The earnings call reflects a mixed sentiment with strong growth in emerging markets and strategic product launches counterbalanced by significant challenges in developed markets, declining net sales, and specific market issues in Canada and used barrel sales.
Company Guidance
During the Brown-Forman Corporation's First Quarter Fiscal Year 2026 earnings call, the company reaffirmed its full-year guidance despite a challenging operating environment marked by a 3% decline in reported net sales and a 1% increase in organic net sales. The company's growth was driven by a 25% increase in emerging international markets and a 7% rise in the Travel Retail channel, offset by declines of 9% in developed international markets and 2% in the U.S. Despite a reported 2% decrease in gross profit, the gross margin expanded by 40 basis points to 59.8%, attributed to the absence of previous transition service agreements. The company also reported a 7% decrease in organic SG&A investment, reflecting cost efficiencies from a recent workforce restructuring. Brown-Forman remains optimistic about strategic innovations like the launch of Jack Daniel's Tennessee Blackberry and expects a low single-digit decline in organic net sales for the fiscal year, with continued investment in emerging markets and strategic brand innovations.
Emerging Markets Growth
Organic net sales growth in emerging international markets led by a 25% increase in Travel Retail and a 30% increase in Brazil, indicating strong geographic performance.
Jack Daniel's Strategic Innovation
Launch of Jack Daniel's Tennessee Blackberry showing promising initial feedback and potential for global expansion, with shipments exceeding expectations.
Operational Improvements
Streamlined workforce structure and distributor transitions in the U.S. aimed at driving improved performance and growth.
Gross Margin Expansion
Gross profit margin expanded by 40 basis points due to benefits from the absence of transition services agreements for divested brands.
Brown Forman A (BF.A) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BF.A Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Dec 04, 2025
$29.30
$29.33
+0.10%
Aug 28, 2025
$30.30
$28.87
-4.72%
Jun 05, 2025
$32.36
$26.77
-17.27%
Mar 05, 2025
$31.58
$34.80
+10.20%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brown Forman A (BF.A) report earnings?
Brown Forman A (BF.A) is schdueled to report earning on Mar 11, 2026, Before Open (Confirmed).
What is Brown Forman A (BF.A) earnings time?
Brown Forman A (BF.A) earnings time is at Mar 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.