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Treasury Wine Estates Focuses on Top Brands
Description
Treasury Wine Estates is slashing its brand portfolio to focus on just ten powerhouse wines—Penfolds, Daou, Matua, and more—that drive 72% of profits from just 25% of volume. Betting big on premiumization, the company is scaling up luxury reds and whites while eyeing “modern refreshment” drinks, with Asia and Australia as key growth markets. They’re also reviewing U.S. operations amid supply chain concerns and a recent net loss, while forecasting $480–490 million in underlying earnings—sparking a 12% stock surge as investors embrace the bold pivot.
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