{
  "docId": "019dd923-622c-750b-8b99-17900a3ad1c6",
  "docSlug": "4ee8cca82f1a",
  "documentTitle": "Oatly Group AB (OTLY)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2021-07-14 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 11,
  "pageCount": 124,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": "Uses a red arrow visual metaphor to link specific corporate values to specific critiques.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "comparison_table",
    "process_diagram"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b99-17900a3ad1c6/11",
  "deckHref": "/decks/019dd923-622c-750b-8b99-17900a3ad1c6",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b99-17900a3ad1c6.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-17900a3ad1c6#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.86,
        "x": 0.07,
        "y": 0.18
      },
      "kind": "callout",
      "text": "After reading our report and reviewing Oatly’s corporate credo, we believe you will form a very different opinion.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5556664d-31d8-42ba-8047-2009bd2cfe8b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“My F*cking Revolution” — John Schoolcraft",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-0397-72dc-a877-ed56218dc888",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: John Schoolcraft “My F*cking Revolution”, June 26, 2015",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e4cc4d63-2c14-4489-87f7-243c41ca4795",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.92,
        "x": 0.04,
        "y": 0.33
      },
      "kind": "table",
      "text": "Comparison of Oatly values vs Spruce Point critique",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5d0c7e4-a981-4ef3-8e46-28f39f3ed419",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.305,
        "y": 0.05
      },
      "kind": "title",
      "text": "Our Assessment of Oatly",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "25247cda-618a-493a-8f03-fe1911d8d7c0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "fcb82087-4ed9-4ce8-8666-32bc1be1bb87",
      "evidence": "Directly maps corporate values to counter-arguments to highlight hypocrisy.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 20,
      "from": 5,
      "beatId": "6f92ef2f-caf1-4aa6-bfbd-d0dfd603c24c",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "The Monster",
      "beatSlug": "overcoming-monster-the-monster",
      "evidence": "Introduction of key concerns with Oatly's financial reporting and sustainability claims.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Hook",
      "parentBeatSlug": "hook"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 7,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "338864f3-4e05-4000-9925-b3f294fd83d9",
      "evidence": "Employee interviews and financial data analysis reveal concerning patterns.",
      "position": 0,
      "objective": "What are the implications of Oatly's problematic financial reporting?",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 0.7,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}