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60,091-60,120 of 60,568
110
Includes a cash flow buildup and a comparison of EPS impact based on different repurchase scenarios.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
111
The table shows a pro forma adjustment to 2021 financials, highlighting a 64% increase in EPS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
115
The slide uses demographic data to justify a strategic pivot toward more diverse customer segments.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
121
Includes a competitive price comparison table and a visual example of 'what it could look like' using Old Navy as a reference.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
135
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
153
The slide uses a timeline-based project management framework to outline the 100-day plan.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
156
The slide is part of an appendix section detailing the 100-day plan.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
157
The table provides a comprehensive view of financial performance over a decade, including growth rates and margin analysis.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
158
The table highlights that while KSS grew margins, the peer average/median growth was higher.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
159
Includes adjustments for operating leases and cash-based lease equivalent debt.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
168
Includes a map visualization of shipping routes and a comparative table of profit per transaction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
05
Includes both one-year and two-year stacked same-store sales data for a list of retail companies.Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst Beat · Evidence1 hit
06
Macellum Letter to Christopher Banks Jun 2015Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst Beat · Evidence1 hit
02
Data sourced from Bloomberg; specific LTM periods noted for WRC and JNY.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Evidence1 hit
03
The slide uses historical peak performance to argue for a recovery opportunity.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Evidence1 hit
05
The slide uses the term 'Opportunities' ironically to refer to excessive pay practices.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
08
The slide presents a detailed table of financial instruments and real estate assets with associated notes on valuation and status.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
09
The slide uses the data to contrast Pinehurst's royalty-heavy profit model against JNY's low-margin operational model.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
10
The slide uses a waterfall-style logic to adjust LTM EBITDA to a pro-forma figure, then applies exit multiples to derive a target price per share.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
06
The slide uses a comparison table format to highlight past successes as a proxy for future performance on the Kohl's board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
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 Inaction1 hit
19
The table includes specific acquisition context for Caito and Martin's.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
20
The slide uses a comparison table to expose operational 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 Inaction1 hit
22
The slide uses a comparison table to frame the company's EBITDA decline as a failure of board oversight.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The table highlights that while peers have seen significant growth in EBT, SPTN has seen a decline over the 2014-2021 period.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
36
Uses a series of tables and arrows to illustrate the disparity between Amazon's benefit and SpartanNash's gain.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
39
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
The table uses 'X' icons to denote inadequacy across various professional domains for three board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
49
The slide uses a checkmark matrix to demonstrate the collective qualifications of the nominees.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit