Wine, Beer & Spirits

Moss Adams, Turrentine Brokerage, American AgCredit, and Heffernan Insurance Brokers are pleased to provide the results of the 2017 Wine Industry Financial Benchmarking Report®.

We’re committed to continuing to serve as thought-leaders in the wine industry, and believe the report provides wineries, grape growers, and negociants with comparative and insightful information. This survey builds on the results published by Moss Adams in 2009 and 2013 that analyzed a range of topics, including general industry trends, sales and production data, and viticulture data along with operating and financial metrics by region.

About the Survey

We believe the information gathered in the 2017 Wine Industry Financial Benchmarking Report® brings you valuable, insightful data and analysis to help benchmark your operating and financial results against industry leaders as you consider future business strategies.

The continued success of this effort depends on increased participation by wine businesses in California, Oregon, and Washington. We encourage you to participate in the survey each time it’s conducted and urge others in the industry to join you. The survey and report are intended to be for the wine industry by the wine industry.

Key Takeaways

• General industry trends
• Sales and production data, including a trend analysis
• Farming practices and associated costs for growers
• Short- and long-term strategies and planned investments
• Common size financials, which highlight year-over-year comparisons of all three surveys

Questions

For inquiries regarding the report data, please contact William Vyenielo at (707) 508-3821.

Cosponsors

Moss Adams is one of the largest accounting, tax, and consulting services firm in the nation. Moss Adams is the business partner of choice for more than 300 wineries and vineyards, and our Santa Rosa and Napa offices serve as the headquarters of the firm’s wine industry practice.

Turrentine Brokerage specializes in the brokerage of wine grapes and wines in bulk from all regions of California and from around the world. Turrentine Brokerage works with thousands of client wineries, including all of the major brands headquartered in California, and more than 1,500 growers, including most of the major vineyard holders in the state. With over 40 years of service, and an experienced team of brokers and analysts, Turrentine Brokerage is the reputable source for exclusive and superior bulk wine and grape market information.

American AgCredit was founded in 1916 and is the 6th largest Farm Credit lending cooperative in the United States with assets in excess of $7.3 billion with more than 18 percent of that portfolio in wine grapes and wineries. As part of the Farm Credit System, American AgCredit specializes in providing financial services to farmers and ranchers as well as to capital markets and agribusiness operators across the country.

Heffernan Insurance Brokers offers tailored risk management strategies that guide CFOs in identifying how much risk their company should transfer or retain. Cutting-edge strategies are explored during a proprietary risk management audit process that CFOs say is a pathway to helping clients increase their pretax profits.