The Duckhorn Portfolio: Good Brands But Limited Upside

Nov. 23, 2022 4:02 AM ETThe Duckhorn Portfolio, Inc. (NAPA)
GS Investing profile picture
GS Investing


  • The Duckhorn Portfolio has a portfolio of powerful brands.
  • NAPA is the largest pure-play luxury wine company.
  • NAPA has a differentiated distribution strategy.
Red, white and rose wine in glasses on wooden background and collection of wine bottles, copy space

5PH/iStock via Getty Images


I believe The Duckhorn Portfolio (NYSE:NAPA) is worth $16.56/share, representing ~16% upside from the date of writing. The wine industry is a significant economic force that has been around for over a hundred years. The longer a wine brand stays on the market, the more

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GS Investing profile picture
I consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thinkers; with a fair valuation

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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