Willamette Valley Vineyards Inc (WVVI)
NASDAQConsumer StaplesBeverages - Wineries & DistilleriesSnapshot 2026-09-04
$2.230.00%
Close 2026-09-04 · 1-day change
NASDAQConsumer StaplesBeverages - Wineries & DistilleriesSnapshot 2026-09-04
QuarterlyIQ Insights · WVVI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on increasing operating income and overall profitability through operational improvements.
Stated as a priority in 8 of last 8 quarters. Operating income declined from $774,035 in 2024-Q4 to -$1,353,969 in 2026-Q2, showing a worsening trend. Despite consistent emphasis, the financial trajectory is declining, indicating limited progress on improving operating income and profitability.
“Focus on improving operating income and profitability.”
“Continued efforts to improve operating income and profitability.”
“Emphasis on enhancing operating income and profitability.”
“Priority on improving operating income and profitability.”
“Management focused on operating income and profitability improvements.”
“Operating income and profitability remain key focus areas.”
“Improving operating income and profitability is a priority.”
“Operating income and profitability improvements targeted.”
Drive top-line growth by increasing sales and expanding revenue streams.
Stated as a priority in 8 of last 8 quarters. Revenue declined from $11,276,291 in 2024-Q4 to $10,036,275 in 2026-Q2, indicating a negative trend. Despite repeated emphasis on sales growth, the revenue trajectory is declining, showing limited progress on this priority.
“Focus on increasing revenue through sales growth.”
“Revenue growth through sales expansion remains a priority.”
“Emphasis on driving revenue growth via sales.”
“Priority on increasing revenue through sales growth.”
“Management focused on revenue growth through sales.”
“Increasing revenue through sales growth is a key focus.”
“Revenue growth through sales expansion targeted.”
“Management prioritizes revenue growth via sales.”
Maintain disciplined cash flow management and improve operating cash generation.
Stated as a priority in 8 of last 8 quarters. Cash from operating activities improved from -$1,077,915 in 2024-Q4 to $1,950,452 in 2026-Q2, showing a positive trend. Management's repeated focus on cash flow and operating cash generation is reflected in this improving trajectory.
“Focus on managing cash flow and improving operating cash generation.”
“Cash flow management and operating cash generation remain priorities.”
“Emphasis on disciplined cash flow management.”
“Priority on improving operating cash generation.”
“Management focused on cash flow and operating cash.”
“Cash flow management is a key focus area.”
“Operating cash generation targeted for improvement.”
“Management prioritizes cash flow discipline.”
Manage executive leadership changes including appointment of new CFO to ensure smooth transition.
Stated as a priority in 2 of last 2 quarters. The company appointed John Hazlett as new CFO in 2026-Q2 following John Ferry's resignation in 2026-Q1. This leadership transition is recent and management is actively managing the change.
“Appointed John Hazlett as new CFO replacing retiring CFO John Ferry.”
“CFO John Ferry announced resignation and transition assistance.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated weak grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=2094).
Over the trailing year it converted 2.67x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated stable grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=940).
Not investment advice. As of 2026-09-04.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.