{
  "docId": "019de518-1317-73c9-bf72-700ce2e180d6",
  "docSlug": "64e4d2670ece8eed50cbdcba50af1081",
  "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": "2024-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 16,
  "pageCount": 31,
  "prevPage": 15,
  "nextPage": 17,
  "slideType": "kpi_overview",
  "function": "frame_situation",
  "density": "overcrowded",
  "nDataPoints": 10,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de518-1317-73c9-bf72-700ce2e180d6/16",
  "deckHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6",
  "deckJsonHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6.json",
  "deckAnchorHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6#slide-16",
  "components": [
    {
      "bbox": {
        "h": 0.39,
        "w": 0.25,
        "x": 0.71,
        "y": 0.16
      },
      "kind": "chart",
      "text": "NA Aftermarket Net Sales: 2019 $250M, 2020 $600M, 2021 $750M, 2022 $800M, 2023 $800M. 30% CAGR.",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7530cb13-44bf-46a3-bd25-4d4ce9f12df4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.39,
        "w": 0.15,
        "x": 0.54,
        "y": 0.16
      },
      "kind": "chart",
      "text": "2023 NA AM Net Sales: Towing & Truck Accessories 53%, RV 33%, Marine 8%, Other 6%",
      "attrs": {},
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "370b8078-4d75-4ead-8640-8dd5e3e33608",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.36,
        "w": 0.37,
        "x": 0.56,
        "y": 0.57
      },
      "kind": "image",
      "text": null,
      "attrs": {},
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9ede65b5-8e66-4c07-aee5-50437f5f9c1f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.19,
        "w": 0.39,
        "x": 0.14,
        "y": 0.73
      },
      "kind": "list",
      "text": "Organic Growth Expectations\n• Poised to benefit from the record number of RVs on road entering service and repair cycle\n• The aftermarket business will continue to provide diversification growth opportunities as it approaches the $1 billion mark",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c6764a0b-57d6-48bb-a93c-422431f21c62",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.44,
        "w": 0.39,
        "x": 0.14,
        "y": 0.25
      },
      "kind": "list",
      "text": "Key Drivers\n• Represents one of the strongest value drivers for LCI due to long runway for growth, counter-cyclicality, strong margin profile, and premium brands\n• Innovation driving ongoing portfolio expansion through sophisticated products, catering to the new generation of RV enthusiasts\n• Focus on customer experience leading towards innovative offerings through one-on-one engagement as we leverage customer feedback to drive improvements\n• Sold 910K hitches in 2023, up from 860K in 2022 reflecting improved pricing and market share gains in the automotive aftermarket",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d8d5aadf-16c9-4811-a0df-63769d819bbb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.14,
        "x": 0.82,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "LCI INDUSTRIES 16",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aeb24520-5c59-4ac8-878f-db0e7364f934",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.49,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "AFTERMARKET SEGMENT",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "42f7b101-e68b-48d2-a16c-74ab1ad60742",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 17,
      "from": 14,
      "beatId": "feaea070-2023-4f96-939f-e64a426c3759",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "The presentation provides an overview of the company's net sales in various segments, including RV OEM, Marine OEM, Aftermarket, and International Business.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}