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101
The slide uses a grid of five boxes, each with a checkmark, to represent strategic initiatives.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
106
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
107
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
108
The slide uses a 'zero-based budgeting' approach as a key recommendation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
109
The slide uses a bulleted list to detail specific financial levers: sale leaseback, share repurchases, CapEx discipline, working capital optimization, and liability management.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
110
Includes a cash flow buildup and a comparison of EPS impact based on different repurchase scenarios.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
116
The slide uses a three-tier vertical logic flow: Competitor Segments -> Competitor Attributes -> Kohl's Winning Strategy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
117
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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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
120
Uses visual evidence to contrast poor signage/pricing (Kohl's) with effective merchandising (Target).Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
125
Uses a before-after framing to highlight a branding opportunity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 hit
133
Uses a 'before-after' framing to suggest a strategic shift in in-store marketing.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
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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
137
Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Solution1 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
143
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
161
The slide uses a red dashed box to highlight Kohl's underperformance relative to the Retail Peers group.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
04
The slide uses a 'villain critique' approach to justify activist intervention by highlighting specific operational and governance failures.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · ComplicationLoop · Cost Of Inaction1 hit
06
Includes a specific governance critique regarding a licensing deal with the COO's relative.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Beat · Solution & Approach1 hit
08
The slide presents a detailed table of financial instruments and real estate assets with associated notes on valuation and status.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
11
The slide uses a bridge-like structure to reconcile LTM figures to a PF target.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 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
15
The slide uses two pie charts to illustrate distribution channels and brand segments, followed by a logo grid of the portfolio.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor 1 hit
02
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
08
The slide uses headshots of the new directors to highlight their lack of relevant industry experience (consumer brand, financial services, technology vs. grocery).Macellum 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