Joseph Phelps Vineyards A California Winery Producing a
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Joseph Phelps Vineyards: A California Winery Producing a Variety of Wines Tiburon Research April 4, 2019
Joseph Phelps Vineyards Comments • Founded in 1972 – Founded by Joseph Phelps • Based in Saint Helena, CA (Napa Valley) • 200 acres • 100 planted acres • 60, 000 case production • Chairman Emeritus: Joe Phelps – Chairman: Bill Phelps – CEO: Tom Shelton • Web site: www. jpvwines. com Source: 1/6/12 Joseph Phelps Vineyards Web Site; 4/20/07 Joseph Phelps Vineyards Web Site; 12/30/06 Joseph Phelps Vineyards Web Site 12/31/02 Wine & Spirits; 9/29/02 San Francisco Chronicle; 12/31/01 Copia Brochure; 12/21/01 Wall Street Journal; 5/18/01 Ambrosia Catalog; 5/15/01 Wine Spectator; 4/19/01 Ambrosia Catalog; 2/14/01 San Francisco Chronicle; 1/29/01 San Francisco Chronicle; Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 2
Joseph Phelps Vineyards was Founded in 1972 and Has Subsequently Evolved through its Early, Middle, & Recent Phases Joseph Phelps Vineyards History Joseph Phelps Vineyards Founded Approximate Dates: Key Steps: First Releases Phase 1972 • 1972: Joseph Phelps Vineyards founded New Wines Phase 1973 - 1989 • • • 1977: Released Syrah 1978: Released first Insignia 1983: Craig Williams replaced Walter Schug & Sarah Goss as winemaker Expansion & New Leadership Phase 1990 - 1998 • • 1990: Introduced Rhone-Style wines 1992: Tom Shelton joined 1999 - 2014 • • Joseph Phelps Vineyards Today 2014 1999: Purchased 100 acres in Sonoma County 2002: Tom Shelton joined 2002: Insignia named wine of the year by Wine Spectator Magazine 2005: Joe Phelps retired and his son Bill Phelps became chairman and Tom Shelton became CEO Source: 1/6/12 Joseph Phelps Vineyards Web Site; 12/30/06 Joseph Phelps Vineyards Web Site; Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 3
Joseph Phelps Vineyards was Founded in 1972 Comments • Founded in 1972 – Founded by Joseph Phelps • 200 acres • Based in Saint Helena, CA (Napa Valley) Source: 1/6/12 Joseph Phelps Vineyards Web Site; 12/30/06 Joseph Phelps Vineyards Web Site; Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 4
Joseph Phelps Vineyards is Not a Frequent Advertiser Advertising Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 5
Joseph Phelps Vineyards Has a Web Site with XXXX Core Sections, Including __ Joseph Phelps Vineyards Web Site -- -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 6
Joseph Phelps Vineyards is Not a Frequent Acquirer Acquisitions Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 7
Joseph Phelps Vineyards Has a Charitable Giving Program Charitable Giving Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 8
Joseph Phelps Vineyards Has Employees Needs data Joseph Phelps Vineyards Employees Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 9
Joseph Phelps Vineyards Has Planted Acres Needs data Joseph Phelps Vineyards Planted Acres Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 10
Joseph Phelps Vineyards Produces Tons of Grapes Needs data Joseph Phelps Vineyards Tons of Grapes Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 11
Joseph Phelps Vineyards Produces Gallons of Wine Needs data Joseph Phelps Vineyards Gallons of Wine Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 12
Joseph Phelps Vineyards Produces Cases Needs data Joseph Phelps Vineyards Cases Produced Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 13
Joseph Phelps Vineyards Generates Revenues Needs data Joseph Phelps Vineyards Revenues ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 14
Joseph Phelps Vineyards Earns $___ Million Needs data Joseph Phelps Vineyards Net Profits ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 15
Joseph Phelps Vineyards Produces a Number of Varietals, Including… Joseph Phelps Vineyards Varietals -- -- -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 16
Joseph Phelps Vineyards’s First Varietal is ___ Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 17
Joseph Phelps Vineyards’s Second Varietal is ___ Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 18
Joseph Phelps Vineyards is Led by its CEO… Joseph Phelps Vineyards Organizational Chart -- -- -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 19
Joseph Phelps Vineyards Has a Board of Directors Led by its Chairman… Joseph Phelps Vineyards Board of Directors -- • -- -- • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 20
Joseph Phelps Vineyards is Privately Owned Comments • -- Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 21
Joseph Phelps Vineyards Has Assets Needs data Joseph Phelps Vineyards Assets ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 22
Joseph Phelps Vineyards Has Liabilities Needs data Joseph Phelps Vineyards Liabilities ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 23
Joseph Phelps Vineyards Has Shareholders’ Equity Needs data Joseph Phelps Vineyards Shareholders Equity ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 24
Joseph Phelps Vineyards Earns … Per Share Needs data Joseph Phelps Vineyards Earnings Per Share Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 25
Joseph Phelps Vineyards Declares … Dividends Per Share Needs data Joseph Phelps Vineyards Dividends Per Share Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 26
Joseph Phelps Vineyards Has a … Dividend Yield Needs data Joseph Phelps Vineyards Dividend Yield Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 27
Joseph Phelps Vineyards’s Stock Price is … Needs data Joseph Phelps Vineyards Stock Price Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 28
Joseph Phelps Vineyards Has … Shares Outstanding Needs data Joseph Phelps Vineyards Shares Outstanding Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 29
Joseph Phelps Vineyards’s Market Capitalization is … Needs data Joseph Phelps Vineyards Market Capitalization ($ Millions) Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 30
Joseph Phelps Vineyards is Owned by …. Needs real data Joseph Phelps Vineyards Ownership By Owner Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 31
Joseph Phelps Vineyards’s Stock Volume is…. Needs data Joseph Phelps Vineyards Stock Volume Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 32
Tiburon Strategic Advisors Comments • Focus on corporate-level strategy - Serve senior executives only at financial services companies - Key services: market seminars, market research, & strategy consulting - Served over 450 corporate clients and completed over 2, 200 projects since 1998 - Host semi-annual CEO Summits, offer free weekly research releases, and offer free business benchmarking tools for all types of advisors • Chip Roame background - Mc. Kinsey & Company - Charles Schwab & Company - Tiburon since 1998 Source: Tiburon Research & Analysis 19. 04 – Joseph Phelps Vineyards © Tiburon Strategic Advisors, LLC™ 33
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