slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 70,111-70,140
Pages 2,643
Rows per page 30
Component
70,111-70,140 of 79,264
37
The slide highlights a pattern of management failing to meet its own capex guidance, suggesting poor business control.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a table to demonstrate the trend of rising capex per store and the subsequent lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a red-box highlight to draw attention to specific data anomalies (2020 spike and 2022-2023 disclosure gaps).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
40
Uses screenshots of official Texas Department of Licensing and Regulation project pages as evidence.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
41
Uses MD&A excerpts to contrast company explanations with the activist's calculated run-rate.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
42
The slide highlights a discrepancy between reported minimum lease payments and actual binding obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
43
Highlights a discrepancy between lease commencement accounting and credit agreement debt definitions.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
44
The table highlights the increasing trend of FND's lease commitments compared to the stable or decreasing percentages of its peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
46
The slide uses color-coded highlights (red for negative/warning, green for context) to emphasize the risk of underperforming new stores and the nature of the obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
47
The slide argues that long-term leases are a risk factor for the company.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
48
The slide highlights a discrepancy between FND's increasing lease duration and its relatively stable discount rate compared to peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
54
The slide uses a table format to categorize specific operational complaints from a store manager.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
57
Uses Wayback Machine screenshots to contrast historical branding with current website state.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
59
Uses a side-by-side comparison of company marketing vs. industry reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
62
The slide uses red arrows to highlight specific data points of concern regarding inventory distribution and disclosure.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses app store screenshots to highlight poor performance and negative user sentiment for FND's app.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide uses a 'walk-back' narrative to undermine management credibility.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a 'before-after' style contradiction by contrasting past growth claims with the final decline and lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table to contrast the company's stated conversion rates over time, highlighting the 2021 methodology shift.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
Uses red boxes and arrows to highlight negative trends and link them to the company's 'Marketing Drives Awareness & Consideration' claim.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
72
Uses maps to visualize geographic expansion of a private competitor.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
74
The slide uses a red-highlighting technique to draw attention to the lack of disclosure in 2019 and 2023.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
75
The slide uses a table to highlight the reversal of growth trends in gift card liabilities, contradicting the narrative of successful customer engagement.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a red arrow to connect the 45% revenue figure to the 'Pro Ecosystem' box, highlighting the strategic importance of this segment.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
81
Uses a comparison table of historical quotes vs. current sales data to highlight a strategic contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
82
The slide uses a red box to highlight the 'Big growth divergence' between receivables growth and sales growth.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
83
Includes a table of financial data, a legal document screenshot, and a credit application screenshot.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
84
Uses a direct quote from a conference call to set up the contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses a 'CEO Quote vs Reality' structure to expose management contradiction.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
93
The slide uses a table to show the delta between sales growth and A/R growth, pointing to potential accounting manipulation or business health issues.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit