Jerash Holdings (US), Inc. (JRSH): Marketing Mix Analysis [Dec-2025 Updated]

Look, you're digging into a niche player like Jerash Holdings (US), Inc., and trying to see past the stock ticker to the real business engine. Honestly, mapping their four P's-Product, Place, Promotion, and Price-is the clearest way to understand how this Jordanian contract manufacturer of high-quality sportswear is navigating late 2025. We're talking about a company that just clocked a record $145.8 million in revenue for Fiscal Year 2025, but is now managing a tighter 15% gross margin in Q2 Fiscal Year 2026 amid logistics headaches, all while maintaining that $0.05 quarterly dividend. If you want to see exactly how they are using their tariff-advantaged location to win big orders from global brands like The North Face and Skechers, stick with me; the details below show their precise strategy for staying relevant.

Jerash Holdings (US), Inc. (JRSH) - Marketing Mix: Product

Jerash Holdings (US), Inc. focuses its product offering on manufacturing and exporting custom, ready-made sportswear and outerwear, all produced from knitted fabric.

The product is designed to meet the specifications of major global brands and retailers. Key customers include VF Corporation, which owns brands such as The North Face, New Balance, and Skechers, among others like G-III and American Eagle.

The scale of Jerash Holdings (US), Inc.'s production capability is substantial, supporting its role as a key supplier. As of June 30, 2025, the annual production capacity stood at approximately 20 million pieces. Furthermore, the company completed facility expansions that are expected to increase production capacity by an additional 15% starting in the second quarter of fiscal year 2026.

The reliability and quality of the manufactured goods are central to attracting and retaining these global partners. This high-quality positioning is evidenced by recent business wins, such as securing a major initial order for over three million pairs of girls' shorts through a strategic collaboration with Hansoll Textile Ltd., with production scheduled for the third and fourth quarters of 2025.

The demand for Jerash Holdings (US), Inc.'s output has been strong, with factories reported as fully booked through December 2025, and capacity utilization extending through February 2026.

Here's a quick look at the operational scale supporting the product offering as of mid-2025:

The product portfolio includes various apparel items made from knitted fabric, such as:

• Jackets
• Polo shirts
• Crew neck shirts
• Pants
• Shorts

The company's operational footprint in Jordan, comprising six factory units and four warehouses, is strategically positioned to leverage trade agreements, such as the Jordan-US Free Trade Agreement, which mitigates tariff concerns for its U.S.-centric revenue stream.

If onboarding takes 14+ days, churn risk rises, but the current order volume suggests strong near-term confidence in the product pipeline.

Finance: draft 13-week cash view by Friday.

Jerash Holdings (US), Inc. (JRSH) - Marketing Mix: Place

Place, or distribution, for Jerash Holdings (US), Inc. centers on leveraging its singular, high-capacity manufacturing base in Jordan to serve major global apparel brands, primarily in the U.S. and European markets. The physical infrastructure is concentrated in the Hashemite Kingdom.

Manufacturing operations are concentrated in six factory units and four warehouses in Jordan. This fixed asset base supports a significant production scale, with an annual capacity stated as more than 20 million units of garments. The workforce supporting this distribution pipeline is approximately 6,000 people as of late 2025 reports. The corporate headquarters, which manages the U.S. market access and overall strategy, is located at 277 Fairfield Road, Suite 338, Fairfield, New Jersey 07004, USA.

Distribution is global, primarily exporting to the U.S. and European markets. This geographic focus is heavily supported by preferential trade agreements. Jordan's Free Trade Agreements (FTA) provide duty-free access to the EU and U.K., which is a critical component of the cost-effective placement strategy for goods destined for those regions. Furthermore, operating within a special free trade zone allows for sales within the U.S. without tariff or quota restrictions for the products manufactured there.

Logistical resilience is a near-term focus given regional instability. Actively rerouting shipments via Jordan's Aqaba Port is a necessary contingency to mitigate geopolitical risks experienced at alternative ports, such as the reported logistics challenges at Haifa Port as of June 2025. This dynamic routing ensures product availability when needed.

The scale of operations and market focus is reflected in recent financial performance, which underpins the distribution volume:

The physical network is designed to handle high-volume, direct-to-brand distribution, which is supported by the following operational structure:

• Production Units: Six factory units in Amman, Jordan.
• Storage Capacity: Four dedicated warehouses in Jordan.
• Primary Export Corridors: U.S. and European markets.
• Key Port Strategy: Active use of Aqaba Port for contingency shipping.
• Annual Throughput: Capacity exceeding 20 million units.

Jerash Holdings (US), Inc. (JRSH) - Marketing Mix: Promotion

Jerash Holdings (US), Inc. promotion centers on reinforcing its value proposition as a reliable, strategically located contract manufacturer to major global apparel brands. The B2B focus is paramount, driving awareness through successful execution and strategic partnerships.

B2B Strategy and Customer Endorsements

The core promotion involves showcasing the ability to secure and fulfill large contract manufacturing orders. Jerash Holdings (US), Inc. manufactures custom, ready-made sportswear and outerwear for leading global brands. Key customers include VF Corporation (which owns brands such as The North Face, Timberland, and Vans), New Balance, G-III (which licenses brands such as DKNY and Nautica), Acushnet Holdings Corp (which owns the brand FootJoy), American Eagle, and Skechers. Jerash Holdings currently employs approximately 6,000 people across its 6 factory units and 4 warehouses in Jordan. The company's annual capacity is stated as more than 20 million pieces.

Strategic Collaborations as Public Relations

Public relations efforts highlight successful strategic collaborations that validate the company's manufacturing capabilities. A significant recent example is the strategic collaboration with Hansoll Textile Ltd., a leading South Korea-based global apparel group. This partnership secured a major initial order for one of the largest U.S.-based multinational and omnichannel retail corporations. This initial order consisted of more than three million pairs of girls' shorts, with production starting in August for FOB delivery in the third and fourth quarters of 2025. As a direct result of this and other demand, Jerash Holdings factories were reported as fully booked through the end of December 2025.

Investor Relations and Capital Attraction

Investor relations activities are designed to maintain visibility and attract capital by demonstrating operational success and shareholder commitment. The company hosts regular conference calls to discuss financial results. For instance, the Fiscal 2026 Second Quarter results call was held on November 12, 2025, at 9:00 a.m. ET. To signal financial stability and commitment to shareholders, the Board of Directors approved a regular quarterly dividend of $0.05 per share on November 7, 2025, payable on November 26, 2025, to stockholders of record as of November 19, 2025. At the time of this dividend announcement, the Current Market Cap was $41.78M.

Geographic Advantage as a Selling Point

A key promotional message emphasizes Jordan's stable, tariff-advantaged location as brands look to diversify supply chains away from Asia. Manufacturing in Jordan mitigates tariff concerns and trade tensions. The location offers a modest reciprocal tariff from the U.S. and duty-free access to the EU, UK, and others. This positioning is promoted as a response to the global trend of shifting production away from China and Southeast Asia.

ESG Initiatives Promotion

Jerash Holdings promotes its Environmental, Social, and Governance (ESG) initiatives to align with the values of its global brand customers. This includes highlighting specific programs that demonstrate social responsibility. The company promotes its 'Women Empowering Program' and specifically mentions that The North Face's International Women's Day Collection was made by an all-female Jerash garment factory in Jordan. This specific factory is expected to provide 600 jobs in the area. Furthermore, the Al Hasa program created 600 jobs for rural female workers in an area with an 85% unemployment rate. On the environmental front, installing solar panels at all Jerash facilities is promoted as saving 45% in energy usage and costs.

The following table summarizes key operational and promotional metrics supporting the business narrative as of late 2025:

The company also promotes its commitment to supply chain diversification by highlighting its efforts to establish alternative logistics channels, such as exploring routes through Aqaba port in Jordan, in response to disruptions at Israel's Haifa port.

• Manufacturing in Jordan offers a low-cost environment.
• Jordan is a stable western ally.
• Annual production capacity is 20M pieces and growing.
• The company is exploring a long-term expansion plan, including potential acquisitions.

Jerash Holdings (US), Inc. (JRSH) - Marketing Mix: Price

Price for Jerash Holdings (US), Inc. (JRSH) is structured around negotiated, build-to-order agreements, reflecting the complexity of the product mix and order volume. The company is actively executing a strategic shift in its delivery terms to optimize realized pricing.

The company achieved a record Fiscal Year 2025 annual revenue of $145.8 million. This top-line performance is set against the backdrop of evolving margin dynamics in Fiscal Year 2026.

For the second quarter of Fiscal Year 2026, the gross margin was reported at 15%, which represents a decline from 17.5% in the prior year quarter. This margin compression was attributed to a shift in product mix and diversification of the customer base.

The pricing model is strategically shifting toward Free-On-Board (FOB) delivery for standard orders, a move intended to secure higher margins compared to traditional contract manufacturing arrangements. For instance, a major initial order secured in mid-2025, consisting of over three million pairs of girls' shorts, was structured for FOB delivery in the third and fourth quarters of 2025, with the intention of attaining standard margins.

Gross margin remains sensitive to higher logistics costs stemming from regional geopolitical instability, as evidenced by past disruptions at the Haifa port which caused shipment deferrals. However, the company has demonstrated an ability to mitigate some of these internal costs by rerouting exports through the Aqaba port, which has lower trucking costs, even if it extends customer lead times.

To maintain shareholder value and signal financial stability, Jerash Holdings (US), Inc. maintains a regular quarterly dividend of $0.05 per share, which was declared in November 2025.

Here is a summary of key financial metrics relevant to pricing and profitability:

The pricing strategy is influenced by several external and internal factors:

• Negotiated pricing based on product mix complexity.
• Securing FOB terms to attain standard margins.
• Historical use of lower-margin contract orders for capacity utilization.
• Sensitivity to logistics costs due to geopolitical events.
• Benefit from Jordan's tariff-free export agreements.