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The slide uses a before-and-after narrative structure to validate the activist's influence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
155
The slide uses a standard project management timeline format to visualize the sequence of strategic financial actions.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
165
Uses a timeline-like structure to link past announcements to current skepticism.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
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
13
The 5-year TSR data is highlighted with a red dashed box to emphasize the long-term underperformance.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
14
Uses a callout box to anchor the 'lowest stock price' argument.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
18
The slide uses a table to contrast capital expenditure with declining profitability metrics.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
26
Uses CEO/CFO quotes to frame management as out of touch with market reality.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
30
Uses a 2x3 grid of red callout boxes to highlight specific failures.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
31
The timeline uses a central axis with alternating top/bottom text blocks to show the sequence of events.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
32
Uses peer comparisons (Sysco, UNFI) to highlight the company's failure to provide long-term plans.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
35
Uses a quote from the CFO to contrast with the declining EBT, EPS, and rising debt/interest expense metrics.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
36
Uses a series of tables and arrows to illustrate the disparity between Amazon's benefit and SpartanNash's gain.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
40
The slide uses a timeline-annotated line chart to link leadership changes to stock performance.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
42
The table uses 'X' icons to denote inadequacy across various professional domains for three board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
43
The slide uses a 'villain' framing to justify the removal of specific board members.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
44
Macellum Spartan Nash Presentation May 2022Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit
45
The slide uses a list of 'x' marks to denote negative attributes of the director.Macellum Spartan Nash Presentation May 2022 · macellum-spartan-nash-presentation-may-2022
Activist deck Activist investor 1 hit