Duckhorn Portfolio

The Duckhorn Portfolio, Inc. operates as a premier luxury wine company, which is focused on optimal grape selection, innovative winemaking techniques and a premium barrel-aging program. Its brands include Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing and Postmark. The company was founded by Daniel J. Duckhorn and Margaret Duckhorn in 1976 and is headquartered in St. Helena, CA.

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NAPA reports strong Q3 earnings and strategic acquisition for future growth

NAPA's Q3 earnings call highlighted strong financial performance, strategic acquisitions, and a commitment to long-term growth. Despite challenges in off-premise performance and concerns about consumer growth, the company remains confident in its position in the luxury wine category and its ability to deliver sustainable, profitable growth.

Duckhorn Portfolio reports strong Q2 earnings, raises FY 2023 guidance

Duckhorn Portfolio's Q2 performance showcased growth in key areas, with raised guidance for fiscal year 2023 and a focus on luxury wine and DTC channels.
While challenges like potential lower gross margins exist, management's confidence in strategy and market dynamics present opportunities for future growth.

Duckhorn Portfolio reports solid Q3 performance amidst wine industry challenges

Duckhorn Portfolio's Q3 performance showcased growth in wholesale and DTC, with a focus on luxury wine market leadership. The company faces challenges in the wine category slowdown and premiumization rates but sees opportunities in market share gains and younger consumer recruitment. With a new CFO and strategic acquisitions, Duckhorn remains committed to long-term growth in the luxury wine segment.

Duckhorn Portfolio reports robust Q4 growth and strategic leadership transition

Duckhorn Portfolio's Q4 2023 performance reflects strong sales growth, driven by strategic initiatives and market positioning in the luxury wine segment.
The leadership transition, acquisition of a production winery, and fiscal year 2024 guidance signal a focus on continuity, quality enhancement, and future growth.
While challenges in maintaining growth momentum and navigating industry dynamics exist, opportunities in network expansion, product quality, and marketing strategies offer avenues for sustained success.
Overall, Duckhorn Portfolio's performance highlights resilience, strategic foresight, and a positive outlook for capturing market opportunities and driving profitability.

Duckhorn Portfolio reports robust Q1 earnings, eyes strategic growth

Duckhorn Portfolio's Q1 2024 earnings call highlighted strong financial performance, strategic acquisitions, and growth opportunities amidst market challenges. The company's focus on enhancing product availability, refining pricing strategies, and leveraging its strengths positions it well for future success.

Duckhorn Portfolio reports strong Q2 earnings, eyes growth opportunities

Duckhorn Portfolio's Q2 performance reflects resilience and profitability amid market challenges, with a focus on operational efficiency and financial discipline.
The company faces inventory shortages and a cautious outlook for the second half, but opportunities lie in acquisitions, partnerships, and strategic initiatives.
Management's commitment to innovation, product availability, and brand expansion positions Duckhorn Portfolio for continued growth and market adaptation.
Analysts' inquiries into consumption trends and margin drivers highlight areas of scrutiny, emphasizing the need for strategic management and operational agility.

Duckhorn Portfolio surpasses Q3 expectations amidst industry challenges

Duckhorn Portfolio showcased resilience and growth in a challenging wine sector landscape
Strategic initiatives and cost controls have positioned the company for future success
Opportunities for growth through market improvements and internal synergies
Management's focus on profitability and brand investments for sustainable growth

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The Duckhorn Portfolio, Inc. engages in the selection, winemaking techniques, and barrel-aging program. Its brands include Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing and Postmark. The company was founded by Daniel J. Duckhorn and Margaret Duckhorn in 1976 and is headquartered in St. Helena, CA.

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today reported its financial results for the three months ended April 30, 2024. Third Quarter 2024 Highlights Net sales were $92.5 million, an increase of $1.3 million, or 1.4%, versus the prior year period. Gross profit was $51.4 million, an increase of $0.9 million, or 1.8%, versus the prior year period. Gross profit margin was 55.6%, up 20 basis points versus the prior year period. Net income was $.

The Duckhorn Portfolio Announces Fiscal Third Quarter 2024 Financial Results

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it has entered into distribution agreements with Republic National Distributing Company (RNDC) and Breakthru Beverage Group (BBG). The Company's entry into these agreements is the culmination of a comprehensive strategic evaluation of its wholesale distribution network across the United States, with the goal of driving the profitable growth of the Company's sales through a substan.

The Duckhorn Portfolio Announces Enhanced Distribution Relationships with Republic National Distributing Company and Breakthru Beverage Group

Boston Beer Company

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today announced the appointment of Dave Burwick to its Board of Directors, effective May 21, 2024. Burwick brings over 30 years of beverage industry experience, most recently serving as President and Chief Executive Officer of The Boston Beer Company (NYSE: SAM), a leading alcoholic beverage company. Burwick will serve as the chairperson of the Company's Nominating and Corporate Governance Committee a.

Beverage Industry Leader Dave Burwick Joins The Duckhorn Portfolio Board of Directors

The Duckhorn Portfolio issued shares to the public in 2021, allowing investors to own a small piece of a leading California winery. The current undervaluation setup presents an opportunity for investors to join the winery ownership club at a discounted price. Improving (less bearish) trading momentum could be signaling a major reversal in fortunes is at hand for NAPA shareholders.

The Duckhorn Portfolio: So, You Want To Own A Winery In Retirement?

LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman (NYSE: BFA, BFB) announced today that it completed the sale of Sonoma-Cutrer Vineyards and related brand trademarks to The Duckhorn Portfolio, Inc. (NYSE: NAPA), a premier wine group, on April 30, 2024. In November 2023, Brown-Forman disclosed it had reached an agreement to sell the brand in exchange for an ownership percentage of approximately 21.5% in The Duckhorn Portfolio and $50 million USD. As part of the agreement, The Duckhorn Portfolio has.

Brown-Forman Completes Sale of Sonoma-Cutrer Vineyards

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today announced that Deirdre Mahlan has been appointed President, Chief Executive Officer and Chairperson, effective immediately. Mahlan has been a member of The Duckhorn Portfolio, Inc. Board of Directors since March 2021. For the past six months, she has served as interim President, Chief Executive Officer and Chairperson, during which time the Board conducted an internal and external leadership sea.

The Duckhorn Portfolio Appoints Interim CEO and Industry Veteran Deirdre Mahlan as President and Chief Executive Officer

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced the completion, effective April 30, 2024, of its acquisition of Sonoma-Cutrer Vineyards (“Sonoma-Cutrer”), one of the largest and fastest-growing luxury Chardonnay brands in the U.S., from spirits and wine company, Brown-Forman Corporation (NYSE: BF.B) (“Brown-Forman”). The Duckhorn Portfolio has named two Brown-Forman executives to its Board of Directors, Marshall Farrer, Chief Strategic Gr.

The Duckhorn Portfolio Closes Acquisition of Sonoma-Cutrer Vineyards

Duckhorn operates a portfolio of wine brands in the >$15 luxury segment with a track record of good growth and very high margins. The growth has required quite a good amount of capital with increased inventories and a recent investment in a new production facility among other investments. The company currently faces issues from slower demand for wine, but has continued to grab market share in a challenging market.

The Duckhorn Portfolio: The Stock Is Ripe For Picking

Start Time: 16:30 January 1, 0000 5:13 PM ET The Duckhorn Portfolio, Inc. (NYSE:NAPA ) Q2 2024 Earnings Conference Call March 07, 2024, 16:30 PM ET Company Participants Deirdre Mahlan - Interim President, CEO and Chairperson Jennifer Fall Jung - EVP and CFO Sean Sullivan - EVP, Chief Strategy and Legal Officer Ben Avenia-Tapper - VP, IR Conference Call Participants Nik Modi - RBC Kaumil Gajrawala - Jeffries Lauren Lieberman - Barclays Greg Porter - Evercore Drew Levine - JPMorgan Andrew Strelzik - BMO Peter Galbo - Bank of America Operator Good evening, ladies and gentlemen. Thank you for joining today's Duckhorn Portfolio Q2 2024 Earnings Conference Call.

The Duckhorn Portfolio, Inc. (NAPA) Q2 2024 Earnings Call Transcript

The Duckhorn Portfolio, Inc. (NAPA) came out with quarterly earnings of $0.18 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.18 per share a year ago.

The Duckhorn Portfolio, Inc. (NAPA) Matches Q2 Earnings Estimates

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today reported its financial results for the three months ended January 31, 2024. Second Quarter 2024 Highlights Net sales were $103.0 million, a decrease of $0.4 million, or 0.4%, versus the prior year period. Gross profit was $58.3 million, an increase of $3.1 million, or 5.7%, versus the prior year period. Gross profit margin was 56.6%, up 330 basis points versus the prior year period. Net income w.

The Duckhorn Portfolio Announces Fiscal Second Quarter 2024 Financial Results

Molson Coors Brewing

Investors interested in stocks from the Beverages - Alcohol sector have probably already heard of Molson Coors Brewing (TAP) and The Duckhorn Portfolio, Inc. (NAPA). But which of these two stocks is more attractive to value investors?

TAP or NAPA: Which Is the Better Value Stock Right Now?

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it will report financial results for the second quarter ended January 31, 2024, on Thursday, March 7, 2024, after market close. The Company will host a conference call to discuss these results at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time.) Investors interested in participating in the live call can dial 833-470-1428 from the U.S. and 404-975-4839 internationally, and enter con.

The Duckhorn Portfolio to Report Fiscal Second Quarter 2024 Financial Results on March 7, 2024

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Investors interested in Beverages - Alcohol stocks are likely familiar with Molson Coors Brewing (TAP) and The Duckhorn Portfolio, Inc. (NAPA). But which of these two stocks offers value investors a better bang for their buck right now?

TAP vs. NAPA: Which Stock Is the Better Value Option?

NAPA, Calif.--(BUSINESS WIRE)--Today, The Duckhorn Portfolio is excited to announce the launch of Decoy Featherweight Sauvignon Blanc, which has 80 calories per five-ounce serving and an alcohol content of 9%. The unveiling of Featherweight builds on The Duckhorn Portfolio's 40+ year history of crafting acclaimed Sauvignon Blanc. Based on Circana data for the 52-week period ending on 12/24/23, Decoy currently produces the #1 $15+ domestic Sauvignon Blanc in the U.S. off-premise luxury category.

The Duckhorn Portfolio Unveils Decoy Featherweight Sauvignon Blanc

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (“Duckhorn” or the “Company,” (NYSE: NAPA), North America's premier luxury wine company, has released its Fiscal Year 2023 Responsibility and Sustainability Report (“ESG Report”). This ESG Report focuses on the Company's commitment to the planet, championing its people and communities and reinforcing its focus on sustainable business practices through responsive and transparent operational strategies and corporate governance. The.

The Duckhorn Portfolio Publishes its Fiscal Year 2023 Responsibility and Sustainability Report

Fomento Economico Mexicano SAB de CV

Coca-Cola

PepsiCo

Beverage companies are poised to gain in 2024 from the growing demand for health and functional drinks, as well as low-alcoholic beverages. Embracing innovation and digital expansion bodes well.

PepsiCo & 4 More Endearing Beverage Stocks Set to Cheer in 2024

The Duckhorn Portfolio, Inc. (NAPA) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

The Duckhorn Portfolio, Inc. (NAPA) Loses -13.99% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner

Duckhorn's fiscal first quarter fell short of analysts' estimates. Management lauded the company's margin expansion and solid performance relative to an unseasonably strong fiscal Q1 last year.

Why Duckhorn Stock Dropped Today

The Duckhorn Portfolio, Inc. (NYSE:NAPA ) Q1 2024 Earnings Call Transcript December 6, 2023 4:30 PM ET Company Participants Ben Avenia-Tapper - IR Deirdre Mahlan - Interim President and CEO Jennifer Fall Jung - Executive Vice President & Chief Financial Officer Sean Sullivan - Executive Vice President, Chief Strategy & Legal Officer Conference Call Participants Lauren Lieberman - Barclays Kaumil Gajrawala - Jefferies Peter Galbo - Bank of America Andrea Teixeira - JPMorgan Operator Good evening, ladies and gentlemen. Thank you for joining today's Duckhorn Portfolio Q1 2024 Earnings Conference Call.

The Duckhorn Portfolio, Inc. (NAPA) Q1 2024 Earnings Call Transcript

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today reported its financial results for the three months ended October 31, 2023. First Quarter 2024 Highlights Net sales were $102.5 million, a decrease of $5.7 million, or 5.2%, versus the prior year period. Gross profit was $53.9 million, a decrease of $0.9 million, or 1.6%, versus the prior year period. Gross profit margin was 52.5%, up 190 basis points versus the prior year period. Net income was.

The Duckhorn Portfolio Announces Fiscal First Quarter 2024 Financial Results

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Science Applications International

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The Duckhorn Portfolio, Inc. (NAPA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: The Duckhorn Portfolio, Inc. (NAPA) Q1 Earnings Expected to Decline

Napa Valley winemaker The Duckhorn Portfolio Inc has bought luxury chardonnay maker Sonoma-Cutrer Vineyards for $400 million in cash and shares from current owner Brown-Forman (NYSE:BF.B) Corp.  Founded in 1973, Sonoma-Cutrer is one of the biggest US luxury chardonnay brands, an area where Duckhorn said it has limited presence. Under the terms of the deal, Brown-Forman will receive $50 million in cash and $350 million of shares, giving it a 21.5% stake in its fellow New York-listed group and the right to nominate two directors to the board.

News for Duckhorn Portfolio Stock (NAPA)