The Duckhorn Portfolio, Inc. (NAPA) Bundle
A Brief History of The Duckhorn Portfolio, Inc. (NAPA)
Company Overview
The Duckhorn Portfolio, Inc. (NYSE: NAPA) is a premium wine company headquartered in St. Helena, California. As of 2024, the company owns multiple wine brands across Napa Valley and other wine regions.
| Financial Metric | 2023 Value |
|---|---|
| Annual Revenue | $305.6 million |
| Net Income | $36.2 million |
| Total Wine Cases Sold | 525,000 cases |
Brand Portfolio
- Duckhorn Vineyards
- Decoy
- Goldeneye
- Paraduxx
- Migration
- Canvasback
Market Performance
As of December 31, 2023, Duckhorn Portfolio's stock price was $14.37, with a market capitalization of approximately $1.2 billion.
| Stock Performance Metric | 2023 Value |
|---|---|
| Earnings Per Share | $0.89 |
| Price/Earnings Ratio | 16.2 |
| Dividend Yield | 1.2% |
Geographic Distribution
Wine Sales Distribution: 65% United States, 35% International markets
- California: Primary production region
- Direct-to-consumer sales: 22% of total revenue
- Wholesale distribution: 78% of total revenue
Who Owns The Duckhorn Portfolio, Inc. (NAPA)
Majority Ownership
TSG Consumer Partners owns a significant stake in The Duckhorn Portfolio, Inc.
| Shareholder | Ownership Percentage |
|---|---|
| TSG Consumer Partners | 55.2% |
| Public Shareholders | 44.8% |
Public Trading Details
The Duckhorn Portfolio, Inc. trades on NASDAQ under the ticker symbol NAPA.
Key Institutional Shareholders
- Vanguard Group Inc.: 5.7%
- BlackRock Inc.: 4.9%
- First Trust Advisors LP: 3.2%
- Wellington Management Company LLP: 2.8%
Insider Ownership
As of 2024, key executives and board members own approximately 3.5% of total shares.
| Executive | Share Ownership |
|---|---|
| Alex Ryan (President/CEO) | 1.2% |
| Other Executives | 2.3% |
The Duckhorn Portfolio, Inc. (NAPA) Mission Statement
Company Overview
The Duckhorn Portfolio, Inc. (NYSE: NAPA) is a premium wine company founded in 1976, headquartered in St. Helena, California.
Financial Performance
| Fiscal Year | Total Revenue | Net Income |
|---|---|---|
| 2023 | $416.3 million | $44.2 million |
| 2022 | $392.1 million | $41.7 million |
Brand Portfolio
- Duckhorn Vineyards
- Decoy
- Paraduxx
- Goldeneye
- Migration
- Canvasback
- Postmark
Market Positioning
Key Market Segments:
- Premium North American wine market
- Direct-to-consumer sales channels
- Wholesale distribution
Production Statistics
| Wine Category | Annual Production |
|---|---|
| Napa Valley Wines | 350,000 cases |
| Other Regions | 250,000 cases |
Stock Performance
| Stock Symbol | Current Price (2024) | Market Capitalization |
|---|---|---|
| NAPA | $14.75 | $1.48 billion |
How The Duckhorn Portfolio, Inc. (NAPA) Works
Company Overview
The Duckhorn Portfolio, Inc. (NAPA) is a premium wine company founded in 1976, headquartered in St. Helena, California. As of February 2024, the company trades on the New York Stock Exchange under the ticker NAPA.
Financial Performance
| Financial Metric | 2023 Value |
|---|---|
| Total Revenue | $398.1 million |
| Net Income | $45.2 million |
| Gross Margin | 57.3% |
| Market Capitalization | $1.2 billion |
Wine Portfolio Brands
- Duckhorn Vineyards
- Paraduxx
- Goldeneye
- Migration
- Decoy
- Canvasback
- Calera
Production Metrics
| Production Category | 2023 Volume |
|---|---|
| Total Wine Cases Produced | 600,000 cases |
| Premium Wine Segment | 250,000 cases |
| Value Wine Segment | 350,000 cases |
Distribution Channels
- Direct-to-Consumer: 15% of sales
- Wholesale Distribution: 75% of sales
- International Markets: 10% of sales
Operational Locations
Primary Winemaking Regions: Napa Valley, Sonoma County, Anderson Valley
Employee Information
| Employee Category | Number |
|---|---|
| Total Employees | 350 |
| Winemaking Staff | 75 |
| Sales and Marketing | 120 |
How The Duckhorn Portfolio, Inc. (NAPA) Makes Money
Revenue Streams
The Duckhorn Portfolio, Inc. generates revenue primarily through wine sales across multiple brands:
| Brand Category | Annual Revenue (2023) |
|---|---|
| Duckhorn Vineyards | $97.4 million |
| Decoy Wines | $46.2 million |
| Goldeneye Winery | $32.8 million |
| Paraduxx Winery | $18.5 million |
Sales Channels
- Direct-to-consumer wine sales: $42.6 million
- Wholesale distribution: $135.9 million
- Restaurant and hospitality sales: $16.3 million
Geographic Distribution
| Region | Sales Percentage |
|---|---|
| California | 68% |
| Northeast United States | 15% |
| Other U.S. Regions | 12% |
| International Markets | 5% |
Price Point Strategy
Average bottle pricing:
- Premium wines: $35-$75
- Ultra-premium wines: $75-$150
- Luxury collection wines: $150-$250
Financial Performance
| Financial Metric | 2023 Value |
|---|---|
| Total Revenue | $194.5 million |
| Net Income | $22.3 million |
| Gross Margin | 53.6% |
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