Lori Beaudion - Duckhorn Portfolio Chief Financial Officer, Executive Vice President

NAPA Stock  USD 11.06  0.02  0.18%   

President

Lori Beaudion is Chief Financial Officer, Executive Vice President of Duckhorn Portfolio since 2009.
Age 60
Tenure 15 years
Address 1201 Dowdell Lane, Saint Helena, CA, United States, 94574
Phone707 302 2658
Webhttps://www.duckhornportfolio.com

Duckhorn Portfolio Management Efficiency

The company has return on total asset (ROA) of 0.0396 % which means that it generated a profit of $0.0396 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0506 %, meaning that it created $0.0506 on every $100 dollars invested by stockholders. Duckhorn Portfolio's management efficiency ratios could be used to measure how well Duckhorn Portfolio manages its routine affairs as well as how well it operates its assets and liabilities. At present, Duckhorn Portfolio's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.05, whereas Return On Capital Employed is forecasted to decline to 0.05. At present, Duckhorn Portfolio's Non Currrent Assets Other are projected to decrease significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 6.9 M, whereas Total Assets are forecasted to decline to about 1.5 B.
Duckhorn Portfolio currently holds 338.61 M in liabilities with Debt to Equity (D/E) ratio of 0.28, which may suggest the company is not taking enough advantage from borrowing. Duckhorn Portfolio has a current ratio of 5.55, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about Duckhorn Portfolio's use of debt, we should always consider it together with its cash and equity.

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The Duckhorn Portfolio, Inc. produces and sells wines in North America. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California. Duckhorn Portfolio operates under BeveragesWineries Distilleries classification in the United States and is traded on New York Stock Exchange. It employs 434 people. Duckhorn Portfolio (NAPA) is traded on New York Stock Exchange in USA. It is located in 1201 Dowdell Lane, Saint Helena, CA, United States, 94574 and employs 560 people. Duckhorn Portfolio is listed under Distillers & Vintners category by Fama And French industry classification.

Management Performance

Duckhorn Portfolio Leadership Team

Elected by the shareholders, the Duckhorn Portfolio's board of directors comprises two types of representatives: Duckhorn Portfolio inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Duckhorn. The board's role is to monitor Duckhorn Portfolio's management team and ensure that shareholders' interests are well served. Duckhorn Portfolio's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Duckhorn Portfolio's outside directors are responsible for providing unbiased perspectives on the board's policies.
Sean Sullivan, Executive Vice President Chief Administrative Officer, General Counsel
Nicole Cummings, Chief Officer
Melanie Cox, Independent Director
Jennifer Jung, Executive CFO
Daniel Costello, Independent Director
Dan Duckhorn, Co-Founder
Adriel Lares, Director
Zachary Rasmuson, Chief Operating Officer, Executive Vice President
Charles Esserman, Director
Michelle Gloeckler, Independent Director
Daniel Duckhorn, CoFounder
Alex Ryan, Chairman of the Board, President, Chief Executive Officer
Sean JD, Executive Officer
Carol Reber, Executive Vice President Chief Marketing and DTC Officer
Gayle Bartscherer, Chief VP
James OHara, Independent Director
Lori Beaudoin, Ex CFO
Lori Beaudion, Chief Financial Officer, Executive Vice President
Deirdre Mahlan, Independent Director
Pete Przybylinski, Executive Vice President Chief Sales Officer
Margaret Duckhorn, Co-Founder
Zach Rasmuson, Executive COO

Duckhorn Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Duckhorn Portfolio a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether Duckhorn Portfolio offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Duckhorn Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Duckhorn Portfolio Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Duckhorn Portfolio Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Duckhorn Portfolio. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
Is Distillers & Vintners space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duckhorn Portfolio. If investors know Duckhorn will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duckhorn Portfolio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.52)
Earnings Share
0.45
Revenue Per Share
3.285
Quarterly Revenue Growth
0.073
Return On Assets
0.0396
The market value of Duckhorn Portfolio is measured differently than its book value, which is the value of Duckhorn that is recorded on the company's balance sheet. Investors also form their own opinion of Duckhorn Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Duckhorn Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duckhorn Portfolio's market value can be influenced by many factors that don't directly affect Duckhorn Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Duckhorn Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duckhorn Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duckhorn Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.