{
  "docId": "019de072-4039-708a-bf30-dfedd780cec6",
  "docSlug": "dc492b7311dc8eb1e227f4d0136aa0f5",
  "documentTitle": "ValueAct Capital | Activist Presentation Deck | 75 slides",
  "authorId": "valueact-capital",
  "authorName": "ValueAct Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 27,
  "pageCount": 75,
  "prevPage": 26,
  "nextPage": 28,
  "slideType": "roadmap",
  "function": "plan_implementation",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de072-4039-708a-bf30-dfedd780cec6/27",
  "deckHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6",
  "deckJsonHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6.json",
  "deckAnchorHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6#slide-27",
  "components": [
    {
      "bbox": {
        "h": 0.8,
        "w": 0.95,
        "x": 0.03,
        "y": 0.15
      },
      "kind": "list",
      "text": "1. Announce a bold strategy to truly focus on 7-Eleven and to restructure the non-core businesses without limits\n2. Complete the sale of Sogo & Seibu and announce intention to separate Ito-Yokado through a sale or spin-off with plans to rapidly restructure the company to focus on its food retail operations\n3. Exit the remaining non-core businesses while maximizing value and paying due consideration to stakeholders until the convenience store operations are all that remain\n4. Operational review of 7-Eleven outside of Japan, including the US expense base and fresh food opportunity, as well as the international growth opportunity, culminating in new targets and a roadmap to achieve them",
      "attrs": null,
      "subkind": "numbered",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3fa70127-4e4b-4a02-8e45-667131af038c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.8,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Four Step Process to Transform Seven & i Holdings",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0997d2b5-3ddf-4127-94b0-b8e73e81bfa8",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Three-Act Structure",
      "slug": "three-act-structure",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "35e6aa24-a904-4df4-80c2-1b87b24d7095",
      "evidence": "The slide presents a roadmap with four steps to transform Seven & i Holdings, which can be seen as a narrative structure similar to a three-act structure.",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "breakup-spinoff",
      "slug": null,
      "matchId": "e4a2e109-7157-4abf-a752-9138c62724d6",
      "evidence": "Steps 2 and 3 explicitly mention sale, spin-off, and exit of non-core businesses.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}