{
  "docId": "019f6b8f-2c24-765a-97b8-82631955283d",
  "docSlug": "jarvis-legion-genesco-presentation-june-2021",
  "documentTitle": "Legion Genesco Presentation June 2021",
  "authorId": "legion-genesco-presentation-june-2021",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2021-06-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 113,
  "pageCount": 182,
  "prevPage": 112,
  "nextPage": 114,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 4,
  "notes": "Uses a line chart to contrast a career timeline against a market trend.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/113",
  "deckHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d",
  "deckJsonHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json",
  "deckAnchorHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-113",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.85,
        "x": 0.08,
        "y": 0.82
      },
      "kind": "callout",
      "text": "With Joanna’s “expertise gained through more than three decades of” consulting, Genesco’s digital penetration was 11% pre-COVID, almost reaching the industry level when Barsh retired",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2235c6a0-ef42-4f9b-b191-b999815cdcfd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.45,
        "w": 0.85,
        "x": 0.08,
        "y": 0.32
      },
      "kind": "chart",
      "text": "Mall-based retail and Department Store eComm Penetration",
      "attrs": null,
      "subkind": "line",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5355c3de-02a0-40b0-81a0-0a3411e418c2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.85,
        "x": 0.08,
        "y": 0.22
      },
      "kind": "list",
      "text": "Ms. Barsh consulted consumer-facing clients for over 30 years at McKinsey\nWhen she retired in 2013, mall-based retail e-commerce penetration was at around 10%, while it has passed 40% during COVID",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "135320e1-14c3-426b-b897-f2e3c5b9ab52",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.5,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "other",
      "text": "Source: Capital IQ, SEC Filings, Morgan Stanley Research, Legion Partners’ Research",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "48250354-b6d7-4e58-a3fe-2066a0a77c00",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "Despite her being a Director Emerita at McKinsey – we believe Barsh’s retail consulting experience before her retirement in 2013 is no longer relevant to the current digital world",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "332a7e2c-67fd-4a03-9e1d-677d29aafb5d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "Barsh’s Retail Experience Pre-Dated Digital Era",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f8f39787-261c-45e8-9fd7-d24406126036",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "0925fef3-6012-44a3-aab1-2fbec6b92ecb",
      "evidence": "Contrasts nominee's career timeline with market data to invalidate expertise.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}