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BF-BBrown Forman IncSell4.9·$26.91+0.86%
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Brown Forman Inc (BF-B) Stock Analysis

Momentum Cont setup

SellDEATH CROSS (EXEMPT)Moderate Confidence

Consumer Defensive · Beverages - Wineries & Distilleries

Sell if holding. Analyst target reached at $26.91 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3).

Brown-Forman manufactures, distills, and markets over 40 spirit and RTD brands including Jack Daniel's Tennessee Whiskey, Woodford Reserve, and Herradura tequila across more than 170 countries. The company sells through distributors or state governments in the U.S. and via owned... Read more

$26.91-1.7% A.UpsideScore 4.9/10#2 of 3 Beverages - Wineries & Distilleries
QualityF-score8 / 9FCF yield5.48%
IncomeYield3.40%(5y avg 1.84%)Payout59.80%sustainable
Stop $25.45Target $26.54(resistance)A.R:R -0.8:1
Analyst target$27.77+3.2%16 analysts
$26.54our TP
$26.91price
$27.77mean
$20
$37

Sell if holding. Analyst target reached at $26.91 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3). Chart setup: Trend continuation, RSI 60, MACD bullish. Score 4.9/10, moderate confidence.

Passes 7/10 gates (positive momentum, clean insider activity, positive momentum, news events none recent, earnings proximity 75d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

10-K grounded · weekly refresh

About Brown Forman Inc

About Brown Forman Inc

Brown-Forman's brand portfolio spans more than 40 spirit, RTD, and wine labels — led by Jack Daniel's Tennessee Whiskey and Woodford Reserve — sold in over 170 countries. In fiscal 2025, the United States accounted for 44% of net sales, followed by Mexico (7%), Germany (6%), and Australia (5%). The two largest customers represented approximately 13% and 11% of consolidated net sales, respectively, with no single other customer exceeding 10%. The company employs approximately 5,000 people on six continents.

Brown-Forman distributes through distributors or state governments in the U.S. and through owned distribution companies in 17 markets across 18 countries — with Italy added effective May 2025 — plus third-party distributors elsewhere. Pricing targets premium-and-above consumer segments, competing against Diageo PLC, Pernod Ricard SA, Bacardi Limited, and Davide Campari-Milano. Key inputs include agave, corn, barley, rye, molasses, glass, and wood; the company sources most of its glass from a single producer and, after closing its last barrel-making facility, now procures all oak barrels from an external supplier. Whiskeys require multi-year aging in new charred oak barrels per U.S. regulation, and tequila supply depends on agave plants requiring six to seven years to reach maturity, exposing the company to long-horizon demand-forecast errors.

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Brown-Forman's packaging supply carries notable single-source dependencies: a single glass producer supplies most of the company's bottle requirements, and the company sources all oak barrels from an external supplier after exiting its last owned barrel-making facility. The 10-K notes that if the primary glass provider cannot produce sufficient quantities, costs would increase and supply of affected products would be constrained. Tariff risk compounds this: in March 2025, several Canadian provinces removed all American beverage alcohol from shelves, including Jack Daniel's, in response to U.S. tariffs — illustrating how retaliatory trade policy could weigh on key markets.

See also: Consumer Defensive · Beverages - Wineries & Distilleries

From Brown Forman Inc's most recent 10-K filing, extracted June 9, 2026.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 27, 202675d to earnings· next earnings call

Thesis

Rewards
High-quality business
Risks
Analyst target reached - limited upside remaining
Consecutive earnings misses (3)
Weak overall score: 4.9/10

Key Metrics

P/E (TTM)17.7
P/E (Fwd)15.8
Mkt Cap$12.4B
EV/EBITDA12.1
Profit Mgn18.2%
ROE17.8%
Rev Growth2.0%
Beta0.35
Dividend3.40%
Rating analysts21

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.38bullish
Max Pain$15-44.3% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMGeographicUnited States44%
    10-K Item 1: 'The United States, our most important market, accounted for 44% of our net sales in fiscal 2025'
  • LOWCustomertwo largest customers
    10-K Item 1: 'our two largest customers accounted for approximately 13% and 11% of consolidated net sales, respectively'
  • MEDIUMProductJack Daniel's family of brands
    10-K Item 1A: 'The Jack Daniel's family of brands is the primary driver of our revenue'
  • MEDIUMSuppliersingle glass producer
    10-K Item 1A: 'only a few glass producers make bottles on a scale sufficient for our requirements, and a single producer supplies most of our glass requirements'

Material Events(8-K, last 90d)

  • 2026-03-16Item 5.02MEDIUM
    James W. Peters elected EVP and CFO effective March 31, 2026, succeeding Leanne D. Cunningham who retires May 1, 2026. Peters joins from Whirlpool Corporation (EVP, Enterprise Transformation since January 2026). No reason cited beyond planned retirement.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

4 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
0.0
Revenue Growth
3.0

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.3
Support Resistance
0.3
52w Position
5.6

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Erm
3.5
Earnings Timing
5.0
Dividend Safety
6.5
Earnings concerns: 1B/3MDividend: 340.0%

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
1.7
Growth Rank
3.3
Value Rank
5.0
GatesA.R:R -0.8=NEGATIVEDeath cross exempted (quality + momentum high enough)Executive change: officer departure/appointmentMomentum 7.0>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 75d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARMomentum ContSuitability: Moderate
RSI
60 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $24.45Resistance $27.08

Price Targets

$25
$27
A.Upside-1.4%
A.R:R-0.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-7.5% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-27 (75d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BF-B stock a buy right now?

Sell if holding. Analyst target reached at $26.91 — A.R:R is negative (-0.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3). Chart setup: Trend continuation, RSI 60, MACD bullish. Prior stop was $25.45. Score 4.9/10, moderate confidence.

What is the BF-B stock price target?

Take-profit target: $26.54 (-1.7% upside). Prior stop was $25.45. Stop-loss: $25.45.

What are the risks of investing in BF-B?

Analyst target reached - limited upside remaining; Consecutive earnings misses (3); Weak overall score: 4.9/10.

Is BF-B overvalued or undervalued?

Brown Forman Inc trades at a P/E of 17.7 (forward 15.8). TrendMatrix value score: 5.6/10. Verdict: Sell.

What do analysts say about BF-B?

21 analysts cover BF-B with a consensus score of 2.7/5. Average price target: $28.

What does Brown Forman Inc do?Brown-Forman manufactures, distills, and markets over 40 spirit and RTD brands including Jack Daniel's Tennessee...

Brown-Forman manufactures, distills, and markets over 40 spirit and RTD brands including Jack Daniel's Tennessee Whiskey, Woodford Reserve, and Herradura tequila across more than 170 countries. The company sells through distributors or state governments in the U.S. and via owned distribution companies in 17 markets internationally, employing approximately 5,000 people.

Related stocks: DEO (Diageo plc) · BF-A (Brown Forman Inc) · TAL (TAL Education Group) · EDU (New Oriental Education & Techno) · CELH (Celsius Holdings, Inc.)
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