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Upturn AI SWOT - About
WVVI 
Willamette Valley Vineyards Inc (WVVI)
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Upturn Advisory Summary
07/01/2025: WVVI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
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 45.65% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 26.71M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.47 | 52 Weeks Range 3.17 - 7.18 | Updated Date 06/29/2025 |
52 Weeks Range 3.17 - 7.18 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.52 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.84% | Operating Margin (TTM) -11.54% |
Management Effectiveness
Return on Assets (TTM) 0.18% | Return on Equity (TTM) -0.47% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 100873002 | Price to Sales(TTM) 0.69 |
Enterprise Value 100873002 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 2.62 | Enterprise Value to EBITDA 26.83 | Shares Outstanding 4964530 | Shares Floating 3821148 |
Shares Outstanding 4964530 | Shares Floating 3821148 | ||
Percent Insiders 23.03 | Percent Institutions 13.33 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Willamette Valley Vineyards Inc
Company Overview
History and Background
Founded in 1983 by Jim Bernau, Willamette Valley Vineyards Inc. (WVVI) is a leading Oregon winery. It's grown from a small vineyard to a publicly traded company with multiple locations and a focus on sustainable practices and quality wines. WVVI has expanded through acquisitions and strategic partnerships.
Core Business Areas
- Winery Operations: Production, distribution, and sale of premium Oregon wines. This includes vineyard management, winemaking, and bottling.
- Hospitality and Retail: Operation of tasting rooms, wine clubs, and online sales, providing direct-to-consumer experiences and revenue streams.
- Vineyard Development: Acquisition and development of new vineyard properties to expand production capacity and grape varietals.
Leadership and Structure
Jim Bernau is the Founder and CEO. The company has a board of directors and a management team overseeing various aspects of the business, including winemaking, sales, marketing, and finance. The structure is relatively centralized under the CEO's leadership.
Top Products and Market Share
Key Offerings
- Pinot Noir: Willamette Valley Vineyards' flagship wine, accounting for a significant portion of their revenue. The market share is difficult to pinpoint exactly but is a leading Oregon Pinot Noir producer. Competitors include Domaine Drouhin Oregon, Adelsheim Vineyard, and Ponzi Vineyards.
- Chardonnay: Another key varietal, with growing sales and a focus on producing high-quality Oregon Chardonnay. Market share is smaller than Pinot Noir, but growing. Competitors include Stoller Family Estate, King Estate, and Bergstru00f6m Wines.
- Rosu00e9: A popular seasonal offering, contributing to revenue during warmer months and attracting a younger demographic. The rosu00e9 market is competitive, with producers such as Sokol Blosser, and A to Z Wineworks.
Market Dynamics
Industry Overview
The wine industry is competitive and subject to consumer preferences, economic conditions, and regulatory changes. The Oregon wine region is known for its Pinot Noir and is growing in recognition. Trends include increasing demand for premium wines, sustainable practices, and direct-to-consumer sales.
Positioning
WVVI is positioned as a premium Oregon winery with a focus on sustainability and quality. Its competitive advantages include a strong brand reputation, established distribution network, and commitment to customer experience.
Total Addressable Market (TAM)
The global wine market is estimated at hundreds of billions of dollars. WVVI, focusing on the premium Oregon wine segment, addresses a smaller but growing niche within the overall market. Their strategy is to increase penetration within the premium domestic wine market and to expand international sales selectively.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Direct-to-consumer sales channels
- Sustainable vineyard practices
- Award-winning wines
- Strong wine club membership
Weaknesses
- Concentration in a single geographic region (Oregon)
- Susceptibility to weather-related risks (e.g., frost, drought)
- Limited international presence
- Relatively small scale compared to larger wine producers
Opportunities
- Expansion of distribution network
- Increased focus on international markets
- Development of new wine varietals
- Acquisition of additional vineyards
- Growth in the premium wine segment
Threats
- Increased competition from other wineries
- Changes in consumer preferences
- Economic downturns
- Regulatory changes
- Climate change impacts on grape growing
Competitors and Market Share
Key Competitors
- DBD
- STZ
- EGLO
Competitive Landscape
WVVI competes with larger national and international wine producers, as well as smaller Oregon wineries. WVVIu2019s competitive advantage lies in its focus on premium Oregon wines, its direct-to-consumer sales model, and its commitment to sustainability.
Major Acquisitions
Elton Vineyard
- Year: 2024
- Acquisition Price (USD millions): 8.5
- Strategic Rationale: Secures access to high-quality fruit and adds to existing vineyard portfolio. Allows for growth in Pinot Noir production and enhances brand image as a premier Oregon winery.
Growth Trajectory and Initiatives
Historical Growth: WVVI has grown through vineyard acquisitions, increased production, and expansion of its direct-to-consumer channels. The growth rate has varied over the years.
Future Projections: Analyst estimates suggest continued growth in revenue and profitability, driven by the increasing popularity of Oregon wines and the company's strategic initiatives. Note: Analyst estimates may vary widely
Recent Initiatives: Recent initiatives include vineyard acquisitions, expansion of tasting rooms, and investments in sustainable winemaking practices.
Summary
Willamette Valley Vineyards is a respected Oregon winery with a strong brand and direct-to-consumer model. Its focus on premium wines and sustainable practices positions it well in the growing wine market. However, it faces competition from larger players and must navigate economic conditions and regulatory changes. Recent acquisitions are poised to add to the Company's bottom line.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Company website
- Industry reports
- Analyst estimates (various sources)
Disclaimers:
This analysis is based on available information and should not be considered financial advice. Investment decisions should be based on your own due diligence and consultation with a financial advisor. Market share data is estimated and may not be precise. Analyst estimates are projections and are not guaranteed.
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 Willamette Valley Vineyards Inc
Exchange NASDAQ | Headquaters Turner, OR, United States | ||
IPO Launch date 1994-09-15 | CEO - | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 161 | Website https://www.wvv.com |
Full time employees 161 | Website https://www.wvv.com | ||
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It operates through two segments, Direct Sales and Distributor Sales. The company primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label. It also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, Cabernet Sauvignon, and Malbec branded wine under the Pambrun label; Frontiere Syrah, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, Voltigeur Viognier, and Lisette Rose branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. The company owns and leases approximately 1,018 acres of land. It markets and sells its wine products through direct sales at the retail locations; mailing lists; and distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.
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