TWE 2026 Investor Day
Key points
- Treasury Wine Estates to host Investor Day on 4 June 2026
- Focus on financial outlook, brand portfolio, supply chain, and Americas business
- Plans to strengthen focus on key brands and regions
- Goal to improve supply chain efficiency and reduce costs
- Financial targets include EBITS margin expansion to 25%+ by F28
Full summary
Treasury Wine Estates (TWE) will host an Investor Day on 4 June 2026, presenting updates on the company's financial outlook, future brand portfolio, supply chain transformation, and strategic review of its Americas business. The company plans to strengthen its focus on key brands and regions, aiming to improve supply chain efficiency and reduce costs. Financial targets include an EBITS margin expansion to over 25% by the end of fiscal year 2028, with a strong emphasis on rebalancing customer inventory levels and driving depletions-led growth. The presentation will also cover the implementation of a regionally-led operating model and a sharper performance culture to enhance decision-making and accountability.
Guidance
EBITS margin expansion to over 25% by F28; $100m annual cost reduction from F27
Outlook
TWE aims to achieve EBITS margin expansion to over 25% by the end of fiscal year 2028, with a focus on rebalancing customer inventory levels and driving depletions-led growth.
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