{ "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": 72, "pageCount": 96, "prevPage": 71, "nextPage": 73, "slideType": "peer_benchmark", "function": "compare_peers", "density": "dense", "nDataPoints": 2, "notes": "The slide uses a stock performance chart to validate the success of the CEO's strategic focus on skincare.", "elementsJson": [ "headline_text", "subtitle_text", "headshot", "paragraph", "numbered_list", "line_chart", "footnote" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d/72", "deckHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d", "deckJsonHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d.json", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dd-6dd6e7ce8a5d#slide-72", "components": [ { "bbox": null, "kind": "callout", "text": "バイヤスドルフの株価は、欧州の消費財セクターに属する他の銘柄よりも好調に推移しており、ロレアルすらを上回る株価パフォーマンスを記録しています。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-70f3-714d-84b6-cdbbf97cef50", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.5, "y": 0.003 }, "kind": "chart", "text": "2021年5月以降の株価推移", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d59e0f15-1762-4aaf-ad01-7e14c4ec8acd", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.06, "x": 0.06, "y": 0.0019 }, "kind": "image", "text": "Vincent Warnery", "attrs": null, "subkind": "headshot", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3a36359a-dc57-45af-bade-497ceb551110", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.06, "y": 0.0058 }, "kind": "list", "text": "1. プレミアム化による粗利率向上に注力\n2. 利益拡大に向け、デジタルチャネルを中心としたブランド力の向上に再投資\n3. 機敏さと決断力が評価される企業文化への改革\n4. ダーマスキンケアや日焼け止めなどの高成長かつ高収益な商品カテゴリーに重点をおき、米州を中心とした海外での成長戦略を遂行", "attrs": null, "subkind": "numbered", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "55a03bd0-cb07-41aa-9299-230295ddd9c6", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "stock performance: 45.6", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd953-70f3-714d-84b6-d70d410b3eaa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.06, "y": 0.0032 }, "kind": "paragraph", "text": "2021年5月、バイアスドルフのビンセント・ワーネリー新CEOは、自社の製品ポートフォリオを絞り込み、ダーマスキンケアブランドを含む、いくつかの競争力のあるブランドに注力する方針を公表しました。また、ワーネリー氏は度々「我々はスキンケアの会社だ」「スキンケアが我々の全てだ」などと強調し、自社をスキンケアのスペシャリストとして打ち出しています。ワーネリー氏のリーダーシップの下、バイアスドルフは次のような改革を行っています。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e9990344-da27-46c8-a9b5-3082ca85ea3c", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "「我々はスキンケアの会社だ」「スキンケアが我々の全てだ」 — Vincent Warnery, Beiersdorf CEO", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-70f3-714d-84b6-d265e1c497ee", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.5, "y": 0.0092 }, "kind": "source-note", "text": "出典：ブルームバーグ", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "402fa1ef-2051-4147-a8b0-242a04578f7b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.06, "y": 0.12 }, "kind": "title", "text": "持続的な価値向上", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fe86369b-73ac-4c89-9082-a53e1590340d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "経営の立て直しは可能", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "944ea5cc-36f6-4202-b148-da0e3bc3748c", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "action-titles", "slug": null, "matchId": "3a32c917-2c64-4c72-ae12-7a733fab483e", "evidence": "The slide uses a thesis-driven headline and action-oriented sub-headline.", "confidence": 0.9 } ], "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": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }