slides · global inventory
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Matching slides 79,264
Current window 66,001-66,030
Pages 2,643
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66,001-66,030 of 79,264
01
Includes specific allegations of value destruction and governance failures.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
02
Includes standard press release boilerplate and legal disclaimers regarding peer group definitions and pro-rata asset calculations.Taubman Centers, Inc. (TCO) · Jonathan Litt
Press release Activist investor Beat · AgitateLoop · 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
32
Oasis Management's critique of Kao's brand strategy, highlighting the underperformance of R8 brands and the need for consolidation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Oasis Managementによる花王へのアクティビスト提案資料の一部。Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
47
The slide uses a table-like structure to contrast Kao's zero relevant board members against competitors who have multiple experts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
51
Includes a quote from a Unilever executive to validate the attractiveness of the derma category.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
52
Oasis Management activist deck slide regarding Kao Corporation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
53
Includes customer testimonials from Amazon and Lazada across three countries.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
54
Includes customer testimonials from Thailand, Italy, and Germany to highlight product appeal despite limited distribution.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
56
The chart illustrates the gap between Kao's internal revenue forecast and the potential growth if they matched market rates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
57
バブルチャート形式で競合の売上規模を可視化。花王のブランドを点線で囲み強調。Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
59
The slide uses a bubble-style comparison to visualize the revenue gap between Kao's brands and major global competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
60
Oasis Management activist deck slide criticizing Kao's management of Molton Brown.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
61
The slide uses a line chart for historical growth and a bar chart for 2022 revenue comparison.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
62
The slide uses a bubble-style comparison to show the revenue gap between Molton Brown and larger competitors like Jo Malone, Aesop, and Lancôme.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
63
Comparison of 2022 revenue figures to highlight growth potential for SENSAI.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
64
The slide highlights Oribe's growth trajectory and benchmarks it against peers like Olaplex and Milbon.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
65
The slide uses a bubble-style comparison to illustrate the revenue gap between Oribe and its peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
66
The slide uses a contrast between the current limited reach of Kate Tokyo and the massive scale of Maybelline to highlight the opportunity gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
72
The slide uses a stock performance chart to validate the success of the CEO's strategic focus on skincare.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
75
The slide compares current market price (5,676) against an intrinsic value (9,919) derived from segment valuations (Health & Beauty, Cosmetics, Hygiene & Living Care, Chemicals) minus net debt.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
90
The table highlights Kao's lack of specific expertise (Consumer Marketing, Digital, Global FMCG, Supply Chain) compared to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
94
The table lists target companies, acquirers, revenue multiples, EBITDA multiples, and transaction dates.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)1 hit