Canada's Jamieson Wellness slightly beats Q4 revenue estimates

Jamieson Wellness

26/02/2026 21:53

Overview

Canada's health and wellness firm's Q4 revenue slightly beat analyst expectations

Adjusted EPS for Q4 missed analyst expectations

Company repurchased 532,780 shares for $18.1 mln under NCIB program

Outlook

Jamieson Wellness expects 2026 revenue between C$895 mln and C$935 mln

Company forecasts China revenue growth of 20% to 30% in 2026

Jamieson sees 2026 adjusted EPS between C$2.08 and C$2.21

Result Drivers

CHINA GROWTH - Revenue in China increased by 43.9%, driven by successful performance marketing campaigns and innovations generating growth and brand loyalty across all major digital platforms

YOUTHEORY EXPANSION - Youtheory delivered double-digit growth, driven by strong consumption across digital and traditional channels and innovation in stress and energy support categories

CANADA REVENUE GROWTH - Revenue growth in Canada outpaced the market, driven by consumer consumption behind the Company’s quality focused marketing campaign and strong on-trend innovation

Company press release: ID:nBw4HtG7ta

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
C$277.66 mln
C$275.03 mln (4 Analysts)
Q4 Adjusted EPS
Miss
C$0.90
C$0.91 (4 Analysts)
Q4 Adjusted Net Income
C$38.50 mln
Q4 Adjusted EBITDA
C$67.57 mln
Q4 Gross Margin
42.70%
Q4 Gross Profit
C$118.68 mln
Q4 Operating Margin
22.10%
Q4 Pretax Profit
C$52.87 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Jamieson Wellness Inc is C$43.50, about 11.6% above its February 25 closing price of C$38.98

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)