Jamieson Wellness, Inc. · TSX:JWEL
Jamieson Wellness — ICR Conference 2024
12 slides from Jamieson Wellness's conference presentation, January 2024
Slide 1: Investor Presentation
2 0 2 3 I N V E S TO R P R E S E N TAT I O N W E L L N E S S J A M I E S O N 1
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: Jamieson Wellness Today
JAMIESON WELLNESS TODAY Jamieson Wellness is a growing global health and wellness company with a leadership position in Canada We optimize whole health at every stage. We inspire consumers to meet their individual 2 0 2 3 health and wellness goals. W E L L N E S S We are experts, building relevant q
Slide 4: 100 Years of expertise in Canada. Exportable Worldwide
JAMIESON WELLNESS TODAY 100 Years of expertise in Canada. Exportable Worldwide Established in 1922, Jamieson Wellness is the clear leader in the Canadian vitamin, mineral and supplement marketplace. • Rich VMS consumer insights rooted in a century of industry experience and a deep knowledge of the c
Slide 5: Decades of driving growth
Decades of driving growth KEY GROWTH MILESTONES GUIDANCE $680-690 2014 $800,000 Refocused strategy 2023 REVENUE1 around innovation & $700,000 *5-year international growth CAGR 12.7% $600,000 $403.7 2017–2022 (Since IPO) 2020 REVENUE1 2017 $500,000 $300.6 Acquired specialty 2 0 2 3 2017 REVENUE1 bran
Slide 6: Consistently delivering value
Consistently delivering value ADJUSTED EBITDA & GROSS MARGIN EARNINGS PER SHARE $140-$144 $1.56- $1.63 $1.55 $123.8 $1.32 $100.1 $1.16 $88.0 $0.96 2 0 2 3 $75.9 $0.85 $67.6 W E L L N E S S 22.6% 22.0% 22.2% 21.8% * 21.1% 20.9% *Includes the temporary J A M I E S O N impact of our youtheory acquisiti
Slide 7: Consistently delivering value
Consistently delivering value SOLID GROWTH IN CASH FLOW FROM OPERATIONS ANNUAL DIVIDEND GROWTH $0.72 $71.7 $77.6 $0.64 $0.55 $60.8 $0.47 $50.9 $0.38 2 0 2 3 $0.34 W E L L N E S S $33.0 72% 67% 69% 63% J A M I E S O N 49% *Includes our youtheory acquisition & IT investment costs 2018 2019 2020 2021 2
Slide 8: Our growth is being propelled by a global health and wellness megatrend
Our growth is being propelled by a global health and wellness megatrend 2 0 2 3 W E L L N E S S Aging Population Increasing Focus Rising Disposable Informed Consumers & Younger New on Self-Care & Income in with more Access to Consumers Preventative Health Emerging Markets Information J A M I E S O N
Slide 9: Our brands meet consumers throughout their lifetime health and wellness journeys
Our brands meet consumers throughout their lifetime health and wellness journeys GLOBAL BRAND GLOBAL BRAND Highest quality supplements, backed Here for your health by science that are at every stage of life made for all of you 2 0 2 3 W E L L N E S S J A M I E S O N Fastest moving #1 consumer health
Slide 10: Our industry-leading commitment to quality
Our industry-leading commitment to quality 2 0 2 3 W E L L N E S S 360 J A M I E S O N All products Third-party Primary Canadian tablet Numerous manufacturing manufactured certifications such as and soft gel manufacturing certifications including Health according to “360 NSF and DNA facilities regis
Slide 11: Our platform for long-term value creation
Our platform for long-term value creation Megatrends & Consumer Insights 2 0 2 3 CANADA U.S.A. CHINA INTERNATIONAL W E L L N E S S Commercial & Operational Capabilities J A M I E S O N Focus: ROI, fiscal discipline, leverage driving margin improvement ESG, People, Values & Culture 11
Slide 12: Investor Relations Contact
INVESTOR RELATIONS CONTACT: Ruth Winker rwinker@jamiesonlabs.com linkedin.com/company/jamiesonwellness twitter.com/JWEL_Canada 2 0 2 3 W E L L N E S S J A M I E S O N 12