{
  "docId": "019de516-8b70-73a1-87ac-4ebea113a19b",
  "docSlug": "bc8bd622cb02c5af8a1c3822ab3ea353",
  "documentTitle": "LCI Industries | Investor Presentation Deck | 31 slides",
  "authorId": "lci-industries",
  "authorName": "LCI Industries",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 16,
  "pageCount": 31,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "kpi_overview",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 12,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de516-8b70-73a1-87ac-4ebea113a19b/16",
  "deckHref": "/decks/019de516-8b70-73a1-87ac-4ebea113a19b",
  "deckJsonHref": "/decks/019de516-8b70-73a1-87ac-4ebea113a19b.json",
  "deckAnchorHref": "/decks/019de516-8b70-73a1-87ac-4ebea113a19b#slide-16",
  "components": [
    {
      "bbox": {
        "h": 0.37,
        "w": 0.24,
        "x": 0.71,
        "y": 0.17
      },
      "kind": "chart",
      "text": "NA Aftermarket Net Sales\n2018: ~$220M\n2019: ~$260M\n2020: ~$580M\n2021: ~$700M\n2022: ~$800M\n39% CAGR",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "afd61dc1-e59b-427d-874f-f72ce6566380",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.39,
        "w": 0.13,
        "x": 0.54,
        "y": 0.15
      },
      "kind": "chart",
      "text": "2022 NA AM Net Sales\nTowing & Truck Accessories 50%\nRV 32%\nMarine 7%\nOther 11%",
      "attrs": null,
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dfa51f09-8c30-4329-8ed3-19c5a9e2e908",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.36,
        "w": 0.37,
        "x": 0.56,
        "y": 0.57
      },
      "kind": "image",
      "text": "RV campsite with family",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b972e5ab-e073-4a00-85d9-b876d1cb8fe6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.39,
        "x": 0.17,
        "y": 0.7
      },
      "kind": "list",
      "text": "Organic Growth Expectations\nEstimated to be double the size of the new RV market each year with higher margins\nOur aftermarket business will continue to provide diversification growth opportunities as it approaches the $1 billion mark\nGrowth in OEM units drives opportunities for Aftermarket segment",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5cfbdade-7975-492d-92ee-4d1fb4d511a9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.39,
        "x": 0.17,
        "y": 0.25
      },
      "kind": "list",
      "text": "Key Drivers\nRepresents one of the strongest value drivers for LCI due to long runway for growth, counter-cyclicality, strong margin profile, and premium brands\nInnovation driving ongoing portfolio expansion through sophisticated products, catering to the new generation of RV enthusiasts\nPoised to benefit from the record number of RVs on road entering service and repair cycle\nFocus on customer experience leading towards innovative offerings through one-on-one engagement as we leverage customer feedback to drive improvements",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dbc72142-ca45-49df-8343-af6fd9382bbd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.14,
        "x": 0.82,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "LCI INDUSTRIES 16",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e93c5226-427a-4404-920d-8bb41787cfda",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.33,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "AFTERMARKET",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "64babcc2-124f-4ea8-8972-6507516276bc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.26,
        "x": 0.05,
        "y": 0.18
      },
      "kind": "title",
      "text": "Growth Drivers & Trends",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "21616b26-8a42-469e-9bc5-9d5739f72086",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "2c49417e-ef5f-4d77-82b5-73da92b2ca01",
      "evidence": "chart/bar-vertical: NA Aftermarket Net Sales",
      "confidence": 0.7
    },
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "ada915ad-eab3-4aa0-87e5-86040aeb181f",
      "evidence": "list/bullet: Key Drivers",
      "confidence": 0.8
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 17,
      "from": 14,
      "beatId": "e98812f3-2c00-4b2a-834f-5c3af95db65b",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The document presents an overview of LCI Industries' business segments, including RV OEM, Marine OEM, Aftermarket, and International Business & Other Adjacencies.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}