{
  "docId": "019de073-92f8-716d-b7a5-02aa77e9bb87",
  "docSlug": "e78f2c62def40525d3a34cc19a16e765",
  "documentTitle": "Rent The Runway | Results Presentation Deck | 28 slides",
  "authorId": "rent-the-runway",
  "authorName": "Rent The Runway",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 16,
  "pageCount": 28,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "before_after",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The chart illustrates how revenue growth and cost management (or lack thereof) impacted the margin bridge.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de073-92f8-716d-b7a5-02aa77e9bb87/16",
  "deckHref": "/decks/019de073-92f8-716d-b7a5-02aa77e9bb87",
  "deckJsonHref": "/decks/019de073-92f8-716d-b7a5-02aa77e9bb87.json",
  "deckAnchorHref": "/decks/019de073-92f8-716d-b7a5-02aa77e9bb87#slide-16",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.9,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Waterfall chart showing margin bridge from Q1 '21 to Q2 '22",
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8330398b-880c-4602-9db3-a7276dbbbf5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.9,
        "x": 0.05,
        "y": 0.95
      },
      "kind": "disclaimer",
      "text": "Note: Adj. EBITDA adjustments include depreciation, stock compensation and other adjustments included in the preceding buckets. Please see appendix for Adjusted EBITDA reconciliation.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1b1e7fb1-af74-4f14-bfa0-d8b483a0d922",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.05,
        "y": 0.65
      },
      "kind": "list",
      "text": "23% of Product depreciation and revenue share absorbed over higher revenue due to better matching of product supply to active subscribers and revenue. Technology and G&A combined improved 27% with acceleration of revenue and fixed cost leverage. Fulfillment increased 4%, due to increases in transportation costs, partially offset by productivity gains. Marketing deleveraged 4%, due to re-ramping marketing spend back to ~10% of revenue annually",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7ca73d5d-6932-4403-b51a-1f92e34c9063",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Demonstrating Our Operating Leverage with Scale",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c976c0b-f5a3-4edb-af23-141ee056c0cf",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "31c28460-feb3-4286-8b1a-182adcaef66c",
      "evidence": "chart/waterfall-bridge: Waterfall chart showing margin bridge from Q1 '21 to Q2 '22",
      "confidence": 0.7
    }
  ],
  "frameworks": [
    {
      "name": "waterfall-bridge",
      "slug": null,
      "matchId": "c431a518-c3a7-482e-9024-b18632412e36",
      "evidence": "The slide uses a waterfall chart to bridge the change in EBITDA margin between two periods.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 17,
      "from": 14,
      "beatId": "13885e2a-4797-4065-ab4d-e4564fcdec14",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Action",
      "beatSlug": "monroes-sequence-action",
      "evidence": "The document concludes with guidance and next steps",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 16,
      "from": 16,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "321ae350-ee6c-4b7d-8d38-e1db388cffeb",
      "evidence": "The document uses a before-after loop to illustrate the company's improved operating leverage",
      "position": 0,
      "objective": "Demonstrating operating leverage with scale",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 0.8,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}