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Uses a before-after-bridge structure to highlight the contradiction between management's guidance and subsequent results.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses direct quotes from executives to contrast with poor performance outcomes.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
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Uses red circles to highlight the EBIT decline and a blue bar for CapEx to emphasize the contradiction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
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The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The chart uses a red dashed box to emphasize the KSS data point.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide highlights a negative trend for KSS (-37% and -34%) while peer groups show positive growth in valuation multiples.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
55
Includes screenshots of Trustpilot and BBB ratings, a bar chart of NPS scores, and verbatim negative customer reviews.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses photographic evidence to illustrate operational failures.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Includes screenshots of the Kohl's mobile site and negative customer reviews as evidence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses photographic evidence of retail shelves to demonstrate inventory gaps.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Includes a sensitivity table comparing $750k vs $1M remodel costs.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
69
The slide uses a 'lack of' list format to frame the incumbents negatively.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
72
The slide uses 'x' markers to denote points of failure or contradiction in governance.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
73
The table provides a longitudinal view of Kohl's Long-Term Incentive Plans (LTIP) targets vs actuals.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
74
The chart uses a dual-axis combination of bar (operating income) and line (CEO award percentage) to visualize the disconnect.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses red 'x' markers to emphasize points of contention regarding executive pay.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
77
Uses a screenshot of an FTC press release and a Kohl's marketing asset to highlight hypocrisy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
111
The table shows a pro forma adjustment to 2021 financials, highlighting a 64% increase in EPS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
115
The slide uses demographic data to justify a strategic pivot toward more diverse customer segments.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
118
The chart shows a shift from 42 weeks to 26 weeks for Private Label, and introduces a new 'In-Season Fashion' category at 6 weeks.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
119
Uses a visual before-after comparison to illustrate the impact of inventory planning on store presentation and clearance levels.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
127
Uses a visual 'before/after' comparison to highlight a merchandising opportunity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
128
Uses a before-after framing to highlight the negative impact of excessive clearance on brand perception.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
139
Uses a classic 'Myth vs. Reality' framing to discredit the incumbent board's narrative.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
140
Uses a red background for the 'Myth' column and white for the 'Reality' column to visually contrast the claims.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit