{
  "docId": "019de072-ce1a-70ce-b03b-205277fcdac6",
  "docSlug": "1f13adde8a4a341234b110e40ad9296c",
  "documentTitle": "Ocado | Investor Day Presentation Deck | 30 slides",
  "authorId": "ocado",
  "authorName": "Ocado Group",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 14,
  "pageCount": 30,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 4,
  "notes": "The slide uses a timeline structure to bridge historical performance with future targets, while decomposing the drivers of current margin compression.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de072-ce1a-70ce-b03b-205277fcdac6/14",
  "deckHref": "/decks/019de072-ce1a-70ce-b03b-205277fcdac6",
  "deckJsonHref": "/decks/019de072-ce1a-70ce-b03b-205277fcdac6.json",
  "deckAnchorHref": "/decks/019de072-ce1a-70ce-b03b-205277fcdac6#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.22,
        "w": 0.84,
        "x": 0.08,
        "y": 0.2
      },
      "kind": "diagram",
      "text": "Timeline showing FY21, FY22, and mid-term margin projections.",
      "attrs": null,
      "subkind": "timeline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d6e954a-881c-4e19-90df-c63b7bbfaec5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.48,
        "x": 0.04,
        "y": 0.48
      },
      "kind": "list",
      "text": "YoY margin pressure reflects: c40% operating leverage, c30% marketing, c20% inflation.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "39420747-abea-45c9-bc05-ced87f87115c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.56,
        "y": 0.48
      },
      "kind": "list",
      "text": "...but underlying trends are encouraging: Target efficiency achieved, Customer acquisition continues (+12% YoY).",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fd9cc3f5-3a71-47fe-99a5-73f6f19d9b95",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.72,
        "x": 0.14,
        "y": 0.91
      },
      "kind": "title",
      "text": "High mid-single digit EBITDA margin business in mid-term",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2f3c58f-8dc2-46f8-962d-360ef019d955",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.92,
        "x": 0.04,
        "y": 0.05
      },
      "kind": "title",
      "text": "Ocado Retail: margin potential underpinned by operating leverage and technology",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9fd49a5d-3e3b-4e40-bdfc-5f0acd8ec704",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "7867e461-bb68-4167-9d39-2867d1969612",
      "evidence": "diagram/timeline: Timeline showing FY21, FY22, and mid-term margin projections.",
      "confidence": 0.5
    }
  ],
  "frameworks": [
    {
      "name": "timeline",
      "slug": null,
      "matchId": "46c4cea1-2b7c-4cfc-b68f-a4df2f48ab65",
      "evidence": "The slide uses a horizontal arrow structure to represent progression from FY21 to mid-term.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 14,
      "from": 13,
      "beatId": "a3d05f2a-1b35-4b18-8849-3e6df554d6f1",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The presentation discusses the long-term opportunity and revenue growth potential.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 13,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "0137021d-8019-4736-92ec-e2ba4173be04",
      "evidence": "The presentation discusses steady growth and long-term opportunity.",
      "position": 1,
      "objective": "Showcase growth potential",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.6,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}