TWE warns of weaker performance from money-maker Penfolds

TWE warns of weaker performance from money-maker Penfolds

Treasury Wine Estates has warned investors to expect a weaker performance from its flagship Penfolds label as it spends up big on marketing to re-establish its presence in China while sales in the US falter.

Treasury Wines warns of weaker earnings at flagship Penfolds brand

But the country’s largest winemaker says it does not expect to cut prices of the range, and will instead spend more money in China to boost sales.

How much upside does Macquarie see for Treasury Wine shares?

It's been a sobering (sorry, I had to!) couple of years for Treasury Wine Estates Ltd (ASX: TWE). At its peak just over two years ago, the company's share price traded at over $14. Today, it sits at $7.91, below even its COVID lows, and investors are still waiting for a full-bodied recovery. So, how much upside does Macquarie see from here? Well, not a whole lot. Macquarie analysts currently have a Treasury Wines 12-month price target of $8.50, …

TWE evolves its luxury portfolio-led strategy

Treasury Wine Estates (TWE) has unveiled its vision to become the world’s most desirable luxury wine company with ‘Treasury Collective’ as the name of its global premium brands division, which will commence operations on Tuesday, 1 July 2025. In a market update TWE said its luxury-led focus has delivered EBITS growth and strengthened key metrics with luxury wine remaining in growth across the majority of TWE’s markets. The Treasury Collective wi…

Treasury Flags Weaker Demand, But Daou Continues To Climb - Shanken News Daily

In a trading update this morning, Treasury Wine Estates warned that “economic uncertainty and weaker consumer demand” has impacted key sales channels in the Americas region in the second half of its fiscal year ending this month, “with softening more … Continue reading → The post Treasury Flags Weaker Demand, But Daou Continues To Climb appeared first on Shanken News Daily.

TWE counts down to launching premium division

Treasury Wine Estates (TWE) has announced the name and an overview of the operation model of its new premium division, which is set to launch next month. The division, named Treasury Collective, will be part of TWE’s luxury-led divisional operating model, alongside Penfolds and Treasury Americas. Treasury Collective will commence operations on July 1, which will also mark the company’s transition to its new operating model. The new division is p…