Jamieson Wellness Inc (OTCPK:JWLLF)
$ 28.92 +0.10 (+0.35%) Market Cap: 1.17 Bil Enterprise Value: 1.49 Bil PE Ratio: 23.03 PB Ratio: 3.34 GF Score: 85/100

Q3 2025 Jamieson Wellness Inc Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT
Release Date Price: $24.52

Key Points

Positve
  • Jamieson Wellness Inc (JWLLF) reported a strong Q3 with a 16.5% growth in branded revenue, driven by significant gains in China and other international markets.
  • The company experienced over 60% revenue growth in China, bolstered by successful digital marketing strategies and influencer campaigns.
  • UTheory, a brand under Jamieson, saw a revenue increase of almost 17%, supported by product innovations like the Ashwagandha gummy.
  • International revenue grew by nearly 20%, with notable performance in the Middle East, particularly in Saudi Arabia, where Jamieson is a leading foreign brand.
  • The company increased its full-year revenue guidance, reflecting confidence in continued growth, particularly in China and through digital channels.
Negative
  • SG&A expenses rose by 24.7% in the quarter, driven by increased investments in e-commerce marketing and influencer programs.
  • Revenue in the strategic partner segment decreased by $2.4 million due to a reduction in consumer business and timing of new customer contracts.
  • The company is facing higher inventory levels to mitigate tariff uncertainties and port congestion, which could impact cash flow.
  • Despite strong growth, the guidance for Q4 suggests a deceleration, attributed to tougher year-over-year comparisons.
  • There is an ongoing need to manage and optimize shelf space with existing customers to maintain market share.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

JWEL.TO - Jamieson Wellness Inc
Q3 2025 Jamieson Wellness Inc Earnings Call
Nov 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone. Welcome to the Jamieson Wellness Conference call to discuss the financial results for the 3rd quarter of 2025.

At this time, all participants are in a listen-only mode.

Later we will conduct a question-and-answer session, and instructions will be given at that time.

Please be advised that the reproduction of this call in whole or in part is not permitted without written authorization from the company.

As a reminder, today's call is being recorded.

On the call today from management is Mike Pilato, President and Chief Executive Officer, and Chris Snowden, Chief Financial Officer.

Before I turn the call over to Mr. Pillao, please note that a press
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