Morningstar sees demand growth for Treasury Wine; keeps fair value unchanged on shipment drag

ReutersApr 23, 2026 7:42 PM

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Morningstar highlights improving demand for Australia's standalone winemaker Treasury Wine Estates’ TWE.AX labels but cautions that subdued distributor shipments will likely temper revenue over the next two years

Investment research firm leaves earnings forecasts and A$8.50 fair value of co unchanged after the winemaker reaffirmed forecast for stronger H2 underlying earnings vs H1

However, says rising consumer demand is hastening destocking and easing shipment curbs, and argues that disciplined destocking preserves brand reputation and pricing power for premium labels, underpinning long-term margins

Stock down 13.2% YTD

($1 = 1.4019 Australian dollars)

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