acquisition of Thorne by P&G <\/a>for US$3.6 billion, which was reportedly six times Thorne\u2019s estimated sales, noting that such comparisons are apples to oranges. <\/p>\n\u201cThis deal [Nestl\u00e9-Yellow Wood] helps to bookend the investment market for supplements, and it\u2019s clearly a dramatic drop now from high-growth to no-growth assets,\u201d he said.<\/p>\n
A portfolio of household brands<\/p>\n
Nature\u2019s Bounty remains a marquee brand and is ranked the number two overall VMS brand in the U.S. The brand\u2019s products are consumed in more than 20% of U.S. households, according to Yellow Wood, with growth potential across a number of positions, such as hydration, gut health and immunity.<\/p>\n
\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 a press release. <\/p>\n
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
\u201cYellow Wood are great at taking spin offs and brands that haven\u2019t had a lot of attention and giving them a lot of attention,\u201d Horn said. \u201cThey really like that strategy\u2026 and it is a scalable asset. It has amazing distribution. There\u2019s a lot for Yellow Wood to work with.\u201d<\/p>\n
Michael Bush, managing partner at GrowthWays Partners, described the deal as a natural bolt-on for Yellow Wood Partners. The firm\u2019s existing portfolio consists largely of household, personal care and lifestyle brands like Q-tips, Chapstick, Suave and Dr. Scholl\u2019s that appeal to a demographic closely aligned with that of Nature\u2019s Bounty, Osteo Bi-Flex and Nuun, he said. <\/p>\n
Bush noted while these are not premium brands, they are well-distributed brands that are largely household names. <\/p>\n
\u201cSo, adding Nestle\u2019s brand assets makes a ton of sense to expand their footprint beyond specialty supplements and into the broader lines carried by Nature\u2019s Bounty and Puritan\u2019s,\u201d he said. <\/p>\n
This transaction marks Yellow Wood\u2019s sixth significant carveout acquisition from five major global consumer companies, including Bayer, Reckitt, Unilever and Haleon. <\/p>\n
\u201cThis is likely viewed by them as an easy extension of their operating model into an ancillary category of consumer products,\u201d Marc Brush said. \u201cPrivate equity is well known for its ability to extract value this way, and it might work just fine. <\/p>\n
\u201cBut beware: We\u2019ve seen lots of outside investors come into the space and fail to find sound footing, given the complexities of supply chains, regulations and consumer preference. I think Yellow Wood\u2019s going to have to find more growth out of Nature\u2019s Bounty for this to have any chance of paying off in the long run.\u201d <\/p>\n
Notable supplement deals of 2026, so far<\/p>\n","protected":false},"excerpt":{"rendered":"The sale, which comprises the established brands Nature\u2019s Bounty, Osteo Bi-Flex, Ester-C, Gard, Nuun, Puritan\u2019s Pride and Sisu,…\n","protected":false},"author":2,"featured_media":125265,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[126],"tags":[48612,61149,22851,61150,61151,61152,199,61153],"class_list":["post-125264","post","type-post","status-publish","format-standard","has-post-thumbnail","category-nestle","tag-bio","tag-dha","tag-dietary-supplement","tag-drugstore","tag-epa","tag-healthy-living","tag-nestle","tag-softgel"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/117207954023217719","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/125264","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=125264"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/125264\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/125265"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=125264"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=125264"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=125264"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}