Resident ROX man...what's going on?

Jefferson’s grew sales by a good bit last year. Which is pretty strong considering it’s a heavily allocated brand.
Goslings ginger beer grew.
The rest of their brands are struggling. That being said they still have quality brands in the premium to ultra premium category. They just have a really small portfolio compared to the big guys and don’t have the shelf presence in larger chains nation wide yet. But all that can change if a Walmart type retailer authorizes a sku or two from them. Who knows if that will happen. Problem is there strongest brand as far as brand recognition is Jefferson’s and that will likely never be in a Walmart because it’s produced in small quantities and probably will never be mass produced.

I have no facts other than that and this an opinion, but I believe that they are a prime candidate for a Diageo or Brown forman type industry giant to buy. Who knows if that will happen.

Again this is mostly opinion on my part. I’m a fan of their products as a consumer and I try to sell them in every account I have.

Last quarters earnings

Basically says what I posted yesterday

One thing I didn’t mention is that they own few brands but the brands they do own are in categories that are seeing tremendous growth compared to others.
American whiskey still growing fast
Irish still growing fast
And what’s growing in those categories are the premium and ultra premium labels. Those happen to be where ROX is strongest.


LINK