Treasury Wine Estates Ltd
TWE: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| #@ | LOCK|Qw^ | LOCK|bR<lX<V |
Treasury's Brands Lacks Pricing Power in Aggregate
Business Strategy and Outlook
Treasury Wine Estates is increasingly focusing on building high-end brands in its portfolio, particularly in luxury and premium wine. With this focus, the company's revenue from higher-end wines has risen above 80% in fiscal 2024 from less than half in early 2014, both from growth in its high-end products and purposeful reduction of low-end, or commercial, wine sales.
