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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 2 hits
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 2 hits
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 · Solution2 hits
124
Uses visual evidence (photos with red circles and arrows) to demonstrate the discrepancy between signage and actual products.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution2 hits
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 · Solution2 hits
126
Uses a before-after framing to highlight operational failure and potential improvement.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution2 hits
128
Uses a before-after framing to highlight the negative impact of excessive clearance on brand perception.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution2 hits
131
Uses visual evidence (photos) to support the argument for better queue line management.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution2 hits
132
The slide uses a 'before-after' style logic (implied by the 'Challenge' vs 'Opportunity' framing) to justify a strategic pivot.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution2 hits
140
Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the claims.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 2 hits
141
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 2 hits
142
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 2 hits
143
The slide uses a before-and-after narrative structure to validate the activist's influence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 2 hits
07
Macellum Perry Ellis Presentation April 2014Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Solution & Approach2 hits
05
Contains two detailed financial tables comparing SpartanNash against various peer groups.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
11
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
18
The slide uses a table to contrast capital expenditure with declining profitability metrics.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
21
The slide uses two tables and one bar chart to demonstrate underperformance relative to peers.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction2 hits
34
Uses a logical chain to demonstrate value destruction relative to initial merger projections.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
37
Uses an SEC Form 8-K filing as primary evidence to support the claim of misaligned compensation.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
41
Uses the Borden Dairy bankruptcy as a negative precedent for current executive hires.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 2 hits
44
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 2 hits
46
The slide contains a discrepancy: the title refers to 'Director Atkins', but the bottom callout refers to 'Ms. Voss'.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 2 hits
56
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After2 hits
59
The slide compares current market valuation against a hypothetical sale scenario including real estate monetization (SLB).Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After2 hits
15
The slide uses a table to list historical share awards and bullet points to summarize the net impact of her selling activity.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Beat · Expose ContradictionLoop · Tale Two Worlds2 hits
19
Uses direct quotes from a 2010 earnings call to highlight the gap between promise and performance.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Beat · Problem StatementLoop · Tale Two Worlds2 hits
30
Macellum The Childrens Place Presentation April 2015Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Loop · Tale Two Worlds2 hits
40
Includes a table of precedent transactions showing stock price gains for targets and acquirers.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor Beat · Propose Solution2 hits
42
This slide serves as a transition or summary of the conflict between the activist and the board.Macellum The Childrens Place Presentation April 2015 · macellum-the-childrens-place-presentation-april-2015
Activist deck Activist investor 2 hits