Transcript
Transcript

Treasury Wine Estates – Potential Penfolds Demerger – 5 August 2020

  • Multi Asset
  • Consumer
  • Australia & NZ

Specialist

Former director at Treasury Wine Estates Ltd

Agenda

  • Penfolds' contribution to Treasury Wine Estates' (ASX: TWE) brand portfolio, volume and gross margins
  • Deviation in expansion strategies and viability of a demerger
  • Evaluating demerger benefits and pitfalls for TWE and Penfolds
  • Outlook for the potential new entities

Questions

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