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Brown-Forman (BF.B) trades at $27.37 with a 3.38% yield, offering a rare opportunity amid near-term margin compression and market pessimism. BF.B's unique whiskey aging process creates a structural cash flow advantage and negative working capital, underpinning long-term capital efficiency. Margin compression in FY25 reflects deliberate investment in owned distribution, expected to drive future margin expansion and brand control.
Looking back at my days as an investment analyst in Toronto, I remember vividly that Brown-Forman was generally viewed on the street as a high-quality compounder for the long run. After reaching an all-time high of around $80.00 in November 2020, BF's share price has declined by almost 70% and is now trading at levels last seen in early 2013. Although organic net sales are expected to decline again in the low single digits in fiscal 2026, BF continues to generate significant free cash flows supported by a strong balance sheet.
Fewer booze buyers are reaching for the top shelf.
Brown-Forman Q2 2026 results were in line with expectations, with some minor developments that are worth keeping an eye on. The quarter and investors' reaction have shown that we are likely past the peak in pessimism around the stock. BF.B is now priced at very attractive levels, and the stock has also become a notable dividend play.
Brown-Forman Corporation (BF.B) Q2 2026 Earnings Call Transcript
Jack Daniel's maker Brown-Forman on Thursday beat Wall Street estimates for quarterly sales and maintained its annual forecasts as the company banks on demand for its whiskeys in emerging markets to offset softness in the U.S.
Brown-Forman reported lower profit in its second quarter as challenging headwinds weighed on revenue.
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) reported financial results for its second quarter and first half of fiscal 2026, ended October 31, 2025. Second quarter reported net sales decreased 5%1 to $1.0 billion (-2% on an organic basis2) compared to the same prior-year period. In the quarter, reported operating income decreased 10% to $305 million (-9% on an organic basis) and diluted earnings per share decreased 14% to $0.47.
Brown-Forman B (BF.B) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced today that its Board of Directors approved an increase of 2% to the quarterly cash dividend from $0.2265 per share to $0.2310 per share on its Class A and Class B Common Stock. As a result, the indicated annual cash dividend will rise from $0.9060 per share to $0.9240 per share. The dividend is payable on January 2, 2026, to stockholders of record on December 5, 2025. Brown‑Forman's President and Chief Executi.
Brown-Forman has slumped alongside the broader alcohol industry, which faces serious headwinds. The maker of Jack Daniel's has the ingredients to return to long-term growth.
What's better than a high-yield dividend? A high-yield dividend that keeps growing, of course.
Brown-Forman Corporation (NYSE:BF.B ) Analyst/Investor Day October 15, 2025 10:00 AM EDT Company Participants Susanne Perram - VP & Director of Investor Relations Lawson Whiting - CEO, President & Director Jeremy Shepherd - Executive VP & Chief Marketing Officer Mark Bacon - Senior VP & Global MD of Jack Daniel's Family of Brands Jamie Butler Amanda Fowler Chris Fletcher Jennifer Powell Michael Masick - Executive VP & President of Americas Christina Graven - Executive VP & Chief Strategy Officer Conference Call Participants Javier Gonzalez Lastra Nadine Sarwat - Sanford C. Bernstein & Co., LLC.
There's a fine line between a company working through adversity and a business in permanent decline. Long-term investing often involves distinguishing between the two.
CNBC's Brandon Gomez joins 'Squawk on the Street' to discuss how trade tensions have impacted liquor exports from the U.S.
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) announced that its Board of Directors has approved a $400 million share repurchase authorization, commencing October 1, 2025, through October 1, 2026, subject to market and other conditions. Under the repurchase program, the company can repurchase Class A and Class B common shares for cash in open market purchases, block transactions, purchases made in accordance with Rule 10b5-1 under the Securities Exchange Act of 193.
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) today announced that it will host an investor conference in Nashville, Tennessee, on Wednesday, October 15, 2025, with presentations starting at 9:00 a.m. (CDT). The event will feature a live webcast of presentations by members of the company's executive leadership team and Jack Daniel's leaders focused on the Jack Daniel's Family of Brands' strategic priorities and long-term growth. Registration is now available here t.