Jamieson Wellness, Inc. · TSX:JWEL
Jamieson Wellness — Shareholder Meeting (2019)
24 slides from Jamieson Wellness's shareholder meeting presentation, 2019
Slide 1: Focus: Core
FOCUS : CORE b JAMIESON wellness inc.
Slide 2: Disclosures
DISCLOSURES FORWARD-LOOKING INFORMATION This presentation contains “forward-looking information” within the meaning of applicable securities laws in Canada. Forward-looking information may relate to our future outlook and anticipated events or results and may include information regarding our financ
Slide 3: Here for Your Health Since 1922
HERE FOR YOUR HEALTH™ SINCE 1922
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS Built on the nearly 100-year heritage of the Jamieson brand Supported by an experienced, proven management team Maintaining a strong track record of innovation across a broad range of categories Growing substantially in VMS and Sports Nutrition through positive demographic tren
Slide 5: Thriving in 2018
THRIVING IN 2018
Slide 6: Financial Highlights
FINANCIAL HIGHLIGHTS *$331.1 million excludes the new revenue recognition accounting impact. Refer to note 2 of the 2018 consolidated financial statements for further details on this adjustment.
Slide 7: The Stronger the Core, the Grander the Possibilities
THE STRONGER THE CORE, THE GRANDER THE POSSIBILITIES The Jamieson Brand Product Innovation and Certifications Global Expansion
Slide 8: The Jamieson Brand
THE JAMIESON BRAND 1 OUR HEAVY HITTER
Slide 9: Product Innovation and Certifications
PRODUCT INNOVATION AND CERTIFICATIONS 2 THE HEART OF PROGRESS TRU-ID® Certification Jamieson Essentials + Protein Progressive Perfect Probiotics
Slide 10: Global Expansion
GLOBAL EXPANSION 3 NEW CENTRES OF ATTENTION Double-digit growth in many existing markets including Bulgaria, Romania, Hong Kong, Korea and Slovakia Successfully established a presence in India, Macedonia and Croatia Numerous advancements in China, including: • Doubled shipments over 2017 • Several n
Slide 11: Nourishing the Future
NOURISHING THE FUTURE
Slide 12: Growth Opportunities
NOURISHING THE FUTURE GROWTH OPPORTUNITIES Well-positioned to influence new areas. 1 Capitalize on supporting global trends 2 Leverage brand equity and product innovation to drive sales in existing and adjacent markets 3 Maximize large international market opportunity 4 Utilize operating leverage an
Slide 13: Global Trends
NOURISHING THE FUTURE GLOBAL TRENDS Global health and wellness mega trend supports strong organic growth. FOCUS ON RISING DISPOSABLE HEALTHY LIVING INCOME AGING CONSUMER ACCESS POPULATION TO INFORMATION FOCUS ON RISING DEMAND PREVENTION FOR PROTEIN
Slide 14: Innovation Pipeline
NOURISHING THE FUTURE INNOVATION PIPELINE 42 + new products in 2019 17 new products already in market this year
Slide 15: International
NOURISHING THE FUTURE INTERNATIONAL Improving the world’s health and wellness. • Fastest growing division: International business sales doubled between 2013 and 2016 • Strategy executed in over 40 countries • International market success through brand recognition, quality, and strong distribution pa
Slide 16: Expanding Margins
NOURISHING THE FUTURE EXPANDING MARGINS Utilizing leverage. Expanding margins. • Increased volume driving operating leverage • Increased capital driving efficiencies • Demonstrated margin expansion of 230 basis points from 2016-2018 ADJUSTED EBITDA MARGIN EXPANSION 21.1% 20.5% 18.8% 2016 2017 2018
Slide 17: China and M&A: Advancement in China
NOURISHING THE FUTURE CHINA AND M&A Upside opportunity: Advancement in China What’s next for Jamieson in China? • Up to 20 additional product certifications expected by end of 2019 • Continued leverage of strong brand equity in China and support of current product offerings • Potential for Jamieson
Slide 18: China and M&A: M&A
NOURISHING THE FUTURE CHINA AND M&A Upside opportunity: M&A • Acquired LVHS in 2014 and Body Plus and Sonoma in 2017 and are focused on integration and our robust organic growth opportunities • Routinely monitor market for acquisitions to accelerate strategic objectives and drive synergies 2 key are
Slide 19: Q1 2019 Off to a Great Start
NOURISHING THE FUTURE Q1 2019 OFF TO A GREAT START* *Highlights of First Quarter 2019 Results versus First Quarter 2018 Results
Slide 20: Ranked as One of the Top Ten Most Reputable Canadian Companies
NOURISHING THE FUTURE RANKED AS ONE OF THE TOP TEN MOST REPUTABLE CANADIAN COMPANIES IN 2019
Slide 21: The #1 Consumer Product Award in North America
NOURISHING THE FUTURE THE #1 CONSUMER PRODUCT AWARD IN NORTH AMERICA
Slide 22: Support from Within
NOURISHING THE FUTURE SUPPORT FROM WITHIN Tim Penner, Director
Slide 23: 2019 Outlook
2019 GUIDANCE 2019 OUTLOOK Total Revenue (millions) $336-348 + 5%-9% Adj. EBITDA (millions) $73-$76 + 7%-12% Adj. EPS $0.90-$0.95 + 6%-12%
Slide 24: Our Core Is What Fortifies Our Future
OUR CORE IS WHAT FORTIFIES OUR FUTURE