{
  "docId": "019de075-d4b4-71a9-b554-82cc0ed21672",
  "docSlug": "a8c0698b804e304053a5f90b6bca8ff9",
  "documentTitle": "GMS | Investor Conference Presentation Deck | 26 slides",
  "authorId": "gms",
  "authorName": "GMS",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 4,
  "pageCount": 26,
  "prevPage": 3,
  "nextPage": 5,
  "slideType": "segmentation",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 2,
  "notes": "The chart uses imagery within the donut segments to represent the two sectors.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de075-d4b4-71a9-b554-82cc0ed21672/4",
  "deckHref": "/decks/019de075-d4b4-71a9-b554-82cc0ed21672",
  "deckJsonHref": "/decks/019de075-d4b4-71a9-b554-82cc0ed21672.json",
  "deckAnchorHref": "/decks/019de075-d4b4-71a9-b554-82cc0ed21672#slide-4",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.36,
        "x": 0.32,
        "y": 0.298
      },
      "kind": "chart",
      "text": "Donut chart showing 45% residential and 55% commercial exposure",
      "attrs": null,
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1b44e4b1-1a1d-4f66-b355-2d7b0db2b680",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.65,
        "x": 0.18,
        "y": 0.95
      },
      "kind": "disclaimer",
      "text": "While these percentages fluctuate from time to time as market conditions change, the numbers shown reflect the Company’s “through the cycle” expectations.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "865159b2-9764-438f-a233-fa09b065bd68",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.2,
        "w": 0.15,
        "x": 0.14,
        "y": 0.45
      },
      "kind": "list",
      "text": "~45% Residential: Single-Family New, Multi-Family New, Repair & Remodel",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a8199098-e7bd-41b3-8071-2ed205d8dc2a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.15,
        "x": 0.69,
        "y": 0.45
      },
      "kind": "list",
      "text": "~55% Commercial: New Construction, Repair & Remodel",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bca2d671-7de1-49b2-a8fc-2fa6ee60e974",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.75,
        "x": 0.03,
        "y": 0.14
      },
      "kind": "title",
      "text": "Diversified exposure across commercial and residential new and repair and remodel construction markets continues to be an advantage",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6b831253-ac03-4968-a722-1bbb4b3dd888",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "Diversified and Balanced End Market Exposure",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f01c139b-1f04-453d-9ece-f559b3613b26",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "market-segmentation",
      "slug": null,
      "matchId": "e556bef1-54a6-421a-90c8-30470d40d691",
      "evidence": "The slide segments the company's market exposure into two primary categories (Residential vs Commercial) with sub-segments.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 5,
      "from": 3,
      "beatId": "15fd9c41-6f9c-41c3-963c-4b25f924cbb8",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The presentation starts with an overview of GMS and its exposure to construction markets.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    },
    {
      "to": 5,
      "from": 4,
      "beatId": "f57efc1c-3a2c-485b-a76e-4e9998b9d8a5",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The presentation mentions the advantages of GMS's diversified exposure across commercial and residential markets.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 4,
      "from": 4,
      "name": "Mece Breakdown",
      "slug": "40-mece-breakdown",
      "bestFor": "Problem structuring, ensuring completeness, strategic analysis",
      "matchId": "867ce509-5ec7-4d4e-a2f9-5ae9c5294c27",
      "evidence": "The presentation mentions diversified exposure across commercial and residential markets.",
      "position": 2,
      "objective": "How is GMS's exposure diversified?",
      "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage",
      "confidence": 0.6,
      "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}