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Shareholder perks supplied 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 discounts on wine, entry to unique tastings and occasions, and different nontraditional advantages.
Figuring out which wine firms supply 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 applications will be laborious to search out, both hidden in investor relations sections or communicated solely on to shareholders.
There are a handful of operations, nevertheless, that make their perks applications clear and well-advertised. Listed here 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 business are rising, providing buyers reductions, tastings, and unique entry to particular occasions.
- Most wine firms are privately held, and even public ones typically hold perk particulars buried or undisclosed. Nevertheless, at the least 4 public firms at present supply tangible advantages to qualifying shareholders.
- As firms acknowledge retail investors’ brand loyalty, these applications have gotten extra frequent, although particulars differ and are sometimes laborious to trace.
4 Wine Shares With Shareholder Perks
Willamette Valley Vineyards (WVVI, WVVIP) presents 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) presents 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 will not be 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, similar 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) presents shareholders reductions with free supply on choose wine bundles on a various foundation. In 2024, for instance, the corporate supplied its unique collections at a 15% low cost for buyers ordering each six- and 12-bottle collections. This supply got here with free supply on orders of 12 bottles or extra.
The Backside Line
The rising popularity of shareholder perks programs will not be distinctive to the wine business—actually, throughout consumer-facing industries, firms want to rework their rising variety of retail buyers into repeat clients, 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 supply shareholder perks like reductions, tastings, and VIP entry. Nevertheless, necessities and advantages differ significantly, applications evolve, and the precise variety of wine shareholder advantages applications is unknown. Due to this fact, buyers seeking to pair their portfolios with their palettes are inspired to contact firms straight to grasp eligibility necessities and share minimums.