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Matching slides 110,471
Current window 69,901-69,930
Pages 3,683
Rows per page 30
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69,901-69,930 of 110,471

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05
Uses a three-pillar structure to frame the problem (sleeping giant), the cause (management allergy), and the opportunity (growth potential).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
22
Highlights Brazil as a key missed opportunity due to market size and demographic diversity.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
37
Uses analyst quotes to validate the activist's critique of management's lack of ambition and focus.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
43
The slide uses a 'before-after' style comparison of market share vs sales growth to undermine management's credibility.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
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
71
Uses Beiersdorf as a precedent for management replacement to restore investor confidence.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
76
The slide acts as a summary roadmap with cross-references to detailed slides later in the deck.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
78
The slide uses a numbered process flow to outline strategic initiatives for brand management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
79
Includes a screenshot of a LinkedIn job posting for a CMO role.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
84
Uses a before-after framing to suggest a strategic pivot in brand presence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
49
The slide uses a numbered list to outline strategic pillars.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
53
The slide uses a four-column layout to categorize survey feedback.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
54
The slide uses a 4-column layout to present survey findings, combining verbatim investor feedback with pie charts and gauge charts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Propose Solution1 hit
56
Includes a timeline of events from Sep-2023 to Mar-2025, a list of defensive responses by Kao, and testimonials from other analysts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
86
Uses a contrast-pairs framework to systematically dismantle board arguments.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
94
Kao Corporation (4452.JP)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
100
The slide uses a 'villain' framing by labeling Kao a 'Digital Laggard' and contrasting its strategy with 'successful' peers.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
109
The slide includes a table detailing current board tenure and shareholdings for four directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
119
Uses red flags to denote failures and red X marks to denote non-compliance with governance principles.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
122
Kao Corporation (4452.JP)Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
125
The slide uses a comparative framework to highlight that peers link pay to specific growth and efficiency metrics, while Kao's metrics have deteriorated.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 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
132
The slide uses a quote-based format to validate the activist's thesis by citing external investor sentiment.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Loop · Cost Of Inaction1 hit
134
Includes logos of Elbit Systems and Leidos as examples of questionable award recipients.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit