{
  "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": 15,
  "pageCount": 182,
  "prevPage": 14,
  "nextPage": 16,
  "slideType": "problem_statement",
  "function": "diagnose_problem",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a list-based diagnostic approach to frame the company's underperformance as a governance failure.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-2c24-765a-97b8-82631955283d/15",
  "deckHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d",
  "deckJsonHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d.json",
  "deckAnchorHref": "/decks/019f6b8f-2c24-765a-97b8-82631955283d#slide-15",
  "components": [
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.83
      },
      "kind": "callout",
      "text": "At its core, this is a failure in governance",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "da4c480c-f1d1-4b15-af62-0156f7a35476",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.9,
        "x": 0.05,
        "y": 0.22
      },
      "kind": "list",
      "text": "Conglomerate Structure Destroying Value; No Credible Strategy to Fix Valuation; Questionable Capital Allocation; Poor Strategic Oversight; Misaligned Executive Compensation; Confusing Investor Communications",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "abef8395-267e-40e7-ba63-582de7a545fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.4,
        "x": 0.05,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: SEC Filings, Press Releases, Legion Partners' Estimates",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7f11e70f-baa9-4dea-b4c8-58243958962f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "subtitle",
      "text": "We believe the Board has failed for years to add directors with the right experience and skill sets relevant to the Company's business",
      "attrs": null,
      "subkind": "description",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cbe40365-9a9d-4935-9392-c82dd909d4f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "We Believe Numerous Issues Weigh on GCO's Valuation",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2f19bbab-13cc-4f92-be80-0243a8bf1613",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "governance",
      "slug": null,
      "matchId": "c105d2cf-df68-4907-b777-d5d6b2360382",
      "evidence": "The slide explicitly frames the company's issues as a 'failure in governance'.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 15,
      "from": 9,
      "beatId": "32b4f6ee-55ec-4ec7-8c0d-b055900506e0",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Problem",
      "beatSlug": "problem-agitate-solution-problem-identify-pain",
      "evidence": "The deck identifies several problems with Genesco's current board and performance.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}