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109
The slide uses a narrative of past events to argue for the necessity of board refreshment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
110
Includes a Chicago Tribune news clipping as evidence of the 'Divine' scandal.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
112
Uses a combination of news clippings and Glassdoor reviews to undermine the nominee's professional reputation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
124
The slide uses pie charts to visualize the changing weightings of compensation metrics, specifically pointing out the introduction of 'AACV' in 2020 after Legion's intervention.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
125
The slide uses a series of pie charts to illustrate the stagnation of compensation metrics over time.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
126
The slide highlights a structural misalignment between accounting revenue recognition and executive performance incentives.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
127
Uses a red dashed box to highlight the 'Actual Results' rows in the tables and the final summary conclusion.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
129
The slide uses a stacked bar chart to show the shift in voting power and outcomes over time, highlighting the role of Ken Hunt's stake.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
141
The slide argues that recent board refreshment is reactive and lacks strategic depth.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
144
The slide uses a table to systematically dismiss the relevance of the directors' external experience.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
152
The slide uses a table to track changes in compensation metrics over time, specifically critiquing the lack of focus on software recurring revenue.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor 1 hit
10
The chart uses annotations to highlight specific strategic announcements and their lack of positive impact on the share price.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
12
Uses a classic Myth vs. Reality table structure to undermine board credibility.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
15
Uses a timeline-like visual comparison of past strategic announcements to highlight lack of progress.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
16
The slide uses a collage of media sources (Reuters, Yahoo Finance, NY Post, Milwaukee Business Journal) to build a narrative of management failure.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
17
The timeline shows a 19-week process. The bottom callout highlights the board's refusal to delay the AGM.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
25
Uses a red box and arrow to mock the company's claim of 'momentum'.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
27
The slide uses a quote from Michelle Gass to highlight a contradiction between management's narrative and market reality.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
30
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
32
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
33
Uses a quote from the CFO to contradict the company's long-term margin growth narrative.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
34
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
36
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
37
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
39
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
40
Uses a screenshot of an earnings call transcript as primary evidence of the CEO's statement.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor Beat · Agitation1 hit
41
Uses a timeline-based comparison to highlight strategic stagnation.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
42
Uses a WWD article snippet as a 'villain' or contradictory evidence to the CEO's stated strategy.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit
43
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
44
Uses direct quotes from executives to contrast with poor performance outcomes.Macellum Kohls Presentation April 2022 · macellum-kohls-presentation-april-2022
Activist deck Activist investor 1 hit