{
  "docId": "019f6b8f-75cf-70d8-9ee2-063d0624916a",
  "docSlug": "jarvis-valueact-seven-i-holdings-presentation-february-2022",
  "documentTitle": "ValueAct Seven i Holdings Presentation February 2022",
  "authorId": "valueact-seven-i-holdings-presentation-february-2022",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-02-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 27,
  "pageCount": 75,
  "prevPage": 26,
  "nextPage": 28,
  "slideType": "roadmap",
  "function": "plan_implementation",
  "density": "sparse",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-75cf-70d8-9ee2-063d0624916a/27",
  "deckHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a",
  "deckJsonHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a.json",
  "deckAnchorHref": "/decks/019f6b8f-75cf-70d8-9ee2-063d0624916a#slide-27",
  "components": [
    {
      "bbox": {
        "h": 0.75,
        "w": 0.94,
        "x": 0.03,
        "y": 0.17
      },
      "kind": "framework",
      "text": "1. Announce a bold strategy to truly focus on 7-Eleven and to restructure the non-core businesses without limits\n2. Complete the sale of Sogo & Seibu and announce intention to separate Ito-Yokado through a sale or spin-off with plans to rapidly restructure the company to focus on its food retail operations\n3. Exit the remaining non-core businesses while maximizing value and paying due consideration to stakeholders until the convenience store operations are all that remain\n4. Operational review of 7-Eleven outside of Japan, including the US expense base and fresh food opportunity, as well as the international growth opportunity, culminating in new targets and a roadmap to achieve them",
      "attrs": null,
      "subkind": "instance",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fd704dea-6b5c-41ed-a85f-0849308d5ca0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.78,
        "x": 0.03,
        "y": 0.04
      },
      "kind": "title",
      "text": "Four Step Process to Transform Seven & i Holdings",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "841f4ecf-7d9e-45a0-8dd4-aed5e90b498e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "breakup-spinoff",
      "slug": null,
      "matchId": "53e6d9ac-d863-4ede-b514-326662c345d6",
      "evidence": "The slide outlines a clear process for divesting non-core assets (Sogo & Seibu, Ito-Yokado) to focus on the core business (7-Eleven).",
      "confidence": 0.95
    }
  ],
  "arcBeats": [
    {
      "to": 39,
      "from": 23,
      "beatId": "26e121c1-8801-4178-be3d-62f089530007",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The presentation provides a solution to transform the company, including a four-step process and a governance transformation",
      "position": 2,
      "confidence": 0.9,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 39,
      "from": 23,
      "name": "Aha Moment",
      "slug": "03-aha-moment",
      "bestFor": "Data-heavy sections, research findings, analytical arguments",
      "matchId": "ba663183-885d-460d-933d-989bc10f0b79",
      "evidence": "The presentation provides a clear and detailed plan for transforming the company, including a four-step process and a governance transformation",
      "position": 0,
      "objective": "To understand the proposed solution to transform Seven & i Holdings",
      "structure": "The Problem/Question -> What the Data Shows -> The Insight",
      "confidence": 0.8,
      "description": "Establish a tension, present data, then deliver the insight that changes everything"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}