Brown-Forman Corporation (BF-A)
NYSE NYSE Primary 
Brown-Forman Q1: Decent Cash Yield, Uninspiring Growth Prospects
Brown-Forman Corporation remains a Hold as Q1 results reinforce ongoing headwinds and limited near-term growth prospects. Organic sales declined 1% in Q1, with flat whiskey volumes and a 17% drop in Herradura Tequila net sales. Ready-to-drink category shows promise, but management expects gross margin to peak in Q1 and operating income to contract 3%-5% for FY27.
Brown-Forman Corporation (BF.B) Q1 2027 Earnings Call Transcript
Brown-Forman Corporation (BF.B) Q1 2027 Earnings Call Transcript
Brown Forman Q1 Earnings Call Highlights
Brown Forman NYSE: BF.A said its first-quarter fiscal 2027 results were largely in line with expectations, as growth from ready-to-drink products and Jack Daniel's Tennessee Blackberry helped offset pressure in used barrel sales, tequila and several developed international markets.
Brown-Forman Quarterly Sales Slip on Tequila Slowdown
The whiskey giant's earnings per share outpace analysts' expectations; the company has contended with sluggish spirits market.
Brown-Forman Nixes Pernod Path, Touts Record Cash Flow Amid CEO Transition
Brown Forman NYSE: BF.A shareholders re-elected the company's board and approved executive compensation and the auditor appointment at the spirits maker's 2026 Annual Meeting of Stockholders, held at Churchill Downs in Louisville, Kentucky.
Brown-Forman Corporation (BF.B) Shareholder/Analyst Call Prepared Remarks Transcript
Brown-Forman Corporation (BF.B) Shareholder/Analyst Call Prepared Remarks Transcript
CEO of Jack Daniel's Maker Brown-Forman to Step Down
Lawson Whiting, who has led the spirits giant since 2019, will remain in the role until a successor is appointed.
Investors Hoped for a World Cup Bump. Instead, They Got a Slump.
While Saturday's games will take place in the U.S., the excitement is mostly elsewhere, after the U.S. was knocked out of the tournament. Investors looking for a World Cup bump might be feeling similarly let down.
BF.B Faces Flat Sales as Emerging Markets Offset Macro Strain Ahead
Brown-Forman is relying on emerging-market growth, premium spirits and innovation to offset weak developed-market demand and a cautious fiscal 2027 outlook.
BF.B Q4 Earnings Miss Estimates, Sales Beat on Pricing and Innovation
Brown-Forman's Q4 EPS misses estimates, but sales beat on pricing and innovation led by Jack Daniel's Tennessee Blackberry amid a tough FY27 view.
Brown-Forman: Strong Company In A Weak Sector
Brown-Forman Corporation reported stable earnings in Q4. The performance is good when considering significant sector pressure in developed markets. Successful product launches, distribution changes, and better growth in emerging markets continue to drive Brown-Forman's relative strength. The FY2027 outlook isn't as good. Slowing alcohol consumption weighs on the sales outlook, and Brown-Forman will start to bottle more expensive inventory from early 2020s.
Brown-Forman: Failed Buyout Talks Unlock Value (Rating Upgrade)
Brown-Forman is upgraded to Buy as its current valuation offers a solid margin of safety for a resilient, high-quality business. BF's stable cash flow and improved margins underscore robust capital allocation and operational strength, despite flat sales and macro headwinds. Management expects FY27 net sales to remain flat and organic operating income to decline 3–5%, but CAPEX will also drop significantly, supporting ongoing cost-saving initiatives.
