Added to YB: 2026-06-15
Pitch date: 2026-06-10
BF-B [neutral]
Brown-Forman Corporation
Author Info
No bio for this author
Company Info
Brown-Forman Corporation, together with its subsidiaries, manufactures, distills, bottles, imports, exports, markets, and sells a variety of alcohol beverages.
Market Cap
$12.4B
Pitch Price
N/A
Price Target
N/A
Dividend
3.42%
EV/EBITDA
12.08
P/E
17.65
EV/Sales
3.71
Sector
Beverages
Category
special_situation
Endeavour's strategy is shit | Brown Forman did OK
BF-B (overview): Q4 sales +2% to $912M, FY op margin 25.5%, FCF +$462M to $893M. Strong EM double-digit growth; weak tequila (Herradura -10%) & write-downs on Gin Mare/Diplomático signal overpaying. Looming takeover/merger speculation. Not a growth story but durable margins; market warming up. Stock ~$26 (+5% post-results).
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