slides · global inventory
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Matching slides 78,129
Current window 50,401-50,430
Pages 2,605
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50,401-50,430 of 78,129
12
The chart highlights a significant gap between Kao and its peers (Unilever, Beiersdorf, Unicharm) in post-COVID recovery.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
14
Includes a quote from AXA Investment Managers justifying the sale of Kao stock.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
16
The chart shows a clear downward trend in ROE from 2017 to 2023, dropping below the 5% threshold.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
20
The slide uses a comparison of pie charts to visualize domestic vs. international revenue exposure for Kao and three competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
23
Uses a bubble chart to visualize the scale of marketing spend across major global corporations.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
24
Includes a quote from Oasis Management criticizing Kao's product-centric vs. customer-centric approach.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
30
Kao brands are highlighted in teal with a dotted border, while competitors are in dark blue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
31
Uses a trendline to highlight Kao's inefficiency compared to peers like P&G and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
32
The slide uses a 'villain' framing by labeling the portfolio 'bloated' and contrasting it with a more efficient competitor (Unilever).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
56
Uses a waterfall-style bridge to illustrate the gap between current company forecasts and market-aligned potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
57
The chart uses bubble sizes to represent revenue in USDm, visually contrasting Kao's smaller brands with larger market incumbents.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
62
Uses bubble-style visualization to compare revenue scale between Kao's Molton Brown and industry peers.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
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
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
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
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
21
Oasis Management activist deck slide regarding Kao Corporation's global strategy.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 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
30
The slide highlights Kao's underperformance in global market penetration compared to peers like Beiersdorf, L'Oréal, and Kenvue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
128
Uses a 'Kao Thinks vs. In Reality' framework to highlight the gap between company messaging and market sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit
129
Uses a 'Kao Thinks vs In Reality' framing to expose a contradiction.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit
130
The slide uses gauge charts to visualize low performance scores (out of 6) for board attributes.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit
131
Uses a 'Kao Thinks' vs 'In Reality' framing to expose a contradiction in corporate governance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit