slides · global inventory
Comparison Frame
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 6,294
Current window 1,981-2,010
Pages 210
Rows per page 30
Framework
1,981-2,010 of 6,294
12
The chart highlights a significant gap between Kao and its peers (Unilever, Beiersdorf, Unicharm) in post-COVID recovery.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
13
Kao is highlighted with red boxes in each chart to emphasize its relative underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
14
Includes a quote from AXA Investment Managers justifying the sale of Kao stock.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
20
The slide uses a comparison of pie charts to visualize domestic vs. international revenue exposure for Kao and three competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
21
The slide uses a map to visualize the geographic concentration of Kao's brands in Asia, contrasting it with the global footprint of competitors.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
28
Uses visual evidence to contrast competitor investment in POP marketing against Kao's lack of signage and shelf space.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
30
Kao brands are highlighted in teal with a dotted border, while competitors are in dark blue.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
31
Uses a trendline to highlight Kao's inefficiency compared to peers like P&G and Beiersdorf.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
47
The slide highlights a specific governance gap at Kao relative to Reckitt, Unilever, P&G, and L'Oreal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
52
Includes a line chart for EBITDA margins and a scatter plot for regression analysis of organic growth vs. valuation.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
61
The slide uses a line chart for historical sales and a bar chart for 2022 operating profit to contrast the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
63
Uses a bubble-style comparison to visualize the revenue gap between the target brand and market leaders.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
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 1 hit
67
The slide uses a visual size comparison (circle area) to emphasize the revenue gap between the two brands.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
90
The table highlights a significant gap in board composition for Kao relative to Reckitt, Unilever, P&G, and L'Oréal.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
12
The chart highlights a significant gap between Kao and its peers, who have achieved consistent growth.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
13
Kao segments are highlighted with red boxes. Data source: Bloomberg.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
14
Includes a quote from AXA Investment Managers justifying the sale of Kao stock due to underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
31
The chart uses a trend line to show the correlation between brand count and revenue, positioning Kao as an outlier with too many brands for its revenue scale.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
47
The slide uses a table-like structure to contrast Kao's zero relevant board members against competitors who have multiple experts.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
60
Oasis Management activist deck slide criticizing Kao's management of Molton Brown.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Jobs To Be Done1 hit
13
The slide uses a line chart for gross margin trends and a bar chart for operating profit margins to expose a performance gap.Kao Corporation (4452) · Oasis
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
88
The slide uses a combination of line charts for gross margin trends and bar charts for operating margin comparisons to illustrate underperformance.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
97
Uses a 'Right Way' vs 'Wrong Way' framing to critique Kao's management.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
103
The slide uses a simple binary comparison table to highlight a governance gap at Kao.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
114
The slide uses a visual bar chart representation at the bottom to show the mix of compensation components.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
116
The table compares base, STI, RSU, and PSU components to show a higher total max payout in the proposed plan.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
117
Uses donut charts to visualize the composition of compensation metrics, highlighting a transition from current to proposed state for Kao.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor 1 hit
120
The chart highlights Kao's current board size of 8 versus a proposed post-AGM size of 14.Kao Corporation (4452.JP) · Oasis
Activist deck Activist investor Beat · Closing Ask1 hit
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 1 hit