The earnings call presented a mix of positive developments, such as the return to organic sales growth and strong performance in certain product lines and markets, alongside challenges like reported sales decline, gross margin contraction, and external uncertainties like tariffs. The strategic initiatives are set to improve long-term efficiency but also highlight current operational challenges.

Company Guidance

During the third quarter of fiscal year 2025, Brown-Forman reaffirmed its guidance for organic net sales growth in the range of 2% to 4%, expecting it to be closer to the lower end. The company reported a 2% increase in organic net sales year-to-date, despite a 4% decrease in reported net sales. This was achieved after adjusting for the divestitures of Finlandia and Sonoma-Cutrer, foreign exchange impacts, and changes in the business model for Jack Daniel's Country Cocktails. Brown-Forman experienced organic operating income growth of 5%, with Woodford Reserve and Jack Daniel’s Tennessee Whiskey being significant contributors. The company also highlighted its strategic initiatives, including a reduction in global workforce by approximately 12%, expected to generate $70 million to $80 million in annual savings. Despite higher costs impacting the gross margin, which contracted by 150 basis points to 59.4%, Brown-Forman anticipates maintaining its full-year guidance with a focus on innovation, emerging markets, and the premium whiskey category.

Organic Net Sales Growth

Organic net sales increased by 2% after adjusting for divestitures and other factors, indicating a return to growth expectations.

Woodford Reserve Performance

Woodford Reserve continued to grow by 10% in organic net sales, driven by its Distiller Select and Double Oak products.

Jack Daniel's RTD Recognition

Jack & Coke RTD received the 2025 Product of the Year Award in the U.K. in the premixed spirit category.

Growth in Emerging Markets

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

Strategic Workforce Initiatives

The company announced strategic initiatives including workforce reduction and closure of the Louisville Cooperage, expected to save $70-$80 million annually.

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
Dec 03, 2025	2026 (Q2)	0.48 / -	0.55	―	―	―
Aug 28, 2025	2026 (Q1)	0.36 / 0.36	0.41	-12.20% (-0.05)
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)

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
Aug 28, 2025	$30.45	$28.97	-4.86%
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%

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 Dec 03, 2025, Before Open (Confirmed).

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

Brown-Forman B (BF.B) earnings time is at Dec 03, 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 (Q2) is 0.48.

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