The Duckhorn Portfolio, Inc.

NYSE:NAPA Stock Report

Market Cap: US$1.6b

Duckhorn Portfolio Management

Management criteria checks 3/4

Duckhorn Portfolio's CEO is Deirdre Mahlan, appointed in Sep 2023, has a tenure of 1.17 years. total yearly compensation is $6.46M, comprised of 8.4% salary and 91.6% bonuses, including company stock and options. directly owns 0.3% of the company’s shares, worth $4.94M. The average tenure of the management team and the board of directors is 2.6 years and 3.5 years respectively.

Key information

Deirdre Mahlan

Chief executive officer

US$6.5m

Total compensation

CEO salary percentage8.4%
CEO tenure1.2yrs
CEO ownership0.3%
Management average tenure2.6yrs
Board average tenure3.5yrs

Recent management updates

Recent updates

Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price

Oct 04
Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price

Duckhorn Portfolio: A Downtrodden Investment That Will Age Well

Oct 02

The Duckhorn Portfolio: Quality Wines Get Cheaper

Aug 28

We Think Duckhorn Portfolio (NYSE:NAPA) Is Taking Some Risk With Its Debt

Aug 20
We Think Duckhorn Portfolio (NYSE:NAPA) Is Taking Some Risk With Its Debt

The Duckhorn Portfolio: Demand Is Unlikely To Recover Anytime Soon

Jun 19

Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

Jun 13
Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

The Duckhorn Portfolio: So, You Want To Own A Winery In Retirement?

May 08

Sentiment Still Eluding The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Apr 11
Sentiment Still Eluding The Duckhorn Portfolio, Inc. (NYSE:NAPA)

The Duckhorn Portfolio: Rating Downgrade As I Am Not Optimistic About H2 Recovery

Mar 26

The Duckhorn Portfolio: The Stock Is Ripe For Picking

Mar 20

The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Intrinsic Value Is Potentially 99% Above Its Share Price

Mar 09
The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Intrinsic Value Is Potentially 99% Above Its Share Price

Does Duckhorn Portfolio (NYSE:NAPA) Have A Healthy Balance Sheet?

Feb 16
Does Duckhorn Portfolio (NYSE:NAPA) Have A Healthy Balance Sheet?

Merion Road Capital - Duckhorn Portfolio: The Only 'Real' Publicly Traded Wine Company

Feb 07

The Duckhorn Portfolio: Consumer Weakness Finally Showing Up In The Stock

Jan 02

The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Earnings Haven't Escaped The Attention Of Investors

Dec 29
The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Earnings Haven't Escaped The Attention Of Investors

An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 42% Undervalued

Dec 08
An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 42% Undervalued

The Duckhorn Portfolio: A Small Hangover

Nov 21

The Duckhorn Portfolio: Near-Term Uncertainty Elevated With CEO Leaving

Oct 04

Duckhorn Portfolio: Strong Reports, Moderate Expectations

Sep 28

The Returns At Duckhorn Portfolio (NYSE:NAPA) Aren't Growing

Aug 30
The Returns At Duckhorn Portfolio (NYSE:NAPA) Aren't Growing

An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 20% Undervalued

Aug 03
An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 20% Undervalued

Duckhorn Portfolio: Upside Is Attractive, But Near-Term Demand Uncertainty Still Risky

Jul 12

Duckhorn Portfolio: Strong Current Trends But No Clear Catalysts To Grow

Jul 05

Return Trends At Duckhorn Portfolio (NYSE:NAPA) Aren't Appealing

May 24
Return Trends At Duckhorn Portfolio (NYSE:NAPA) Aren't Appealing

The Duckhorn Portfolio: Great Management Execution, Still A Buy

Feb 12

Estimating The Intrinsic Value Of The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Jan 06
Estimating The Intrinsic Value Of The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Duckhorn Portfolio Non-GAAP EPS of $0.18 beats by $0.04, revenue of $108.2M beats by $9.06M

Dec 07

CEO Compensation Analysis

How has Deirdre Mahlan's remuneration changed compared to Duckhorn Portfolio's earnings?
DateTotal CompensationSalaryCompany Earnings
Jul 31 2024US$6mUS$545k

US$56m

Apr 30 2024n/an/a

US$62m

Jan 31 2024n/an/a

US$66m

Oct 31 2023n/an/a

US$65m

Jul 31 2023US$198kn/a

US$69m

Apr 30 2023n/an/a

US$57m

Jan 31 2023n/an/a

US$56m

Oct 31 2022n/an/a

US$59m

Jul 31 2022US$198kn/a

US$60m

Apr 30 2022n/an/a

US$62m

Jan 31 2022n/an/a

US$56m

Oct 31 2021n/an/a

US$60m

Jul 31 2021US$138kn/a

US$56m

Compensation vs Market: Deirdre's total compensation ($USD6.46M) is about average for companies of similar size in the US market ($USD5.35M).

Compensation vs Earnings: Deirdre's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.


CEO

Deirdre Mahlan (62 yo)

1.2yrs

Tenure

US$6,456,805

Compensation

Ms. Deirdre Ann Mahlan was Independent Non-Executive Director of Haleon plc from July 18, 2022 to October 1, 2024. She is President, CEO & Chairperson of The Duckhorn Portfolio, Inc. from April 2024. Ms. M...


Leadership Team

NamePositionTenureCompensationOwnership
Deirdre Mahlan
President1.2yrsUS$6.46m0.30%
$ 4.9m
Jennifer Fall Jung
Executive VP & CFO1.4yrsUS$1.71m0.062%
$ 1.0m
Zach Rasmuson
Executive VP & COO12.8yrsUS$1.48m0.26%
$ 4.2m
Sean Sullivan
Executive VP and Chief Strategy & Legal Officer5.8yrsUS$1.48m0.11%
$ 1.7m
Pete Przybylinski
Executive VP & Chief Sales Officer14.3yrsUS$1.48m0.28%
$ 4.6m
Gayle Bartscherer
Executive VP2.6yrsUS$2.19m0.0046%
$ 74.2k
Margaret Duckhorn
Co-Founderno datano datano data
Daniel Duckhorn
Co-Founderno dataUS$343.74kno data
Nicole Cummings
Chief People Officerless than a yearno datano data

2.6yrs

Average Tenure

52yo

Average Age

Experienced Management: NAPA's management team is considered experienced (2.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Deirdre Mahlan
President3.7yrsUS$6.46m0.30%
$ 4.9m
Charles Esserman
Independent Director8.8yrsno datano data
James O'Hara
Independent Director8.8yrsno data0.21%
$ 3.4m
David Burwick
Independent Directorless than a yearUS$88.28k0.0061%
$ 99.6k
Adriel Lares
Independent Director2.9yrsUS$191.16k0%
$ 0
Michelle Gloeckler
Independent Director3.5yrsUS$201.96k0%
$ 0
Marshall Farrer
Directorless than a yearno datano data
Daniel Costello
Independent Director8.8yrsno datano data
Timothy Nall
Directorless than a yearno datano data

3.5yrs

Average Tenure

57.5yo

Average Age

Experienced Board: NAPA's board of directors are considered experienced (3.5 years average tenure).