{
  "docId": "019de073-eeaf-7384-99fa-10c5a2f88db3",
  "docSlug": "40b1fbcf93d809588ec92530d0c2c146",
  "documentTitle": "Azek | Results Presentation Deck | 20 slides",
  "authorId": "azek",
  "authorName": "The AZEK Company",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 12,
  "pageCount": 20,
  "prevPage": 11,
  "nextPage": 13,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The table tracks various operational and market factors, noting whether the outlook is consistent with previous quarters.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de073-eeaf-7384-99fa-10c5a2f88db3/12",
  "deckHref": "/decks/019de073-eeaf-7384-99fa-10c5a2f88db3",
  "deckJsonHref": "/decks/019de073-eeaf-7384-99fa-10c5a2f88db3.json",
  "deckAnchorHref": "/decks/019de073-eeaf-7384-99fa-10c5a2f88db3#slide-12",
  "components": [
    {
      "bbox": {
        "h": 0.11,
        "w": 0.53,
        "x": 0.088,
        "y": 0.248
      },
      "kind": "list",
      "text": "Initiatives: Material Conversion, New Products, Contractor / Channel Expansion, Marketing / Consumer Journey",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0754c9db-a470-404a-8dbb-bed6236912a8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.33,
        "x": 0.638,
        "y": 0.248
      },
      "kind": "list",
      "text": "Other Considerations: Macroeconomic environment, R&R and new construction markets",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a4be79bb-5013-4002-a825-d496321a8ee6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.66,
        "x": 0.308,
        "y": 0.935
      },
      "kind": "source-note",
      "text": "Note: Reflects management estimates and assumptions. (1) Due to an update in the process by which we estimate the value of our inventory, AZEK expects an estimated negative impact of approximately $8 million in cost of sales, with the majority impacting the fiscal first quarter.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a7276e18-81f0-4323-8b31-d544a2310328",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.52,
        "w": 0.88,
        "x": 0.088,
        "y": 0.35
      },
      "kind": "table",
      "text": "2023 Considerations table with columns for 1H 2023, 2H 2023, and Update vs. Previous Quarter",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e0a4b52f-c14e-4a6f-8220-d59070c84ee3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.042,
        "w": 0.335,
        "x": 0.047,
        "y": 0.058
      },
      "kind": "title",
      "text": "Fiscal Year 2023 Perspective",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "17fd2d92-2641-4531-9dc0-f00892235bdb",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 10,
      "beatId": "e17aae12-efad-4d68-b87d-d9aab0a78962",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "Development",
      "beatSlug": "development",
      "evidence": "Segment results, balance sheet, and cash flow highlights",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 10,
      "name": "So What Cascade",
      "slug": "41-so-what-cascade",
      "bestFor": "Data presentations, executive summaries, driving to recommendations",
      "matchId": "c47e936b-cff8-4a8c-8cb7-d9c6da33c3b3",
      "evidence": "Detailed segment results and balance sheet highlights",
      "position": 1,
      "objective": "Breaking down segment results",
      "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)",
      "confidence": 0.6,
      "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}