{
  "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": 37,
  "pageCount": 75,
  "prevPage": 36,
  "nextPage": 38,
  "slideType": "geographic_map",
  "function": "size_opportunity",
  "density": "balanced",
  "nDataPoints": 8,
  "notes": "The slide uses a 'White Space' framing to argue for international growth, contrasting the current 16 markets with the 80-100+ markets of competitors.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de072-4039-708a-bf30-dfedd780cec6/37",
  "deckHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6",
  "deckJsonHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6.json",
  "deckAnchorHref": "/decks/019de072-4039-708a-bf30-dfedd780cec6#slide-37",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.15,
        "x": 0.83,
        "y": 0.63
      },
      "kind": "callout",
      "text": "FY26 Profit Potential? >$700m",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a18aa18e-2887-4932-998d-0b3d28629d37",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.15,
        "x": 0.12,
        "y": 0.58
      },
      "kind": "chart",
      "text": "Operational Formats: 4 consolidated subsidiaries, 12 area licensees",
      "attrs": null,
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e7e6a877-f7d9-4a21-ace6-6ad5600a6cb0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.6,
        "x": 0.1,
        "y": 0.35
      },
      "kind": "image",
      "text": "World map with 7-Eleven presence highlighted in orange",
      "attrs": null,
      "subkind": "map",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "626513b8-f253-4753-a197-4a4f8571c644",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.9,
        "x": 0.03,
        "y": 0.11
      },
      "kind": "paragraph",
      "text": "Huge untapped earnings potential to expand 7-Eleven into new countries around the world, currently contributing less than $150m to earnings",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a49efa4a-7ab5-4350-b3dc-106ced484575",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.25,
        "x": 0.44,
        "y": 0.58
      },
      "kind": "table",
      "text": "Global Brand Comparisons: 7-Eleven (72k stores, 16 markets), McDonald's (38k, 100), Subway (35k, 104), Starbucks (32k, 83)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "336809eb-4015-4c99-8db5-c2f78f3218a4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.85,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Step 4. Operational Review of 7-Eleven Outside of Japan",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3f8bc3f4-398f-4899-8df9-fe04dd89a986",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "map-spatial",
      "slug": null,
      "matchId": "b5afd411-6be7-448b-ba49-d6a1aae74aad",
      "evidence": "Geographic map used to identify white space for expansion",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}