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.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

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

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman (NYSE: BFA, BFB) announced today that The Duckhorn Portfolio, Inc. (“The Duckhorn Portfolio,” NYSE: NAPA), a premier wine group, will acquire Sonoma-Cutrer Vineyards and related brand trademarks. In exchange, Brown-Forman will receive an ownership percentage of approximately 21.5% in The Duckhorn Portfolio and $50 million USD. The transaction, subject to certain customary closing adjustments and conditions, is expected to close in the fourth quarte.

Brown-Forman Agrees to Sell Sonoma-Cutrer Vineyards; Secures Equity Ownership in The Duckhorn Portfolio, Inc.

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it has entered into a definitive agreement to acquire Sonoma-Cutrer Vineyards (“Sonoma-Cutrer”), one of the largest luxury Chardonnay wineries in the U.S., from Brown-Forman Corporation (“Brown-Forman”), for approximately $400 million to be paid in a combination of Company stock and cash. Sonoma-Cutrer Vineyards was founded in 1973 and released its first wine in 1981. It has grown.

The Duckhorn Portfolio Announces an Agreement to Acquire Sonoma-Cutrer Vineyards

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it will report financial results for the first quarter ended October 31, 2023, on Wednesday, December 6, 2023, 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.

The Duckhorn Portfolio to Report Fiscal First Quarter 2024 Financial Results on December 6, 2023

Molson Coors Brewing

Investors looking for stocks in the Beverages - Alcohol sector might want to consider either Molson Coors Brewing (TAP) or The Duckhorn Portfolio, Inc. (NAPA). But which of these two companies is the best option for those looking for undervalued stocks?

TAP vs. NAPA: Which Stock Should Value Investors Buy Now?

The Duckhorn Portfolio, Inc. (NYSE:NAPA ) Q4 2023 Earnings Conference Call September 27, 2023 4:30 PM ET Company Participants Sean Sullivan - Executive Vice President, Chief Strategy & Legal Officer Jennifer Fall Jung - Executive Vice President & Chief Financial Officer Conference Call Participants Christian Junquera - Bank of America Lauren Lieberman - Barclays Andrew Strelzik - BMO Capital Markets Andrea Teixeira - JPMorgan Operator Good afternoon and thank you for attending today's Duckhorn Portfolio Q4 and Full Year 2023 Earnings Conference Call. My name is Sierra [ph] and I'll be your moderator for today.

The Duckhorn Portfolio, Inc. (NAPA) Q4 2023 Earnings Call Transcript

The Duckhorn Portfolio, Inc. (NAPA) came out with quarterly earnings of $0.15 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.08 per share a year ago.

The Duckhorn Portfolio, Inc. (NAPA) Q4 Earnings Surpass Estimates

Shares of Duckhorn Portfolio Inc. NAPA turned lower in after hours Wednesday after the winemaker reported quarterly earnings that beat Wall Street expectations and said Chief Executive Alex Ryan was retiring after 35 years with the company. Duckhorn earned $17.8 million, or 15 cents a share, in the fiscal fourth quarter, compared with $5.4 million, or 5 cents a share, in the prior-year quarter.

Duckhorn's stock rallies 9% after winemaker's profit tops views; CEO to retire

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) today reported its financial results for the three months and fiscal year ended July 31, 2023. Fourth Quarter 2023 Highlights Net sales were $100.1 million, an increase of $22.1 million, or 28.3%, versus the prior year period. Gross profit was $55.3 million, an increase of $16.0 million, or 40.6%, versus the prior year period. Gross profit margin was 55.2%, up 480 basis points versus 50.4% in the prio.

The Duckhorn Portfolio Announces Fourth Quarter and Fiscal Year 2023 Financial Results

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (“Duckhorn,” NYSE: NAPA) today announced that Alex Ryan is retiring from his role as President, Chief Executive Officer and Chairman of the company. The Duckhorn Board of Directors has appointed Deirdre Mahlan, a veteran of the alcohol and beverage industry, as interim President, Chief Executive Officer and Chairperson, and has initiated a search for a new leader. “Alex dedicated his professional life to growing our business, and.

Alex Ryan Retires as CEO of The Duckhorn Portfolio, Inc.

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it will report financial results for the fourth quarter and fiscal year ended July 31, 2023 on Wednesday, September 27, 2023 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 international.

The Duckhorn Portfolio to Report Fourth Quarter and Fiscal Year 2023 Financial Results on September 27, 2023

Allovir, Inc.

Crocs

Genuine Parts

Arcadia Biosciences

Tap five stocks with increasing P/E ratios to try out a different approach. These stocks include Crocs (CROX), AlloVir (ALVR), Arcadia Biosciences (RKDA), The Duckhorn Portfolio (NAPA) and Genuine Parts (GPC).

5 Stocks With Rising P/E to Bet on for Solid Gains

The Duckhorn Portfolio, Inc. (NAPA) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

What Makes The Duckhorn Portfolio, Inc. (NAPA) a New Strong Buy Stock

Investors need to pay close attention to The Duckhorn Portfolio (NAPA) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in The Duckhorn Portfolio (NAPA) Stock?

Entergy

Planet Fitness

Tap five stocks with increasing P/E ratios to try out an out-of-the-box approach. These stocks include Planet Fitness (PLNT), AlloVir (ALVR), Entergy (ETR), The Duckhorn Portfolio (NAPA) and Genuine Parts (GPC).

5 Top-Ranked Stocks With Rising P/E Worth Investing In

Boston Beer Company

Constellation Brands

The Beverages - Alcohol industry has been in trouble lately due to elevated input and packaging costs, supply-chain disruptions, and higher marketing expenses. Players like STZ, BF.B, TAP, SAM and NAPA are likely to capitalize on persistent innovation, premiumization and digital endeavors.

5 Stocks to Watch as the Alcohol Industry Trends Turn Unfavorable

AGCO

A10 Networks

OpGen

Pinduoduo Inc - ADR

Do you have more faith in DuPont analysis than simple ROE calculation? Tap PDD Holdings Inc. (PDD), OpGen (OPGN), AGCO (AGCO), A10 Networks (ATEN) and The Duckhorn Portfolio (NAPA).

Bet on DuPont Analysis to Pick 5 Stocks for Stellar Returns

The consensus price target hints at a 40.3% upside potential for The Duckhorn Portfolio, Inc. (NAPA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

How Much Upside is Left in The Duckhorn Portfolio, Inc. (NAPA)? Wall Street Analysts Think 40.28%

The Duckhorn Portfolio, Inc. (NYSE:NAPA ) Q3 2023 Earnings Conference Call June 8, 2023 4:30 PM ET Company Participants Sean Sullivan - Chief Strategy & Legal Officer Alex Ryan - President & CEO Lori Beaudoin - CFO Conference Call Participants Lauren Lieberman - Barclays Peter Galbo - Bank of America Andrea Teixeira - JPMorgan Kevin Grundy - Jefferies Gerald Pascarelli - Wedbush Securities Robert Ottenstein - Evercore Operator Good morning, and thank you for attending today's Duckhorn Portfolio Q3 2023 Earnings Conference Call. My name is Jason.

The Duckhorn Portfolio, Inc. (NAPA) Q3 2023 Earnings Call Transcript

The Duckhorn Portfolio, Inc. (NAPA) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.17 per share a year ago.

The Duckhorn Portfolio, Inc. (NAPA) Q3 Earnings and Revenues Surpass Estimates

Shares of high-end wine maker Duckhorn Portfolio Inc. NAPA, +1.10% rallied after hours on Thursday after the company raised the low end of its full-year sales forecast, nudged its profit outlook higher and reported estimate-beating quarterly results, helped by price increases and the “resilience” of wine enthusiasts willing to pay more despite stubborn inflation. The company said it expected full-year sales of $400 million to $404 million, compared with earlier expectations for $398 million to $404 million.

Duckhorn Portfolio shares rally after hours on upbeat forecast, helped by wine enthusiasts' ‘resilience'

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, 2023. Third Quarter 2023 Highlights Net sales were $91.2 million, a decrease of $0.3 million, or 0.4%, versus the prior year period. Gross profit was $50.5 million, an increase of $6.5 million, or 14.9%, versus the prior year period. Gross profit margin was 55.4%, up 740 basis points versus the prior year period. Adjusted gross.

The Duckhorn Portfolio Announces Third Quarter 2023 Financial Results

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it will participate in the following investor conferences in June: June 15, 2023 – Evercore ISI Consumer and Retail Conference: The Company is hosting a fireside chat beginning at 10:15 a.m. Eastern Time. The fireside chat can be accessed live on the Company's investor relations website at https://ir.duckhorn.com/events-and-presentations and will be archived online. June 20-21, 20.

The Duckhorn Portfolio Announces Participation in June Conferences

NEW YORK--(BUSINESS WIRE)--ICR, a leading strategic communications and advisory firm, is pleased to announce that Alex Ryan, President, Chief Executive Officer and Chairman, The Duckhorn Portfolio, Inc. (NYSE: NAPA), North America's premier luxury wine company, recently appeared on Episode 76 of ICR's “Welcome to the Arena” podcast. Welcome to the Arena is hosted by Tom Ryan, Co-Founder & CEO of ICR. Tom spoke with Alex about his path to CEO, the company's growth and distribution strategies.

ICR Hosts The Duckhorn Portfolio's Alex Ryan on the Welcome to the Arena Podcast

Funko

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”), North America's premier luxury wine company, today announced Jennifer Fall Jung has been appointed Executive Vice President, Chief Financial Officer, effective June 19, 2023. Fall Jung brings more than 25 years of corporate finance and investor-focused experience to The Duckhorn Portfolio, having most recently served as Chief Financial Officer of Funko, Inc. (NYSE: FNKO) and previously having held nu.

The Duckhorn Portfolio Names Jennifer Fall Jung Chief Financial Officer

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it will report results for the third quarter ended April 30, 2023, on Thursday, June 8, 2023, 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 confirmation code.

News for Duckhorn Portfolio Stock (NAPA)