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Upturn AI SWOT - About
Heritage Distilling Holding Company, Inc. Common Stock (CASK)
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Upturn Advisory Summary
04/01/2025: CASK (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
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) 235909 | Beta - | 52 Weeks Range 0.40 - 4.00 | Updated Date 02/17/2025 |
52 Weeks Range 0.40 - 4.00 | Updated Date 02/17/2025 | ||
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Heritage Distilling Holding Company, Inc. Common Stock
Company Overview
History and Background
Heritage Distilling Holding Company, Inc. was founded in 2012. It is a craft distillery offering a variety of spirits and experiences. They became publicly traded through a special purpose acquisition company (SPAC) merger.
Core Business Areas
- Distilling and Production: Manufactures and sells a range of craft spirits, including vodka, gin, whiskey, and liqueurs.
- Retail Operations: Operates tasting rooms and retail stores where consumers can sample and purchase products.
- Cask Club Membership: Offers a cask club membership program providing exclusive access to unique spirits and experiences.
- Brokerage: Heritage Distilling Brokerage offers customers access to a range of wines, spirits, and beers from leading domestic and international producers.
Leadership and Structure
The leadership team includes the CEO, CFO, and other key executives. The organizational structure likely involves departments for production, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Brown Sugar Bourbon: One of their most popular products, enjoyed neat, on the rocks, or in cocktails. Market share data is not readily available. Competitors include other flavored whiskey brands from major distillers like Jim Beam and Jack Daniel's.
- Vodka: Offers various vodka flavors and infusions. Market share data is difficult to determine. Competitors include Smirnoff, Tito's, and Absolut.
- Gin: Offers various gin flavors and infusions. Market share data is difficult to determine. Competitors include Tanqueray, Bombay Sapphire, and Hendrick's.
- Single Barrel Whiskey: Offers various gins, gins, whiskeys, bourbons, bourbons, and whiskys. Market share data is difficult to determine. Competitors include Makers Mark, Buffalo Trace and Balvenie.
Market Dynamics
Industry Overview
The craft spirits industry is experiencing growth, driven by consumer demand for unique and high-quality products. However, it is also highly competitive.
Positioning
Heritage Distilling positions itself as a craft distiller offering unique spirits and experiences. Its competitive advantages may include its cask club program and regional brand recognition.
Total Addressable Market (TAM)
The global alcoholic beverages market is estimated to be in the trillions of dollars. Heritage Distilling has a small fraction of this TAM with the majority held by the biggest players in the world.
Upturn SWOT Analysis
Strengths
- Established brand in the Pacific Northwest
- Cask club membership program
- Diverse product portfolio
- Multiple retail locations
Weaknesses
- Limited national brand recognition
- Relatively small production capacity compared to major distillers
- High debt load
- Dependence on retail traffic and tasting rooms.
Opportunities
- Expansion into new geographic markets
- Increased online sales and distribution
- Partnerships with restaurants and bars
- Development of new product lines
Threats
- Increased competition from other craft distilleries
- Changes in consumer preferences
- Economic downturn affecting discretionary spending
- Regulatory changes impacting the alcoholic beverage industry
Competitors and Market Share
Key Competitors
- Brown-Forman (BF-B)
- Diageo (DEO)
- Constellation Brands (STZ)
- Beam Suntory (private)
Competitive Landscape
Heritage Distilling faces significant competition from larger, more established players in the alcoholic beverage industry. Its advantages include its craft focus and regional presence, while disadvantages include limited resources and brand recognition.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth data requires detailed financial information. Growth has been impacted by their business model, supply chain costs and other outside forces.
Future Projections: Future projections require analyst estimates, which are generally not available for smaller companies like Heritage Distilling. Future outlook is impacted by their debt and ability to scale
Recent Initiatives: Recent initiatives may include expanding distribution, launching new products, and streamlining operations.
Summary
Heritage Distilling Holding Company, Inc. is a small craft distiller facing significant challenges. It has a strong regional presence and a loyal customer base, but struggles with debt and competing with larger players in the industry. The company needs to improve its financial performance and expand its market reach to achieve sustainable growth. Investors should be cautious and understand the risks associated with investing in smaller, newly public companies.
Similar Companies
- BF-B
- DEO
- STZ
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (where available)
- Industry Reports
- Market Research Reports
- News Articles
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Data may be limited or incomplete. Consult with a qualified financial advisor before making any investment decisions.
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 79 | Website https://heritagedistilling.com |
Full time employees 79 | Website https://heritagedistilling.com | ||
Heritage Distilling Holding Company, Inc. engages in the production, marketing, and sale of 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 headquartered in Gig Harbor, Washington.
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