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The slide uses a simple grid layout to present five key strategic initiatives.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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Macellum Kohls Presentation April 2022Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a table to frame the board's failure as a governance issue.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a dual-axis chart (bar for sales, line for SSS) to illustrate performance stagnation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses CEO/CFO quotes to contrast with the quantitative data showing KSS underperforming the peer average/median.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The chart uses an indexed baseline (100% in FY 2010) to highlight the divergence between Kohl's and the broader market.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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Uses a logo grid to represent the 'market share gap' left by bankrupt retailers.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a dual-chart layout to show the divergence between physical capacity growth and revenue productivity.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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Uses a quote from the CFO to highlight the contradiction between stated strategy and actual financial performance.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a dual-axis chart to show the correlation between absolute EBIT dollars and EBIT margin percentage.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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The slide uses a combination of a bar chart for cumulative CapEx and a line chart for EBT to highlight the lack of return on investment.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
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Uses a before-after-bridge structure to highlight the contradiction between management's guidance and subsequent results.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses red circles to highlight the EBIT decline and a blue bar for CapEx to emphasize the contradiction.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses a waterfall-style bar chart to compare guidance ranges against actuals over time.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The chart uses a red dashed box to emphasize the KSS data point.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide highlights a negative trend for KSS (-37% and -34%) while peer groups show positive growth in valuation multiples.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses a three-column layout to highlight specific analyst actions from BofA, J.P. Morgan, and UBS.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses employee testimonials to support the eNPS data.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Includes screenshots of Trustpilot and BBB ratings, a bar chart of NPS scores, and verbatim negative customer reviews.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses photographic evidence to illustrate operational failures.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses visual evidence (screenshots of coupons and receipts) to demonstrate the 'cognitive load' placed on the shopper.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses screenshots of Google search results to demonstrate the lack of visibility for Kohl's.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses screenshots of Instagram profiles as primary evidence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Includes screenshots of the Kohl's mobile site and negative customer reviews as evidence.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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Uses a map-based visual to illustrate geographic inefficiency and a table to quantify the margin impact.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses a 'lack of' list format to frame the incumbents negatively.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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The slide uses a 'villain' framing to attack the Board's governance and strategic decision-making.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
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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
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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