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Wendy's, Public Storage, Soho House, Archer, Opendoor

📩 New Slides - 08 August 2024

Author

PitchDeckGuy
August 08, 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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