slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 50,371-50,400
Pages 2,605
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50,371-50,400 of 78,129
17
The chart highlights a significant gap between Kao and its peers, with Kao's margins remaining below 45%.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
18
The chart shows Kao's margin trend line diverging significantly from peers like P&G, L'Oreal, Unilever, and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
19
The chart uses a grouped bar chart to show quarterly performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
20
The slide uses a red vertical dashed line to mark the appointment of Hasebe as Head of R&D, correlating it with the start of Kao's performance decline.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
22
The chart shows Kao consistently spending significantly less on marketing than L'Oreal, Unilever, Beiersdorf, and Rohto Pharmaceutical.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
24
The chart highlights Kao's underperformance with a distinct teal line compared to the grey lines of its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
25
The slide uses a red shaded area to highlight a 'narrow comparison' window used by the company, contrasting it with the longer-term underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
26
Uses a line chart with a shaded region to highlight cherry-picked data by management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Expose Contradiction1 hit
30
Uses a 'before-after' style contradiction structure to highlight management's lack of market awareness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
31
Uses quotes from analysts and market data to frame management as ineffective.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
35
Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
40
The chart uses AI-derived perception data to benchmark brand performance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
41
The slide highlights a strategic weakness in Kao's global distribution footprint.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Tale Two Worlds1 hit
43
Uses a bubble chart to compare revenue of Bioré against global competitors Nivea, Garnier, and Neutrogena.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
44
Uses L'Oréal as a proxy for derma-cosmetics performance trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
45
Includes a quote from President Hasebe to validate the growth thesis in Thailand.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 hit
46
Uses bubble-style visual representation for revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
50
Includes press clippings from The Japan Times and The Wall Street Journal as evidence of market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
76
The slide uses a bar chart to show Kao's 73.8 days vs peers, with a dashed arrow indicating 'Growth Potential' for improvement.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
77
The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
78
Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
84
The slide uses a bar chart to show engagement and a bubble-style infographic to show follower counts for specific brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
85
Uses Openwork employee quote to support the thesis of under-investment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
89
The chart shows a breakdown of revenue segments for 2023 and 2024, illustrating the concentration of revenue in segments where pricing has not been aggressively applied.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
91
Includes a specific product comparison table and a line chart showing operating margin trends.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
95
The slide uses a quote from the CEO to validate the activist's argument that the company is bloated.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
114
The slide uses a visual bar chart representation at the bottom to show the mix of compensation components.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
120
The chart highlights Kao's current board size of 8 versus a proposed post-AGM size of 14.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
121
The slide uses a 'gap analysis' approach to justify the addition of new board members by showing the 'X' marks for skills they bring that are currently missing.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
127
Uses a 'Kao Thinks vs. In Reality' framework to highlight a disconnect.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit