Treasury Wine Estates Limited (TSRYY) Shareholder/Analyst Call Transcript
Summarize this article with:
SA Transcripts157.38K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Treasury Wine Estates Limited (TSRYY) Shareholder/Analyst Call December 16, 2025 6:00 PM EST Company Participants Samuel Andrew Fischer - MD, CEO & DirectorStuart Boxer - Chief Financial & Strategy Officer Conference Call Participants Craig Woolford - MST Financial Services Pty Limited, Research DivisionShaun Cousins - UBS Investment Bank, Research DivisionMichael Simotas - Jefferies LLC, Research DivisionDavid Errington - BofA Securities, Research DivisionCaleb Wheatley - Macquarie ResearchPhillip Kimber - E&P, Research DivisionThomas Kierath - Barrenjoey Markets Pty Limited, Research DivisionBen Gilbert - Jarden Limited, Research DivisionMark Southwell-Keely - Select Equities Pty Ltd.Sam Teeger - Citigroup Inc., Research DivisionJason Palmer - Taylor Collison Limited, Research Division Presentation Operator Thank you for standing by, and welcome to the Treasury Wine Estates Investor Update. [Operator Instructions] I would now like to hand the conference over to Mr. Sam Fischer, Chief Executive Officer. Please go ahead.
Samuel Andrew FischerMD, CEO & Director Thank you, operator. And good morning to you all, and thank you for joining today's call. My name is Sam Fischer, and I'm the CEO of Treasury Wine Estates, having officially assumed this position on the 27th of October. Also joining me today on the call is Stuart Boxer, TWE's Chief Financial and Strategy Officer. This morning, we provided the market with an update on our performance expectations, including the decision to take deliberate strategic action to ensure we remain positioned for future sustainable growth. To be honest, this is not the first market update I thought I'd be making as TWE's incoming CEO. It is, however, one that is critical to ensure that we maintain the ongoing strength of our brands and the health of our sales channels as we navigate what is a challenging environment for the global alcohol category and the wine industry more specifically. Despite these conditions, it's important to note that