Jewett-cameron Trading Company · NASDAQ:JCTC
Jewett-cameron Trading — Lytham Partners Spring Conference 2025
22 slides from Jewett-cameron Trading's conference presentation, May 2025
Slide 1: Investor Presentation – Lytham Partners Spring Conference
Nasdaq: JCTC INVESTOR PRESENTATION Lytham Partners Spring Conference May 2025 1
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements. Forward-looking 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’s future activ
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: Key Highlights & Statistics
KEY HIGHLIGHTS & STATISTICS STOCKHOLDERS’ EQUITY $47.1 M FY 2024 REVENUE $23.7 M AS OF FEBRUARY 2025 MILLION TTM MILLION TTM MILLION NET WORKING CAPITAL $0.21 FY 2024 EPS $19.1 M AS OF FEBRUARY 2025 Current Assets Less Current Liabilities MILLION TTM MILLION TTM MILLION TRADING AT DISCOUNT $13 M MAR
Slide 5: Company Overview
COMPANY OVERVIEW Committed to improving the lives of professionals and do-it-yourselfers with innovative products that enrich outdoor spaces in their quality, performance, and ease to work with. Consumer Product Goods B2B Specialty Lumber Trading Fence Products Pet Products Sustainable Products Indu
Slide 6: Product Details
PRODUCT DETAILS
Slide 7: Net Sales by Product Line
NET SALES BY PRODUCT LINE FY Ends August ($ in millions) FENCE PET SUSTAINABLE INDUSTRIAL WOOD Influx of home remodel during pandemic drove sales Influx of pet ownership during pandemic Initial launch of sustainable products: 2020 Pandemic negatively impacted bus manufacturing and storm damage impac
Slide 8: Fence Products & Brands
FENCE PRODUCTS & BRANDS Jewett Cameron Fence creates more than fences. We craft durable, functional solutions that bolster security, privacy, and beauty. Metal / Composite: Avg 38% GM Wood: Avg 16% GM Patented Patented Patented Adjust-A-Gate® Fit-Right® Lifetime Steel Post® Euro Fence Perimeter Patr
Slide 9: Growth Strategies
GROWTH STRATEGIES Create and execute a scalable process for Lifetime Steel Post (LTP) displayers and refresh of Adjust-A-Gate® merchandisers Displayers currently in locations across Home Depot and Lowe’s Illustrative Example Posts Gates Posts per Displayer 96 20 Estim. replenish Rate 6x/year 8x/year
Slide 10: 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. Patented STAY Series® Kennels Outdoor Kennel Covers Dwell Series® Crates Exercise Pens Lucky Dog® STAY Series Studio Lucky Dog® Outdoor Kennel
Slide 11: Sustainable Products & Brands
SUSTAINABLE PRODUCTS & BRANDS MyEcoWorld® is making a tangible, positive difference to the planet by working to reduce conventional plastic use in our daily lives. Compostable: Made with 30% Corn Post Consumer Recycled (PCR) Food Waste Bags Yard Waste Bags Pet Poop Bags Certified compostable and wor
Slide 12: Industrial Wood Products
INDUSTRIAL WOOD PRODUCTS Tailored Panels & Customized Wood Products Transportation & Marine Industrial Construction Greenwood Products specializes in Greenwood Products engineers Greenwood Products supplies and engineering advanced noise and durable, high-performance warehouses Jumbo Concrete Forms
Slide 13: Strategic Transformation
STRATEGIC TRANSFORMATION
Slide 14: Charting New Path Focused on Driving Value
CHARTING NEW PATH FOCUSED ON DRIVING VALUE “I've witnessed extensive change at Jewett Cameron since joining in 2019 - pandemic, supply chain crisis, legal battles, and restructuring to name a few. Since taking over as CEO, we have conducted an expansive review of our operations and are now implement
Slide 15: Supply Chain & Efficiency Strategies
SUPPLY CHAIN & EFFICIENCY STRATEGIES Multi-sourcing of products completed in September 2024 reducing burden of tariffs and reliance on sole supplier • In September 2024, Company announced it had completed a significant step Expect to mitigate the continuing forward in its strategic plan to expand an
Slide 16: 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 H
Slide 17: Financials
FINANCIALS
Slide 18: Key Financials
KEY FINANCIALS FY Ends August ($ in millions) Revenue Gross Margins Net Income (Loss) Positive Impact from Pandemic $4 30% Pet & Home Remodel Boom 27.8% $3.5 $70 $62.9 24.6% $3 $2.8 25% $60 $57.5 22.6% 21.9% 21.9% $54.3 $2.1 $2 $50 $47.1 $47.4 20% 18.8% $45.4 $44.9 17.7% $1.2 $40 $1 $0.7 15% $30 $0
Slide 19: Selected Balance Sheet
SELECTED BALANCE SHEET FY Ends August ($ in Millions) 8/31/22 8/31/23 8/31/24 2/28/25 Cash and cash equivalents $0.5 $0.1 $4.9 $0.4 Accounts receivable, net $7.2 $5.6 $3.7 $5.6 Inventory $20.6 $18.3 $13.2 $14.9 28% reduction from peak inventory Total Current Assets $29.6 $24.7 $23.3 $23.0 PP&E + Ass
Slide 20: Management
OUR LEADERSHIP TEAM MANAGEMENT Chad Summers Mitch Van Domelen Marty Ramirez Mike Siuda Ira Reiland CEO, Director CFO VP Supply Chain VP Sales and Marketing VP Fulfillment BOARD OF DIRECTORS Charlie Hopewell Geoff Guilfoy Michelle Walker Sarah Johnson Mike Henningsen Subriana Pierce Ian Wendler Chair
Slide 21: 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 B2B professionals • Strategic tran
Slide 22: Thank You
Thank You Company Contact: Chad Summers, Chief Executive Officer Jewett-Cameron Company Phone: (503) 647-0110 Chads@jewettcameron.com Investor Contact: Robert Blum Lytham Partners Nasdaq: JCTC Phone: (602) 889-9700 JCTC@lythampartners.com JewettCameron.com 22
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