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Upturn AI SWOT - About
BF-A 
Brown-Forman Corporation (BF-A)
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Upturn Advisory Summary
07/03/2025: BF-A (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price -
1 Year Target Price -
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.02% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.66B USD | Price to earnings Ratio 14.86 | 1Y Target Price - |
Price to earnings Ratio 14.86 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.61 | 52 Weeks Range 26.11 - 47.65 | Updated Date 06/29/2025 |
52 Weeks Range 26.11 - 47.65 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.31% | Basic EPS (TTM) 1.84 |
Earnings Date
Report Date 2025-06-05 | When Before Market | Estimate - | Actual 0.3087 |
Profitability
Profit Margin 21.86% | Operating Margin (TTM) 25.62% |
Management Effectiveness
Return on Assets (TTM) 8.91% | Return on Equity (TTM) 23.14% |
Valuation
Trailing PE 14.86 | Forward PE 16.98 | Enterprise Value 14948573980 | Price to Sales(TTM) 3.18 |
Enterprise Value 14948573980 | Price to Sales(TTM) 3.18 | ||
Enterprise Value to Revenue 3.76 | Enterprise Value to EBITDA 11.59 | Shares Outstanding 169144000 | Shares Floating 335101284 |
Shares Outstanding 169144000 | Shares Floating 335101284 | ||
Percent Insiders 74.27 | Percent Institutions 11.65 |
Upturn AI SWOT
Brown-Forman Corporation
Company Overview
History and Background
Brown-Forman Corporation was founded in 1870 by George Garvin Brown in Louisville, Kentucky. Initially focused on selling Old Forester bourbon, the company has grown through acquisitions and brand development into a global spirits and wine business. Significant milestones include surviving Prohibition, expanding internationally, and acquiring major brands like Jack Daniel's.
Core Business Areas
- American Whiskey: Production and sale of American whiskey, including Jack Daniel's, Woodford Reserve, and Old Forester.
- Tequila: Production and sale of tequila, primarily Herradura and el Jimador.
- Scotch Whiskey: Production and sale of Scotch whiskey, including Benriach, Glenglassaugh and Glendronach.
- Vodka and Liqueurs: Production and sale of vodka, liqueur and ready-to-drink cocktails.
Leadership and Structure
Lawson E. Whiting is the President and CEO. The company operates with a decentralized structure, with brand teams responsible for marketing and sales. The Brown family maintains significant ownership and influence.
Top Products and Market Share
Key Offerings
- Jack Daniel's: Tennessee whiskey; one of the world's best-selling whiskey brands. Competitors include Jim Beam (Beam Suntory), Maker's Mark (Beam Suntory), and Jameson (Pernod Ricard). Market share is estimated around 13% of the total US whiskey market.
- Woodford Reserve: Premium bourbon whiskey. Competitors include Basil Hayden's (Beam Suntory), Knob Creek (Beam Suntory), and Angel's Envy (Bacardi). Market share is significantly smaller than Jack Daniel's, estimated around 1-2% of the total US whiskey market.
- Herradura: Premium tequila. Competitors include Patron (Bacardi), Don Julio (Diageo), and Casamigos (Diageo). Market share is estimated around 3-5% of the total tequila market in the US.
Market Dynamics
Industry Overview
The alcoholic beverage industry is characterized by high competition, evolving consumer preferences, and regulatory complexities. Trends include premiumization, craft spirits, and increased demand for ready-to-drink cocktails.
Positioning
Brown-Forman holds a strong position in the premium and super-premium spirits categories, particularly in American whiskey and tequila. Its competitive advantages include established brands, global distribution network, and brand-building expertise.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be around $1.6 trillion. Brown-Forman is positioned to capture a share of the premium spirits segment, which is experiencing higher growth rates than the overall market.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Consistent financial performance
- Brand-building expertise
- Family control and long-term perspective
Weaknesses
- Reliance on American whiskey
- Limited presence in some emerging markets
- Vulnerability to changes in consumer preferences
- Price Elasticity of demand
Opportunities
- Expanding into new markets
- Acquiring complementary brands
- Developing new products and innovations
- Capitalizing on the premiumization trend
Threats
- Increased competition
- Changing consumer preferences
- Economic downturns
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Diageo (DEO)
- Pernod Ricard (RI.PA)
- Beam Suntory (privately held)
- Remy Cointreau (RCO.PA)
Competitive Landscape
Brown-Forman competes with global beverage giants. Its advantages include a strong portfolio of American whiskey and tequila brands and a family-controlled structure that allows for a long-term perspective. Disadvantages may include a narrower product portfolio compared to some competitors.
Major Acquisitions
The 86 Co
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Adding premium cocktail ingredients to the product line.
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has experienced steady growth over the past decade, driven by its strong brand portfolio and global expansion. Growth rates have varied depending on economic conditions and consumer trends.
Future Projections: Analyst estimates suggest continued growth for Brown-Forman, driven by the premiumization trend and expansion into emerging markets. Revenue growth is expected to be in the mid-single digits percentage range.
Recent Initiatives: Recent strategic initiatives include investing in digital marketing, expanding distribution in key markets, and acquiring complementary brands.
Summary
Brown-Forman possesses robust brand recognition and a strategic emphasis on premium spirits, contributing to its steady financial performance. The company's reliance on American whiskey and shifting consumer preferences represent potential vulnerabilities. Expanding into new markets and product innovation offer opportunities for continued growth, but navigating competition and economic fluctuations will be crucial for sustaining its market position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and financial metrics are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Brown-Forman Corporation
Exchange NYSE | Headquaters Louisville, KY, United States | ||
IPO Launch date 1973-05-03 | CEO, President & Director Mr. Lawson E. Whiting | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 5000 | Website https://www.brown-forman.com |
Full time employees 5000 | Website https://www.brown-forman.com | ||
Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages. It provides spirits, wines, whiskey spirits, whiskey-based flavored liqueurs, ready-to-drink cocktails, ready-to-pour products, vodkas, tequilas, gin, brandy, rum, bourbons, and liqueurs. The company offers its products primarily under the Jack Daniel's, Woodford Reserve, Old Forester, Gentleman Jack, Herradura, el Jimador, Fords Gin, The Glendronach, Benriach, Glenglassaugh, and Slane brands. It is also involved in the sale of used barrels, and bulk whiskey and wine; and provision of contract bottling services. The company serves retail customers and consumers through distributors and state governments; and retailers, wholesalers, and provincial governments directly. It operates in the United States, Germany, Australia, the United Kingdom, Canada, France, Mexico, Poland, Brazil, Türkiye, and internationally. Brown-Forman Corporation was founded in 1870 and is headquartered in Louisville, Kentucky.
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