Private company

Vintage Wine Estates, Inc.

Vintage Wine Estates, Inc. is a beverages company.1 It is headquartered in Santa Rosa, California.1

Last updated Oct 20, 2026.

Overview

$283.2MRevenue, fiscal 20232
-$189.0MNet income, fiscal 20232
  • IndustryBeverages1
  • HeadquartersSanta Rosa, California1
  • Business address205 Concourse Boulevard, Santa Rosa, Ca 954033
  • Filer category, Emerging growth company3

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2023

30.1%Gross margin2
-73.7%Operating margin2
-66.7%Net margin2
-3.3%Revenue growth, 20232
-109.0%Return on equity2
1.00×Debt to equity2
-$22.6MFree cash flow2

Where the money goes

Where each dollar of revenue went, fiscal 2023

  • Cost of revenue54¢$198.1M
  • Selling, general and admin32¢$118.4M
  • Interest5¢$18.4M
  • Income tax9¢$31.4M

Out of $283.2M in revenue.2 The company lost money this year.

Financial statements

Revenue452$283.2M in 2023+49% since 2020
0$100.0M$200.0M$300.0M2020: $189.9M$189.9M20202021: $220.7M$220.7M2021+16%2022: $292.8M$292.8M2022+33%2023: $283.2M$283.2M2023−3%
Gross profit452$85.2M in 2023+19% since 2020
0$25.0M$50.0M$75.0M$100.0M2020: $71.6M$71.6M20202021: $75.4M$75.4M2021+5%2022: $88.9M$88.9M2022+18%2023: $85.2M$85.2M2023−4%
Operating income652-$208.8M in 2023+7941% since 2020
-$300.0M-$200.0M-$100.0M0$100.0M2020: -$2.6M-$2.6M20202021: $9.2M$9.2M20212022: -$7.9M-$7.9M20222023: -$208.8M-$208.8M2023+2540%
Net income652-$189.0M in 2023+155978% since 2020
-$200.0M-$150.0M-$100.0M-$50.0M0$50.0M2020: -$121.1K-$121.1K20202021: $9.9M$9.9M20212022: -$425.0K-$425.0K20222023: -$189.0M-$189.0M2023+44363%
Fiscal year20192020202120222023
Revenue$189.9M4$220.7M5$292.8M2$283.2M2
Cost of revenue$118.3M4$145.4M5$203.9M2$198.1M2
Gross profit$71.6M4$75.4M5$88.9M2$85.2M2
Selling, general and admin$64.7M4$72.5M5$97.0M2$118.4M2
Operating income-$2.6M6$9.2M5-$7.9M2-$208.8M2
Interest$15.4M4$11.6M5$13.9M2$18.4M2
Income before tax$21.0K2-$221.6M2
Income tax-$194.0K6$766.0K5$723.0K2-$31.4M2
Net income-$121.1K6$9.9M5-$425.0K2-$189.0M2
Earnings per share-$0.674$0.145-$0.012-$3.202
Earnings per share (diluted)-$0.674$0.145-$0.012-$3.202
Shares (weighted, basic)60.7M shares259.1M shares2
Shares (weighted, diluted)60.7M shares259.1M shares2

Compare Vintage Wine Estates, Inc. with another company

Corporate structure

Vintage Wine Estates, Inc. sits at the top of its group. 1 entity on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Vintage Wine Estates, Inc.

  • WASATCH ADVISORS LP Filed SCHEDULE 13G on Vintage Wine Estates, Inc., latest Feb 11, 2025 (6 filings since Feb 11, 2022)
  • Raghav Nath Bahl Filed SCHEDULE 13G/A on Vintage Wine Estates, Inc., latest Jul 25, 2024 (2 filings since Jun 5, 2024)
  • Paradice Investment Management LLC Filed SC 13G/A on Vintage Wine Estates, Inc., latest Feb 7, 2024 (3 filings since Feb 10, 2022)
  • Patrick A. Roney Filed SC 13D/A on Vintage Wine Estates, Inc., latest Dec 18, 2023 (7 filings since Mar 21, 2022)
  • Polar Asset Management Partners Inc. Filed SC 13G/A on Vintage Wine Estates, Inc., latest Feb 7, 2022
  • Timelo Investment Management Inc. Filed SC 13G/A on Vintage Wine Estates, Inc., latest Feb 1, 2022
  • Vintage Wine Estates, Inc. Santa Rosa, California

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Vintage Wine Estates, Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Construction in progress$8.9M2 Jun 30, 2023$17.4M2 Jun 30, 2022−48.6%
Property and equipment, before depreciation$282.9M2 Jun 30, 2023$288.3M2 Jun 30, 2022−1.9%
Accumulated depreciation$75.9M2 Jun 30, 2023$67.0M2 Jun 30, 2022+13.3%
Property and equipment, net$216.0M2 Jun 30, 2023$238.7M2 Jun 30, 2022−9.5%
Finance-lease assets$630.0K2 Jun 30, 2023$02 Jun 30, 2022
Operating-lease assets (leased space)$32.9M2 Jun 30, 2023$02 Jun 30, 2022

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$18.2M2 Jun 30, 2023$44.8M2 Jun 30, 2022−59.3%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$02 Jun 30, 2023$155.0M2 Jun 30, 2022−100.0%
Intangible assets, net (excluding goodwill)$39.0M2 Jun 30, 2023$63.1M2 Jun 30, 2022−38.2%
Finite-lived intangibles, net$19.6M2 Jun 30, 2023$27.4M5 Jun 30, 2022−28.5%

Inventory

ItemLatestA year beforeChange
Inventory, total$201.4M2 Jun 30, 2023$192.9M2 Jun 30, 2022+4.4%

Leadership

Who has led Vintage Wine Estates, Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. Patrick A. Roney2021–2022
  2. Jon Moramarco2023
  3. Seth Kaufman2023

Chair

  1. Patrick A. Roney2023

President

  1. Terry Wheatley2021–2023
  2. Seth Kaufman2023

Chief financial officer

  1. Katherine Devillers2021–2022

Chief operating officer

  1. Jeffrey Nicholson2021
  2. Russell G. Joy2021
2025
Board members and other officers (12)

Former names

  • Bespoke Capital Acquisition CorpNov 27, 2020 to Jun 1, 20213

Timeline

  1. Jul 30, 20248-K Bankruptcy or receivership; Listing notice or transfer; Executive or director change29
  2. Jul 24, 20248-K Bankruptcy or receivership; Debt or obligation accelerated; Listing notice or transfer30
  3. Jul 3, 20248-K Executive or director change; Regulation FD disclosure31
  4. Jun 11, 20248-K Entered a material agreement; New debt or obligation; Executive or director change32
  5. May 30, 20248-K Executive or director change33
  6. May 17, 20248-K Executive or director change34
  7. May 13, 20248-K Exit or restructuring costs35
  8. May 8, 20248-K Entered a material agreement; New debt or obligation; Regulation FD disclosure36
  9. Apr 3, 20248-K Entered a material agreement; New debt or obligation; Executive or director change37
  10. Mar 12, 20248-K Results of operations38
  11. Mar 5, 20248-K Entered a material agreement; New debt or obligation; Regulation FD disclosure39
  12. Feb 27, 20248-K Listing notice or transfer; Executive or director change; Regulation FD disclosure40
  13. Nov 1, 2023New chief executive Seth Kaufman becomes CEO11
  14. Feb 9, 2023New chief executive Jon Moramarco becomes CEO10
  15. Jun 9, 2021New chief executive Patrick A. Roney becomes CEO12

Calendar

When it reported results

  1. Mar 12, 2024Reported quarterly or annual results38
  2. Nov 14, 2023Reported quarterly or annual results41
  3. Oct 13, 2023Reported quarterly or annual results42
  4. Sep 27, 2023Reported quarterly or annual results43
  5. Jul 20, 2023Reported quarterly or annual results44
  6. May 10, 2023Reported quarterly or annual results45
  7. Apr 28, 2023Reported quarterly or annual results46
  8. Feb 8, 2023Reported quarterly or annual results47

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

278 filings to the SEC since October 2021: 4 annual reports, 14 quarterly reports, 44 major events, 92 insider forms, 20 large holders, 104 other. The latest 20:

  1. Feb 11, 2025SCHEDULE 13G EDGAR
  2. Aug 19, 202415-12G EDGAR
  3. Aug 16, 2024EFFECT EDGAR
  4. Aug 16, 2024EFFECT EDGAR
  5. Aug 16, 2024EFFECT EDGAR
  6. Aug 14, 2024S-8 POS EDGAR
  7. Aug 14, 2024POS AM EDGAR
  8. Aug 14, 2024POS AM EDGAR
  9. Aug 14, 2024POS AM EDGAR
  10. Aug 5, 202425 EDGAR
  11. Jul 30, 2024424B3 EDGAR
  12. Jul 30, 2024424B3 EDGAR
  13. Jul 30, 20248-K EDGAR
  14. Jul 25, 2024SCHEDULE 13G/A EDGAR
  15. Jul 24, 2024424B3 EDGAR
  16. Jul 24, 2024424B3 EDGAR
  17. Jul 24, 20248-K EDGAR
  18. Jul 15, 20243 INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES EDGAR
  19. Jul 3, 2024424B3 EDGAR
  20. Jul 3, 2024424B3 EDGAR

The 278 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

36 open-market trades by officers, directors and large owners since October 2021: 34 buys and 2 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Dec 13, 2023Roney Patrick AExecutive ChairmanBuy100,000$0.53$53.0KForm 4
Nov 30, 2023Proctor Timothy DDirectorBuy1,802$0.57$1.0KForm 4
Nov 29, 2023Proctor Timothy DDirectorBuy30,050$0.57$17.1KForm 4
Nov 28, 2023Proctor Timothy DDirectorBuy17,344$0.57$9.9KForm 4
Nov 27, 2023Proctor Timothy DDirectorBuy20,236$0.56$11.3KForm 4
Nov 24, 2023Proctor Timothy DDirectorBuy12,918$0.55$7.1KForm 4
Nov 22, 2023Proctor Timothy DDirectorBuy17,650$0.57$10.1KForm 4
Nov 22, 2023Sebastiani JonathanDirectorBuy40,107$0.56$22.5KForm 4
Nov 22, 2023WALSH PAUL SDirectorBuy50,000$0.58$29.0KForm 4
Nov 21, 2023Sebastiani JonathanDirectorBuy8,274$0.55$4.6KForm 4
Nov 20, 2023Sebastiani JonathanDirectorBuy3,600$0.51$1.8KForm 4
Jun 1, 2023Sebastiani JonathanDirectorBuy6,757$1.13$7.6KForm 4
May 31, 2023Sebastiani JonathanDirectorBuy18,243$1.11$20.2KForm 4
May 26, 2023Sebastiani JonathanDirectorBuy17,800$1.16$20.6KForm 4
May 23, 2023Sebastiani JonathanDirectorBuy21,000$1.19$25.0KForm 4
May 19, 2023Sebastiani JonathanDirectorBuy42,300$1.22$51.6KForm 4
May 17, 2023Roney Patrick AExecutive ChairmanBuy40,000$1.18$47.2KForm 4
May 16, 2023Roney Patrick AExecutive ChairmanBuy60,000$1.17$70.2KForm 4
Jan 10, 2023Bespoke Sponsor Capital LP10% ownerSale1$2.96$3Form 4
Dec 15, 2022Bespoke Sponsor Capital LP10% ownerSale1$3.72$4Form 4

All 36 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

SEC filer profile

How Vintage Wine Estates, Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARVintage Wine Estates, Inc.1
  • CIK0001834045
  • Employer ID (EIN)87-10059021
  • Filer status<br>emerging growth company1
  • Fiscal year endsJune 301
  • Industry code (SIC)2080 Beverages1
  • SEC reviewing officeOffice of Manufacturing, Division of Corporation Finance1
  • Business address205 Concourse Boulevard, Santa Rosa, CA 954031
  • Phone877-289-94631
  • Shares outstanding62,814,389 as of May 10, 20248
  • Public float$35.0B as of Dec 31, 20222
  • On EDGAR sinceNov 27, 20201
  • Filings376 in all: 4 (90), 424B3 (56), 8-K (46), 3 (29), 425 (17), 6-K (16), EFFECT (11), SC 13G/A (10)1
    All 45 form types

    10-Q (9), 144 (9), CORRESP (8), POS AM (8), SC 13D/A (7), UPLOAD (7), 10-Q/A (5), SC 13G (4), 10-K (3), 8-K/A (3), DEF 14A (3), DEFA14A (3), S-4/A (3), 8-A12B (2), CERT (2), NT 10-K (2), SC 13D (2), SCHEDULE 13G (2), 10-K/A (1), 15-12G (1), 25 (1), 3/A (1), 40-F (1), 40-F/A (1), 40FR12G (1), 8-A12B/A (1), ARS (1), F-X (1), NT 10-Q (1), PRE 14A (1), S-1 (1), S-3 (1), S-4 (1), S-8 (1), S-8 POS (1), SCHEDULE 13G/A (1), SEC STAFF ACTION (1)

  • Latest filingsAnnual report (10-K) Oct 13, 2023
    Quarterly report (10-Q) May 15, 2024
    Proxy statement (DEF 14A) Oct 30, 2023
    Latest 8-K (8-K) Jul 30, 2024

Sources

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