Treasury Wines

In by Kasia Emmanuel1 Comment

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Kasia Emmanuel

Hello hello!

This is just a quick one: what do you guys think of investing in wine ?
Really interested to hear your thoughts on that.

Thanks !

Kasia

  • Edit
    EquityMates

    Hi Kasia,

    We addressed this question in our latest ep, but didn't see that you were referring to Treasury Wines. Interesting company, and one that has performed pretty well over the past 5 years (although it's come back a little from the highs in August, at the time of writing this). It's benefited from the rise in demand for wines from China and has a strong portfolio of wine brands. We haven't' had a proper look at it beyond the macro stuff. If economic activity slows, and people stop spending on luxuries, then Treasury might suffer a little - it'll be interesting to see what happens.

    Cheers,
    Bryce