- Treasury Wine Estates (TWE) maintains its full-year Earnings Before Interest, Taxes, and Special Items (EBITS) forecast within a range of A$780 million to A$810 million.
- The company anticipates low double-digit growth in EBITS for its Penfolds brand in the fiscal year 2025.
- An impressive performance is noted in the first quarter of 2025, with double-digit organic Group Net Sales Revenue (NSR) growth compared to the previous corresponding period.
- Penfolds’ performance in China meets expectations, particularly during the Mid-Autumn Festival, with customer re-ordering and depletions on track for the Bins & Icons portfolio.
- Treasury Americas’ luxury portfolio is expected to see accelerated performance starting the second quarter of 2025, aligning with key holiday sales.
- The rest of Treasury Wine’s global portfolio is performing as expected, with NSR consistent with the same period in the previous year.
- The stock enjoys positive analyst sentiment, with 13 buy ratings and four hold ratings, and no sell ratings.
A look at Treasury Wine Estates Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores for Treasury Wine Estates, the company shows a moderate long-term outlook. With a Value, Dividend, and Growth score of 3 each, Treasury Wine Estates demonstrates a solid performance in these areas. However, its Resilience score of 2 indicates a slightly weaker position in terms of weathering market downturns. The Momentum score of 3 suggests a consistent performance in maintaining upward momentum.
Overall, Treasury Wine Estates, founded in 2010 and headquartered in Southbank, Victoria, Australia, operates in vineyard operations and international marketing and distribution of wine. With a mixed bag of Smart Scores, the company appears to have a stable foundation but may face challenges in maintaining high resilience. Investors may need to carefully consider these factors in their long-term investment decisions regarding Treasury Wine Estates.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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