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Upturn AI SWOT - About
BF-A 
Brown-Forman Corporation (BF-A)
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Upturn Advisory Summary
09/16/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -36.38% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 producing Old Forester bourbon, it has grown through organic expansion and acquisitions into a global leader in the spirits and wine industry.
Core Business Areas
- Spirits: Production, distillation, bottling, marketing, and sale of various distilled spirits including bourbon, scotch, tequila, vodka, and liqueurs.
- Wine: Production, marketing, and sale of wine brands.
Leadership and Structure
Lawson Whiting is the current President and CEO. The company operates with a decentralized structure, organized by brand and region.
Top Products and Market Share
Key Offerings
- Jack Daniel's: A best-selling Tennessee whiskey with substantial global market share. Competitors include Jim Beam (Beam Suntory) and Maker's Mark (Beam Suntory).
- Woodford Reserve: A premium bourbon experiencing significant growth in the high-end whiskey market. Competitors include Basil Hayden's (Beam Suntory) and Knob Creek (Beam Suntory).
- Herradura Tequila: A premium tequila brand. Competitors include Patron (Bacardi) and Don Julio (Diageo).
- el Jimador Tequila: A popular tequila brand. Competitors include Sauza (Beam Suntory) and Jose Cuervo (Becle).
Market Dynamics
Industry Overview
The global alcoholic beverage industry is characterized by increasing premiumization, craft spirits growth, and evolving consumer preferences.
Positioning
Brown-Forman is positioned as a premium spirits company with a focus on quality, heritage, and brand building. Its competitive advantages include strong brand recognition and established distribution networks.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be worth hundreds of billions of dollars. Brown-Forman is well-positioned within this TAM, particularly in the premium spirits segment.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Focus on premium brands
- Effective marketing strategies
- Experienced management team
Weaknesses
- Concentration of revenue in a few key brands
- Exposure to commodity price fluctuations
- Potential impact from changing consumer preferences
- Vulnerability to economic downturns
- Geographic concentration in the US
Opportunities
- Expanding into emerging markets
- Acquiring complementary brands
- Developing new product innovations
- Capitalizing on the growing demand for premium spirits
- Leveraging digital marketing channels
Threats
- Increased competition from other spirits companies
- Changes in government regulations and taxes
- Shifting consumer preferences towards healthier beverages
- Economic downturns affecting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DEO
- BF.B
- SAM
- STZ
Competitive Landscape
Brown-Forman benefits from strong brand equity and a focus on premium products. However, competitors like Diageo (DEO) have larger scale and broader portfolios.
Major Acquisitions
The 86 Co
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Addition of brands like Fords Gin
Slane Irish Whiskey
- Year: 2015
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expansion into Irish Whiskey
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman has experienced steady growth driven by its premium brands and strategic acquisitions.
Future Projections: Future projections typically involve growth in emerging markets and continued premiumization efforts.
Recent Initiatives: Recent strategic initiatives often involve acquisitions, brand innovation, and expansion into new markets.
Summary
Brown-Forman boasts a robust brand portfolio, particularly with Jack Daniel's, and a strong global distribution network which positions the company for steady growth. The company must continue to innovate and adapt to consumer trends while managing potential supply chain disruptions. The success is heavily dependent on the premium spirits market continuing to expand. The stock is rated based on its solid financial foundation and strategic brand management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may vary based on reporting periods and sources.
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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