1", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "quantify_opportunity", "slug": null, "matchId": "e7bf1147-d1b3-4db0-aacb-66407b76137b", "evidence": "Comparing current revenue to competitor market size to show growth potential", "confidence": 0.9 } ], "arcBeats": [ { "to": 96, "from": 49, "beatId": "b2f59b4f-2bbe-4e4b-b640-3f702b1f3e19", "arcName": "Problem-Agitate-Solution", "arcSlug": "problem-agitate-solution", "beatName": 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