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Matching slides 7,835
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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
76
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
134
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
135
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
137
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
Activist deck Activist investor 1 hit
141
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
142
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
153
The slide uses a timeline-based project management framework to outline the 100-day plan.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
156
The slide is part of an appendix section detailing the 100-day plan.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
157
The table provides a comprehensive view of financial performance over a decade, including growth rates and margin analysis.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
158
The table highlights that while KSS grew margins, the peer average/median growth was higher.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
159
Includes adjustments for operating leases and cash-based lease equivalent debt.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
160
The slide uses a rhetorical question to challenge the efficacy of Kohl's strategic plan by contrasting it with the superior stock performance of its competitors.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
164
The slide uses a bar chart to visually demonstrate the gap between stated goals and actual performance, reinforcing the argument that management has failed to deliver.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
166
The slide uses a timeline to highlight repetitive strategic messaging over 8 years.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
167
The slide uses a timeline to contrast corporate announcements with critical media coverage.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
01
Slide 1
This is an activist investor letter.Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst 1 hit
02
This is a text-heavy slide from an activist investor presentation detailing operational failures.Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst Beat · ProblemLoop · Cost Of Inaction1 hit
06
Macellum Letter to Christopher Banks Jun 2015Macellum Letter to Christopher Banks Jun 2015 · macellum-letter-to-christopher-banks-jun-2015
Document Independent analyst Beat · Evidence1 hit