Jamieson Wellness, Inc. · TSX:JWEL
Jamieson Wellness — BMO Conference 2020
20 slides from Jamieson Wellness's conference presentation, May 2020
Slide 1: Jamieson Wellness Inc.
JAMIESON wellness inc:
Slide 2: Forward Looking Information
FORWARD LOOKING INFORMATION This presentation contains “forward-looking information” within the meaning of applicable securities laws. Forward-looking information may relate to our future outlook and anticipated events or results and may include information regarding our financial position, business
Slide 3: Our mission is to become the world's most successful and trusted health & wellness company
OUR MISSION IS TO BECOME THE WORLD’S MOST SUCCESSFUL AND TRUSTED HEALTH & WELLNESS COMPANY. 3
Slide 4: Jamieson Wellness Today
JAMIESON WELLNESS TODAY Jamieson is the #1 consumer health brand in Canada1 with a growing global presence. • Leading Canadian health and wellness company founded in 1922 • Manufacturer and marketer of Jamieson, the #1 VMS brand in Canada2 • Manufacturers and marketers of Progressive, Precision and
Slide 5: Global Trends
GLOBAL TRENDS Global health and wellness megatrend supports strong organic growth. FOCUS ON RISING DISPOSABLE HEALTHY LIVING INCOME AGING CONSUMER ACCESS POPULATION TO INFORMATION FOCUS ON RISING DEMAND PREVENTION FOR PROTEIN 5
Slide 6: Our History
OUR HISTORY A consistent history of organic revenue growth. 00 8.9% 2020 Estimated revenue target of $364 - $376MM 0 2017 Acquired Body Plus and Sonoma 00 Completed Initial Public Offering (July) 2013-2019 CAGR CCMP full exit with Secondary Offering (October) 2 0 200 2016 Accelerated innovation with
Slide 7: International
INTERNATIONAL Improving the world’s health and wellness. • Fastest growing division: International business sales doubled between 2013 and 2016 • Strategy executed in over 45 countries and regions • International market success through brand recognition, quality, and strong distribution partnerships
Slide 8: Financial Performance
FINANCIAL PERFORMANCE Our financial performance and track record speaks for itself. TOP-LINE MOMENTUM ADJUSTED EBITDA GROWTH & MARGIN $364-$376 $80-$84 $345 $75.9 $320 $301 $67.6 $61.5 $248 $46.8 22% 22% 21% 20% 19% 2016A 2017A 2018A 2019A 2020E 2016A 2017A 2018A 2019A 2020E REVENUE ADJ. EBITDA ADJ.
Slide 9: Financial Performance
FINANCIAL PERFORMANCE Significant free cash flow generation. SOLID GROWTH IN EARNINGS QUARTERLY FROM OPERATIONS DIVIDEND GROWTH $55.4 $0.11 $0.10 $47.2* $44.9 $0.09 $0.08 $31.0 15% 15% 16% 12% 2016A 2017A 2018A 2019A 2017 2018 2019 2020 EARNINGS FROM EARNINGS FROM OPERATIONS OPERATIONS MARGIN *We ha
Slide 10: Advancement in China
ADVANCEMENT IN CHINA Upside opportunity: Advancement in China • Established and rapidly growing brand in China through cross border ecommerce • China FDA allows foreign brands into the domestic market through new product licensing regulations • Jamieson has a leadership position among international
Slide 11: Jamieson Wellness Today
JAMIESON WELLNESS TODAY Jamieson is the #1 consumer health brand in Canada1 with a growing global presence. • Leading Canadian health and wellness company founded in 1922 • Manufacturer and marketer of Jamieson, the #1 VMS brand in Canada2 • Manufacturers and marketers of Progressive, Precision and
Slide 12: Our successes continue to position us as a healthy investment opportunity
OUR SUCCESSES CONTINUE TO POSITION US AS A HEALTHY INVESTMENT OPPORTUNITY. 12
Slide 13: Appendix
LJ n Jamieson” NATURAL SOURCES, Multi 100% COMPLETE LJ Jamieson NATURAL SOURCES iogls 1,000 1 (yp) £11) \[TLY Supports a healthy syvvery immune system uta) and bone health essent 100% or more of your daily vitamin needs Appendix
Slide 14: Financial Profile
FINANCIAL PROFILE Attractive performance. Impressive growth. First Quarter 2020 Highlights (vs. Prior Year) Full Year 2019 (vs. Full Year 2018) • Consolidated revenue increased 16.5% to • Consolidated revenue increased 7.9% to $84.5 million $345.0 million • Jamieson Brands revenue increased by 24.5%
Slide 15: Shelf Presence in Canada
SHELF PRESENCE IN CANADA 15
Slide 16: Shelf Presence in Canada
SHELF PRESENCE IN CANADA 16
Slide 17: Shelf Presence in Canada
SHELF PRESENCE IN CANADA 17
Slide 18: Shelf Presence in Canada
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Slide 19: Shelf Presence in Canada
SHELF PRESENCE IN CANADA 19
Slide 20: Jamieson Wellness Inc.
& (yj JAMIESON wellness inc: