{
  "docId": "019de074-482d-710b-bdbd-956761657092",
  "docSlug": "53d72b152e01b5d469d56859dda654cb",
  "documentTitle": "Aston Martin Lagonda | Results Presentation Deck | 34 slides",
  "authorId": "aston-martin-lagonda",
  "authorName": "Aston Martin Lagonda",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 9,
  "pageCount": 34,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "before_after",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 7,
  "notes": "The chart uses a waterfall bridge to decompose the 2% margin increase from 31% to 33%.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de074-482d-710b-bdbd-956761657092/9",
  "deckHref": "/decks/019de074-482d-710b-bdbd-956761657092",
  "deckJsonHref": "/decks/019de074-482d-710b-bdbd-956761657092.json",
  "deckAnchorHref": "/decks/019de074-482d-710b-bdbd-956761657092#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.455,
        "w": 0.858,
        "x": 0.071,
        "y": 0.238
      },
      "kind": "chart",
      "text": "Waterfall chart showing 2021 to 2022 gross margin bridge",
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c21f8cfd-eee1-40a1-a7b6-9a2cd3263c99",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.125,
        "w": 0.215,
        "x": 0.533,
        "y": 0.718
      },
      "kind": "list",
      "text": "Supply Chain Recovery Costs: Includes c.£20m of incremental costs of materials, logistics and manufacturing during H2",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "40a6dcec-6620-4c49-a4b5-de5380a9f9f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.125,
        "w": 0.215,
        "x": 0.069,
        "y": 0.718
      },
      "kind": "list",
      "text": "Core Wholesales: Increase in core wholesales (+243u), Improved mix towards V12 Vantage and DBX707",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "61f4c903-eef0-420c-b873-3949edc566b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.125,
        "w": 0.215,
        "x": 0.762,
        "y": 0.718
      },
      "kind": "list",
      "text": "Other & FX: Foreign exchange tailwinds as a result of GBP weakness versus US dollar and Chinese renmimbi",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7b72972e-6154-4fbd-a519-490cf162fd43",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.165,
        "w": 0.215,
        "x": 0.304,
        "y": 0.718
      },
      "kind": "list",
      "text": "Special Wholesales: Transitional shift, driven by Aston Martin Valkyrie deliveries related to Nebula Project AG during 2022, versus deliveries of high margin V12 Speedsters in 2021",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fd74ddcf-f6dd-44e2-9c72-c7ac707ab390",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.455,
        "x": 0.057,
        "y": 0.945
      },
      "kind": "source-note",
      "text": "Certain financial data within this presentation has been rounded; see Appendix for more detail on APMs",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "91388e75-1d3f-49f0-9799-06931999515f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.024,
        "w": 0.867,
        "x": 0.057,
        "y": 0.118
      },
      "kind": "subtitle",
      "text": "Strong underlying core YoY gross margin progression, aligned with ultra-luxury strategy; lower special YoY gross margin driven by transitional mix shift",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5b86cc2a-24f7-425b-b541-85fdc1db3d5f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.035,
        "w": 0.223,
        "x": 0.057,
        "y": 0.068
      },
      "kind": "title",
      "text": "2022 Gross Margin",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2bb93e64-346f-46de-b202-a344d46954ec",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "02715c52-bbef-4074-88fa-3dcaebdc2443",
      "evidence": "title: Strong underlying core YoY gross margin progression, aligned with ultra-luxury strategy; lower special YoY gross margin driven by transitional mix shift",
      "confidence": 0.8
    }
  ],
  "frameworks": [
    {
      "name": "waterfall-bridge",
      "slug": null,
      "matchId": "1e6c2dd3-f19c-4b53-aff2-e87199e9ef74",
      "evidence": "The slide uses a waterfall chart to bridge the 2021 and 2022 gross margin figures.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 13,
      "from": 6,
      "beatId": "1cae81c2-8ea9-4f31-ad05-db178451f97a",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Need",
      "beatSlug": "monroes-sequence-need",
      "evidence": "Results in line with prior outlook with strong Q4 performance, and significant growth in profitability and positive FCF expected in H2'23",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 10,
      "from": 9,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "a79ed910-444f-4561-97c3-5a4f1d841a8e",
      "evidence": "Strong underlying core YoY gross margin progression, aligned with ultra-luxury strategy",
      "position": 0,
      "objective": "Show strong underlying core YoY gross margin progression",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 0.7,
      "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
}