Jewett-Cameron Trading Company (JCTC) Lytham Partners 2025 Industrials & Basic Materials Investor Summit summary

Company evolution and mission

• Transitioned from a lumber-focused business to a diversified portfolio in outdoor products, emphasizing innovation and scalability.

• Mission now centers on enriching outdoor spaces with durable, competitively priced solutions for professionals and DIYers.

• Investments made in supply chain diversification, modernization, and targeted product innovation.

Product portfolio and customer focus

• Flagship products include Adjust-A-Gate, Lifetime Steel Post, Lucky Dog pet containment, and MyEcoWorld sustainable goods.

• Products address needs such as durability, ease of installation, pet safety, and sustainability.

• Each brand aims to solve real-world problems and enrich outdoor spaces.

Growth drivers and operational strategies

• Four main growth drivers: in-store displayer expansion, new product launches, sourcing diversification, and asset monetization.

• Metal fence products, especially Adjust-A-Gate and Lifetime Steel Post, are key contributors to growth.

• Metal fencing sales rose 19% in Q1; Lifetime Steel Post displayers expanded to 350 stores.