{
  "docId": "019f6b8e-e4fb-7279-bfab-0613262d74c0",
  "docSlug": "jarvis-61-ibd-presentation-2020-stein-mart-inc-pj-solomon-1",
  "documentTitle": "61 IBD presentation 2020 Stein Mart Inc PJ Solomon 1",
  "authorId": "61-ibd-presentation-2020-stein-mart-inc-pj-solomon-1",
  "authorName": null,
  "documentKindSlug": "deck",
  "documentKindLabel": "Deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-01-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 22,
  "pageCount": 43,
  "prevPage": 21,
  "nextPage": 23,
  "slideType": "comparison_table",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 30,
  "notes": "Includes a callout box highlighting the forecast status at the time of a specific LOI submission.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8e-e4fb-7279-bfab-0613262d74c0/22",
  "deckHref": "/decks/019f6b8e-e4fb-7279-bfab-0613262d74c0",
  "deckJsonHref": "/decks/019f6b8e-e4fb-7279-bfab-0613262d74c0.json",
  "deckAnchorHref": "/decks/019f6b8e-e4fb-7279-bfab-0613262d74c0#slide-22",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.33,
        "y": 0.66
      },
      "kind": "callout",
      "text": "Prevailing forecast when Kingswood submitted revised LOI at $1.15 / share",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5a3d1503-1e44-4284-b0c4-b80c170480ba",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.5,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "other",
      "text": "a) Source: Management 2019 2+10 Forecast approved by the Board of Directors on May 14, 2019. b) Source: Management internal 2019 4+8 Forecast. c) Source: Management 2019 6+6 Forecast approved by the Board of Directors on August 27, 2019. d) Source: Management internal 2019 11+1 Forecast. e) Includes credit card, breakage and other income.",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "06588376-3c35-4eda-bf61-cfdb31999c1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "table",
      "text": "Table showing Revenue, Store Comp, Gross Profit, and EBITDA across 2+10, 4+8, 6+6, and 11+1 forecasts with % differences.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "66115431-b03a-439d-ab63-c7ddbae6bae7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.8,
        "x": 0.05,
        "y": 0.1
      },
      "kind": "title",
      "text": "Outlook for FY 2019E has worsened over time as Stratosphere missed forecasts",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ebb8eb5c-328e-480a-9906-189bdc9b588c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "FY 2019E Management Forecasts Over Time",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7fc302c7-e0ad-46e3-9fbf-79e280e4755f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 35,
      "from": 21,
      "beatId": "05636d82-3277-4bc9-84e3-245638e05017",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "The presentation outlines Stein Mart Inc's plan to address its challenges and improve its financial performance.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 35,
      "from": 21,
      "name": "Hypothesis Test",
      "slug": "42-hypothesis-test",
      "bestFor": "Strategy validation, due diligence, research presentations",
      "matchId": "376128f3-0a1f-4717-b5d1-dd3fdf924246",
      "evidence": "The presentation provides data and analysis to support the potential effectiveness of Project Stratosphere.",
      "position": 1,
      "objective": "Can Project Stratosphere improve Stein Mart Inc's financial performance?",
      "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)",
      "confidence": 0.7,
      "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}