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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 110,355
Current window 38,851-38,880
Pages 3,679
Rows per page 30
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38,851-38,880 of 110,355

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58
The slide uses a 'however' transition to pivot from the brand's success to its geographic limitation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
59
Uses bubble-style visualization to contrast Kao's smaller revenue footprint with major competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide uses a line chart for historical sales and a bar chart for 2022 operating profit to contrast the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a bubble-style comparison to visualize the revenue gap between the target brand and market leaders.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
65
Uses a bubble-style comparison to illustrate the revenue gap between Oribe and its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
72
The slide uses a line chart to demonstrate market outperformance following a leadership change.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
74
The slide features branding for 'a better kao' and Oasis Management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
75
The slide uses a waterfall bridge to reconcile segment valuations and net debt to arrive at an implied equity value per share.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
90
The table highlights a significant gap in board composition for Kao relative to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
94
The table highlights high valuation multiples in the cosmetics sector, supporting the argument for Kao's potential value.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
08
The slide uses the 'sleeping giant' metaphor to frame the company as undervalued and underperforming relative to its potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
11
The slide uses a visual representation of star ratings alongside specific quotes from various international beauty review platforms.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
12
The chart highlights a significant gap between Kao and its peers, who have achieved consistent growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Kao segments are highlighted with red boxes. Data source: Bloomberg.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
14
Includes a quote from AXA Investment Managers justifying the sale of Kao stock due to underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
16
Oasis Management activist deck slide criticizing Kao's ROE performance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
20
Oasis Management activist deck slide criticizing Kao's lack of geographic diversification.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
23
The slide uses a quote from the Kao CEO to frame the company's marketing strategy as potentially misguided compared to global peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
24
The slide contrasts Kao's low marketing spend (as a % of sales) against peers, suggesting that competitor success is due to better marketing execution rather than product superiority.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
25
The slide uses a contrast-pairs approach to show the gap between a successful digital brand (Kate) and an underperforming one (Curél).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
27
The slide uses screenshots of social media accounts and podcasts to contrast the client's inactivity with competitors' active content marketing.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
28
The slide contrasts well-branded, illuminated displays of Rohto, Senka, and Neutrogena against a disorganized, unbranded shelf for Kao products.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
08
Uses a grid of pull-quotes to establish external validation for the activist's thesis.Kao Corporation (4452) · Oasis
Activist deck Activist investor Loop · Logic Chain1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
16
Uses quotes from internal leadership and external analysts to highlight strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit