{
  "docId": "019de514-16a9-7476-a899-abb190be45d7",
  "docSlug": "0446e197979e56c2a560ffafbfbdcb68",
  "documentTitle": "LCI Industries | Investor Presentation Deck | 36 slides",
  "authorId": "lci-industries",
  "authorName": "LCI Industries",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 20,
  "pageCount": 36,
  "prevPage": 19,
  "nextPage": 21,
  "slideType": "business_model",
  "function": "plan_implementation",
  "density": "overcrowded",
  "nDataPoints": 12,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de514-16a9-7476-a899-abb190be45d7/20",
  "deckHref": "/decks/019de514-16a9-7476-a899-abb190be45d7",
  "deckJsonHref": "/decks/019de514-16a9-7476-a899-abb190be45d7.json",
  "deckAnchorHref": "/decks/019de514-16a9-7476-a899-abb190be45d7#slide-20",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.61,
        "x": 0.35,
        "y": 0.86
      },
      "kind": "callout",
      "text": "LCI's acquisition strategy has driven significant, long-term revenue growth and further diversified the business",
      "attrs": {},
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3451ca2c-fefe-4d4f-8446-1a1be83860ae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.57,
        "w": 0.43,
        "x": 0.35,
        "y": 0.23
      },
      "kind": "chart",
      "text": "Revenue Profile\n19.4% Organic CAGR\n$6,000\n$4,000\n$2,000\n2017 2018 2019 2020 2021 TTM 6/30/22\nOrganic Revenue\nAcquired Revenue",
      "attrs": {
        "chart_type": "stacked bar",
        "series_names": [
          "Organic Revenue",
          "Acquired Revenue"
        ],
        "x_axis_label": "Year",
        "y_axis_label": "(in millions)"
      },
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5a75a5a-2b2a-42e3-8876-0874e31388d6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.56,
        "w": 0.18,
        "x": 0.79,
        "y": 0.23
      },
      "kind": "image",
      "text": "Recent Acquisitions\nRANCH HAND\nVeada\nPOLYPLASTIC\nSCHAUDT\nCHALLENGER DOOR\nCURT\nS\nLEWMAR\nciesse\nSURESHADE\nTaylor Made\nFURRION\nGIRARD",
      "attrs": {},
      "subkind": "logo-grid",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4a8918f3-33ca-4b85-88c3-43ba8675a336",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.64,
        "w": 0.32,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "list",
      "text": "Over 65 acquisitions in the last 20 years\nMajority of last 20 acquisitions focused outside of North American RV industry\nLooking for:\nGreat leadership\nProduct innovation\nConsistency with our core manufacturing disciplines\nNiche markets\nFavorable competitive landscape\nTypical synergies to improve EBITDA turns 2x\nPurchasing power\nCross-selling opportunities\nCapital infusion to drive growth",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "63301b69-e1b4-4956-a290-e4aa19653a14",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.12,
        "x": 0.84,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "LCI INDUSTRIES 20",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1bad5ce6-5a0e-45c4-b6fc-53ba65249d9f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.73,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "EXECUTING ON ACQUISITION PIPELINE",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3615dc8d-43e0-4a3a-8a6e-313af2c0f860",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "2x2 matrix",
      "slug": "matrix-2x2",
      "agent": null,
      "layer": "slide",
      "matchId": "f46f9972-853a-4d5c-a1c4-cde9d7719272",
      "evidence": "The slide mentions 'Great leadership, Product innovation, Consistency with our core manufacturing', potentially indicating a 2x2 matrix.",
      "confidence": 0.5
    },
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "d588550b-fcb1-4f5f-9df2-ab9f4963ba35",
      "evidence": "The slide contains a list of bullet points, indicating a list presentation.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 20,
      "from": 19,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "3757ac57-22a7-45ab-9937-c3b0917cef45",
      "evidence": "The document presents a clear 'why now' argument, highlighting the soaring popularity of outdoor lifestyle and expected long-term industry growth.",
      "position": 0,
      "objective": "Explain why now is the right time for growth",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.7,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}