slides · global inventory
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Matching slides 41,369
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40,741-40,770 of 41,369
28
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
30
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
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
33
Uses a quote from the CFO to contradict the company's long-term margin growth narrative.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
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
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
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
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
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
62
Includes screenshots of the Kohl's mobile site and negative customer reviews as evidence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
63
Uses a map-based visual to illustrate geographic inefficiency and a table to quantify the margin impact.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
69
The slide uses a 'lack of' list format to frame the incumbents negatively.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
70
The slide uses a 'villain' framing to attack the Board's governance and strategic decision-making.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
71
The slide uses strong, accusatory language ('patently anti-shareholder', 'add insult to injury') to frame the Board as acting against shareholder interests.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
77
Uses a screenshot of an FTC press release and a Kohl's marketing asset to highlight hypocrisy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
104
The chart shows a bridge from FY 2021 Adjusted EPS to a potential FY 2024 Adjusted EPS including a sale-leaseback impact.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
105
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
114
The slide uses a structured bulleted list to detail customer-centric strategies, capped with a highlighted callout box at the bottom.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
118
The chart shows a shift from 42 weeks to 26 weeks for Private Label, and introduces a new 'In-Season Fashion' category at 6 weeks.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
119
Uses a visual before-after comparison to illustrate the impact of inventory planning on store presentation and clearance levels.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
120
Uses visual evidence to contrast poor signage/pricing (Kohl's) with effective merchandising (Target).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
125
Uses a before-after framing to highlight a branding opportunity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit