{
  "docId": "019de517-aaaf-763b-9cc2-f12810746298",
  "docSlug": "eedd295f0203a9c6568b7909a96cf8d5",
  "documentTitle": "Owens&amp;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": 73,
  "pageCount": 94,
  "prevPage": 72,
  "nextPage": 74,
  "slideType": "before_after",
  "function": "frame_situation",
  "density": "dense",
  "nDataPoints": 6,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de517-aaaf-763b-9cc2-f12810746298/73",
  "deckHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298",
  "deckJsonHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298.json",
  "deckAnchorHref": "/decks/019de517-aaaf-763b-9cc2-f12810746298#slide-73",
  "components": [
    {
      "bbox": {
        "h": 0.41,
        "w": 0.37,
        "x": 0.084,
        "y": 0.306
      },
      "kind": "list",
      "text": "Service issues causing customer losses\nSignificant revenue and Adjusted EBITDA decline in legacy business\nChallenges with cash flow and cash balance\nUnsustainable debt levels\nDowngraded to as low as CCC+ rating\nNet leverage as high as ~7x",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be23f2ef-bba3-48c8-b96a-960e0b0c31c7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.48,
        "w": 0.37,
        "x": 0.556,
        "y": 0.306
      },
      "kind": "list",
      "text": "Delivering on 2023 commitments\nRetaining and winning new business\nReturned to normal business trajectory\nImproving Adjusted EBITDA\nHigher margin Patient Direct business now accounts for 80% of Adjusted EBITDA\nGenerated $600M of operating cash flow YTD\nReduced net debt by $500M YTD\nNet leverage ratio below 4x",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "eb49d342-2718-46a7-ba3b-8564e3708a5a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.014,
        "w": 0.35,
        "x": 0.374,
        "y": 0.925
      },
      "kind": "source-note",
      "text": "Reconciliations for Non-GAAP measures are presented in the Appendix",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "345e6deb-a2ea-447b-afc4-bb41a3a14788",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.62,
        "x": 0.074,
        "y": 0.043
      },
      "kind": "title",
      "text": "Where We Were ... and Where We Are Today",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9540b329-bd8c-4aeb-a311-dd485b9380c2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "b15f8625-06d7-4cc2-acfc-5033b171f6c4",
      "evidence": "The slide compares a past state with a current state, using 'Where We Were ... and Where We Are Today' as the title.",
      "confidence": 0.9
    }
  ],
  "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": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}