{
  "docId": "019de076-fd9d-73d2-8e05-3055a9cfa543",
  "docSlug": "90f942664dc4b257b81b443a064a153d",
  "documentTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides",
  "authorId": "disney",
  "authorName": "The Walt Disney Company",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7744917,
  "pageNumber": 21,
  "pageCount": 66,
  "prevPage": 20,
  "nextPage": 22,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 6,
  "notes": "Slide 22 of an activist deck, likely from Trian Partners or similar.",
  "elementsJson": null,
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/21",
  "deckHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543",
  "deckJsonHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json",
  "deckAnchorHref": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-21",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.3,
        "x": 0.03,
        "y": 0.43
      },
      "kind": "chart",
      "text": "STRONG OPERATING LEVERAGE ($BN)",
      "attrs": null,
      "subkind": "bar-grouped",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dc828956-6953-47a3-847f-1d14a240a5a7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.3,
        "x": 0.35,
        "y": 0.43
      },
      "kind": "chart",
      "text": "ATTRACTIVE RETURNS ON INVESTED CAPITAL",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f2576f89-64df-4d38-ac63-6b27f049f5c3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.95,
        "x": 0.03,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Source: Company data. Includes Domestic Parks, International Parks, Disney Vacation Club and Cruise Line...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e6d6716e-3c75-4db9-b276-01291c458fa0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.3,
        "x": 0.67,
        "y": 0.43
      },
      "kind": "image",
      "text": "FY12-FY23 INVESTMENTS AND RETURNS",
      "attrs": null,
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aa12edec-7bb4-446c-ac43-8d1949375c18",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.9,
        "x": 0.03,
        "y": 0.15
      },
      "kind": "list",
      "text": "In September 2023, we announced a ~$60bn investment plan over 10 years... Accelerating storytelling... Expanding our footprint... Investing in innovative technology... Reaching new fans",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1fb3344b-4319-49bc-b7ed-4f8072d3ef4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.08,
        "y": 0.05
      },
      "kind": "title",
      "text": "Disney is investing strategically in our most profitable segment, Experiences",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a2f5e375-2243-4b89-af39-0138143ea20d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 66,
      "from": 20,
      "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 25,
      "from": 20,
      "name": "Mece Breakdown",
      "slug": "40-mece-breakdown",
      "bestFor": "Problem structuring, ensuring completeness, strategic analysis",
      "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87",
      "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.",
      "position": 2,
      "objective": "How is Disney's strategy structured?",
      "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
}