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The slide uses a table to frame the board's failure as a governance issue.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
29
The slide uses a dual-axis chart (bar for sales, line for SSS) to illustrate performance stagnation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses CEO/CFO quotes to contrast with the quantitative data showing KSS underperforming the peer average/median.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
31
The chart uses an indexed baseline (100% in FY 2010) to highlight the divergence between Kohl's and the broader market.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
32
Uses a logo grid to represent the 'market share gap' left by bankrupt retailers.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
34
The slide uses a dual-chart layout to show the divergence between physical capacity growth and revenue productivity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
35
The slide uses a red starburst callout to emphasize the underperformance relative to peers.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
36
Uses a quote from the CFO to highlight the contradiction between stated strategy and actual financial performance.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
37
The slide uses a dual-axis chart to show the correlation between absolute EBIT dollars and EBIT margin percentage.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
39
The slide uses a combination of a bar chart for cumulative CapEx and a line chart for EBT to highlight the lack of return on investment.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
40
Uses a screenshot of an earnings call transcript as primary evidence of the CEO's statement.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
41
Uses a timeline-based comparison to highlight strategic stagnation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
42
Uses a WWD article snippet as a 'villain' or contradictory evidence to the CEO's stated strategy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
43
Uses a before-after-bridge structure to highlight the contradiction between management's guidance and subsequent results.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
44
Uses direct quotes from executives to contrast with poor performance outcomes.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
45
The slide uses a 'comparison_frame' to expose the lack of ambition in recent strategic plans compared to the 2014 'Greatness Agenda'.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
46
The slide uses a waterfall bridge to isolate the impact of share repurchases on EPS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
47
The slide uses a waterfall bridge to decompose EPS growth drivers.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
48
Uses red circles to highlight the EBIT decline and a blue bar for CapEx to emphasize the contradiction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
49
The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
50
The chart uses a red dashed box to emphasize the KSS data point.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
51
The slide highlights a negative trend for KSS (-37% and -34%) while peer groups show positive growth in valuation multiples.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
52
Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
54
Uses employee testimonials to support the eNPS data.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
55
Includes screenshots of Trustpilot and BBB ratings, a bar chart of NPS scores, and verbatim negative customer reviews.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
56
The slide uses photographic evidence to illustrate operational failures.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
57
The slide uses a 'before-after' style juxtaposition, though it is technically an 'expose_contradiction' slide. The quote acts as the 'before' (the claim) and the images act as the 'after' (the reality).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
58
The slide uses visual evidence (screenshots of coupons and receipts) to demonstrate the 'cognitive load' placed on the shopper.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
59
Uses screenshots of Google search results to demonstrate the lack of visibility for Kohl's.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit