The Duckhorn Portfolio is a producer of wines in North America. Co. sells its wines in various states and countries at several prices ranges per bottle under a portfolio of winery brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Canvasback, Calera, Kosta Browne, Greenwing and Postmark. Co. sells its wines in its wholesale channel, to distributors and directly to trade accounts in California, and to consumers in its distribution channel (DTC) channel. In addition, Co.'s DTC channel utilizes its multi-winery e-commerce website and features its subscription wine clubs and tasting rooms. The NAPA YTD return is shown above.
The YTD Return on the NAPA YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether NAPA YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the NAPA YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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