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slides · global inventory

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Component collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 79,264
Current window 65,911-65,940
Pages 2,643
Rows per page 30
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18 30 60

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65,911-65,940 of 79,264

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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
32
The slide uses a contrast between the specific (but low) targets and the vague strategic pillars to highlight management's failure.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
34
Includes a testimonial/quote from an analyst to reinforce the thesis.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
36
Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.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
42
The slide highlights a discrepancy between management's claims of performance and the actual sales decline, while also showing that the growth target is mediocre compared to peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement1 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
47
The slide uses a comparison of social media following and revenue estimates to argue for Oribe's growth runway.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
59
The slide uses a heatmap-style table to highlight Kao's 'worst-in-class' performance in specific skill categories.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a three-column layout with numbered headers to structure the argument.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 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
88
The slide uses a combination of line charts for gross margin trends and bar charts for operating margin comparisons to illustrate underperformance.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
92
Includes a press clipping and a Nomura analyst quote to substantiate the critique of the acquisition.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
97
Uses a 'Right Way' vs 'Wrong Way' framing to critique Kao's management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit