The Duckhorn Portfolio
NAPA

$6.07

0.5%

Market Cap: $893M

About: The Duckhorn Portfolio Inc produces luxury and ultra-luxury wine across a portfolio of winery brands, including Duckhorn Vineyards, Paraduxx, Goldeneye, Migration, Decoy, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. Its revenue is comprised of wholesale and direct-to-consumer sales. Wholesale revenue is generated through sales directly to California retailers and restaurants, sales to distributors and agents located in other states throughout the United States, and sales to export distributors that sell internationally.

Employees: 490

Consumer Staples Beverages

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

97% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

2% less funds holding

Funds holding: 147 [Q1] → 144 (-3) [Q2]

22.33% less ownership

Funds ownership: 98.94% [Q1] → 76.61% (-22.33%) [Q2]

25% less capital invested

Capital invested by funds: $1.06B [Q1] → $800M (-$263M) [Q2]

47% less call options, than puts

Call options by funds: $238K | Put options by funds: $445K

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Research analyst outlook

We haven’t received any recent analyst ratings for NAPA.

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Financial journalist opinion

Zacks Investment Research

4 Alcohol Industry Stocks to Navigate Industry Challenges

The Zacks Beverages - Alcohol industry is navigating a tough landscape marked by inflation and rising costs for commodities and logistics. Key players like BUD, STZ, TAP and NAPA are positioned to leverage investments in innovation, premiumization and advanced technology platforms.

4 Alcohol Industry Stocks to Navigate Industry Challenges

Wine stocks move higher after California competitor files for bankruptcy and delists

Vintage Wine Estates will try to sell all of its assets as it restructures following a liquidity crisis

Wine stocks move higher after California competitor files for bankruptcy and delists

The Duckhorn Portfolio Announces an Enhanced Distribution Relationship with Johnson Brothers

ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio, Inc. (NYSE: NAPA) (the “Company”) announced today that it has entered into expanded distribution agreements with Johnson Brothers. The Company's entry into these agreements is the second phase 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 substantial increase in focus and investment in the wholesale.

The Duckhorn Portfolio Announces an Enhanced Distribution Relationship with Johnson Brothers

3 Russell 2000 Stocks to Buy on the Dip: June 2024

After months of strong gains for leading momentum growth stocks, change might be in the air. Nvidia (NASDAQ: NVDA ) shares have pulled back over the past week, and other leading semiconductor and AI stocks are also starting to slow down.

3 Russell 2000 Stocks to Buy on the Dip: June 2024

The Duckhorn Portfolio: Demand Is Unlikely To Recover Anytime Soon

NAPA reported 3Q24 results with declining luxury wine demand and higher distributor inventory levels. I remain sell rated for NAPA. Uncertain outlook for NAPA due to high interest rates, potential rate hikes, and volatile market conditions.

The Duckhorn Portfolio: Demand Is Unlikely To Recover Anytime Soon

The Duckhorn Portfolio, Inc. (NAPA) Q3 2024 Earnings Call Transcript

The Duckhorn Portfolio, Inc. (NYSE:NAPA ) Q3 2024 Earnings Conference Call June 6, 2024 4:30 PM ET Company Participants Ben Avenia-Tapper - Vice President, Investor Relations Deirdre Mahlan - President, Chief Executive Officer and Chairperson Jennifer Fall Jung - Executive Vice President and Chief Financial Officer Sean Sullivan - Executive Vice President, Chief Strategy and Legal Officer Conference Call Participants Kaumil Gajrawala - Jefferies Lauren Lieberman - Barclays Peter Galbo - Bank of America Securities Andrea Teixeira - JPMorgan Andrew Strelzik - BMO Capital Markets Operator Good afternoon, ladies and gentlemen. Thank you for joining today's Duckhorn Portfolio Q3 2024 Earnings Conference Call.

The Duckhorn Portfolio, Inc. (NAPA) Q3 2024 Earnings Call Transcript

Zacks Investment Research

The Duckhorn Portfolio, Inc. (NAPA) Meets Q3 Earnings Estimates

The Duckhorn Portfolio, Inc. (NAPA) came out with quarterly earnings of $0.14 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.16 per share a year ago.

The Duckhorn Portfolio, Inc. (NAPA) Meets Q3 Earnings Estimates

The Duckhorn Portfolio Announces Fiscal Third Quarter 2024 Financial Results

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

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

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

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

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

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