{"id":123922,"date":"2026-09-01T19:21:12","date_gmt":"2026-09-01T19:21:12","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/123922\/"},"modified":"2026-09-01T19:21:12","modified_gmt":"2026-09-01T19:21:12","slug":"yellow-wood-buys-nestle-vms-business-for-1b","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/123922\/","title":{"rendered":"Yellow Wood buys Nestl\u00e9 VMS business for $1B"},"content":{"rendered":"<p class=\"c-paragraph b-article-body-skinny\">The Holistic Health portfolio generated $1.2 billion in sales in 2025, Nestl\u00e9 reported. The sale covers seven brands: Nature\u2019s Bounty, Osteo Bi-Flex, Ester-C, Gard, Nuun, Puritan\u2019s Pride and Sisu.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Also included are Nestl\u00e9\u2019s associated U.S. private-label supplements business and dedicated manufacturing, packaging, warehousing and distribution operations.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Nestl\u00e9 <a href=\"https:\/\/www.nestle.com\/media\/pressreleases\/allpressreleases\/agreement-divest-mainstream-vitamins-minerals-supplements-business\" target=\"_blank\" rel=\"nofollow noopener\" title=\"https:\/\/www.nestle.com\/media\/pressreleases\/allpressreleases\/agreement-divest-mainstream-vitamins-minerals-supplements-business\">confirmed<\/a> the move will allow it to concentrate on premium, science-led VMS brands, including Solgar and Pure Encapsulations.<\/p>\n<p>Nestl\u00e9 narrows VMS focus<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">In its press announcement, Nestl\u00e9 described the divestment as part of its ongoing portfolio changes, arguing that its mainstream VMS business would benefit from dedicated ownership.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">\u201cThis is another important step in the strategic transformation of our portfolio,\u201d said Philipp Navratil, CEO of Nestl\u00e9, in the statement. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">\u201cWe are focusing our resources where we have the strongest competitive advantage,\u201d he added. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Navratil also said the company was \u201cwell positioned for growth\u201d in premium, science-led VMS and highlighted the performance of Solgar and Pure Encapsulations.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">The business headed to Yellow Wood operates mainly in the United States but also has a presence in markets including Canada and China, according to Nestl\u00e9.<\/p>\n<p>Sale follows 2025 review<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">The deal provides an outcome to a strategic review NutraIngredients <a href=\"https:\/\/www.nutraingredients.com\/Article\/2025\/07\/25\/nestle-weighs-selling-supplement-assets\/\" target=\"_blank\" rel=\"nofollow noopener\" title=\"https:\/\/www.nutraingredients.com\/Article\/2025\/07\/25\/nestle-weighs-selling-supplement-assets\/\">reported<\/a> in July 2025.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Nestl\u00e9 was reviewing assets acquired through The Bountiful Company deal, including Nature\u2019s Bounty, Osteo Bi-Flex and Puritan\u2019s Pride. At the time, the company said VMS growth had been affected by the discontinuation of some private-label business and weaker performance among its mainstream brands, particularly Puritan\u2019s Pride.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Michael Bush, managing partner at GrowthWays Partners, told NI at the time that Nestl\u00e9\u2019s greater focus on premium and growth brands made sense amid pressure in the private-label and commodity supplement market.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">\u201cIt will be interesting to see which assets are sold off and who will acquire them,\u201d Bush said. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">\u201cIt may make sense to split it up, as the potential buyer universe for the brands and private label\/manufacturing may be quite different,\u201d he added. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Yellow Wood will ultimately take both sides of the business. Nestl\u00e9\u2019s announcement confirmed that the deal covers the seven brands as well as the associated U.S. private-label operation and dedicated manufacturing, packaging, warehousing and distribution assets.<\/p>\n<p>Yellow Wood bets on VMS growth<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Nature\u2019s Bounty is the largest brand highlighted by Yellow Wood, which described it as the number two overall VMS brand and a leading women\u2019s health brand in the United States in its press announcement. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Yellow Wood also reported that Nature\u2019s Bounty products are consumed in more than 20% of U.S. households. The private equity firm identified hydration, gut health and immunity as areas where it sees growth potential across the portfolio.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">\u201cHolistic Health is an excellent platform of trusted brands with deep retailer relationships providing significant opportunities for continued growth,\u201d said Dana Schmaltz, partner at Yellow Wood in the release. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Schmaltz added that running Holistic Health as a standalone business would give Yellow Wood an opportunity to invest in the individual brands and their market positions.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Tad Yanagi, partner at Yellow Wood, also pointed to growing VMS adoption and demand for benefit-specific products as drivers for the business. \u201cWe believe that by implementing the Yellow Wood Consumer Operating DNA model, we can accelerate the growth of all of these brands as we have done with other category-defining carveouts such as Q-tips, Chapstick, Suave and Dr. Scholl\u2019s,\u201d Yanagi said. <\/p>\n<p class=\"c-paragraph b-article-body-skinny\">The acquisition will be Yellow Wood\u2019s sixth significant carveout from five major global consumer companies, according to the firm. Its previous transactions have involved Bayer, Reckitt, Unilever and Haleon.<\/p>\n<p class=\"c-paragraph b-article-body-skinny\">Both Nestl\u00e9 and Yellow Wood said the deal remains subject to regulatory approvals and is expected to close by the first half of 2027.<\/p>\n","protected":false},"excerpt":{"rendered":"The Holistic Health portfolio generated $1.2 billion in sales in 2025, Nestl\u00e9 reported. The sale covers seven brands:&hellip;\n","protected":false},"author":2,"featured_media":123923,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[126],"tags":[114,41017,3036,19601,3626,21967,167,60633,3665,60634,52319,626,32964,199,789],"class_list":["post-123922","post","type-post","status-publish","format-standard","has-post-thumbnail","category-nestle","tag-business","tag-chart","tag-close-up","tag-computer","tag-data","tag-e-commerce","tag-finance","tag-for-ex","tag-forex","tag-frequency","tag-graph","tag-growth","tag-internet","tag-nestle","tag-technology"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/117197411595216465","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/123922","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=123922"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/123922\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/123923"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=123922"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=123922"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=123922"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}