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Upturn AI SWOT - About
BF-B 
Brown-Forman Corporation (BF-B)
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Upturn Advisory Summary
09/17/2025: BF-B (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
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $31.26
1 Year Target Price $31.26
| 2 | Strong Buy |
| 3 | Buy |
| 10 | Hold |
| 3 | Sell |
| 2 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -33.02% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.99B USD | Price to earnings Ratio 15.26 | 1Y Target Price 31.26 |
Price to earnings Ratio 15.26 | 1Y Target Price 31.26 | ||
Volume (30-day avg) 20 | Beta 0.52 | 52 Weeks Range 25.33 - 48.55 | Updated Date 09/17/2025 |
52 Weeks Range 25.33 - 48.55 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 3.28% | Basic EPS (TTM) 1.79 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-28 | When Before Market | Estimate 0.37 | Actual 0.36 |
Profitability
Profit Margin 21.38% | Operating Margin (TTM) 27.17% |
Management Effectiveness
Return on Assets (TTM) 8.6% | Return on Equity (TTM) 22.65% |
Valuation
Trailing PE 15.26 | Forward PE 16.67 | Enterprise Value 15218335137 | Price to Sales(TTM) 3.29 |
Enterprise Value 15218335137 | Price to Sales(TTM) 3.29 | ||
Enterprise Value to Revenue 3.85 | Enterprise Value to EBITDA 12.17 | Shares Outstanding 303608992 | Shares Floating 335134377 |
Shares Outstanding 303608992 | Shares Floating 335134377 | ||
Percent Insiders 2.88 | Percent Institutions 66.79 |
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 a producer of Old Forester Bourbon, it has grown into a major global spirits and wine company through organic growth and strategic acquisitions.
Core Business Areas
- Americas: Includes the United States, Canada, and Latin America markets. Generates a significant portion of Brown-Forman's revenue, driven by strong brand recognition and distribution networks.
- Europe: Encompasses Western and Eastern Europe, with a focus on established markets like the United Kingdom and Germany, as well as emerging markets. Key brands perform well in these regions, leveraging different consumer taste.
- Australia: Focus on Australia where consumers prefer whiskey. Brown-Forman is an important distributor
- Rest of World: Covers Asia-Pacific, Africa, and the Middle East. Represents a growth opportunity for Brown-Forman, with increasing demand for premium spirits.
Leadership and Structure
Lawson Whiting is the President and CEO. The company is structured with regional operating units (Americas, Europe, Rest of World) and global brand teams.
Top Products and Market Share
Key Offerings
- Jack Daniel's: Tennessee whiskey brand, one of the world's best-selling whiskeys. Competitors include Jim Beam, Maker's Mark, and other American whiskeys. Market share in the global whiskey market is estimated at 4%.
- Woodford Reserve: Premium bourbon brand, known for its high quality and craftsmanship. Competitors include other premium bourbons like Maker's Mark and Knob Creek. Revenue is strong, growth is on the rise, and is a high-margin brand.
- Herradura Tequila: Ultra-premium tequila brand. Competitors include Patron and Don Julio. Capturing a larger premium tequila market is very important to growth.
- el Jimador Tequila: Premium tequila brand. Competitors include Jose Cuervo. It's a major brand with many drinkers looking for value. Securing this market is very important for revenue growth.
Market Dynamics
Industry Overview
The global alcoholic beverage industry is characterized by increasing demand for premium spirits, evolving consumer preferences, and consolidation among major players.
Positioning
Brown-Forman is positioned as a premium spirits company with a focus on iconic brands and a strong distribution network. It competes with other major spirits companies such as Diageo, Pernod Ricard, and Ru00e9my Cointreau.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated at over $1.6 Trillion (USD). Brown-Forman is well-positioned to continue its growth in the market.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Global distribution network
- Focus on premium spirits
- Consistent dividend payments
- Long-standing history and reputation
Weaknesses
- Reliance on a few key brands
- Exposure to currency fluctuations
- Limited presence in some emerging markets
- Competition from larger players
- Dependence on favorable regulatory environment
Opportunities
- Expanding into new emerging markets
- Acquiring complementary brands
- Developing new product innovations
- Leveraging digital marketing and e-commerce
- Capitalizing on premiumization trends
Threats
- Changing consumer preferences
- Increased competition
- Economic downturns
- Regulatory changes (e.g., taxes, tariffs)
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- DEO
- BF/B
- RCO.PA
- SAM
Competitive Landscape
Brown-Forman's competitive advantages include its strong brand portfolio, global distribution network, and focus on premium spirits. Disadvantages include its reliance on a few key brands and competition from larger players.
Major Acquisitions
The 86 Co.
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand their portfolio
Growth Trajectory and Initiatives
Historical Growth: Brown-Forman's historical growth has been driven by organic growth of its key brands and strategic acquisitions.
Future Projections: Future growth projections would be based on analyst estimates for revenue growth, earnings growth, and market share gains.
Recent Initiatives: Recent strategic initiatives may include acquisitions, new product launches, and investments in marketing and distribution.
Summary
Brown-Forman is a strong premium spirits company with a well-established brand portfolio and global reach. Their strategy of focusing on premium brands is working effectively, but they need to carefully manage competition and potential economic downturns. The company's long history of dividend payments attracts many investors, and recent strategic initiatives position them well for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Industry Reports, Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary depending on the source and methodology.
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 1984-09-07 | 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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