Investment Themes

In Vino Veritas, turning wine into money

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Investment Themes

Tradition and modernity. The world of wine is made up of a vast ecosystem that goes from the farmer to the retailer. On the stock market, its particularities are that it brings together colossuses and very small structures, with great geographical diversity. We have selected around forty stocks offering direct or indirect exposure to this theme.

In terms of fundamentals, the wine and spirits sector is considered to be defensive. As such, it is generously valued. Over the recent period, the upscaling of the major players in the sector has created a favourable dynamic for the entire ecosystem, justifying the premium it receives. This trend is expected to continue. To build our selection, we started by drawing up a list of listed players who produce wine. There are profiles as varied as the French giant LVMH, which owns both Champagne (Moët, Ruinart, Dom Pérignon...) and Vins Tranquilles (Yquem, Cheval Blanc, Newton...), as well as the American micro-company Willamette Valley Wineyards, which produces top-of-the-range wines in Oregon. We also went to South America, where several producers are listed, and as far as Australia. We even found a producer of sparkling wine in Germany. We have also extended our research to suppliers in the sector, particularly glassmakers, who produce the precious vials. And specialists in cooperage or corking. The selection also includes some specialized distributors. On the other hand, we have not integrated companies that are too generalist: no supermarkets, for example, nor agrochemists or producers of packaging or labelling paper. Finally, the list includes about forty stocks, the largest contingent (26%) of which comes from France. The United Kingdom, Italy and the United States are also well represented. There are also Chinese actors and a Canadian, in addition to Chilean and Argentine representatives.

Our selection

Consumer Non-Cyclical
Wineries
228M -10.26%
Consumer Non-Cyclical
Wineries
137M +4.93%
Consumer Non-Cyclical
Wineries
886M +1.47%
Basic Materials
Wood Products
701M -3.06%
Basic Materials
Glass Containers & Packaging
3.8B +5.06%
Basic Materials
Wood Products
1.19B -3.48%
Consumer Non-Cyclical
Wineries
4.24B -28.55%
Consumer Non-Cyclical
Wineries
141M -4.98%
Basic Materials
Glass Containers & Packaging
800M +28.43%
Consumer Non-Cyclical
Other Distillers & Wineries
12.28B -32.46%
Consumer Non-Cyclical
Beer, Wine & Liquor Stores
88.9M +77.36%
Consumer Non-Cyclical
Other Distillers & Wineries
419M -17.44%
Basic Materials
Glass Containers & Packaging
841M -11.81%
Consumer Non-Cyclical
Wineries
849M +16.03%
Consumer Non-Cyclical
Other Distillers & Wineries
57.39B -25.16%
Consumer Non-Cyclical
Wineries
677M -4.85%
Consumer Cyclical
Other Apparel & Accessories
265B -26.98%
Consumer Non-Cyclical
Wineries
18.21M -37.86%
Basic Materials
Wood Container & Packaging
605M -14.89%
Consumer Non-Cyclical
Distilleries
7.86B -6.78%
Consumer Non-Cyclical
Other Brewers
28.4B -27.60%
Consumer Non-Cyclical
Other Distillers & Wineries
25.66B -18.88%
Basic Materials
Glass Containers & Packaging
2.1B +24.63%
Basic Materials
Glass Containers & Packaging
3.82B +15.82%
Consumer Non-Cyclical
Other Distillers & Wineries
2.82B -21.54%
Consumer Non-Cyclical
Wineries
116M -14.07%
Consumer Non-Cyclical
Wineries
277M +2.86%
Consumer Non-Cyclical
Wineries
151M -12.63%
Consumer Non-Cyclical
Wineries
57.76M +8.13%
Consumer Non-Cyclical
Wineries
165M +21.01%
Consumer Non-Cyclical
Beer, Wine & Liquor Stores
207M +15.54%
Consumer Non-Cyclical
Wineries
851M +3.23%
Consumer Non-Cyclical
Wineries
27.8M +71.43%
Consumer Non-Cyclical
Wineries
337M -5.45%

News of the components

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Heatmap

Calendar of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. In Vino Veritas, turning wine into money