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Upturn AI SWOT - About
Heritage Distilling Holding Company, Inc. Common Stock (CASK)
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Upturn Advisory Summary
10/10/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -57.31% | Avg. Invested days 11 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/10/2025 |
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. focuses on craft distilling, offering a range of spirits. Founded in 2012, it has grown through a combination of distillery locations, tasting rooms, and a Cask Club membership program. The company became publicly traded via SPAC merger.
Core Business Areas
- Distillery and Tasting Rooms: Production and retail sales of spirits through company-owned distilleries and tasting rooms.
- Cask Club Membership: A membership program offering exclusive benefits, discounts, and access to limited-edition spirits.
- Direct-to-Consumer Sales: Online sales and shipping of spirits to eligible states.
- Wholesale Distribution: Distribution of spirits to restaurants, bars, and retail stores.
Leadership and Structure
The leadership team includes Justin Stiefel (CEO). The organizational structure includes departments for distilling, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Vodka: Heritage Distilling produces a variety of vodkas. Market share data is not readily available. Competitors include Tito's, Smirnoff, and Grey Goose.
- Whiskey: Heritage Distilling offers various whiskey products. Market share data is not readily available. Competitors include Jack Daniels, Maker's Mark, and Crown Royal.
- Gin: Heritage Distilling has a range of gins. Market share data is not readily available. Competitors include Tanqueray, Beefeater, and Hendrick's.
- Other Spirits: Including rum, liqueurs, and canned cocktails. Market share data is not readily available. Competitors vary by product category.
Market Dynamics
Industry Overview
The spirits industry is competitive, with trends towards craft and premium spirits. Demand is influenced by consumer preferences, economic conditions, and regulatory factors.
Positioning
Heritage Distilling is positioned as a craft distiller emphasizing local sourcing and unique flavor profiles. It competes with both large established brands and other craft distilleries.
Total Addressable Market (TAM)
The global spirits market is estimated in the hundreds of billions of dollars. Heritage Distilling's TAM is a small percentage of the total, focused on the craft spirits segment, where its positioning allows it to capture a portion of this market through retail and direct sales.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in its regional markets
- Unique Cask Club membership program
- Vertical integration with distillery and retail locations
- Focus on craft distilling and local sourcing
Weaknesses
- Limited geographic reach compared to larger competitors
- Dependence on regional markets
- High debt load from SPAC merger
- Reliance on consumer discretionary spending
Opportunities
- Expansion into new geographic markets
- Increased direct-to-consumer sales
- Partnerships with restaurants and bars
- Development of new product lines
Threats
- Competition from larger, well-established brands
- Changes in consumer preferences
- Economic downturn affecting discretionary spending
- Regulatory changes affecting the spirits industry
Competitors and Market Share
Key Competitors
- Brown-Forman Corp (BF.B)
- Constellation Brands (STZ)
- Diageo (DEO)
Competitive Landscape
Heritage Distilling faces significant competition from larger, well-established players in the spirits industry. Its competitive advantages include its focus on craft distilling, local sourcing, and the Cask Club membership program.
Growth Trajectory and Initiatives
Historical Growth: Heritage Distilling's historical growth has been driven by the expansion of its distillery locations and Cask Club membership.
Future Projections: Future growth projections are not readily available but would depend on expansion plans and market conditions.
Recent Initiatives: Recent initiatives likely include expanding distribution and promoting new product offerings.
Summary
Heritage Distilling is a craft distiller with a unique Cask Club program and regional brand strength. It faces significant competition and high debt. Expanding its market reach and managing its finances will be crucial for future success. The company should focus on improving its financials and watch out for continued market pressure from larger companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Financial News Articles
- Market Research Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Financial data is based on publicly available information.
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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