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1. Company Snapshot

1.a. Company Description

Willamette Valley Vineyards, Inc.produces and sells wine in the United States and internationally.It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, Blanc de Blancs, 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 Oregon Blossom branded wine under the Oregon Cellars 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 and Metis labels.It owns and leases approximately 1,018 acres of land.The company markets and sells its wine products directly through sales at the winery; and mailing lists, as well as through distributors and wine brokers.


Willamette Valley Vineyards, Inc.was founded in 1983 and is headquartered in Turner, Oregon.

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1.b. Last Insights on WVVI

Willamette Valley Vineyards' recent performance was marred by a significant increase in net loss per common share after preferred dividends, rising by $0.04 to $0.26 in Q1 2025 compared to the same period in 2024. The company's leadership transition, with Mike Osborn taking over as CEO, may have contributed to the disruption. Furthermore, the threat of a 200% tariff on wine, which could have a devastating impact on the industry, adds to the company's challenges.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Willamette Valley Vineyards Posts Results for Q3 2025

Nov -13

Source: prnewswire.com

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Willamette Valley Vineyards Announces Annual Cash Dividend for Series A Redeemable Preferred Stock

Nov -13

Source: prnewswire.com

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Willamette Valley Vineyards Posts Results for Q2 2025

Aug -12

Source: prnewswire.com

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Willamette Valley Vineyards Named USA Today 10Best Tasting Room in the Nation for Second Consecutive Year

Jul -30

Source: prnewswire.com

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Willamette Valley Vineyards Expands Ownership Access with New Preferred Stock Offering

Jul -10

Source: prnewswire.com

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Willamette Valley Vineyards Posts Results for Q1 2025

May -13

Source: prnewswire.com

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Willamette Valley Vineyards Appoints Wine.com Founder Michael Osborn as Chief Executive Officer

May -12

Source: prnewswire.com

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A 200% tariff on wine would be so catastrophic for the industry, expert warns

Mar -31

Source: youtube.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.12%)

6. Segments

Direct

Expected Growth: 10.5%

Direct-to-consumer sales channel growth driven by increasing demand for premium wines, expanding online presence, and exclusive experiences offered by Willamette Valley Vineyards, Inc.

Distributor

Expected Growth: 5.5%

Growing demand for premium wine, increasing popularity of wine-based cocktails, and strategic partnerships with leading distributors like Southern Wine & Spirits drive growth in the wine distribution market.

7. Detailed Products

Pinot Noir

A light-bodied red wine with flavors of cherry, raspberry, and earthy notes

Chardonnay

A buttery and oaky white wine with hints of green apple, pear, and vanilla

Rosé

A dry and refreshing pink wine with flavors of strawberry, watermelon, and citrus

Pinot Gris

A crisp and fruity white wine with notes of pear, apple, and a hint of spice

Wine Club Membership

A subscription-based service offering exclusive access to limited-production wines, events, and experiences

Vineyard Tours and Tastings

Guided tours and wine tastings at the winery, offering a behind-the-scenes look at the winemaking process

Wine and Food Pairing Experiences

Expertly curated wine and food pairings, showcasing the art of pairing wine with cuisine

8. Willamette Valley Vineyards, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes is moderate for Willamette Valley Vineyards, Inc. as there are some alternatives to wine, such as beer and spirits, but wine remains a popular choice for many consumers.

Bargaining Power Of Customers

The bargaining power of customers is low for Willamette Valley Vineyards, Inc. as the company has a strong brand reputation and a loyal customer base, giving it pricing power.

Bargaining Power Of Suppliers

The bargaining power of suppliers is moderate for Willamette Valley Vineyards, Inc. as the company relies on a network of grape growers and suppliers, but has some flexibility to negotiate prices.

Threat Of New Entrants

The threat of new entrants is low for Willamette Valley Vineyards, Inc. as the wine industry has high barriers to entry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry is high for Willamette Valley Vineyards, Inc. as the wine industry is highly competitive, with many established players and a high level of marketing and advertising expenditure.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 14.64%
Debt Cost 3.95%
Equity Weight 85.36%
Equity Cost 7.69%
WACC 7.14%
Leverage 17.15%

11. Quality Control: Willamette Valley Vineyards, Inc. passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

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Willamette Valley Vineyards

A-Score: 4.0/10

Value: 8.3

Growth: 1.2

Quality: 4.6

Yield: 0.0

Momentum: 6.0

Volatility: 3.7

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A-Score: 3.8/10

Value: 6.9

Growth: 5.0

Quality: 3.2

Yield: 2.0

Momentum: 0.0

Volatility: 5.7

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

2.85$

Current Price

2.85$

Potential

-0.00%

Expected Cash-Flows