Jamieson Wellness, Inc. · TSX:JWEL
Jamieson Wellness — ICR Conference 2021
15 slides from Jamieson Wellness's conference presentation, January 2021
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 in Canada. Forward-looking information may relate to our future outlook and anticipated events or results and may include information regarding our financial position
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: Our History
OUR HISTORY A consistent history of organic revenue growth. 2020 8.9% Estimated revenue target of $395 - $400MM 2017 Acquired Body Plus and Sonoma Completed Initial Public Offering (July) 2013-2019 CAGR CCMP full exit with Secondary Offering (October) 2016 Accelerated innovation with more than 40 ne
Slide 6: Financial Performance
FINANCIAL PERFORMANCE Our financial performance and track record speaks for itself. TOP-LINE MOMENTUM ADJUSTED EBITDA GROWTH & MARGIN $395-$400 $86-$88 $345 $75.9 $320 $301 $67.6 $61.5 $248 22% 22% $46.8 21% 20% 19% 2016A 2017A 2018A 2019A 2020E 2016A 2017A 2018A 2019A 2020E REVENUE ADJ. EBITDA ADJ.
Slide 7: Financial Performance
FINANCIAL PERFORMANCE Significant free cash flow generation. SOLID GROWTH IN EARNINGS QUARTERLY FROM OPERATIONS DIVIDEND GROWTH $55.4 $0.125 $47.2* $44.9 $0.10 $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 h
Slide 8: Key Drivers of Accelerated Growth
3 KEY DRIVERS OF ACCELERATED GROWTH 8
Slide 9: Organic Growth
ORGANIC GROWTH Global health and wellness megatrend 1 supports strong organic growth. FOCUS ON RISING DISPOSABLE HEALTHY LIVING INCOME AGING CONSUMER ACCESS POPULATION TO INFORMATION FOCUS ON RISING DEMAND PREVENTION FOR PROTEIN 9 9
Slide 10: International Expansion
INTERNATIONAL EXPANSION Improving the world’s health and wellness. 2 • 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
Slide 11: Upside opportunity: Advancement in China
INTERNATIONAL EXPANSION Upside opportunity: Advancement in China 2 • China FDA allows foreign brands into the domestic market through new product licensing regulations • Jamieson has a leadership position among international VMS brands with 21 products available for the domestic market in China as o
Slide 12: Upside opportunity: M&A
M&A 3 Upside opportunity: M&A • Acquired the Lorna Vanderhaeghe brand 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 Two key areas w
Slide 13: 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 14: Our successes continue to position us as a healthy investment opportunity
OUR SUCCESSES CONTINUE TO POSITION US AS A HEALTHY INVESTMENT OPPORTUNITY. 14
Slide 15: Jamieson Wellness Inc.
& Uy JAMIESON wellness inc: