{
  "docId": "019de512-a755-70ea-a7cd-a8e785d30a67",
  "docSlug": "c07ea4ebda8386f7396100ba21a6fd77",
  "documentTitle": "Owens&amp;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": 12,
  "pageCount": 30,
  "prevPage": 11,
  "nextPage": 13,
  "slideType": "demand_list",
  "function": "state_demand",
  "density": "dense",
  "nDataPoints": 3,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de512-a755-70ea-a7cd-a8e785d30a67/12",
  "deckHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67",
  "deckJsonHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67.json",
  "deckAnchorHref": "/decks/019de512-a755-70ea-a7cd-a8e785d30a67#slide-12",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.419,
        "x": 0.499,
        "y": 0.699
      },
      "kind": "callout",
      "text": "Surge abates, but normalized levels remain higher due to new healthcare protocols and new markets",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "745a37f2-59ac-47ad-b10b-46a70da83162",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.46,
        "w": 0.579,
        "x": 0.33,
        "y": 0.118
      },
      "kind": "chart",
      "text": "PPE Impact on Global Products Volume\nPPE Demand\nPre-Pandemic\nPost-Pandemic\nPeak",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22ca6cd7-4be0-4c45-b143-b7197590ad4e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.579,
        "w": 0.449,
        "x": 0.076,
        "y": 0.21
      },
      "kind": "list",
      "text": "Opportunities for growth exist beyond COVID-enhanced levels with the return of elective procedures and demand for PPE in new industries\nRevised healthcare protocols and new customer stockpiling requirements driving increased use of PPE\nNational demand for stockpile replenishment\nIncreased use of PPE in both healthcare and non-healthcare settings\nPreference for medical grade PPE by healthcare professionals\nCustomer growth\nNew end markets, including Industrial, Specialty and International",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1bd2aaea-f234-4c8e-9969-c693240e8188",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.018,
        "w": 0.502,
        "x": 0.249,
        "y": 0.846
      },
      "kind": "title",
      "text": "Market Opportunity is Much Greater Than Pre-Pandemic",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "16a3e1ba-b411-47a4-b06e-8bed6dc97ed8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.589,
        "x": 0.076,
        "y": 0.036
      },
      "kind": "title",
      "text": "Favorable Trends Driving Robust Demand (cont'd)",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "532cd4b4-acb9-4925-9b73-9f50b8b782c1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "e49adfde-0346-423f-b669-ad56c7e92531",
      "evidence": "The slide presents a comparison of pre-pandemic and post-pandemic market opportunities.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 13,
      "from": 12,
      "beatId": "cb7ad8c2-d682-4a09-87fe-ce1a1eb4ed61",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The document highlights the market opportunity and growth potential in the home health sector.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "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"
    },
    {
      "to": 14,
      "from": 12,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "81a2adcf-bfcd-4102-ab4d-359784e11503",
      "evidence": "The document implies the cost of inaction through the presentation of market opportunity and growth potential.",
      "position": 1,
      "objective": "What happens if Owens & Minor does not capitalize on the market opportunity",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}