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Upturn AI SWOT - About
WVVI 
Willamette Valley Vineyards Inc (WVVI)
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Upturn Advisory Summary
03/27/2025: WVVI (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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 40.42% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 16.23M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 7866 | Beta 0.75 | 52 Weeks Range 3.17 - 6.33 | Updated Date 03/31/2025 |
52 Weeks Range 3.17 - 6.33 | Updated Date 03/31/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.6 |
Earnings Date
Report Date 2025-03-24 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin -2.26% | Operating Margin (TTM) 5.2% |
Management Effectiveness
Return on Assets (TTM) -0.37% | Return on Equity (TTM) -1.26% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 102647261 | Price to Sales(TTM) 0.76 |
Enterprise Value 102647261 | Price to Sales(TTM) 0.76 | ||
Enterprise Value to Revenue 2.58 | Enterprise Value to EBITDA 25.69 | Shares Outstanding 4964530 | Shares Floating 3828595 |
Shares Outstanding 4964530 | Shares Floating 3828595 | ||
Percent Insiders 22.88 | Percent Institutions 12.9 |
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
Willamette Valley Vineyards (WVVI) was founded in 1983 by Jim Bernau with the vision of creating world-class Pinot Noir. It started with a planting in 1983. Over the years, it has grown through vineyard acquisitions and expansions, becoming a leading winery in Oregon.
Core Business Areas
- Winery Operations: Includes the production, distribution, and sale of wine under the Willamette Valley Vineyards brand and other related brands.
- Retail and Hospitality: Encompasses tasting rooms, wine clubs, and event facilities at various winery locations.
Leadership and Structure
Jim Bernau serves as Founder and CEO. The organizational structure includes departments for winemaking, sales and marketing, hospitality, and finance.
Top Products and Market Share
Key Offerings
- Pinot Noir: Willamette Valley Vineyards is best known for its Pinot Noir wines. Market share data is difficult to pinpoint exactly, but they are a significant player in the Oregon Pinot Noir market. Competitors include Domaine Drouhin Oregon, Ponzi Vineyards, and Ken Wright Cellars.
- Other Wines (e.g., Pinot Gris, Chardonnay): The winery also produces other varietals. Market share is smaller compared to Pinot Noir. Competitors include King Estate and Adelsheim Vineyard.
- Wine Clubs: Direct to consumer sales through Wine Clubs provides a significant portion of annual revenues.
Market Dynamics
Industry Overview
The wine industry is competitive, with trends including increased direct-to-consumer sales, a focus on sustainability, and growing demand for premium wines. Oregon wineries are experiencing significant growth within the US market.
Positioning
Willamette Valley Vineyards is positioned as a premium winery focused on Oregon wines, emphasizing quality and direct-to-consumer relationships. It competes with other wineries in Oregon and internationally.
Total Addressable Market (TAM)
The global wine market is estimated to be in the hundreds of billions of dollars. WVVI, focusing on a regional specialty, captures a fraction of this, positioned in the premium wine segment.
Upturn SWOT Analysis
Strengths
- Established Brand Reputation
- Strong Direct-to-Consumer Sales Channels
- High-Quality Wines
- Prime Vineyard Locations
Weaknesses
- Limited Geographic Diversification
- Reliance on Pinot Noir Variety
- Public debt can impact financials
- Dependence on weather conditions for production.
Opportunities
- Expansion into New Markets
- Increased Focus on Sustainability
- Development of New Wine Products
- Growth in Wine Tourism
Threats
- Competition from Other Wineries
- Changes in Consumer Preferences
- Economic Downturns
- Climate Change Impacts on Grape Growing
Competitors and Market Share
Key Competitors
- DOW (BF.B)
- Domaine Drouhin Oregon (Private)
- Ponzi Vineyards (Private)
Competitive Landscape
WVVI benefits from its established brand and direct-to-consumer focus but faces competition from larger and smaller wineries with varying product offerings.
Major Acquisitions
Elton Vineyard
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded vineyard holdings and increased grape supply for Pinot Noir production.
Maison Bleue Winery and Vineyard
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion into Walla Walla Valley wine region and increased grape supply and market reach.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by vineyard acquisitions, increased production, and expanding direct-to-consumer sales.
Future Projections: Future growth depends on market conditions, vineyard yields, and expansion initiatives. Analyst estimates not readily available.
Recent Initiatives: Recent initiatives include vineyard acquisitions, winery expansions, and increased marketing efforts.
Summary
Willamette Valley Vineyards has a strong brand and direct-to-consumer sales but faces competition and relies on weather conditions. Its strengths in quality wines and prime locations are key, while expansion efforts must consider market dynamics. Its growth trajectory is dependent on initiatives and the global wine market which is dependent on the economy and the weather. The company faces competition, and its success will depend on navigating these challenges effectively.
Similar Companies
- BF.B
- STZ
- DEO
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and other figures are estimates based on available data.
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 | Co-Founder, Chairperson, CEO & President Mr. James W. Bernau | ||
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. The company operates through two segments, Direct Sales and Distributor Sales. It 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. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. It owns and leases approximately 1,018 acres of land. The company 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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