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Friday, August 15, 2025

How Proudly owning Wine Inventory Can Uncork Sudden Perks



Shareholder perks provided by wine firms are on the rise, with a rising variety of wine producers rewarding buyers not solely with potential monetary returns but additionally with reductions on wine, entry to unique tastings and occasions, and different nontraditional advantages.

Understanding which wine firms provide these sorts of perks isn’t precisely easy. The overwhelming majority of wine producers are personal firms, particularly small—to medium-sized operations, which means public disclosures are scarce. Even for publicly traded wine firms, details about shareholder perks packages will be exhausting to seek out, both hidden in investor relations sections or communicated solely on to shareholders.

There are a handful of operations, nonetheless, that make their perks packages clear and well-advertised. Listed below are 4 publicly traded wine firms providing shareholder perks, their advantages, and the inventory possession necessities to qualify.

Key Takeaways

  • Shareholder perks within the wine trade are rising, providing buyers reductions, tastings, and unique entry to particular occasions.
  • Most wine firms are privately held, and even public ones typically maintain perk particulars buried or undisclosed. Nonetheless, at the least 4 public firms presently provide tangible advantages to qualifying shareholders.
  • As firms acknowledge retail buyers’ model loyalty, these packages have gotten extra frequent, although particulars fluctuate and are sometimes exhausting to trace.

4 Wine Shares With Shareholder Perks

Willamette Valley Vineyards (WVVI, WVVIP) affords a 25% low cost on wine bottle purchases for shareholders proudly owning at the least 300 shares of its firm. Moreover, qualifying shareholders can take pleasure in complimentary VIP vineyard excursions, alongside month-to-month complimentary wine tastings, and entry to unique occasions and personal wine alternatives.

Crimson Wine Group (CWGL) affords shareholders a 20% low cost on choose wines and two complimentary tastings at any of its tasting rooms. The minimal variety of shares one should maintain to entry these advantages is just not publicly disclosed; Crimson Wine Group didn’t reply to Investopedia’s queries.

French luxurious conglomerate LVMH (MC.PA) runs the LVMH Shareholders’ Membership. Shareholders want solely personal a single share, although, provided that, as of June 3, 2025, shares commerce close to €475 (about $540), that doesn’t imply this system is definitely accessible. Memberships give people entry to an unique choice of wines and spirits; invites to shareholder-only occasions, equivalent to visits to Veuve-Clicquot’s historic, UNESCO World Heritage-listed cellars; and a subscription to a devoted shareholder journal.

Lastly, Andrew Peller Ltd. (ADW.A) affords shareholders reductions with free supply on choose wine bundles on a various foundation. In 2024, for instance, the corporate provided its unique collections at a 15% low cost for buyers ordering each six- and 12-bottle collections. This provide got here with free supply on orders of 12 bottles or extra.

The Backside Line

The rising recognition of shareholder perks packages is just not distinctive to the wine trade—in reality, throughout consumer-facing industries, firms want to remodel their rising variety of retail buyers into repeat prospects, as research present buyers have a tendency to purchase extra from firms that they’re invested in.

Investing in wine shares can include extra than simply monetary returns. Some publicly traded wine firms provide shareholder perks like reductions, tastings, and VIP entry. Nonetheless, necessities and advantages fluctuate significantly, packages evolve, and the precise variety of wine shareholder advantages packages is unknown. Due to this fact, buyers seeking to pair their portfolios with their palettes are inspired to contact firms straight to know eligibility necessities and share minimums.

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