vintage wine estates is a privately held collection of vintner family-owned winery estates and brands based in santa rosa, california. we are an industry leader across all sales channels and dedicated to providing wine consumers with a range of wine selections from $10 to $150 dollars. customer service is central in our culture, with focus on both our external and our internal customers. vintage wine estates is a dynamic, growing organization. we value individuals with an entrepreneurial spirit who enjoy working with a professional, results-driven team in a collaborative environment. careers: http://www.vintagewineestates.com/careers the portfolio includes clos pegase, cosentino winery, girard winery, viansa sonoma, windsor vineyards, b.r. cohn winery, cartlidge & browne, sonoma coast vineyards, ray’s station, swanson winery, cameron hughes wines, middle sister, wine sisterhood, pro-mis-q-ous, monogamy, girl & dragon, purple cowboy and a number of exclusive wine brands.
![Vintage Wine Estates logo](/files/LOGO/1834045-VWE.png)
Company profile
Ticker
VWE
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Bespoke Capital Acquisition Corp
SEC CIK
Corporate docs
Subsidiaries
California Cider Co., Inc • Girard Winery LLC • Grove Acquisition LLC • Meier’s Wine Cellars, Inc. • Meier’s Wine Cellars Acquisition, LLC • Mildara Blass Inc. • Sabotage Wine Company, LLC • Splinter Group • Thames America Trading Company Ltd. • Vinesse, LLC ...
VWE stock data
Latest filings (excl ownership)
424B3
Prospectus supplement
24 Jul 24
424B3
Prospectus supplement
24 Jul 24
8-K
Vintage Wine Estates, Inc. Announces Bankruptcy Filing and Voluntary Delisting and SEC Deregistration
24 Jul 24
424B3
Prospectus supplement
3 Jul 24
424B3
Prospectus supplement
3 Jul 24
8-K
Departure of Directors or Certain Officers
3 Jul 24
424B3
Prospectus supplement
11 Jun 24
424B3
Prospectus supplement
11 Jun 24
8-K
Entry into a Material Definitive Agreement
11 Jun 24
424B3
Prospectus supplement
30 May 24
Transcripts
VWE
Earnings call transcript
2024 Q1
14 Nov 23
VWE
Earnings call transcript
2023 Q4
16 Oct 23
VWE
Earnings call transcript
2023 Q3
10 May 23
VWE
Earnings call transcript
2023 Q1
9 Nov 22
VWE
Earnings call transcript
2022 Q4
14 Sep 22
VWE
Earnings call transcript
2022 Q3
17 May 22
VWE
Earnings call transcript
2022 Q2
15 Feb 22
VWE
Earnings call transcript
2022 Q1
16 Nov 21
VWE
Earnings call transcript
2021 Q4
29 Sep 21
Latest ownership filings
3
Ivona Smith
15 Jul 24
3
Steven Strom
3 Apr 24
4
Kristina L Johnston
11 Mar 24
SC 13G/A
WASATCH ADVISORS LP
9 Feb 24
SC 13G/A
Paradice Investment Management LLC
7 Feb 24
4
Mark W.B. Harms
22 Dec 23
4
ROBERT L BERNER III
22 Dec 23
4
JON MORAMARCO
22 Dec 23
4
Candice Koederitz
22 Dec 23
4
Timothy D Proctor
22 Dec 23
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
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Diluted EPS |
Annual (USD) | Jun 23 | Jun 22 | Jun 21 | Dec 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 24.31 mm | 24.31 mm | 24.31 mm | 24.31 mm | 24.31 mm | 24.31 mm |
Cash burn (monthly) | (no burn) | 89.58 k | 8.81 mm | 12.10 mm | 2.45 mm | 375.58 k |
Cash used (since last report) | n/a | 346.34 k | 34.04 mm | 46.78 mm | 9.47 mm | 1.45 mm |
Cash remaining | n/a | 23.96 mm | -9.73 mm | -22.48 mm | 14.84 mm | 22.85 mm |
Runway (months of cash) | n/a | 267.5 | -1.1 | -1.9 | 6.1 | 60.9 |
Institutional ownership, Q1 2024
56.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 14 |
Opened positions | 7 |
Closed positions | 2 |
Increased positions | 0 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 1.17 bn |
Total shares | 35.65 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Patrick A Roney | 30.53 mm | $16.81 mm |
Wasatch Advisors | 3.19 mm | $1.15 bn |
TGAM Agribusiness Fund | 1.65 mm | $0.00 |
Verdence Capital Advisors | 186.57 k | $1.70 mm |
Cowen And | 69.72 k | $634.00 k |
Cambridge Investment Research Advisors | 10.80 k | $4.00 k |
VERITY Wealth Advisors | 10.00 k | $3.60 mm |
Princeton Global Asset Management | 2.00 k | $720.00 k |
Geneos Wealth Management | 1.50 k | $540.00 k |
Capital Advisors | 1.01 k | $0.00 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
7 Mar 24 | Kristina L Johnston | Common Stock | Payment of exercise | Dispose F | No | No | 0.48 | 29,655 | 14.23 k | 1,019,728 |
21 Dec 23 | Jonathan Sebastiani | Common Stock | Grant | Acquire A | No | No | 0 | 78,316 | 0.00 | 253,947 |
21 Dec 23 | Schnorr Lisa M. | Common Stock | Grant | Acquire A | No | No | 0 | 78,316 | 0.00 | 105,866 |
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