{
  "docId": "019de072-78cb-7649-9a57-099c1a639af0",
  "docSlug": "9c88b927c456379c98095f4bf3408c22",
  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 71 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-04-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 43,
  "pageCount": 71,
  "prevPage": 42,
  "nextPage": 44,
  "slideType": "problem_statement",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 2,
  "notes": "The slide uses screenshots of Strava and Peloton's existing social presence to contrast current engagement with potential platform growth.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de072-78cb-7649-9a57-099c1a639af0/43",
  "deckHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0",
  "deckJsonHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0.json",
  "deckAnchorHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0#slide-43",
  "components": [
    {
      "bbox": {
        "h": 0.705,
        "w": 0.288,
        "x": 0.674,
        "y": 0.204
      },
      "kind": "image",
      "text": "Peloton Facebook and Instagram screenshots",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "68e5436e-fcb9-4a3a-afd4-a363033d02ab",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.495,
        "w": 0.255,
        "x": 0.373,
        "y": 0.204
      },
      "kind": "image",
      "text": "Strava App screenshots",
      "attrs": null,
      "subkind": "screenshot",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d87c638c-1170-4afe-9b2e-f9181c9be02d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.152,
        "w": 0.311,
        "x": 0.036,
        "y": 0.442
      },
      "kind": "list",
      "text": "Peloton has already built a remarkable social media following with 1.8 million followers on Instagram and 466,000 Peloton users on the Company's Official Peloton Member Facebook page",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ca18d13d-45a5-44a4-86bf-79e9ceae4a0b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.152,
        "w": 0.311,
        "x": 0.036,
        "y": 0.658
      },
      "kind": "list",
      "text": "Other fitness-focused social media platforms such as Strava (over 100 million members1) have amassed incredible followings, demonstrating the desire for avid fitness users to share their workouts and experiences",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f4740ac6-18e0-4b4d-b24a-c99c69bdc877",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.025,
        "w": 0.652,
        "x": 0.174,
        "y": 0.956
      },
      "kind": "source-note",
      "text": "(1) Source: Bloomberg.com, “Strava’s Hardcore Fitness Following Is Powering Through the Pandemic”, January 5, 2022. Images from company website. (2) Source: Facebook.com and Instagram.com.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7c6faf3e-dd8a-49a4-a424-3fc833904b3d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.152,
        "w": 0.321,
        "x": 0.036,
        "y": 0.204
      },
      "kind": "title",
      "text": "There is a significant untapped opportunity for Peloton to gain users through a fitness-focused social media platform",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6df00c7e-53ef-4206-9225-c741cf7a0c2d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.342,
        "x": 0.329,
        "y": 0.025
      },
      "kind": "title",
      "text": "SOCIAL HEALTH & WELLBEING LEADER: SOCIAL MEDIA",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79d5eefc-b381-46a0-b5e1-0ddb735972f2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "opportunity-sizing",
      "slug": null,
      "matchId": "0c2d007c-7be4-4ddf-bf5e-cde8bedd4564",
      "evidence": "Comparing existing user base to market benchmark (Strava) to argue for platform expansion.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [
    {
      "to": 63,
      "from": 34,
      "beatId": "daa81438-c572-45aa-848b-029c0c1080c4",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "The deck proposes a sale to a strategic acquirer as the best option for shareholders",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 49,
      "from": 41,
      "name": "Pareto Focus",
      "slug": "50-pareto-focus",
      "bestFor": "Resource allocation, problem prioritization, efficiency improvements",
      "matchId": "e7fe3411-4168-493d-9407-7525ce93ca75",
      "evidence": "The deck highlights key areas for improvement and proposes a focused solution",
      "position": 2,
      "objective": "Focus on key areas for improvement",
      "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation",
      "confidence": 0.6,
      "description": "Show that 80% of results come from 20% of causes to drive prioritization"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}