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  "docSlug": "329bfee233887648ebc7542be98a41b2",
  "documentTitle": "Azek | IPO Presentation Deck | 43 slides",
  "authorId": "azek",
  "authorName": "The AZEK Company",
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  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-06-01 00:00:00",
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  "pageNumber": 19,
  "pageCount": 43,
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  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "overcrowded",
  "nDataPoints": 15,
  "notes": "Uses a central circular diagram to illustrate the 'early innings' thesis, supported by market size and CAGR data for each segment.",
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  "slideHref": "/slides/019de070-1a44-7621-9406-0897c741557f/19",
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      "kind": "callout",
      "text": "AZEK is in the early innings of long-term material conversion trend",
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      "kind": "chart",
      "text": "Market share breakdown for Trim, Rail, and Decking",
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      "text": "Decking $3.1B, Rail $2.1B, Trim $2.0B market sizes with CAGR comparisons",
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      "kind": "paragraph",
      "text": "Core $7.2 billion market; AZEK product categories growing at ~6% (or 1.7x market) driven primarily by conversion",
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      "kind": "source-note",
      "text": "Source: Principia. Note: Material share %'s are based on volume demanded in billions of linear feet.",
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      "kind": "title",
      "text": "Our products are accelerating conversion from traditional materials – substantial runway remaining",
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      "text": "Large, High Growth Markets Benefiting from Material Conversion",
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      "evidence": "Internet search trends, homeowner investments in outdoor living, and superior value proposition vs. traditional materials help visualize the opportunity.",
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