{
  "docId": "019f6b8f-32cf-7688-97ac-a3d98b243b84",
  "docSlug": "jarvis-macellum-kohls-presentation-april-2022",
  "documentTitle": "Macellum Kohls Presentation April 2022",
  "authorId": "macellum-kohls-presentation-april-2022",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-04-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 23,
  "pageCount": 168,
  "prevPage": 22,
  "nextPage": 24,
  "slideType": "revenue_buildup",
  "function": "quantify_opportunity",
  "density": "sparse",
  "nDataPoints": 12,
  "notes": "The chart bridges FY 2021 Adjusted EPS to FY 2024 Adjusted EPS + Sale Leaseback.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-32cf-7688-97ac-a3d98b243b84/23",
  "deckHref": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84",
  "deckJsonHref": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84.json",
  "deckAnchorHref": "/decks/019f6b8f-32cf-7688-97ac-a3d98b243b84#slide-23",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.9,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Waterfall chart showing EPS growth drivers",
      "attrs": null,
      "subkind": "waterfall-bridge",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4474751a-f3b3-40aa-8c0c-3466bc443ae4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "source-note",
      "text": "Source: SEC Filings, Macellum estimates. Notes: 1. Macellum model used Kohl's EPS algorithm...",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "995404aa-2133-4fe7-be8e-a0f171e5fca0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "KOHL'S HAS TREMENDOUS VALUE CREATION POTENTIAL",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e8ff97ef-c9a3-4e34-9891-223d39cd2f3a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.3,
        "y": 0.15
      },
      "kind": "title",
      "text": "Macellum 3-YR Plan with a Sale Leaseback",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a6cd1661-50b2-41a2-8a2d-c48648f88627",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "8ef6bc31-62c5-4623-9871-74db58a07a8d",
      "evidence": "The slide contains a waterfall chart showing EPS growth drivers.",
      "confidence": 0.9
    }
  ],
  "frameworks": [
    {
      "name": "waterfall-bridge",
      "slug": null,
      "matchId": "119b5c11-937f-4990-a5a2-7ad01ee2a4df",
      "evidence": "The slide uses a waterfall chart to bridge starting EPS to ending EPS via incremental drivers.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 40,
      "from": 10,
      "beatId": "b48fd38c-d407-454c-86f0-921218e96770",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitation",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "The document agitates Kohl's problems, highlighting the board's failures and the company's declining performance.",
      "position": 1,
      "confidence": 0.9,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}