Jowell Global Ltd.
Jowell Global Ltd. Q4 FY2025 earnings call
February 26, 2026 · fiscal period ended 2025-12
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-02-26
Management highlights
2025 was a strong year for Jameson Wellness with 12% consolidated revenue growth. Key markets like China saw over 56% revenue growth driven by performance marketing and brand awareness. Utheory had double-digit growth. Canada outpaced the market with 6% revenue growth. Innovation was key across markets. Looking to 2026, expecting strong branded growth with growth plans for various regions.
Segment performance
In the fourth quarter, consolidated revenue increased 13.4% to $277.7 million. Jameson Brands grew 17.1% to $237.4 million, with China revenue up 43.9%, US Utheory up 20.2%, Canada up 5.5%, and international up 39.2%. Strategic partner revenues declined by 4.4%.
Guidance
2026 consolidated revenue expected between $895 million and $935 million. Jameson Brands revenue expected $790-$820 million. China revenue growth 20%-30%, US 14%-19%, Canada 4%-6%, international 10%-15%. Strategic partner revenues to return to growth. Adjusted EBITDA expected $174-$181 million, adjusted diluted earnings per share $2.08-$2.21.
Risks
Mentioned potential acquisition did not meet stringent criteria. Also, risk factors from press release to be referred to for actual results differing from forward-looking statements.
Q&A highlights
Q: Steven McLeod from BMO Capital Markets asked about evolution of performance marketing investments in 2026.
A: Mike said conversion rates increasing, expecting more growth in 2026.
Q: Asked about Canada consumption volumes vs market.
A: Canada outpaced mid single digit category growth.
Q: Justin Keywood from Stifel asked about confidence in 2026 growth.
A: Mentioned marketing, innovation, global category growth.
Q: Asked about flu season impact on immunity.
A: Immunity grew in Dec 2025 but less material now.
Q: Asked about M&A criteria and pipeline.
A: Looking for scaled quality brand, min $100M, focus on US.
Q: Nate Poe from National Bank Capital Markets asked about EBITDA margin and seasonality.
A: China ahead of margin expectations, seasonality consistent.
Q: Ryland Conrad from RBC Capital Market asked about Utheory innovation and China margin trajectory.
A: Utheory innovation more balanced, China margin evolution slow build.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
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Transcript
February 26, 2026Full transcript unavailable for redistribution
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