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Upturn AI SWOT - About
Heritage Distilling Holding Company, Inc. Common Stock (CASK)
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Upturn Advisory Summary
08/14/2025: CASK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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.
Analysis of Past Performance
Type Stock | Historic Profit -44.7% | Avg. Invested days 7 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 6.94M USD | Price to earnings Ratio 21.33 | 1Y Target Price - |
Price to earnings Ratio 21.33 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 0.27 - 4.00 | Updated Date 06/14/2025 |
52 Weeks Range 0.27 - 4.00 | Updated Date 06/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.59% | Operating Margin (TTM) -121.66% |
Management Effectiveness
Return on Assets (TTM) -18.86% | Return on Equity (TTM) - |
Valuation
Trailing PE 21.33 | Forward PE - | Enterprise Value 58584426 | Price to Sales(TTM) 0.92 |
Enterprise Value 58584426 | Price to Sales(TTM) 0.92 | ||
Enterprise Value to Revenue 7.55 | Enterprise Value to EBITDA 12.69 | Shares Outstanding 5423610 | Shares Floating 3089297 |
Shares Outstanding 5423610 | Shares Floating 3089297 | ||
Percent Insiders 27.7 | Percent Institutions 12.31 |
Upturn AI SWOT
Heritage Distilling Holding Company, Inc. Common Stock
Company Overview
History and Background
Heritage Distilling Holding Company, Inc. was founded in 2012 in Gig Harbor, Washington. It focuses on craft distilling and offers a unique 'Cask Club' membership program. The company has grown through organic expansion and strategic partnerships.
Core Business Areas
- Craft Distilling: Production and sale of craft spirits, including vodka, gin, whiskey, and liqueurs.
- Retail Operations: Operation of tasting rooms and retail stores for direct-to-consumer sales.
- Cask Club Membership: A membership program offering exclusive access to custom spirits and experiences.
Leadership and Structure
The leadership team consists of experienced professionals in the distilling and retail industries. The organizational structure includes departments for production, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Brown Sugar Bourbon: A popular bourbon with a distinctive flavor profile. Market share data is not publicly available. Competitors include Jim Beam, Maker's Mark, and other bourbon brands.
- Vodka: A core offering, often used in cocktails and sold through retail channels. Market share data is not publicly available. Competitors include Tito's, Smirnoff, and Absolut.
Market Dynamics
Industry Overview
The craft distilling industry is experiencing significant growth, driven by consumer demand for unique and locally-produced spirits. The industry is competitive, with many small and large players.
Positioning
Heritage Distilling aims to differentiate itself through its Cask Club program, focus on unique flavor profiles, and direct-to-consumer sales model. They are considered a craft distiller with a regional presence.
Total Addressable Market (TAM)
The TAM for craft spirits in the US is estimated to be in the billions of dollars. Heritage Distilling is positioned to capture a portion of this market through its differentiated offerings and growth strategy.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in the Pacific Northwest
- Unique Cask Club membership program
- Direct-to-consumer sales channels
- Focus on craft distilling and unique flavor profiles
Weaknesses
- Limited geographic reach compared to larger competitors
- Dependence on retail operations
- No publicly available Market Share information
- Potential capital constraints
Opportunities
- Expansion into new geographic markets
- Increased online sales and e-commerce initiatives
- Partnerships with restaurants and bars
- Introduction of new product lines
Threats
- Increased competition from other craft distilleries and large spirit producers
- Changes in consumer preferences and trends
- Regulatory changes impacting the alcohol industry
- Economic downturn affecting consumer spending
Competitors and Market Share
Key Competitors
- Beam Suntory (privately held)
- Brown-Forman (BF.B)
- Diageo (DEO)
Competitive Landscape
Heritage Distilling faces competition from large, established spirit producers and smaller craft distilleries. Its competitive advantages include its unique Cask Club program and focus on local markets. Disadvantages include limited scale and brand recognition compared to larger competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends cannot be determined without publicly available financial data.
Future Projections: Future growth projections are not available without analyst estimates or company guidance.
Recent Initiatives: Recent initiatives may include expansion of retail locations, new product launches, and marketing campaigns but these are not publicly documented and could change frequently.
Summary
Heritage Distilling Holding Company is a growing craft distiller with a unique Cask Club program and strong regional brand. It faces challenges from larger competitors and needs to continue to innovate and expand its market reach. Limited public information makes a full assessment difficult and more detailed financial statements would be very helpful in determining the health of the company.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Market Research
Disclaimers:
The information provided is based on limited publicly available data and may not be entirely accurate or complete. Market share data is estimated and may not reflect actual figures.
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 Heritage Distilling Holding Company, Inc. Common Stock
Exchange NASDAQ | Headquaters Gig Harbor, WA, United States | ||
IPO Launch date 2024-11-22 | Co-founder, Chairman, CEO & Treasurer Mr. Justin B. Stiefel | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 62 | Website https://heritagedistilling.com |
Full time employees 62 | Website https://heritagedistilling.com | ||
Heritage Distilling Holding Company, Inc. produces, markets, and sells craft spirits in the United States and internationally. The company offers whiskeys, vodkas, gins, rums, and ready-to-drink canned cocktails. It sells its products through wholesale distribution, owned and operated distilleries, and tasting rooms, as well as online. The company was founded in 2011 and is based in Gig Harbor, Washington.
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