Willamette Valley Vineyards
Estate-grown Oregon wines sold through hospitality, clubs and distributors.
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Profile
Produces estate-grown Oregon Pinot Noir, sparkling wine and regional labels, monetized through winery hospitality, clubs, e-commerce and wholesale distribution. The model pairs higher-margin direct sales with distributor reach while depending partly on purchased or contracted grapes.
Produces estate-grown Willamette Valley Pinot Noir alongside sparkling, Southern Oregon and Walla Walla wines. The portfolio spans the Willamette Valley Vineyards label, Domaine Willamette, Tualatin Estate Vineyards, Griffin Creek, Pambrun, Maison Bleue and Elton, sold through tasting rooms, wine clubs, e-commerce, events and independent distributors.
Farms and vinifies principally in Oregon, with vineyard and hospitality activity extending into Washington and California. Separately fermented and barreled vineyard lots support single-vineyard wines, while food, tours and club memberships broaden direct relationships. Direct sales capture retail pricing, whereas distributor sales move wine at wholesale rates. Grape supply remains partly external, and production and sales operate under alcohol, tax and agricultural regulation.
Company facts
Categories
Key statistics
Year to date −30.3% · Average volume (30d) 21.4K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | — | −$0.40 | — | — | $10.0M | — | +0.43% |
| May 13, 2026Q1 FY26 | — | −$0.24 | — | — | $8.3M | — | +5.80% |
| Mar 24, 2026Q4 FY25 | — | $0.05 | — | — | $11.1M | — | +1.20% |
| Nov 13, 2025Q3 FY25 | — | −$0.33 | — | — | $8.4M | — | −3.26% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $7.5M | $10.2M | $8.4M | $11.1M | $8.3M | $10.0M | |
| Gross profit | $4.8M | $6.2M | $5.0M | $6.5M | $5.0M | $5.8M | |
| Operating income | −$870.0K | $398.2K | −$1.2M | $249.2K | −$677.8K | −$1.4M | |
| Net income | −$729.0K | $92.8K | −$1.1M | $811.0K | −$565.1K | −$1.4M | |
| Diluted EPS | −$0.26 | −$0.09 | −$0.33 | $0.05 | −$0.24 | −$0.40 | |
| Gross margin | 63.1% | 61.0% | 59.9% | 58.6% | 60.9% | 57.5% | |
| Operating margin | -11.5% | 3.9% | -14.5% | 2.2% | -8.2% | -13.5% |
Fiscal years (4-quarter sums)FY21 $31.8M · FY22 $33.9M · FY23 $39.1M · FY24 $39.8M · FY25 $37.2M
Balance sheet, Jun 30, 2026Cash & short-term investments $589.5K · Total debt $25.7M · Total assets $102.9M · Shareholders' equity $66.4M
Dividends
No dividends on record.
Ownership
Shares outstanding 4.99M · Float 3.99M · 80.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Chris Riccardi · director | 485.4K | 9.74% | Form 4 | Jul 20, 2026 |
| James W. Bernau · director, officer: President | 370.9K | 7.44% | Form 4 | Nov 24, 2025 |
| Vanguard Capital Management LLC | 198.9K | 3.99% | 13F | May 15, 2026 |
| Renaissance Technologies LLC | 66.1K | 1.33% | 13F | May 14, 2026 |
| Next Capital Management LLC | 54.8K | 1.10% | 13F | May 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 10, 2025 | Michael Jordan Osborn | officer: CEO | +1,000 | $2.94 |
| Dec 11, 2025 | Michael Jordan Osborn | officer: CEO | +2,000 | $2.92 |
| Nov 24, 2025 | Stanley G. Turel | director | +2,000 | $2.59 |
| Nov 21, 2025 | James W. Bernau | director, officer: President | +4,121 | $2.59 |
Peers
- Constellation Brands
Fine-wine portfolio competing for U.S. shelves and destination buyers.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Willamette Valley Vineyards | $2.24 | +1.36% | $11.2M | — | — | 0.3 | −1.6% |
| Constellation Brands | $130.80 | +0.08% | $22.32B | 12.5 | 11.0 | 2.5 | −3.3% |
| Median | 12.5 | 11.0 | 2.5 | −3.3% |