Benzinga·Sep 18, 2026
Brown-Forman Looks Beyond Whiskey To Offset Jack Daniel's Canada ProblemJack Daniel's next growth story may not come from whiskey.
Brown-Forman's investment thesis is anchored by its fortress balance sheet, with a debt-to-equity ratio of 0.62, and resilient gross margins of 60.3% that demonstrate pricing power for its premium spirits portfolio. However, the post-pandemic demand super-cycl...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stalled into near-stagnation with a -1.4% decline in 2027Q1, while operating margin has compressed significantly from a peak of 38.9% to 27.7%, indicating eroding operating leverage as the post-pandemic consumption cycle normalizes.
Brown-Forman reported solid fiscal fourth-quarter results with net sales of US$912 million and full-year sales of US$3.93 billion, indicating robust financial health.
Multiple bullish theses on Brown-Forman Corporation (BF-B) have been highlighted by analysts, suggesting positive sentiment and potential upside.
The company's diversification in premium spirits positions it well, though there is a noted risk if demand slows more broadly.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 2, 2026 | $0.38+0.0% vs $0.38 | $911M-0.4% vs $915M |
Q3 2026 Jun 4, 2026 | $0.12-61.2% vs $0.31 | $912M+3.1% vs $885M |
Q2 2026 Mar 4, 2026 | $0.58+24.5% vs $0.47 | $1.1B+5.3% vs $1.0B |
Q4 2025 Dec 4, 2025 | $0.47-1.1% vs $0.47 | $1.0B+1.7% vs $1.0B |
Jack Daniel's next growth story may not come from whiskey.
LOUISVILLE, Ky.--(BUSINESS WIRE)--Brown-Forman Corporation (NYSE: BFA, BFB) today announced the pricing of a $500 million 5-year senior unsecured note. The 5.375% 5-year senior notes are due October 15, 2031. Brown-Forman intends to use the net proceeds from the offering for general corporate purposes, which may include dividends, repurchases of stock by the company pursuant to any authorized stock repurchase program or otherwise, repaying, redeeming, or repurchasing existing debt, including co.
Brown-Forman Corporation (BF.B) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Brown-Forman is reiterated as a Buy, with valuation attractive despite macro headwinds and industry challenges. BF.B demonstrates resilience through flat organic sales, 6% EPS growth, strong cash flow, and a robust balance sheet supporting a 3.5% dividend yield. Guidance remains cautious: FY27 organic sales roughly flat, operating income down 3–5%, but innovation and restructuring initiatives provide long-term upside.
Benchmark BF-B against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Brown-Forman Corporation (BF-B)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $25.97 | $12.11B | 16.97 | -1.18% | 18.2% | 17.85% | 3.52% | |
| $84.42 | $46.93B | 19.91 | -0.12% | 10.23% | 31.29% | — | |
| $73.02 | $141B | 21.10 | -0.75% | 13.04% | 16.84% | — | |
| $112.99 | $19.3B | 11.76 | -10.47% | 20.14% | 22.3% | — | |
| $24.39 | $2.51B | -30.11 | 120.01% | -54.75% | -7.7% | — | |
| $12.88 | $275.81M | -2.58 | -23.77% | -48.4% | -35.32% | — |
Brown-Forman Corporation (BF-B) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Brown-Forman Corporation (BF-B) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 2, 2026·SEC
Jun 4, 2026·SEC
Apr 28, 2026·SEC
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Brown-Forman Corporation (BF-B) stock FAQ — growth, dividends, profitability & financials explained
Brown-Forman Corporation (BF-B) reported $3.92B in revenue for fiscal year 2026. This represents a 147% increase from $1.58B in 1997.
Brown-Forman Corporation (BF-B) saw revenue decline by 1.2% over the past year.
Yes, Brown-Forman Corporation (BF-B) is profitable, generating $721.0M in net income for fiscal year 2026 (18.2% net margin).
Yes, Brown-Forman Corporation (BF-B) pays a dividend with a yield of 3.52%. This makes it attractive for income-focused investors.
Brown-Forman Corporation (BF-B) has a return on equity (ROE) of 17.8%. This is reasonable for most industries.
Brown-Forman Corporation (BF-B) generated $925.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
