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.

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The Zacks Beverages -Alcohol industry faces challenges from inflation and rising costs in commodities and logistics, while investments in innovation, premiumization and advanced technology platforms bode well. Leading players like BUD, STZ, TAP, SAM, and NAPA look well-positioned.

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NEW YORK, NY / ACCESSWIRE / October 8, 2024 / Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating The Duckhorn Portfolio, Inc. (NYSE: NAPA ), relating to its proposed merger with Butterfly Equity.

STOCKHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of The Duckhorn Portfolio, Inc. - NAPA

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) to Butterfly Equity. Under the terms of the proposed transaction, shareholders of Duckhorn will receive $11.10 in cash for each share of Duckhorn that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or wheth.

DUCKHORN PORTFOLIO INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of the Duckhorn Portfolio, Inc. - NAPA

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NEW YORK CITY, NY / ACCESSWIRE / October 7, 2024 / Monteverde & Associates PC (the "M&A Class Action Firm"), has recovered money for shareholders and is recognized as a Top 50 Firm in the 2018-2022 ISS Securities Class Action Services Report. We are headquartered at the Empire State Building in New York City and are investigating: Barnes Group Inc. (NYSE: B ), relating to its proposed merger with Apollo Global Management, Inc. Under the terms of the agreement, all Barnes Group common stock will be converted into the right to receive $47.50 in cash.

SHAREHOLDER INVESTIGATION: The M&A Class Action Firm Investigates the Mergers of B and NAPA

U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite falling more than 150 points on Monday.

Dow Tumbles Over 400 Points; Duckhorn Portfolio Shares Surge

The Duckhorn Portfolio (NAPA, Financial) experienced an impressive surge, with shares skyrocketing by 102.5% following the announcement of its acquisition by Butterfly, a private equity firm. The all-cash transaction values the company at $11.10 per share, equating to a valuation of approximately $1.95 billion.

Why Duckhorn Portfolio (NAPA) Stock Spiked Today

Shares of The Duckhorn Portfolio (NAPA) doubled Monday after the Napa Valley winemaker agreed to be taken private by private-equity firm Butterfly for $1.95 billion.

Winemaker Duckhorn Stock Doubles on Takeover by Private-Equity Firm Butterfly

SAN DIEGO, Oct. 07, 2024 (GLOBE NEWSWIRE) -- Johnson Fistel, LLP , a leading stockholder rights law firm, announced that it is investigating claims on behalf The Duckhorn Portfolio Inc (NYSE: NAPA) shareholders concerning potential breaches of fiduciary duties related to the proposed sale of the Company to Butterfly Equity a Los Angeles-based private equity firm.

NAPA Merger News: Johnson Fistel Investigates Duckhorn and its Directors and Management Following Sale

Duckhorn Portfolio Inc (NYSE: NAPA) rallied more than 100% this morning after Butterfly Equity said it will buy the luxury wine company for about $1.95 billion. The all-cash agreement values each share of NAPA at $11 – a sharp increase from their previous close of $5.40.

Duckhorn stock rallies 100% as Butterfly Equity values the wine company at $1.95 billion

MONSEY, N.Y., Oct. 07, 2024 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP is investigating the fairness of the proposed sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) (“Duckhorn”) to Butterfly Equity (“Butterfly”) for $11.10 per share in cash.

NAPA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of The Duckhorn Portfolio to Butterfly Equity

NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of The Duckhorn Portfolio, Inc. (NYSE: NAPA) to Butterfly Equity for $11.10 per share in cash is fair to Duckhorn shareholders. Halper Sadeh encourages Duckhorn shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com. The investigation concerns whether Duck.

NAPA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of The Duckhorn Portfolio, Inc. Is Fair to Shareholders

MILWAUKEE--(BUSINESS WIRE)--Ademi LLP is investigating Duckhorn (NYSE: NAPA) for possible breaches of fiduciary duty and other violations of law in its transaction with Butterfly Equity. Click here to learn how to join our investigation or call Guri Ademi toll-free at 866-264-3995. There is no cost or obligation to you. In the transaction, Duckhorn shareholders will receive only $11.10 per share in an all-cash transaction that values the Company at approximately $1.95 billion. The transaction a.

Shareholder Alert: Ademi LLP Investigates Whether the Duckhorn Portfolio Is Obtaining a Fair Price for Its Public Shareholders

The Duckhorn Portfolio Inc (NAPA, Financial) released its 8-K filing on October 7, 2024, detailing its financial performance for the fourth quarter and fiscal year ending July 31, 2024. The company, known for its luxury and ultra-luxury wine brands such as Duckhorn Vineyards and Kosta Browne, reported a notable increase in net sales and adjusted EBITDA, despite facing some challenges in gross profit margins.

Duckhorn Portfolio Inc (NAPA) Q4 Earnings: EPS at $0.08, Revenue Hits $107.4M, Surpassing Estimates

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, 2024. Fourth Quarter 2024 Highlights Net sales were $107.4 million, an increase of $7.3 million, or 7.3%, versus the prior year. Excluding Sonoma-Cutrer, net sales declined $13.9 million or 13.9% versus the prior year, due primarily to the shift in timing of the Kosta Browne Appellation Series release into Q3 in f.

The Duckhorn Portfolio Announces Fourth Quarter and Fiscal Year 2024 Financial Results

LOS ANGELES & ST. HELENA, Calif.--(BUSINESS WIRE)--The Duckhorn Portfolio (NYSE: NAPA) (“Duckhorn” or the “Company”), North America's premier luxury wine company, and Butterfly Equity (“Butterfly”), a Los Angeles-based private equity firm specializing in the food and beverage sector, today announced that they have entered into a definitive agreement (the “Agreement”) pursuant to which Duckhorn will be acquired by private equity funds managed by Butterfly in an all-cash transaction that values t.

Butterfly to Acquire Premier North American Luxury Wine Company The Duckhorn Portfolio in $1.95 Billion Transaction

The Duckhorn Portfolio Inc (NAPA, Financial) is set to release its Q4 2024 earnings on Oct 7, 2024. The consensus estimate for Q4 2024 revenue is $106.55 million, and the earnings are expected to come in at $0.09 per share.

Earnings To Watch: The Duckhorn Portfolio Inc (NAPA) Reports Q4 2024 Result

Duckhorn Portfolio's stock has dropped over 45% this year, presenting a value-oriented rebound opportunity amid an expensive stock market. I'm initiating the stock with a buy rating. Despite a cyclical downturn, the winemaker's organic sales growth outperforms peers, and its acquisition of Chardonnay producer Sonoma-Cutrer strengthens its portfolio. The stock trades at just ~8x forward adjusted EBITDA and ~9x forward P/E, well below most peers in the alcohol space.

Duckhorn Portfolio: A Downtrodden Investment That Will Age Well

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, 2024, on Monday, October 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, internationall.

The Duckhorn Portfolio to Report Fiscal Fourth Quarter and Full Year 2024 Financial Results on October 7, 2024

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.

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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

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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. (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

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.

News for Duckhorn Portfolio Stock (NAPA)