Jewett-cameron Trading Company · NASDAQ:JCTC
Jewett-cameron Trading — Investor Presentation (January 2025)
32 slides from Jewett-cameron Trading's investor presentation, Jan 30, 2025
Slide 1: Investor Presentation January 2025
JEWETT | CAMERON §i pe ‘COMPANY. Nasdaq: JCTC : 3 = eae INVESTOR PRESENTATION January 2025
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS ‘This presentation contains formardooking statements. Forwardocking statements include, but are not limited to, statements that express the Company's intentions, beliefs, expectations, strategies, predictions or any other statements related to the Company’ future activites
Slide 3: 70 Year History With a New Path Being Charted to Drive Shareholder Value
70 YEAR HISTORY WITH A NEW PATH BEING CHARTED TO DRIVE SHAREHOLDER VALUE Founded in 1953, Jewett Cameron Trading Company is committed to improving the lives of professionals and do-it-yourselfers with innovative products that enrich outdoor spaces in their quality, performance, and ease to work with
Slide 4: Company Overview
COMPANY OVERVIEW Committed to improving the lives of professionals and do-it-yourselfers with innovative products that enrich outdoor spaces in their quality, performance, and ease to work with, ‘Consumer Product Goods ‘ Fence Products +73 of FY 2024 Revenue “+ Ourfence solutions creates more than f
Slide 5: Key Highlights & Statistics
KEY HIGHLIGHTS & STATISTICS STOCKHOLDERS’ EQUITY emi 2024 REVENUE SEM AS OF NOVEMBER 2024 $0.21 FY 2024 EPS NO LONG-TERM DEBT TRADING AT DISCOUNT RY Frowes Cosrco ELITE CUSTOMERS L SS ee amazoncom se wayfair [MENARD SMMC ht) eareae,
Slide 6: Product Details
PRODUCT DETAILS
Slide 7: Fence Products & Brands
FENCE PRODUCTS & BRANDS FENCE Jewett Cameron Fence creates more than fences. We craft durable, functional solutions that bolster security, privacy, and beauty. Metal / Composite: i i Bomandh Euro Fence Perimeter Patrol® AdjseAGate® Famiyof “FL Rgh isafulyadusuble ferme tee Pos offers _—EuroFence off
Slide 8: Pet Products & Brands
PET PRODUCTS & BRANDS Jewett Cameron Pet is dedicated to keeping pets safe and happy with exceptional-quality, long lasting products that put your pet first. AY Series® Kenne ueky Doge STAY Sees Sco Keo are bulk wih long lasing steel frames and ponder ‘coated finish The waterpeoot abstr cover offers
Slide 9: Sustainable Products & Brands
SUSTAINABLE PRODUCTS & BRANDS my ECO MyEcoWorld® is making a tangible, positive difference to the planet by working to reduce conventional plastic use in our daily lives. Food Waste Bags Yard Waste Bags Pet Poop Bags Cente compostabe and worm safe Sutable for avaney of ‘Our cered OK Home Compost pet
Slide 10: Industrial Wood Products
INDUSTRIAL WOOD PRODUCTS GREENWOOD esr Tailored Panels & Customized Wood Products PRODUCTS is; dB-Ply® PROPRIETARY ACOUSTICAL PANEL DESIGNED TO REDUCE. ‘VIBRATION AND SOUND TRANSMISSION re i Hl i Construction Greenwood Producsspecalzesin Greenwood Prous engineers Greenmood Produ supplies and a engne
Slide 11: Competitive Positioning
COMPETITIVE POSITIONING Jewett Cameron products target great quality at competitive prices to move volume through channels Steel Gate Kit Comparison Welded Wire Dog Kennel Comparison Adjsta-Gate® | Adjsta-cate® Unlimited Competitor Fullframe Steel Gate Kit Four Comer Gate Ri ‘steel Gate Hts Competit
Slide 12: Strategic Transformation
a STRATEGIC TRANSFORMATION
Slide 13: Company Evolution
COMPANY EVOLUTION ] So 1953 - Founded 1996 Acquired MSL-Pro-«2002-Acquired Greenwood __—~2019- Pet innovation 2020 - Pandemic 2023 - Legal Settlement Sezanae stander hse ster Spy + Puchusedcrcernood Enza ey Dog + itucatpetowmeciip + reat contrac ‘igus ‘craton een Fort roses umber ‘Sapcenes™ ema haho
Slide 14: Net Sales by Product Line
NET SALES BY PRODUCT LINE FY Ends August ($ in millions) FENCE” @ my ecg G meee FENCE ‘SUSTAINABLE INDUSTRIAL WOOD pr mag ates = Tea! vices ss se as 6 < om | a mph a “ a 53 $12 sine 09 1 a s om M4 $10 os or TA . Pe 2 ® * 1 oa sor Sn ee ea econ nonecommnroneon Aso pes eset cae oman earn dc Set ‘= nrg
Slide 15: Strategic Initiatives Overview
qi B En Gurr Instore Displayer Expansion Expand MyEcoWord® Enhance 828 Industrial Wood Growth Property Sale ‘SUPPLY CHAIN SECURITY & OPERATIONAL EFFICIENCY PRODUCT INNOVATION les | lal fittt Sourcing Expansion Distribution Expansion Margin initiative Fence innovation New Product innovation
Slide 16: Growth Strategies: In-Store Displayers
GROWTH STRATEGIES Create and execute a scalable process for Lifetime Steel Post (LTP) displayers and refresh of Adjust-A-Gate® merchandisers 2,340 locations In-lateLietime Stel Post” Displayer ( rspayer Displayers currently in locations cross Home Depot and Lowe's Illustrative Example Posts Posts pe
Slide 17: Growth Strategies: Online Retail and Social Media
GROWTH STRATEGIES Driving sales through major retail site and social media platforms Selected online retail stores Google if/mes/ f | | Enhance mobile engagement and product availabilty
Slide 18: Growth Strategies: Engaging Professionals
GROWTH STRATEGIES Enhance engagement with professionals to increase demand of current product offering - esses Target regional professionals throughout the country as Drive pull through brand ambassadors, influencers, and sources of innovation desired pro channels: + Retail + Lumber Yards + Distribu
Slide 19: Growth Strategies: Scale MyEcoWorld Omni Channel
GROWTH STRATEGIES Scale MyEcoWorld® Brand through enhanced omni channel strategy (current & targeted) Amazon / Mass Retail Channel Grocery Home Improvement Channel Channel amazon — ORGILL muvee HE ED
Slide 20: Innovation Strategies: 2025 Roadmap
INNOVATION STRATEGIES Internal development of new products and product line extensions 2025 High Level Roadmap 1 | Aajusta.catesuntimiced eSoure Gold Supe 2 | ow improved chain Link Kennel Gold Samples 3 | Depayers rome 4 | ew ro Lifetime steel Posts Gold Samples 5 | improved Eur ence Gate Proof of
Slide 21: Supply Chain & Efficiency Strategies: Multi-Sourcing
SUPPLY CHAIN & EFFICIENCY STRATEGIES Multi-sourcing of products completed in September 2024 reducing burden of tariffs and reliance on sole supplier + InSeptember 2024, Company announced it had completed a significant step forward in its strategic plan to expand and diversify the Company's supply so
Slide 22: Supply Chain & Efficiency Strategies: Distribution Centers
SUPPLY CHAIN & EFFICIENCY STRATEGIES Expand distribution centers to improve freight costs & time to delivery with goal for multi-year staged implementation WEST COAST EXPANSION 2026
Slide 23: Asset Monetization
ASSET MONETIZATION Monetize non-core assets to enhance working capital through non-dilutive approach + 11.6 acre property, formerly a seed cleaning facility +The property is a corner lot industrial property with excellent access, visibility and frontage located immediately off the Glencoe exit on Hi
Slide 24: Financials
Slide 25: Gross Margins
GROSS MARGINS FY Ends August 27.8% 20% 2.8% 8 10% 5% ow 2019 2020 2023 2024 TIM Qt 2025
Slide 26: Net Income
NET INCOME FY Ends August ($ in millions) sa 3 $21 2 st 0 “s) (32) 2019 $28 2020 $35 ; ; 2021 2022 1 -tiang eee Movh ou Nowe 204 (600) (12) 2023 2024 TIM Q1 2025
Slide 27: Selected Balance Sheet
SELECTED BALANCE SHEET FY Ends August Ca a ‘ahianentcoquiors 05 so1 $49 $30 acs reain ee 2 356 337 waa —— 206 383 w32 a Tor cunencasses os a7 v3 v3 PPBE Asset hel forsale we w47 waa a pentane ely Toa ws 3298 3275 3267 Facty wil be wel in exces of arent book Bonk naeiedness v0 313 % 2 Teva bites soa
Slide 28: Our Leadership Team
OUR LEADERSHIP TEAM
Slide 29: Company Pillars
COMPANY PILLARS These principles form the foundation of our organization and guide every aspect of our business: CRAFTED x Thoughtful quality, design, and production. Our inspiration isto create solutions to our 3 customer’ challenges that will endure. Gata STEWARDSHIP Pride in our impact on sustain
Slide 30: Company Core Values
COMPANY CORE VALUES Our people live out these core values daily as we work together to continuously improve and deliver value Cultivate Curiosity: Encourage a mindset that questions the status quo and seeks better solutions. Solution oriented: Focus on solving problems, creating value, and meeting c
Slide 31: Highlights
HIGHLIGHTS ‘+ 70-year-old company with tremendous brand recognition and established ‘customers and partners that have relied on Jewett-Cameron for decades + Customer base includes Tier 1 Big Box retailers, leading e-commerce providers, multi-national distributors and 628 professionals + Strategic tr
Slide 32: Thank You
Thank You JEWETT CAMERON COMPANY Nasdaq: JCTC Company Contact: Chad Summers, Chief Executive Officer Jewett-Cameron Company Phone: (503) 647-0110 Chads@jewettcameron.com Investor Contact: Robert Blum Lytham Partners Phone: (602) 889-9700 CTC@lythampartners.com JewettCameron.com
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