Best Wine Stocks To Invest In 2025 (+Historical ROI)

The global wine industry continues to grow, fueled by increasing demand, premiumization trends, and emerging markets.

For investors, wine stocks offer a unique blend of financial opportunity, cultural prestige, and resilience during economic fluctuations.

As we approach 2025, wine stocks are gaining increased attention due to their historical performance, dividend potential, and promising growth trajectories.

Investing in wine stocks is not just about holding shares in a beverage company—it’s about owning a stake in a product that combines centuries of tradition with modern market strategies.

Companies in this sector range from luxury conglomerates to boutique wineries, each offering unique investment propositions.

LVMH Moët Hennessy Louis Vuitton

LVMH Moët Hennessy Louis Vuitton (EPA: MC) stands as a global leader in the luxury wine and spirits market, commanding an unparalleled presence with iconic brands such as Dom Pérignon, Moët & Chandon, Krug, and Château d’Yquem.

With a diversified portfolio spanning wines, spirits, fashion, and hospitality, LVMH’s Wines & Spirits division remains a significant revenue driver, capturing both established and emerging markets with finesse.

In 2024, LVMH reported a 15% increase in overall revenue, with the Wines & Spirits segment contributing €7.1 billion.

This represents a 9% year-over-year growth, driven primarily by heightened demand in Asia-Pacific and North America. The segment’s operating profit margins remain impressive, consistently exceeding 30%, underscoring strong operational efficiency and premium pricing power.

Over the past five years, LVMH’s stock has appreciated by approximately 80%, with a notable 18% increase in 2024 alone.

This sustained growth reflects the resilience of LVMH’s luxury positioning and its ability to weather economic fluctuations. Investors have also benefited from the company’s robust dividend policy, with shareholders receiving a €7.00 dividend per share in 2024, translating to a 1.9% dividend yield.

At the core of LVMH’s strength lies its unrivaled brand equity. Brands like Dom Pérignon and Krug enjoy global recognition and command premium pricing, making them less vulnerable to market volatility.

This premium positioning is supported by an extensive global distribution network, which allows LVMH to penetrate both mature markets like Europe and emerging ones like China and India.

Another key advantage is portfolio diversification. While the Wines & Spirits segment is significant, it operates alongside LVMH’s luxury fashion and retail arms, providing financial stability during sector-specific downturns.

Furthermore, the company has been investing heavily in sustainability initiatives, focusing on environmentally friendly viticulture practices that enhance brand reputation and reduce operational risks in the long term.

Outlook for 2025

Looking ahead, LVMH is well-positioned to sustain its growth trajectory in the wine and spirits sector. Rising affluence in emerging markets continues to drive demand for premium wines, while digital sales channels have gained momentum, becoming a critical component of the company’s sales strategy.

Additionally, LVMH remains active in strategic acquisitions, securing boutique wineries and premium brands to further strengthen its portfolio.

For investors, LVMH represents a rare combination of luxury appeal, financial strength, and consistent returns. Its strong market positioning, iconic wine brands, and diversified operations make it an attractive option for long-term growth and portfolio stability.

Key Financial Highlights:

• 2024 Wines & Spirits Revenue: €7.1 billion (9% YoY growth)
  
  
• Dividend Yield: 1.9% (€7 per share)
  
  
• 5-Year Stock Appreciation: +80%
  
  
• Operating Margins: Over 30%

Investing in LVMH Moët Hennessy Louis Vuitton offers exposure to a premium segment of the global wine market, backed by world-class brands, robust financials, and strategic foresight.

Constellation Brands

Constellation Brands (NYSE: STZ) is one of the largest beverage alcohol companies in the world, with a diverse portfolio spanning wine, beer, and spirits.

Known for brands like Robert Mondavi, Kim Crawford, and Meiomi, Constellation Brands has established itself as a significant player in the global wine market.

The company’s strategic acquisitions, focus on premiumization, and emphasis on operational efficiency have driven consistent growth, making it a compelling choice for investors.

In 2024, Constellation Brands reported net sales of $9.5 billion, reflecting a 7% year-over-year growth. The company’s wine and spirits division, while representing a smaller percentage of overall revenue compared to beer, remains a vital contributor to profitability.

This growth was primarily driven by increased demand for luxury and premium wine brands in the United States and select international markets.

The company’s stock has shown steady appreciation over the past five years, delivering a cumulative growth of 75% and an impressive 15% increase in 2024 alone.

Investors have also benefited from a quarterly dividend payout of $0.84 per share, resulting in an annual dividend yield of approximately 1.3%.

Constellation Brands maintains strong operating profit margins, consistently hovering around 28%, which reflects the company’s ability to manage costs and maintain premium pricing.

Constellation Brands has built a well-balanced wine portfolio that includes both high-volume commercial wines and premium offerings targeted at affluent consumers.

Brands like Kim Crawford and Meiomi have performed exceptionally well in the premium segment, gaining significant market share in North America.

The company’s emphasis on premiumization—shifting focus from mass-market wines to high-end offerings—has allowed it to maintain healthy margins and improve long-term growth prospects.

Additionally, Constellation has been leveraging data analytics and digital platforms to optimize distribution channels and improve customer targeting.

In addition to its dominance in the North American market, Constellation Brands has been gradually expanding its presence in Asia-Pacific and Latin America, where rising disposable incomes are driving demand for premium wines. Partnerships with local distributors and targeted marketing campaigns have helped the company establish a foothold in these regions.

Constellation Brands has been actively investing in sustainable vineyard management and eco-friendly production practices. The company has also shown a commitment to innovation, introducing lower-calorie wines, organic offerings, and digital wine experiences to cater to evolving consumer preferences.

Outlook for 2025

Looking ahead, Constellation Brands is well-positioned to capitalize on the ongoing trend toward premium wine consumption.

Strategic acquisitions and partnerships are likely to play a significant role in driving growth, while digital transformation initiatives will further enhance market efficiency.

For investors seeking steady growth, reliable dividends, and exposure to premium wine brands, Constellation Brands stands out as a strong contender. Its balanced approach to portfolio management, focus on operational efficiency, and commitment to sustainability create a robust investment case.

Key Financial Highlights:

• 2024 Net Sales: $9.5 billion (7% YoY growth)
  
  
• Dividend Yield: 1.3% ($0.84 per share quarterly payout)
  
  
• 5-Year Stock Growth: +75%
  
  
• Operating Profit Margins: ~28%

With its solid financial foundation, premium brand positioning, and clear growth strategy, Constellation Brands remains a top choice for investors looking to add stability and growth potential to their portfolios.

Treasury Wine Estates

Treasury Wine Estates (ASX: TWE) is one of the largest wine companies globally, renowned for its prestigious wine brands such as Penfolds, Wolf Blass, 19 Crimes, and Beringer.

Based in Australia, the company has established itself as a dominant force in both premium and luxury wine markets, leveraging its strong portfolio and global distribution network.

In 2024, Treasury Wine Estates reported revenue of AUD 2.8 billion, marking a 13% year-over-year growth. This growth was driven primarily by higher demand for premium wines and successful expansion into Asian markets, particularly China following the easing of trade restrictions.

The company’s luxury segment, led by Penfolds Grange, continues to perform exceptionally well, contributing significantly to overall profitability.

The stock price has shown a 10% increase over the past year, aligning with Treasury Wine Estates’ ongoing strategy of focusing on premium and luxury wine categories.

Over the past five years, the company has delivered a cumulative return of approximately 55%, reflecting consistent long-term performance.

Treasury Wine Estates declared a final dividend of AUD 0.18 per share in 2024, with an annual dividend yield of approximately 2.1%, positioning itself as an appealing choice for income-focused investors.

One of Treasury Wine Estates’ core strengths lies in its premiumization strategy, which focuses on shifting its product mix toward higher-end wines.

Brands like Penfolds and Wolf Blass Platinum Label continue to capture strong demand across global markets, offering higher profit margins and greater brand loyalty. This focus has allowed the company to reduce its dependence on lower-margin commercial wines.

In addition to premiumization, Treasury Wine Estates has invested heavily in direct-to-consumer (DTC) channels, allowing wine enthusiasts to purchase wines directly through digital platforms and exclusive memberships. This strategy not only enhances profit margins but also strengthens brand loyalty and customer engagement.

Asia remains a significant growth driver for Treasury Wine Estates, with China being a key market following the removal of punitive tariffs on Australian wines. The company has strategically increased its presence in Southeast Asia and Japan, tapping into emerging consumer markets with rising disposable incomes.

In the United States, Treasury Wine Estates continues to strengthen its foothold through brands like Beringer and 19 Crimes, both of which enjoy robust market recognition.

Outlook for 2025

Looking ahead, Treasury Wine Estates is well-positioned for continued growth thanks to its premiumization strategy, global distribution network, and focus on high-growth regions.

Digital platforms and direct-to-consumer channels will play a pivotal role in driving future sales, while strategic partnerships in Asia and North America will further solidify its market presence.

For investors seeking exposure to a global wine powerhouse with a focus on premiumization and sustainable growth, Treasury Wine Estates offers a strong investment opportunity. Its strategic market positioning, iconic brands, and focus on profitability create a compelling case for both long-term growth and stable dividend income.

Key Financial Highlights:

• 2024 Revenue: AUD 2.8 billion (13% YoY growth)
  
  
• Dividend Yield: 2.1% (AUD 0.18 per share)
  
  
• 5-Year Stock Growth: +55%
  
  
• Key Growth Markets: Asia, United States

With its focus on luxury wines, sustainable practices, and global market expansion, Treasury Wine Estates continues to stand out as a top choice in the wine stock investment space.

Diageo PLC

Diageo PLC (NYSE: DEO) is one of the world’s largest beverage alcohol companies, with a diverse portfolio that includes premium spirits, beer, and a carefully selected range of fine wines.

While the company is best known for brands like Johnnie Walker and Guinness, its wine offerings, including Sterling Vineyards, Chalone Vineyard, and Beaulieu Vineyard, have carved a strong presence in the global market. Diageo’s strategy blends tradition with innovation, focusing on premium wine selections to cater to discerning customers.

In 2024, Diageo reported net sales of £12.7 billion, reflecting a 6% year-over-year increase. Although wine represents a smaller segment of its overall portfolio, it remains a vital component of the company’s premiumization strategy.

The wine division contributed 8% of total revenue, supported by strong demand in North America and Europe.

Diageo’s stock demonstrated 12% growth in 2024, continuing its upward trend from previous years. Over the past five years, the stock has appreciated by 58%, highlighting its resilience and steady investor returns.

The company also offers an attractive dividend yield of 2.5%, with a semi-annual dividend payout of £0.47 per share.

The operating profit margin remains robust at approximately 27%, reflecting efficient cost management and the profitability of its premium product segments.

Diageo’s greatest strength lies in its global brand recognition and extensive distribution network. Its wine brands enjoy strong visibility in both retail and hospitality sectors, benefiting from the company’s existing relationships with major distributors worldwide.

The focus on premiumization continues to drive value in Diageo’s wine segment. Brands like Sterling Vineyards Reserve and Chalone Estate Chardonnay cater to high-income consumers willing to pay a premium for exceptional quality. This approach allows Diageo to maintain higher margins despite fluctuating market conditions.

Innovation and Consumer Trends

Diageo has been proactive in adopting digital sales channels and direct-to-consumer platforms, allowing wine lovers to access their premium products directly.

These platforms have also enabled Diageo to gather customer insights, refine marketing strategies, and offer exclusive wine releases.

The company is also tapping into emerging wine trends, such as low-alcohol wines, organic varieties, and sustainable production methods. These initiatives cater to health-conscious consumers and align with broader market trends.

Diageo’s wine division has maintained strong performance in North America and Europe, but significant growth potential lies in Asia-Pacific and Latin America.

Rising disposable incomes and evolving consumption habits in these regions create fertile ground for premium wine sales. Strategic marketing campaigns and partnerships with local distributors have helped Diageo establish a stronger foothold in these emerging markets.

Outlook for 2025

Diageo is poised for steady growth in its wine segment as it continues to capitalize on global demand for premium wines. Digital transformation, market expansion, and product innovation will remain key growth drivers.

With a proven ability to balance tradition and modernity, Diageo’s wine division is expected to contribute significantly to the company’s overall performance in the coming years.

For investors seeking exposure to a stable and diversified beverage giant with a strong focus on premium wines, Diageo PLC is an attractive option.

Its consistent revenue growth, solid dividend payouts, and global market reach make it a reliable addition to any investment portfolio.

Key Financial Highlights:

• 2024 Net Sales: £12.7 billion (6% YoY growth)
  
  
• Wine Segment Contribution: 8% of total revenue
  
  
• Dividend Yield: 2.5% (£0.47 per share)
  
  
• 5-Year Stock Growth: +58%
  
  
• Operating Margin: ~27%

Investors looking for long-term stability, reliable dividends, and exposure to premium wines will find Diageo PLC to be a strong contender in the wine stock market.

The Duckhorn Portfolio

The Duckhorn Portfolio (NYSE: NAPA) is a leading luxury wine company based in Napa Valley, California. Known for its prestigious brands such as Duckhorn Vineyards, Decoy, Paraduxx, and Goldeneye, the company has carved a niche in the premium wine segment.

Duckhorn’s focus on high-quality wines, direct-to-consumer sales, and strategic distribution channels has made it a standout performer in the wine investment space.

In 2024, The Duckhorn Portfolio reported net sales of $420 million, representing a 9% year-over-year increase. This growth was largely driven by higher sales volumes across its premium labels and increasing demand in North America, which accounts for a significant portion of its revenue.

The company maintains an impressive gross margin of approximately 49%, highlighting its efficient cost structure and ability to command premium prices.

Although Duckhorn does not currently pay dividends, it reinvests profits into vineyard expansions, marketing initiatives, and enhancing its direct-to-consumer platforms.

The stock price has shown consistent upward momentum, with a 18% increase in 2024 and a cumulative 5-year growth of 62%. Investors have recognized Duckhorn’s resilience, strong brand reputation, and strategic growth initiatives.

The Duckhorn Portfolio operates almost exclusively in the luxury and ultra-luxury wine segments, catering to affluent consumers willing to pay premium prices for quality wines.

This focus provides higher margins compared to mass-market wines, shielding the company from pricing pressures often faced in lower-tier categories.

Flagship brands such as Duckhorn Vineyards Merlot and Goldeneye Pinot Noir are highly regarded by wine enthusiasts and collectors, reinforcing the company’s market position. Additionally, Decoy Wines, a more affordable yet premium-tier label, has successfully captured a wider audience without diluting the brand’s luxury image.

One of Duckhorn’s strongest competitive advantages lies in its Direct-to-Consumer (DTC) sales strategy. Approximately 30% of the company’s revenue comes from DTC channels, including wine club memberships, tasting room visits, and online sales.

This channel not only generates higher profit margins but also strengthens customer loyalty through exclusive offers and personalized experiences.

Duckhorn’s wine clubs have become a cornerstone of its DTC strategy, with membership numbers increasing steadily over the past few years. These clubs provide recurring revenue streams while fostering long-term relationships with customers.

The Duckhorn Portfolio continues to expand its presence in both domestic and international markets. The company has made significant inroads into the UK, Canada, and select Asian markets, where demand for premium wines is growing. Strategic partnerships with key distributors have helped streamline market entry and brand visibility.

Additionally, Duckhorn is investing in increasing its vineyard acreage and optimizing existing facilities to scale production without compromising quality.

Outlook for 2025

The Duckhorn Portfolio is well-positioned for continued growth in 2025, with its focus on premium wines, strong DTC sales infrastructure, and expanding market footprint. The increasing affluence of wine consumers, particularly in emerging markets, provides ample growth opportunities.

Digital sales channels will also play a key role in enhancing customer engagement and driving incremental sales. Furthermore, the company’s commitment to brand integrity and operational efficiency ensures that it remains resilient against market challenges.

For investors seeking exposure to the luxury wine market with a strong focus on direct-to-consumer sales, The Duckhorn Portfolio is an attractive investment choice. Its strategic market positioning, premium brand equity, and consistent financial performance make it a compelling addition to any portfolio.

Key Financial Highlights:

• 2024 Net Sales: $420 million (9% YoY growth)
  
  
• Gross Margin: ~49%
  
  
• 5-Year Stock Growth: +62%
  
  
• Dividend: None (reinvests profits into growth initiatives)
  
  
• Key Growth Regions: North America, UK, Canada

Investors looking to capitalize on strong brand loyalty, premium wine pricing, and a robust DTC strategy will find The Duckhorn Portfolio an appealing long-term investment opportunity.

LQR House Inc.

LQR House Inc. (NASDAQ: LQR) is a specialized digital marketing and brand development company that focuses on the alcoholic beverage industry, including premium wine brands.

While LQR House does not directly produce wine, it plays a pivotal role in marketing, distributing, and promoting wine labels to a global audience. The company uses data-driven marketing strategies, e-commerce platforms, and strategic partnerships to bridge the gap between wineries and consumers.

In 2024, LQR House reported annual revenue of $15 million, marking a 12% year-over-year increase. This growth was driven by the rising popularity of online wine sales, increased digital marketing campaigns, and new partnerships with emerging wine labels.

While the company does not currently offer dividends, it continues to reinvest its profits into expanding its digital infrastructure, enhancing its online platform, and improving customer targeting strategies.

LQR House stock exhibited a 5% increase in 2024, with periods of high volatility reflecting its position as a growth-focused stock in a niche market. Over the past three years, the stock has delivered a cumulative growth of 22%, indicating gradual but steady progress.

LQR House operates at the intersection of digital marketing, e-commerce, and the wine industry, offering wineries access to cutting-edge online marketing tools and analytics. The company’s platform allows wine producers to connect directly with customers, bypassing traditional distribution models.

LQR leverages data analytics and AI-powered tools to identify wine consumption trends, target specific demographics, and optimize marketing campaigns. This approach has allowed the company to deliver high ROI on digital marketing spend for its partner wineries.

One of LQR House’s unique strengths is its focus on emerging and boutique wine brands. These brands often lack the resources or expertise to manage large-scale digital campaigns or direct-to-consumer sales channels. LQR steps in as a partner, offering customized marketing strategies, branding consultation, and access to its established e-commerce channels.

By positioning itself as a key enabler for smaller wineries, LQR House captures a valuable market segment that larger wine conglomerates often overlook.

E-commerce remains a core driver of revenue growth for LQR House. The company operates an integrated online marketplace where customers can browse and purchase wines directly from partnered wineries. This model allows LQR to benefit from higher profit margins while offering personalized purchasing experiences to customers.

The rise of subscription-based wine clubs and curated wine bundles on LQR’s platform has added an additional layer of recurring revenue. These programs not only boost customer retention but also create opportunities for upselling and cross-selling.

Growth Opportunities in 2025

As the wine industry continues to embrace digital transformation, LQR House is poised for substantial growth in 2025. Key areas of focus include:

• Platform Expansion: Enhancing the e-commerce platform with better user experience, mobile accessibility, and seamless checkout systems.
  
  
• Market Penetration: Expanding partnerships with wineries in emerging markets like South America and Eastern Europe.
  
  
• Subscription Services: Growing its wine club offerings to build a recurring revenue stream.
  
  
• Brand Acquisitions: Exploring opportunities to acquire smaller boutique wine brands and integrate them into the LQR ecosystem.

Despite its growth potential, LQR House faces challenges such as high competition in the digital wine space, dependency on third-party logistics providers, and occasional revenue volatility. Additionally, the company’s smaller market capitalization makes it more sensitive to market fluctuations and investor sentiment.

Outlook for 2025

LQR House is well-positioned to benefit from the digitalization of the wine industry and the continued shift toward e-commerce and direct-to-consumer models. Its ability to provide targeted marketing solutions and scalable digital infrastructure gives it an edge in an industry still adapting to the digital landscape.

For investors interested in a high-growth stock with exposure to digital wine marketing and e-commerce, LQR House Inc. offers a compelling opportunity. While it carries higher volatility compared to more established wine companies, it also offers significant upside potential as the wine industry evolves.

Key Financial Highlights:

• 2024 Revenue: $15 million (12% YoY growth)
  
  
• Dividend: None (reinvestment into growth initiatives)
  
  
• 2024 Stock Performance: +5%
  
  
• 3-Year Cumulative Growth: +22%
  
  
• Key Growth Drivers: E-commerce expansion, data analytics integration, wine club subscriptions

LQR House represents an exciting choice for growth-oriented investors seeking exposure to digital transformation trends in the wine industry.

Willamette Valley Vineyards, Inc.

Willamette Valley Vineyards, Inc. (NASDAQ: WVVI) is a boutique winery based in Oregon, renowned for its premium Pinot Noir and other cool-climate varietals.

Established in 1983, the company has become one of the leading producers of sustainably grown wines in the United States. Known for its dedication to quality, sustainability, and community engagement, Willamette Valley Vineyards offers investors exposure to a specialized segment of the wine market that continues to see growing demand.

In 2024, Willamette Valley Vineyards reported annual revenue of $27 million, reflecting a modest 4% year-over-year increase. This growth was primarily driven by increased direct-to-consumer sales, enhanced digital marketing strategies, and higher demand for premium Oregon wines in both domestic and international markets.

The company has chosen to reinvest profits into vineyard expansion, infrastructure improvements, and sustainability initiatives, which means it does not currently pay dividends. While this might deter income-focused investors, the strategy aligns with the company’s long-term vision for growth and operational efficiency.

WVVI’s stock performance has remained relatively stable, with a 2% increase in 2024. Over the past five years, the stock has seen a cumulative growth of approximately 18%, reflecting the steady, albeit slow, expansion of the company’s market presence.

The winery’s core strength lies in its commitment to quality over volume. Specializing in varietals like Pinot Noir, Chardonnay, and Pinot Gris, Willamette Valley Vineyards focuses on handcrafted wines that appeal to both collectors and wine enthusiasts. This boutique approach allows the company to command higher profit margins per bottle, especially for limited-edition vintages and reserve wines.

Additionally, the Oregon wine industry has gained significant global recognition over the past decade, with Willamette Valley emerging as one of the premier wine-producing regions in the world. This growing prestige directly benefits the company, as demand for authentic, region-specific wines continues to rise.

Approximately 40% of Willamette Valley Vineyards’ sales come from direct-to-consumer channels, including tasting room visits, wine club memberships, and online sales. This channel not only delivers higher profit margins but also fosters long-term customer loyalty.

The company operates multiple tasting rooms and hospitality centers across Oregon, serving as both revenue generators and brand-building platforms. These locations offer immersive wine experiences, increasing brand affinity and encouraging repeat purchases.

Outlook for 2025

The outlook for Willamette Valley Vineyards remains positive but measured. The company plans to expand its vineyard acreage, enhance its digital marketing capabilities, and increase its presence in key export markets such as Canada, Japan, and the UK.

The ongoing demand for premium wines, coupled with the company’s strong regional brand identity, is expected to drive moderate growth in 2025.

Furthermore, continued investment in sustainability initiatives and operational efficiency improvements positions Willamette Valley Vineyards well for long-term resilience.

For investors seeking exposure to a boutique, sustainably-focused winery with a niche market appeal, Willamette Valley Vineyards offers a unique investment opportunity.

While its growth may not be as aggressive as larger wine producers, the company’s commitment to quality, sustainability, and community engagement makes it an appealing choice for long-term investors.

Key Financial Highlights:

• 2024 Revenue: $27 million (4% YoY growth)
  
  
• Dividend: None (profits reinvested into growth initiatives)
  
  
• 2024 Stock Performance: +2%
  
  
• 5-Year Stock Growth: +18%
  
  
• DTC Sales Contribution: 40% of total revenue

Investors who value sustainability, premium wine quality, and long-term growth potential will find Willamette Valley Vineyards, Inc. a noteworthy addition to their portfolios.

Splash Beverage Group, Inc.

Splash Beverage Group, Inc. (NYSE: SBEV) is an innovative beverage company specializing in the manufacture, distribution, and marketing of premium wine, spirits, and functional beverages.

Known for its unique blend of traditional wine offerings and modern marketing strategies, Splash Beverage Group has carved out a niche in both the domestic and international markets. Its focus on brand innovation, digital engagement, and strategic partnerships positions it as an emerging player in the wine investment space.

In 2024, Splash Beverage Group reported annual revenue of $23 million, reflecting a 17% year-over-year growth. This strong performance was driven by increased product placements in major retail chains, expanded e-commerce channels, and successful partnerships with distributors across North America and Europe.

While the company is still in a growth phase and does not currently offer dividends, its strategy remains focused on reinvesting profits into product development, brand positioning, and geographic expansion. Over the past year, SBEV stock showed a 7% increase, while its 5-year cumulative growth stands at approximately 25%, indicating steady investor confidence despite occasional market volatility.

Splash Beverage Group differentiates itself through a multi-brand strategy, offering wines alongside energy drinks and other alcoholic beverages. This cross-category approach creates unique synergies in distribution and marketing, allowing the company to optimize shelf space in retail outlets.

The company has successfully leveraged e-commerce platforms and direct-to-consumer (DTC) sales channels to boost wine sales. Digital campaigns and social media marketing have also played a significant role in driving customer engagement and brand loyalty.

Splash Beverage Group’s wine portfolio includes premium and boutique wine labels designed to appeal to both casual drinkers and wine connoisseurs. The company focuses on high-quality, mid-tier priced wines that balance affordability with premium branding.

Its flagship wine brands have gained recognition for their unique positioning and contemporary appeal, making them attractive choices for younger, tech-savvy wine consumers.

Outlook for 2025

Looking ahead, Splash Beverage Group aims to expand its presence in international markets, particularly in Europe and Asia-Pacific. The company plans to introduce new wine labels targeting younger demographics and focus heavily on e-commerce growth and direct-to-consumer channels.

Increased investments in brand visibility, marketing campaigns, and digital platforms are expected to drive both sales volume and brand equity. Furthermore, Splash Beverage Group’s commitment to product innovation will likely strengthen its market position in the coming year.

For investors seeking exposure to a dynamic, growth-focused wine company with significant upside potential, Splash Beverage Group presents an intriguing opportunity.

While it carries higher risk due to market volatility and capital requirements, its strong revenue growth, strategic partnerships, and innovative approach make it a compelling investment.

Key Financial Highlights:

• 2024 Revenue: $23 million (17% YoY growth)
  
  
• Dividend: None (profits reinvested into growth initiatives)
  
  
• 2024 Stock Performance: +7%
  
  
• 5-Year Stock Growth: +25%
  
  
• Key Markets: North America, Europe

Investors who are comfortable with higher-risk, high-reward scenarios and are drawn to the intersection of wine, technology, and brand innovation will find Splash Beverage Group, Inc. a notable contender in the evolving wine investment landscape.

Vintage Wine Estates, Inc.

Vintage Wine Estates, Inc. (NASDAQ: VWE) is a prominent wine producer and marketer based in the United States, specializing in premium and luxury wines.

With a diverse portfolio of over 50 brands, including B.R. Cohn, Kunde Family Winery, and Laetitia Vineyard & Winery, the company caters to a wide range of consumers through retail, wholesale, and direct-to-consumer channels.

Vintage Wine Estates combines heritage winemaking practices with modern marketing strategies to maintain its position in the highly competitive wine industry.

In 2024, Vintage Wine Estates reported annual revenue of $320 million, reflecting a 6% year-over-year growth. This modest growth was driven primarily by strong performance in the direct-to-consumer (DTC) segment, increased retail placements, and a resurgence in hospitality and tourism-related wine sales.

The company’s gross profit margin stands at approximately 43%, reflecting efficient production practices and successful premiumization efforts. However, operating expenses remain relatively high, partially offsetting profit growth.

Vintage Wine Estates does not currently pay dividends, choosing instead to reinvest profits into expanding its vineyard holdings, enhancing its digital sales channels, and strengthening its market presence.

Stock performance has been mixed in recent years, with a 4% increase in 2024 following restructuring efforts and cost-cutting measures. Over the past five years, VWE shares have appreciated by 22%, reflecting gradual recovery from market pressures.

One of Vintage Wine Estates’ core strengths is its diverse portfolio of over 50 wine brands spanning multiple price points and consumer segments. The portfolio includes:

• Luxury Wines: Labels like Kunde Estate and B.R. Cohn cater to affluent wine collectors and connoisseurs.
  
  
• Mid-Tier Wines: Brands such as Layer Cake and Cherry Pie appeal to a broader demographic seeking premium wines at accessible price points.
  
  
• Entry-Level Wines: More affordable wines target casual consumers and retail shelf space in supermarkets and big-box stores.

This tiered approach allows Vintage Wine Estates to maintain stable revenue streams while reducing dependence on any single market segment.

The Direct-to-Consumer (DTC) segment remains a critical driver of revenue for Vintage Wine Estates, accounting for approximately 35% of total sales. The company has invested heavily in its e-commerce platforms, wine club memberships, and tasting room experiences to drive engagement and brand loyalty.

Wine clubs have been a particularly successful initiative, offering exclusive access to limited-edition wines, discounts, and curated experiences. Membership growth has been steady, contributing to predictable recurring revenue streams.

Outlook for 2025

Looking ahead, Vintage Wine Estates is well-positioned for gradual growth, with a focus on digital transformation, direct-to-consumer sales, and premiumization of its wine portfolio. The company plans to:

• Expand its e-commerce presence and enhance digital sales platforms.
  
  
• Grow its wine club membership base to drive recurring revenue.
  
  
• Increase international sales through strategic partnerships in Europe and Asia.
  
  
• Streamline operations to improve cost efficiency and profitability.

These initiatives, combined with a diverse product portfolio and strong regional presence, are expected to drive moderate revenue and profit growth in 2025.

For investors seeking diversified exposure to the U.S. wine market with a focus on DTC sales and premiumization, Vintage Wine Estates represents an attractive mid-tier investment opportunity. While growth may not be explosive, the company’s consistent revenue streams, brand diversity, and digital transformation efforts provide a solid foundation for long-term returns.

Key Financial Highlights:

• 2024 Revenue: $320 million (6% YoY growth)
  
  
• Gross Margin: ~43%
  
  
• Dividend: None (profits reinvested into operations)
  
  
• 5-Year Stock Growth: +22%
  
  
• DTC Sales Contribution: 35% of total revenue

Investors interested in a steady growth story with exposure to multiple wine market segments will find Vintage Wine Estates, Inc. a noteworthy contender for their portfolios.

Compañía Cervecerías Unidas S.A. (CCU)

Compañía Cervecerías Unidas S.A. (NYSE: CCU) is a Chilean beverage conglomerate with a strong presence in the wine, beer, and soft drink markets.

Known for its extensive portfolio of alcoholic and non-alcoholic beverages, CCU operates across Chile, Argentina, Bolivia, Paraguay, and Colombia.

While beer is the company’s primary revenue driver, its wine division remains a key contributor, with brands like Viña San Pedro, Tarapacá, and Castillo de Molina gaining international acclaim.

In 2024, CCU reported annual revenue of $3.2 billion, marking a 5% year-over-year growth. The wine division contributed approximately 25% of total revenue, reflecting the growing importance of this segment within the company’s diverse portfolio.

Operating profit margins for the wine segment improved to 18%, driven by higher sales volumes and increased premiumization of their wine offerings. CCU has also focused on expanding its distribution networks and optimizing costs, which contributed to its stable financial performance.

CCU’s stock appreciated by 8% in 2024, with a 5-year cumulative growth of 48%. The company also maintains an attractive dividend yield of 3.5%, providing regular returns to shareholders and making it an appealing option for income-focused investors.

CCU’s wine division encompasses a variety of brands targeting different market segments:

• Premium Brands: Viña San Pedro, Tarapacá Reserva, Castillo de Molina
  
  
• Mid-Tier Wines: GatoNegro, Santa Helena
  
  
• Entry-Level Wines: Affordable table wines targeting mass-market consumers

This tiered approach allows CCU to diversify revenue streams while catering to both domestic and international markets.

Outlook for 2025

CCU’s focus on premium wine offerings, global exports, and sustainability initiatives positions it well for continued growth in 2025. Key growth drivers include:

• Expansion in Asia-Pacific and North American markets.
  
  
• Increased emphasis on premium wine labels and brand elevation.
  
  
• Strengthening e-commerce and DTC platforms to improve customer engagement.
  
  
• Investments in digital transformation and analytics to optimize supply chain efficiency.

The company’s ability to balance its diversified beverage portfolio with strategic investments in wine market innovation will likely contribute to stable growth in the coming year.

For investors seeking exposure to an established, diversified wine and beverage company with reliable dividends, Compañía Cervecerías Unidas S.A. represents a balanced investment option.

Its combination of stable financial performance, international market presence, and commitment to sustainability provides a strong foundation for long-term growth.

Key Financial Highlights:

• 2024 Revenue: $3.2 billion (5% YoY growth)
  
  
• Wine Segment Contribution: 25% of total revenue
  
  
• Dividend Yield: 3.5%
  
  
• 5-Year Stock Growth: +48%
  
  
• Operating Margin (Wine Division): 18%

Investors who value consistent dividends, international market exposure, and strategic growth initiatives will find CCU a robust addition to their portfolios.

Ambev S.A.

Ambev S.A. (NYSE: ABEV) is one of the largest beverage companies in the world, primarily known for its beer production. However, the company’s wine division has been steadily growing as part of its diversification strategy.

Operating across Brazil, Argentina, Chile, and other Latin American markets, Ambev has positioned itself as a major player in the alcoholic beverage sector, with its wine portfolio targeting mid-tier and premium consumer segments.

In 2024, Ambev reported net revenue of $15.4 billion, representing a 7% year-over-year growth. While beer continues to dominate the company’s sales, wine sales have shown a steady annual growth rate of 8%, contributing approximately 10% of Ambev’s overall revenue.

The company maintains an operating profit margin of 22% in its wine segment, reflecting efficient cost control and strategic premium positioning.

Ambev’s stock price increased by 6% in 2024, maintaining a 5-year cumulative growth of 35%. The company also offers an attractive dividend yield of 4.2%, making it an appealing option for income-focused investors seeking exposure to the alcoholic beverage market.

Ambev’s entry into the wine market aligns with rising consumer demand for premium wines in Latin America. The company’s wine brands, while fewer in number compared to its beer portfolio, have been strategically positioned to tap into growing middle-class consumption and urban lifestyle trends.

Ambev’s key focus areas in the wine market include:

• Mid-Tier and Premium Wines: Catering to a rising segment of middle-income consumers who value quality and brand trust.
  
  
• Regional Expansion: Increasing penetration in key markets such as Brazil, Chile, and Argentina.
  
  

Outlook for 2025

Looking ahead, Ambev’s wine division is expected to maintain steady growth in 2025, driven by:

• Continued regional market expansion in Latin America.
  
  
• Increased investments in direct-to-consumer (DTC) platforms for wine sales.
  
  
• Launch of new premium wine labels targeting urban markets.
  
  
• Further integration of sustainability practices into wine production.

The company’s strategy to leverage its existing infrastructure, digital tools, and established distribution networks positions it well for incremental growth in the wine sector.

For investors seeking dividend income, geographic diversification, and exposure to emerging wine markets, Ambev S.A. offers a balanced investment opportunity. While wine remains a smaller portion of Ambev’s overall business, its consistent growth and strategic alignment with premiumization trends make it a compelling choice.

Key Financial Highlights:

• 2024 Revenue: $15.4 billion (7% YoY growth)
  
  
• Wine Segment Contribution: 10% of total revenue
  
  
• Dividend Yield: 4.2%
  
  
• 5-Year Stock Growth: +35%
  
  
• Operating Margin (Wine Division): 22%

Investors looking for a blend of steady dividends, exposure to Latin American markets, and incremental growth in the wine segment will find Ambev S.A. a reliable investment option.

Brown-Forman Corporation

Brown-Forman Corporation (NYSE: BF.B) is one of the largest spirits and wine producers globally, with a portfolio that includes iconic brands like Jack Daniel’s, Woodford Reserve, and its premium wine labels such as Sonoma-Cutrer Vineyards.

While the company’s primary focus is on spirits, its wine division has carved out a niche in the premium and luxury wine market, particularly in the United States.

In 2024, Brown-Forman reported net sales of $4.4 billion, marking a 5% year-over-year increase. Although the majority of this revenue stems from the spirits segment, the wine division contributes approximately 12% to overall sales. The wine division grew by 8% year-over-year, driven by increased demand for Sonoma-Cutrer Chardonnay and other high-end offerings.

The company’s operating profit margin for wine stands at 25%, underscoring effective cost management and premium pricing strategies.

Brown-Forman has also been consistent with dividend payments, offering an annual dividend yield of 1.6% and maintaining its status as a Dividend Aristocrat with over 75 years of uninterrupted dividend payouts.

The stock price has appreciated by 9% in 2024, with a 5-year cumulative growth of 40%. These figures reflect Brown-Forman’s resilience and strategic alignment with global beverage trends.

While Brown-Forman remains deeply rooted in the U.S. market, the company has been expanding its wine footprint internationally. Key focus regions include:

• Canada: Strong demand for luxury wines.
  
  
• Asia-Pacific: Particularly Japan and South Korea, where demand for premium Western wines is rising.
  
  
• Europe: With strategic partnerships in high-end wine markets like France and the UK.

These international markets contribute to around 20% of wine division revenues, and this figure is expected to grow in the coming years.

Outlook for 2025

Looking ahead, Brown-Forman is expected to see steady growth in its wine segment, driven by:

• Increased DTC sales through digital platforms and wine club memberships.
  
  
• Expansion into emerging international markets, particularly Asia-Pacific.
  
  
• Introduction of new premium wine labels to diversify the portfolio.
  
  
• Continued investment in sustainability practices to ensure long-term operational resilience.

For investors seeking diversified exposure to wine and spirits, consistent dividend payouts, and long-term brand equity, Brown-Forman represents a stable and attractive investment opportunity. The company’s focus on premium wines, sustainable operations, and international market expansion creates a solid foundation for future growth.

Key Financial Highlights:

• 2024 Revenue: $4.4 billion (5% YoY growth)
  
  
• Wine Segment Contribution: 12% of total revenue
  
  
• Dividend Yield: 1.6%
  
  
• 5-Year Stock Growth: +40%
  
  
• Operating Margin (Wine Division): 25%
  
  
• Key Markets: United States, Canada, Asia-Pacific

With its legacy of consistent financial performance, strong dividend policy, and premium wine positioning, Brown-Forman Corporation remains a reliable option for long-term wine stock investors.

Pernod Ricard

Pernod Ricard (EPA: RI) is a global leader in the alcoholic beverage industry, known primarily for its portfolio of premium spirits and wines. With iconic wine brands such as Jacob’s Creek, Campo Viejo, and Brancott Estate, the company has established itself as a dominant player in both mass-market and premium wine segments.

Pernod Ricard operates in over 160 countries, leveraging a well-established global distribution network to maintain market leadership.

In 2024, Pernod Ricard reported annual revenue of €12.8 billion, marking a 6% year-over-year growth. The wine division contributed approximately 14% of total revenue, reflecting increased global demand for premium wines. The revenue boost was largely driven by robust sales in Asia-Pacific and North America, as well as a strong performance from the premium and ultra-premium wine categories.

Operating profit margins for the wine division stood at 20%, indicating efficient cost control and favorable pricing strategies.

The company’s stock price appreciated by 9% in 2024, with a 5-year cumulative growth of 45%. Pernod Ricard also offers an annual dividend yield of 2.2%, making it an attractive option for income-focused investors.

Pernod Ricard has successfully positioned its wine brands across multiple segments, balancing affordability with luxury offerings:

• Mass-Market Wines: Jacob’s Creek remains one of the most recognizable wine brands globally, targeting mass-market consumers with consistent quality and affordability.
  
  
• Premium Wines: Campo Viejo and Brancott Estate cater to mid-tier and premium consumers, known for their heritage and exceptional craftsmanship.
  
  
• Ultra-Premium Wines: Limited-edition vintages and flagship wines have been positioned to appeal to collectors and wine connoisseurs.

This multi-tiered approach ensures market resilience across different consumer groups and economic cycles.

Pernod Ricard has a strong foothold in Europe, Asia-Pacific, and North America, with an increasing focus on emerging markets in Africa and Latin America. The Asia-Pacific region, in particular, has seen significant growth, with China and India emerging as key markets for premium wines.

The company has been actively expanding its wine distribution channels, increasing visibility in both retail and hospitality sectors. This expansion has been supported by localized marketing campaigns that cater to regional tastes and preferences.

Outlook for 2025

Looking forward, Pernod Ricard is expected to maintain steady growth in its wine segment, driven by:

• Increased focus on premium and ultra-premium wine offerings.
  
  
• Expansion in high-growth markets such as China, India, and Africa.
  
  
• Strengthening e-commerce platforms and direct-to-consumer sales channels.
  
  
• Sustainability and operational efficiency improvements.

Digital sales and targeted marketing campaigns are also expected to play a significant role in driving wine segment growth in 2025.

For investors seeking exposure to a global beverage giant with a strong focus on premium wines, reliable dividends, and steady growth, Pernod Ricard offers a balanced investment proposition. Its strategic market positioning, sustainability efforts, and commitment to digital innovation create a solid foundation for long-term returns.

Key Financial Highlights:

• 2024 Revenue: €12.8 billion (6% YoY growth)
  
  
• Wine Segment Contribution: 14% of total revenue
  
  
• Dividend Yield: 2.2%
  
  
• 5-Year Stock Growth: +45%
  
  
• Operating Margin (Wine Division): 20%
  
  
• Key Markets: Europe, Asia-Pacific, North America

Investors looking for stable returns, dividend income, and exposure to premium and ultra-premium wine markets will find Pernod Ricard a reliable choice for long-term portfolio growth.