Our Blog
The Rise of Culture and Media in the Health and Wellness Industry – Part 1 of 3
May 25, 2023 A Three-Part Series Using high-profile and famous people to add validity to a brand and increase sales has been around since Royal families allowed their suppliers to add “Royal warrants” to their products centuries ago. In the 1880’s actor and socialite...
Wellvest Capital’s Health and Wellness Public Company Index 2022 Performance Recap
January 31, 2022 Profitability Dominates Unprofitable Innovation and Growth PENDULUM SWINGS WIDE There is no sugarcoating the unhealthy 2022 stock performance of the WVC H&W Index. For the year the index was down 35.06% (excluding dividends) as compared to the...
Health and Wellness Inflation Pivot – Nov 2022
November 30 , 2022 VMS AS A PROXY Back in October Wellvest wrote: “Historically during these periods[of high inflation and a protracted economicslowdown]consumers have moved down market to more affordable offerings, including more value-oriented brands and private...
How the Economy Impacts Health and Wellness
October 4 , 2022 HOW THE ECONOMY IMPACTS HEALTH AND WELLNESS PERSPECTIVES ON INFLATION AND RECESSION ECONOMY IN TRANSITION There is an old quip in New England that if you don’t like the weather just wait afew minutes, it will change. Seems like this is a good...
Wellvest Capital – Health and Wellness Public Company Index H1 2022 Recap
July 19 , 2022 Underperformance Continues as High Growth Falls Out of Favor “The BIG themes – the pandemic, inflation, labor shortages and supply chain disruptions are unlikely to magically disappear over the next twelve months, with some luck they may diminish in...
Wellvest Capital’s Health And Wellness Public Company Index 2021 Performance Recap
January 31, 2022WELLNESS MOMENTUM FADES At the start of 2021, the COVID driven momentum in health and wellness pushed the WVC H&W Index to its calendar year peak gain of 17% in early February, besting the S&P500 by about 12% at the time. This outperformance...
Wellvest Capital’s Health and Wellness Public Company Index – Wellvest is pleased to present our proprietary index
November 9, 2021PAST IS PROLOGUE The health and wellness movement traces its roots back to the late 1960’s and early 1970’s, it emerged from the counter-culture revolution of the period. The “hippies” were getting back to nature and seeking food and other goods that...
Paths to Retail Success – What Incentive is Your Brand Providing
August 3 , 2021 AN EMBARRASSMENT OF RICHES At the start of the natural foods movement in the 1970’s the options for health-conscious consumers was very limited. The products that were available in the “natural” category in many cases did not taste all that great when...
Now What? Health And Wellness After The Covid Spike
July 13, 2021 THE “FREE BOGO” WILL END SOON “Buy-One-Get-One”, the venerable BOGO is the hammer of the marketer’s toolkit; always at the ready and suitable for almost any job. But, like a hammer, it’s a blunt tool that usually comes with a high price tag. For most...
Articles & Videos
GREG RUSH FOUNDER AND PARTNER AT DUNN RUSH & CO.
November 12, 2021FEATURED GUEST ON THE HERITAGE FINANCIAL WEBINAR“IS THE WINDOW FOR SELLING MY BUSINESS CLOSING”Wellvest is pleased to present you with this informative webinar conducted October 25, 2021 It’s been a seller’s market for business owners for the last 10+...
Scott Becker Host of Private Equity Podcast: Guest David Thibodeau Managing Director of Wellvest Capital
Wellvest is pleased to present you with two informative, entertaining and at times humorous podcasts. Each time David is interviewed by the engaging and knowledgeable host of the “Private Equity Podcast”, Scott Becker. In the FIRST podcast hear David and Scott...
The Impact of COVID-19 on an Owner’s Decision to Sell in 2021
Feb 3, 2021 Given everything that happened in 2020, many business owners have found themselves thinking about the potential timing and preparation for selling or exiting their companies. Some business owners have had to delay timelines for a sale due to the impact of...
The natural products industry was built for this moment
Pandemic highlights strengths of wellness brands and the investors who back them. By David Thibodeau, Wellvest Capital AUGUST 2020 The world has changed dramatically since March, and there is more to come. The pandemic is changing how people live, interact with each...
Special Report – Assessing the Financial Impact of COVID-19 on a Business Transaction
June 16, 2020 SPECIAL REPORT Wellvest is very pleased to share with you this very timely report from Dunn Rush and Co.’s results of a recent survey of leading Accounting firms regarding the impact of COVID-19 on business transactions. The results are on point and...
