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Chinese Demand And Digital Shift Will Drive Wine Value

Published
23 Feb 25
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
AU$9.85
28.3% undervalued intrinsic discount
04 Sep
AU$7.06
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1Y
-40.0%
7D
-0.6%

Author's Valuation

AU$9.8528.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Analysts have lowered their outlook on Treasury Wine Estates citing ongoing U.S. market softness, weaker Penfolds sales in China, and continued challenging conditions into FY26, resulting in a maintained but more cautiously framed consensus price target of A$9.85. Analyst Commentary Bearish analysts highlight ongoing softness in the U.S. market impacting revenue expectations.

Shared on01 May 25
Fair value Decreased 25%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 1.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.96%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.