ASX:TWEBeverage
The Bull Case For Treasury Wine Estates (ASX:TWE) Could Change Following Goudet’s 5% Stake And Restructuring Plans
In late 2025, European billionaire Olivier Goudet quietly built a 5.05% stake in Treasury Wine Estates, becoming a major shareholder just as the company worked through profit warnings, goodwill write-downs and operational pressures.
His entry coincides with new CEO Sam Fischer’s plan to deliver about A$100 million in annual cost savings over the next two to three years, highlighting an intense phase of restructuring and renewed external interest in the business.
Now, we’ll explore how...