{ "docId": "019de517-aaaf-763b-9cc2-f12810746298", "docSlug": "eedd295f0203a9c6568b7909a96cf8d5", "documentTitle": "Owens&Minor | Investor Day Presentation Deck | 94 slides", "authorId": "owens-minor", "authorName": "Owens & Minor", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 52, "pageCount": 94, "prevPage": 51, "nextPage": 53, "slideType": "revenue_buildup", "function": "quantify_opportunity", "density": "overcrowded", "nDataPoints": 4, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de517-aaaf-763b-9cc2-f12810746298/52", "deckHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298", "deckJsonHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298.json", "deckAnchorHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298#slide-52", "components": [ { "bbox": { "h": 0.04, "w": 0.13, "x": 0.25, "y": 0.64 }, "kind": "image", "text": "APRIA", "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5878e4cd-4305-41cb-a1d6-260aea4e1353", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.13, "x": 0.06, "y": 0.64 }, "kind": "image", "text": "Byram HEALTHCARE", "attrs": {}, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f5eb7099-f245-47d1-b4bd-5f2a44ebf741", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.03, "x": 0.81, "y": 0.13 }, "kind": "metric", "text": "$5B", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "03e9e908-1c46-4907-9aeb-2d2af7bdd871", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.06, "x": 0.396, "y": 0.28 }, "kind": "metric", "text": "$2.6B", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1a51b576-c430-4baf-8966-3e262ccef097", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.06, "x": 0.187, "y": 0.33 }, "kind": "metric", "text": "$1.8B", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "42bade9e-7f7e-4d5b-8046-958d27791cf7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.06, "x": 0.57, "y": 0.18 }, "kind": "metric", "text": "$3.7B", "attrs": {}, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a76d3eec-284d-4b22-982e-1a7d9ccdc695", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.039, "w": 0.06, "x": 0.187, "y": 0.354 }, "kind": "paragraph", "text": "2019 proforma annual revenue¹", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2bdc05e9-cbce-4533-a499-5d3621dee190", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.039, "w": 0.03, "x": 0.81, "y": 0.154 }, "kind": "paragraph", "text": "2028 annual revenue ambition", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4d0b0f5e-6a35-4a27-a8b1-61db8f72bcb7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.058, "w": 0.06, "x": 0.57, "y": 0.204 }, "kind": "paragraph", "text": "2028 organic only annual revenue ambition", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "79e6cf59-b78f-4aa3-a60b-d4a962a5b230", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.41, "y": 0.64 }, "kind": "paragraph", "text": "Continue organic expansion", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "87b1d28f-aea0-4481-b95b-8d435a8f3e16", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.81, "y": 0.41 }, "kind": "paragraph", "text": "Our ambition", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a62e3fff-8aef-4772-a55f-04818bf5cb9c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.62, "y": 0.64 }, "kind": "paragraph", "text": "Grow through M&A", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "aa2e7225-02fa-4186-bc63-c95bf3357f2b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.039, "w": 0.06, "x": 0.396, "y": 0.304 }, "kind": "paragraph", "text": "2023 expected annual revenue", "attrs": {}, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b41cacb9-97e8-4b9a-a61b-2fe13f195efa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.014, "w": 0.309, "x": 0.299, "y": 0.925 }, "kind": "source-note", "text": "(1) Pro Forma : Includes Apria results pre-acquisition", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8b91edf6-5dea-439f-a37b-b25d158f1afb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.076, "y": 0.045 }, "kind": "title", "text": "We Will Continue to Invest to Support our Growth Ambition", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f1c598a5-2edd-405a-b350-2cd8cb20ffdf", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 82, "from": 45, "beatId": "d7458bfa-c099-4e9d-a3dd-9b15a033eaf7", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Slides 45-82 present financial targets, revenue buildups, and reconciliations", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 52, "from": 45, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "ad81c733-7222-426b-b6d6-b3d617f11b10", "evidence": "The deck presents opportunities for growth in new channels and markets", "position": 1, "objective": "What are the opportunities for growth in home-based care?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }