Wendy's, Public Storage, Soho House, Archer, Opendoor
📩 New Slides - 08 August 2024
Hello PitchDeckGuy readers!
Here are the top 5 decks we found on PitchSend today.
1. Wendy’s
Wendy's delivered solid performance in Q4 2023, setting a strong foundation for future growth.
This slide deck highlights:
13th consecutive year of global SRS growth.
U.S. restaurant margin expanded to 15.3%.
248 new restaurants opened globally.
$274M free cash flow for the year.
$500M share repurchase authorization expiring February 2027.
2. Public Storage
Public Storage is expanding its footprint with the $2.2 billion acquisition of Simply Self Storage.
This slide deck highlights:
91% occupancy and 69% NOI margin in Simply Self Storage.
Geographic expansion with a strong Sunbelt presence.
Anticipated 6.25%–6.75% nominal yield by year 3.
Expected to boost 2024 core FFO per share.
Positioned for further growth with a 3.8x net debt to EBITDA ratio.
3. Soho House
Soho House continues to see impressive membership and revenue growth, driven by operational excellence.
This slide deck highlights:
21% YoY growth in total membership, reaching 185,000.
Record waitlist of ~98,000 members, up from ~95,000 in Q2 2023.
Adjusted EBITDA of $42 million, a $22 million increase YoY.
Opened Soho House in Mexico City and plans for São Paulo.
13% YoY growth in total revenues and 31% growth in recurring membership revenues.
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4. Archer
Archer is poised for transformative growth through its merger with Atlas Crest, focusing on revolutionizing Urban Air Mobility.
This slide deck highlights:
$2.7 billion valuation, 1.2x revenue, 4.2x EBITDA (2026 estimates).
$1.1 billion capital from Atlas Crest, United Airlines, and Stellantis.
$1.5 trillion addressable market; $1.5-$3.0 trillion Urban Air Mobility potential by 2040.
Archer UAM targets congested markets and high-volume vertiports.
Plans include global expansion and autonomous operations.
5. Opendoor
Discover how Opendoor is transforming real estate with a digital-first approach.
This slide deck highlights:
$10B in homes sold; operates in 21 markets.
Market leader with a 4.4x larger market share than closest competitor.
Disrupting the U.S. real estate industry with a digital experience.
Major cost reduction through centralization and automation.
Targeting $50B in revenue and 100 markets, with a $1.3T U.S. market potential.
See you tomorrow,
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