slides · global inventory
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Matching slides 96,741
Current window 9,331-9,360
Pages 3,225
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9,331-9,360 of 96,741
03
The slide uses a 'precedent' strategy to establish credibility and frame the current Kao Corp engagement as a continuation of a successful track record.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
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 2 hits
24
Includes a quote from Oasis Management criticizing Kao's product-centric vs. customer-centric approach.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
26
Uses a side-by-side visual comparison of product pages to highlight a strategic gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
32
The slide uses a 'villain' framing by labeling the portfolio 'bloated' and contrasting it with a more efficient competitor (Unilever).Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
33
Uses a Jefferies quote to validate the SKU growth claim.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
40
The slide uses a 'villain critique' approach to undermine management's credibility by contrasting their stated goals with a lack of concrete metrics.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
46
Includes a callout box regarding an Oasis & BDTI initiative to promote female directors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
54
Uses customer testimonials to highlight the 'untapped' nature of the market due to lack of retail access.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
55
Includes a testimonial, a map of Europe highlighting the UK, and a quote from a Kao strategy briefing.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
56
Uses a waterfall-style bridge to illustrate the gap between current company forecasts and market-aligned potential.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
60
Uses a 'However...' transition to pivot from brand equity to growth underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
66
The slide uses a comparison between Kate Tokyo and Maybelline to frame the opportunity gap.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
80
The slide uses visual evidence (photos of retail shelves) to support the claim that the brand's all-white packaging lacks shelf presence.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
81
Part of an activist investor deck for Kao Corporation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
82
The slide uses screenshots of social media profiles to illustrate the lack of cohesive branding.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
83
The slide uses a 'What if' framing to suggest brand-building activities.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
86
The slide uses visual examples of website mockups and brand imagery to illustrate the proposed marketing refresh.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
88
The image is a stylized, possibly AI-generated or artistic representation of an elderly person using soap, reinforcing the 'human touch' and 'inclusive' themes.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
89
Part of an activist campaign deck targeting Kao Corporation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
31
Uses quotes from analysts and market data to frame management as ineffective.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
34
Includes a testimonial/quote from an analyst to reinforce the thesis.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
35
Uses a bar chart to compare Kao's CAGR against Rohto and Kose to demonstrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
36
Includes a callout to an AFR article and a specific recommendation for incentive scheme reform.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
43
Uses a bubble chart to compare revenue of Bioré against global competitors Nivea, Garnier, and Neutrogena.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem Statement2 hits
77
The chart shows a downward trend in working capital metrics (both percentage and absolute value) from 2023 to 2027.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
78
Uses quotes from Jefferies and a former Kao executive to validate the thesis of SKU bloat.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
90
Uses photographic evidence to support the claim of excessive discounting.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
112
The slide uses a headshot grid to highlight the Compensation Advisory Committee and a table to show board tenure vs shareholding.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 2 hits
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 2 hits