Matching slides 60,557
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25,681-25,710 of 60,557

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Uses a 'before-after' framing to contrast management's IPO narrative with subsequent reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
29
The slide uses a reconstruction methodology to isolate new store sales from Spartan Surfaces sales.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
30
The slide uses a Q&A format between an analyst and an executive to highlight concerns about FND's growth strategy and core focus.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Cost Of Inaction1 hit
31
The red block explicitly highlights the missing data points.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
32
The table highlights a shift in store opening strategy towards lower-income areas and introduces a new $1m dice roll promotion.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
34
Uses a comparison table format to contrast historical disclosure with recent commentary.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
36
The slide uses a table format to present a dialogue between an analyst and an executive.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
37
The slide highlights a pattern of management failing to meet its own capex guidance, suggesting poor business control.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
38
Uses a table to demonstrate the trend of rising capex per store and the subsequent lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
39
The slide uses a red-box highlight to draw attention to specific data anomalies (2020 spike and 2022-2023 disclosure gaps).Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle1 hit
41
Uses MD&A excerpts to contrast company explanations with the activist's calculated run-rate.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
42
The slide highlights a discrepancy between reported minimum lease payments and actual binding obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
43
Highlights a discrepancy between lease commencement accounting and credit agreement debt definitions.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
44
The table highlights the increasing trend of FND's lease commitments compared to the stable or decreasing percentages of its peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
46
The slide uses color-coded highlights (red for negative/warning, green for context) to emphasize the risk of underperforming new stores and the nature of the obligations.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
48
The slide highlights a discrepancy between FND's increasing lease duration and its relatively stable discount rate compared to peers.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Beat · The StruggleLoop · Hypothesis Test1 hit
51
The slide uses a numbered list with 'X' markers to visually negate each bull case point.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
52
Uses a 'before-after' framing to highlight a strategic shift that contradicts previous investor messaging.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
54
The slide uses a table format to categorize specific operational complaints from a store manager.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
55
Uses a table to present chronological quotes from management to expose a narrative shift.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
56
The slide uses red arrows to highlight the removal of specific brand names (AquaGuard, DuraLux, NuCore, Optimax) from the 2023 10-K compared to previous years.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
58
Includes a price comparison callout between FND and Arbor.com and a table showing product count disparity.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
59
Uses a side-by-side comparison of company marketing vs. industry reality.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
60
The slide uses a yellow highlight to emphasize the executive's critical assessment of the company's strategic pivot.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller Loop · Hypothesis Test1 hit
62
The slide uses red arrows to highlight specific data points of concern regarding inventory distribution and disclosure.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
65
Uses a chronological sequence of quotes to expose management's shifting narrative on store strategy.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide uses a 'walk-back' narrative to undermine management credibility.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
67
The slide uses a chronological list of quotes to establish a baseline of management claims about designer performance.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
68
The slide uses a 'before-after' style contradiction by contrasting past growth claims with the final decline and lack of transparency.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit
69
The slide uses a table to contrast the company's stated conversion rates over time, highlighting the 2021 methodology shift.Floor & Decor Holdings, Inc. (FND) · Spruce Point Capital Management
Activist deck Short seller 1 hit