{
  "docId": "019de514-726c-760f-8196-6d0cde8ed467",
  "docSlug": "c6b2c74aabe92f327e9513be4adf6dce",
  "documentTitle": "XPO Logistics | Investor Day Presentation Deck | 70 slides",
  "authorId": "xpo-logistics",
  "authorName": "XPO",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-10-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7582418,
  "pageNumber": 14,
  "pageCount": 70,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "problem_statement",
  "function": "diagnose_problem",
  "density": "overcrowded",
  "nDataPoints": 1,
  "notes": "The slide uses a two-column layout to contrast capital intensity with operational performance requirements.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de514-726c-760f-8196-6d0cde8ed467/14",
  "deckHref": "/decks/019de514-726c-760f-8196-6d0cde8ed467",
  "deckJsonHref": "/decks/019de514-726c-760f-8196-6d0cde8ed467.json",
  "deckAnchorHref": "/decks/019de514-726c-760f-8196-6d0cde8ed467#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.8
      },
      "kind": "callout",
      "text": "~$15 billion total capital invested by top seven public players over the past decade",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a38cca5a-c30b-4e2d-8c1a-5eff5eeb65e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.15,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "image",
      "text": null,
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15612a45-1e97-467a-8a83-e50c441f28e5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.25,
        "x": 0.22,
        "y": 0.25
      },
      "kind": "list",
      "text": "Hard-to-replicate scaled network coverage must be in place on day one; Requires integrated terminals, fleet operations and driver resources; Robust technology infrastructure is key to running competitive operations",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c397a75-4ed4-4673-bf64-83c895c4dc9d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.4,
        "x": 0.55,
        "y": 0.25
      },
      "kind": "list",
      "text": "Reputational business; strong service levels are a key gating factor for share gains; Customers view choice of LTL carrier as mission-critical to their success; Shipments require local pick-up and delivery at either end of a linehaul run (~250 miles)",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8cc60754-061e-4d78-ad12-e960cf255c3d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: Company filings; LTL gross capital expenditure from 2012 to 2021. Includes ARCB, FDX, ODFL, SAIA, TFII, XPO and YELL",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "96311b8e-1aed-4146-a3f6-cb107d84c973",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.25,
        "x": 0.05,
        "y": 0.15
      },
      "kind": "title",
      "text": "Major capital investment",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1ea660ec-50ae-45cd-bb73-953d3920344b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "High degree of difficulty for entry",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "476e4ff5-325f-4baa-90c6-b65c5a64568a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.55,
        "y": 0.15
      },
      "kind": "title",
      "text": "High performance bar",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "746b43e9-4088-44aa-85be-3257ce5710db",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 14,
      "from": 14,
      "beatId": "a7fd9cae-3bb8-4a3f-a101-05f927d60b04",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The presentation highlights the high degree of difficulty for entry in the LTL industry",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 14,
      "from": 14,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "76b784b4-b91c-4c1c-bca2-9267b71de1b9",
      "evidence": "The high degree of difficulty for entry in the LTL industry is highlighted",
      "position": 1,
      "objective": "What are the consequences of not investing in XPO?",
      "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
}