The earnings call presented a mixed outlook with strong growth in emerging markets and key brands like Woodford Reserve, but faced challenges with overall net sales decline, competitive pressures in the tequila market, and uncertainties related to tariffs. The workforce reduction and restructuring efforts indicate a focus on long-term efficiency and growth.

Company Guidance -

Q1 2026

In the Brown-Forman Corporation's third-quarter earnings call for fiscal year 2025, the company highlighted a number of key metrics and strategic actions. Organic net sales grew by 2%, while reported net sales saw a 4% decrease due to divestitures and foreign exchange impacts. The company experienced a 10% organic net sales growth for Woodford Reserve, driven by higher volumes and positive price mix, with Jack Daniel's Tennessee Whiskey also showing a 2% increase in organic net sales. The company maintained its full-year outlook for organic net sales and operating income growth despite ongoing challenges, including tariffs and a dynamic operating environment. Brown-Forman reported a 6% decrease in organic gross profit, alongside a 13% decline in reported operating income, yet achieved a 5% growth in organic operating income. The company also discussed its strategic initiatives, including reducing its workforce by 12%, anticipated to deliver annual savings of $70 million to $80 million. These changes come alongside a restructuring of the executive leadership team and the closure of the Louisville-based Cooperage, which is expected to generate over $30 million in proceeds. Brown-Forman reaffirmed its commitment to innovation and strategic investments, poised to leverage and adapt to the evolving market conditions.

Sequential Improvement in Top and Bottom Line Results

The company delivered sequentially stronger top and bottom line results as it entered the second half of the fiscal year, with January being the fifth consecutive month of positive 3-month rolling organic net sales trends.

Strong Performance of Key Brands

Woodford Reserve and Jack Daniel's Tennessee Whiskey were the largest drivers of organic net sales growth, with Woodford Reserve achieving 10% organic net sales growth driven by higher volumes and positive price mix.

Emerging Markets Lead Growth

Emerging international markets delivered an 8% organic net sales increase, led by strong double-digit growth in Turkey and Brazil.

Successful Route-to-Consumer Strategy

The company successfully executed its route-to-consumer changes in Japan and is on schedule to launch its own distribution in Italy by May 1, 2025.

Brown-Forman B (BF.B) 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

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BF.B Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 28, 2025	2026 (Q1)	0.37 / -	0.41	―	―	―
Jun 05, 2025	2025 (Q4)	0.34 / 0.31	0.56	-44.64% (-0.25)
Mar 05, 2025	2025 (Q3)	0.46 / 0.57	0.6	-5.00% (-0.03)
Dec 05, 2024	2025 (Q2)	0.49 / 0.55	0.5	10.00% (+0.05)
Aug 29, 2024	2025 (Q1)	0.45 / 0.41	0.48	-14.58% (-0.07)
Jun 05, 2024	2024 (Q4)	0.42 / 0.56	0.43	30.23% (+0.13)
Mar 06, 2024	2024 (Q3)	0.56 / 0.60	0.21	185.71% (+0.39)
Dec 06, 2023	2024 (Q2)	0.51 / 0.50	0.47	6.38% (+0.03)
Aug 30, 2023	2024 (Q1)	0.53 / 0.48	0.52	-7.69% (-0.04)
Jun 07, 2023	2023 (Q4)	0.43 / 0.43	0.31	38.71% (+0.12)

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.B Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jun 05, 2025	$32.93	$27.03	-17.92%
Mar 05, 2025	$32.22	$35.47	+10.09%
Dec 05, 2024	$40.21	$44.51	+10.69%
Aug 29, 2024	$43.78	$44.35	+1.30%

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 B (BF.B) report earnings?

Brown-Forman B (BF.B) is schdueled to report earning on Aug 28, 2025, Before Open (Confirmed).

What is Brown-Forman B (BF.B) earnings time?

Brown-Forman B (BF.B) earnings time is at Aug 28, 2025, 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.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BF.B EPS forecast?

BF.B EPS forecast for the fiscal quarter 2026 (Q1) is 0.37.

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