{
  "docId": "019de512-a755-70ea-a7cd-a8e785d30a67",
  "docSlug": "c07ea4ebda8386f7396100ba21a6fd77",
  "documentTitle": "Owens&Minor | Investor Conference Presentation Deck | 30 slides",
  "authorId": "owens-minor",
  "authorName": "Owens & Minor",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 11,
  "pageCount": 30,
  "prevPage": 10,
  "nextPage": 12,
  "slideType": "demand_list",
  "function": "state_demand",
  "density": "overcrowded",
  "nDataPoints": 26,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de512-a755-70ea-a7cd-a8e785d30a67/11",
  "deckHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67",
  "deckJsonHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67.json",
  "deckAnchorHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67#slide-11",
  "components": [
    {
      "bbox": {
        "h": 0.31,
        "w": 0.86,
        "x": 0.072,
        "y": 0.15
      },
      "kind": "chart",
      "text": "Durable Medical Equipment Expenditures: Historic and Projected (CMS) ($bn)1\nCAGR 2010-2018: 4.3%\nCAGR 2019E-2028E: 6.2%\n40 42 44 45 47 49 51 52 55 57 55 66 70 74 78 83 88 93 98",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2898ea85-6987-4253-8645-2010b1db1c7a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.07,
        "x": 0.89,
        "y": 0.91
      },
      "kind": "image",
      "text": "Owens & Minor",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0574b30d-1e35-4188-b870-52f51c876774",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.906,
        "x": 0.078,
        "y": 0.82
      },
      "kind": "list",
      "text": "Highly fragmented market\nBetween 2012 and 2018, the overall number of durable medical equipment, prosthetics, orthotics and supplies suppliers that bill Medicare more than $10mm annually fell from 73 to 57\nThe market remains highly fragmented and competitive",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "015dfa08-1653-4a50-8804-ed27994e268c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.078,
        "w": 0.906,
        "x": 0.078,
        "y": 0.66
      },
      "kind": "list",
      "text": "Continued shift toward home healthcare\nHome healthcare increasingly sought out as an attractive, cost-effective and clinically appropriate alternative to facility-based care\nPandemic environment further emphasized the need for home healthcare as a low-risk setting",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "14ba4872-17ec-4b9a-8c46-4955ea8993b3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.078,
        "w": 0.906,
        "x": 0.078,
        "y": 0.74
      },
      "kind": "list",
      "text": "Preference for in-home care\nImproved technology has increased number of treatments administered at home\nPatients prefer the convenience of in-home care",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "34188e64-7284-4773-a340-6172958ca003",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.906,
        "x": 0.078,
        "y": 0.51
      },
      "kind": "list",
      "text": "Aging population\nU.S. population aged 65+ will grow substantially from 15.2% to 20.6% of the population between 2016 and 2030",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c7a23195-5298-408c-9422-4e44ae12800c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.078,
        "w": 0.906,
        "x": 0.078,
        "y": 0.579
      },
      "kind": "list",
      "text": "Rising incidence of chronic diseases\nIncreasing obesity rates and historically high prevalence of smoking will drive diagnosis rates for a number of chronic conditions\nCertain chronic diseases currently under-diagnosed",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ec991868-3942-4f9c-a4c8-7a6924cfb5eb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.86,
        "x": 0.075,
        "y": 0.937
      },
      "kind": "source-note",
      "text": "1 The latest projections were published in 2018 and are shown from 2021 through 2028. These projections do not take into account the impact of COVID-19 because of the timing of the report and the highly uncertain nature of the pandemic. 2019 and 2020 actual results were sourced from CMS.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6d3413ce-d7c0-40d1-9b77-52bfdecf6bf0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.013,
        "w": 0.73,
        "x": 0.075,
        "y": 0.923
      },
      "kind": "source-note",
      "text": "Source: CMS, United States Census Bureau, Medicare Payment Advisory Commission, HME News, and Henry J. Kaiser Family Foundation",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "feac8c8a-3b4a-45c6-aeea-c9b8066c7571",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.029,
        "w": 0.62,
        "x": 0.075,
        "y": 0.04
      },
      "kind": "title",
      "text": "Favorable Trends Driving Robust Demand",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "79bf146c-839e-489b-aa75-9ea95a7be495",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 15,
      "from": 8,
      "beatId": "43a4a1fc-432a-40e3-a45f-7bc66468a293",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "The document presents the strategic rationale for the Apria acquisition and the benefits of vertical integration.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    },
    {
      "to": 17,
      "from": 9,
      "beatId": "6831088a-de89-467a-967a-9f7f8c35f949",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The document presents financial data, including annualized financial impact and debt reduction.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 20,
      "from": 3,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "d0ba86b4-d046-4cec-b01b-0903e4ed8c41",
      "evidence": "The document presents a clear 'why' for Owens & Minor's leadership position, followed by 'how' through its businesses and 'what' through its financials and strategy.",
      "position": 0,
      "objective": "Why Owens & Minor is a leader in healthcare solutions",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}