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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
02
Data sourced from Bloomberg; specific LTM periods noted for WRC and JNY.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Evidence1 hit
09
The slide uses the data to contrast Pinehurst's royalty-heavy profit model against JNY's low-margin operational model.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
10
The slide uses a waterfall-style logic to adjust LTM EBITDA to a pro-forma figure, then applies exit multiples to derive a target price per share.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
12
The slide uses two side-by-side scenario tables to demonstrate the impact of valuation parameters on exit price and return.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 hit
06
The slide uses a comparison table format to highlight past successes as a proxy for future performance on the Kohl's board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
07
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
09
The slide uses a 'villain' framing for the current board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
15
The SPTN bar is highlighted with a red dashed border to draw attention to its underperformance relative to the peer groups.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
17
The chart uses a $100 investment baseline to compare total return performance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The table includes specific acquisition context for Caito and Martin's.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
22
The slide uses a comparison table to frame the company's EBITDA decline as a failure of board oversight.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
23
The table highlights that while peers have seen significant growth in EBT, SPTN has seen a decline over the 2014-2021 period.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
24
The slide uses a bar chart to visualize the jump in CapEx spending in 2022 compared to the 2014-2021 average.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
25
The chart uses a 'Miss' label to explicitly call out instances where actual performance fell below the guidance range.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
27
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
29
Uses a classic myth vs. reality framework to discredit the incumbent board.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
The slide uses a bulleted list to detail specific failures in the board's governance and refreshment process.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit