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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 65,971-66,000
Pages 2,643
Rows per page 30
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65,971-66,000 of 79,264

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33
Uses a Jefferies quote to validate the SKU growth claim.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
47
The slide highlights a specific governance gap at Kao relative to Reckitt, Unilever, P&G, and L'Oreal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
51
Includes a quote from a former Unilever executive to validate the market attractiveness.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
52
Includes a line chart for EBITDA margins and a scatter plot for regression analysis of organic growth vs. valuation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
53
Includes customer testimonials as evidence of product efficacy despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
54
Uses customer testimonials to highlight the 'untapped' nature of the market due to lack of retail access.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
58
The slide uses a 'however' transition to pivot from the brand's success to its geographic limitation.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
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide uses a line chart for historical sales and a bar chart for 2022 operating profit to contrast the two brands.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
64
The slide uses a comparison to Olaplex and Milbon to justify a revenue growth target for Oribe.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
66
The slide uses a comparison between Kate Tokyo and Maybelline to frame the opportunity gap.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
94
The table highlights high valuation multiples in the cosmetics sector, supporting the argument for Kao's potential value.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
08
The slide uses the 'sleeping giant' metaphor to frame the company as undervalued and underperforming relative to its potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 2x2 matrix layout to categorize business units.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)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
13
Kao segments are highlighted with red boxes. Data source: Bloomberg.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
15
The slide uses a quote-style layout to frame the activist's core thesis regarding Kao's performance and strategic direction.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
10
Uses a combination of a grouped bar chart for peer ROIC and an area chart for revenue opportunity.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
11
The slide uses a rhetorical question format to challenge the board's oversight of marketing investment and international growth strategy.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide uses a line chart to show Kao's declining return on research capital relative to peers and a bar chart to show the collapse of EVA into negative territory.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
17
The slide uses a combination of rhetorical questions, a direct company quote, an analyst quote, and a breakdown of the Long-Term Incentive Plan to highlight potential strategic misalignment.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Iceberg1 hit