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Jamieson Wellness Inc T.JWEL

Alternate Symbol(s):  JWLLF

Consumer Defensive Household & Personal Products
Jamieson Wellness Inc. is a Canada-based company, which is principally engaged in the manufacturing, development, distribution, sales and marketing of branded and customer branded health products for humans, including vitamins, herbal and mineral nutritional supplements. The Company’s Jamieson brand is available in more than 45 countries globally. It also offers a variety of vitamins, minerals and supplements (VMS) products to consumers with its youtheory, Progressive, Smart Solutions, Iron Vegan and Precision brands. Its product portfolio is specifically curated to help maintain overall health with daily multivitamins for all age groups, letter vitamins, digestive, heart health and immune support formulas. It offers a variety of products to support women’s hormone health and beauty from within, and proteins and other sports nutrition products for those with active lifestyles. Its manufacturing facilities are located in Windsor, Ontario, Toronto, Ontario and Irvine, California.


TSX:JWEL - Post by User

Jamieson Wellness Inc > China Connection (TD)
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Post by retiredcfon Aug 28, 2023 9:32am
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Post# 35607860

China Connection (TD)

China Connection (TD)

Vitamins, mineral and supplements (VMS) is typically not economically sensitive. Historically JWEL had been able to grow through past recessions. Recent VMS sales data in the cross-border eCommerce (CBEC) channel (JWEL's main sales channel in China) also supports this. Except for the months following major shopping/promotional events, there has been no meaningful sales decline in China's CBEC channel since June 2022. We would expect JWEL's China exposure to increase over time, as this is one of the company's key growth pillars – we are modeling 30%/27% China sales growth in 2024/2025 given the strong industry-wide growth (i.e., ~11% CAGR pre-pandemic according to Euromonitor) and JWEL's market share growth (through channel and product expansion). JWEL is in a partnership with DCP Capital, a leading PE firm in China with strong market knowledge and relationships. We believe this should also lower JWEL's risk in the country.


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