{
  "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": 20,
  "pageCount": 31,
  "prevPage": 19,
  "nextPage": 21,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 12,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de518-1317-73c9-bf72-700ce2e180d6/20",
  "deckHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6",
  "deckJsonHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6.json",
  "deckAnchorHref": "/decks/019de518-1317-73c9-bf72-700ce2e180d6#slide-20",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.34,
        "x": 0.62,
        "y": 0.36
      },
      "kind": "callout",
      "text": "$11 billion in combined growth opportunity through various markets as we expand our footprint and diversify offerings",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "38f526dd-6da7-488d-8e26-8e9fe6b3b9ed",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.74,
        "x": 0.05,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "(1) Amounts in millions. \"Market Opportunity\" amounts represent Management's estimate of the size of the addressable market based on current products and pricing as of Q223, excluding the Company's current net sales to those markets. RV OEM market opportunity is based on estimated annual wholesale production of 400,000 units. \"LCI Current Market Share\" percentages are based on Management's estimates as of June 30, 2023.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ae81e6eb-4e83-427c-bf98-3609da0aeec4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.53,
        "w": 0.48,
        "x": 0.06,
        "y": 0.26
      },
      "kind": "table",
      "text": "RV OEM $1,471 $1,500 ~59%\nMarine OEM $352 $475 ~47%\nAftermarket $814 $5,450 ~13%\nInternational and Adjacent $1,148 $3,800 ~22%",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d3159f1-f1e8-412f-9387-0c9bff7f4510",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.44,
        "x": 0.05,
        "y": 0.17
      },
      "kind": "title",
      "text": "Unlocking value through diversification:",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5531df9a-bf93-41e7-a8e9-611ecc63d85f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.71,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "EXPANDING ADDRESSABLE MARKETS",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "97997d9c-518a-4523-ae99-7884483da4b5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 24,
      "from": 18,
      "beatId": "8ce14e69-c6ea-425c-8399-868ae87f3476",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The presentation provides a detailed financial overview, including FY 2023 financial performance, healthy balance sheet, and ample liquidity.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    },
    {
      "to": 21,
      "from": 20,
      "beatId": "739bc475-9aca-4ba9-831b-4996d06ebb4f",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "The presentation proposes a solution by prioritizing ample liquidity and investments back into the company.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 21,
      "from": 20,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "d6379dd8-5c4d-488d-ad1b-ad0402400ff9",
      "evidence": "The presentation emphasizes the importance of ample liquidity and investments back into the company.",
      "position": 0,
      "objective": "Highlighting the cost of inaction and the benefits of prioritizing liquidity and investments",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}