Industry Revenues:

• Wine production and distribution: 100%

TOP 3 Markets:

• Australia: approx. 30%
• USA: approx. 25%
• China: approx. 20%

Treasury Wine Estates Limited (TWE) is a leading company in the field of wine production and distribution. Revenues come entirely from this industry, with the company offering a variety of wines worldwide.

Australia remains the largest market for TWE, followed by the USA and China. These markets are crucial for the company as they are significant in terms of both volume and value. Market shares may vary due to trade conditions and consumer demand, but these three markets consistently remain at the top.

Production sites of Treasury Wine Estates Limited:

1. Australia
2. New Zealand
3. USA
4. Italy

Treasury Wine Estates Limited is a globally operating wine company with a variety of production sites. The headquarters are located in Australia, where a large part of the production takes place. In addition to Australia, the company also produces in New Zealand, the USA, and Italy. This geographical diversification enables TWE to offer a wide range of wines that cater to the different tastes and preferences of its international customers.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025)

Treasury Wine Estates Limited (ASX:TWE) pursues a strategy focused on premiumization and geographical expansion. The company aims to expand its portfolio of premium and luxury wines to achieve higher margins. This strategy is supported by targeted investments in brand development and marketing to increase brand awareness and perception.

In addition, TWE is targeting the exploration of new markets, especially in Asia and North America, to drive growth. The focus is on adapting the product range to local tastes and preferences to increase market share in these regions.

Another key element of the growth strategy is sustainability. TWE is investing in sustainable cultivation methods and production processes to reduce the ecological footprint and meet the demands of environmentally conscious consumers. These measures are intended not only to protect the environment but also to reduce costs in the long term and strengthen competitiveness.

Main raw materials: Grapes, glass bottles, corks, labels
Countries of origin: Australia, New Zealand, USA, France, Spain, Portugal

Treasury Wine Estates Limited (TWE) is a leading wine company specializing in the production and distribution of wine. The main raw materials imported by TWE include grapes, glass bottles, corks, and labels.

Grapes are mainly sourced from Australia, New Zealand, and the USA, as TWE operates significant vineyards and production facilities there. Glass bottles and corks are often imported from European countries such as France, Spain, and Portugal, known for their high-quality materials.

These imports are crucial to ensuring the quality and international standard of TWE's wines. The strategic selection of countries of origin enables TWE to benefit from the best available materials and expertise.

Market share: 5.2% (estimated for 2026 in the global wine industry)

EBIT margin: 21.5% (2025)

Return on Equity (ROE): 10.8% (2025)

Treasury Wine Estates Limited (TWE) possesses a significant competitive advantage in the global wine industry, which is manifested through several factors. The market share of 5.2% demonstrates the company's strong presence in a fragmented market. The EBIT margin of 21.5% indicates an efficient cost structure and the ability to command premium prices for its products.

Another indicator of the competitive advantage is the Return on Equity (ROE) of 10.8%, which suggests effective utilization of equity to generate profits. TWE benefits from a strong brand presence, particularly through well-known brands like Penfolds, and a diversified geographic reach that shields the company against regional market fluctuations.

Additionally, TWE continuously invests in product innovations and sustainability initiatives, positioning the company in an increasingly environmentally conscious consumer landscape. Together, these factors give TWE a robust competitive edge in the industry.

Institutional Investor Share: approximately 60% (estimated, based on the latest available data from 2023)

Insider Purchases/Sales: No significant transactions reported (as of 2023)

The institutional investor share in Treasury Wine Estates Limited traditionally stands at around 60%, indicating the trust of large investors in the company's long-term strategy and market position. These investors include pension funds, investment funds, and other major financial institutions.

Regarding insider purchases or sales, no significant transactions were reported in the latest available reports. This could suggest that the management and other insiders have confidence in the current corporate strategy and see no need to make significant changes to their positions.

Market share of Treasury Wine Estates Limited (TWE): Estimated around 5-7% (2026)

Top competitors and their market share:

1. Constellation Brands: Approximately 10-12%
2. Pernod Ricard: Approximately 8-10%
3. E. & J. Gallo Winery: Approximately 7-9%
4. The Wine Group: Approximately 6-8%
5. Treasury Wine Estates (TWE): Approximately 5-7%
6. Accolade Wines: Approximately 4-6%
7. Brown-Forman: Approximately 3-5%
8. Diageo: Approximately 2-4%
9. Castel Group: Approximately 2-4%
10. Moët Hennessy: Approximately 1-3%

Economic moat of Treasury Wine Estates:

Treasury Wine Estates has a moderate economic moat, primarily supported by its strong brands like Penfolds and its global distribution reach. This brand recognition and the ability to market premium products provide some protection against competitors.

Compared to competitors, Constellation Brands has a stronger economic moat, especially due to its diversification into alcoholic beverages and its strong market presence in North America. Pernod Ricard and E. & J. Gallo Winery also benefit from a wide range of products and a strong international presence.

Overall, Treasury Wine Estates has a solid, but not insurmountable, economic moat. Competitors have advantages in some areas, such as geographic diversification and product variety. Nevertheless, TWE remains competitive due to its premium brands and innovation capabilities.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Market Share in Asia: 25% (2025)

Treasury Wine Estates Limited recorded a revenue growth of 8.5% and a profit growth of 10.2% in 2025. These positive growth rates indicate strong operational performance supported by increased demand and effective cost control.

The company has expanded its market share in Asia to 25%, signaling successful expansion in this high-growth market. This geographic diversification could reduce risk and promote future growth.

In addition, Treasury Wine Estates is investing in sustainable practices and innovations, which could strengthen both brand perception and long-term profitability. These strategic initiatives could position the company well in a changing industry.

Overall, the fundamental metrics and strategic initiatives suggest that Treasury Wine Estates Limited could be an attractive investment opportunity, especially for investors interested in long-term growth.

Dividend Yield: 3.5% (estimated for 2026)
Dividend History: Stable payouts in recent years

Treasury Wine Estates Limited has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 3.5% for 2026, based on the latest available data and past payouts.

The company has a solid dividend history, indicating a reliable payout. This stability is supported by its strong market position and continuous demand for its products. Therefore, investors can expect a certain level of reliability regarding future dividends, provided there are no significant market changes or internal company challenges.