How Owning Wine Stock Can Uncork Unexpected Perks

Trader From HellEducation4 hours ago3 Views



Shareholder perks offered by wine companies are on the rise, with a growing number of wine producers rewarding investors not only with potential financial returns but also with discounts on wine, access to exclusive tastings and events, and other nontraditional benefits.

Knowing which wine companies offer these kinds of perks isn’t exactly straightforward. The vast majority of wine producers are private companies, especially small—to medium-sized operations, meaning public disclosures are scarce. Even for publicly traded wine companies, information about shareholder perks programs can be hard to find, either hidden in investor relations sections or communicated only directly to shareholders.

There are a handful of operations, however, that make their perks programs clear and well-advertised. Here are four publicly traded wine companies offering shareholder perks, their benefits, and the stock ownership requirements to qualify.

Key Takeaways

  • Shareholder perks in the wine industry are growing, offering investors discounts, tastings, and exclusive access to special events.
  • Most wine companies are privately held, and even public ones often keep perk details buried or undisclosed. However, at least four public companies currently offer tangible benefits to qualifying shareholders.
  • As companies recognize retail investors’ brand loyalty, these programs are becoming more common, though details vary and are often hard to track.

Four Wine Stocks With Shareholder Perks

Willamette Valley Vineyards (WVVI, WVVIP) offers a 25% discount on wine bottle purchases for shareholders owning at least 300 shares of its company. Additionally, qualifying shareholders can enjoy complimentary VIP winery tours, alongside monthly complimentary wine tastings, and access to exclusive events and private wine selections.

Crimson Wine Group (CWGL) offers shareholders a 20% discount on select wines and two complimentary tastings at any of its tasting rooms. The minimum number of shares one must hold to access these benefits is not publicly disclosed; Crimson Wine Group did not respond to Investopedia’s queries.

French luxury conglomerate LVMH (MC.PA) runs the LVMH Shareholders’ Club. Shareholders need only own a single share, though, given that, as of June 3, 2025, shares trade near €475 (about $540), that doesn’t mean the program is easily accessible. Memberships give individuals access to an exclusive selection of wines and spirits; invitations to shareholder-only events, such as visits to Veuve-Clicquot’s historic, UNESCO World Heritage-listed cellars; and a subscription to a dedicated shareholder magazine.

Finally, Andrew Peller Ltd. (ADW.A) offers shareholders discounts with free delivery on select wine bundles on a varying basis. In 2024, for example, the company offered its exclusive collections at a 15% discount for investors ordering both six- and 12-bottle collections. This offer came with free delivery on orders of 12 bottles or more.

The Bottom Line

The rising popularity of shareholder perks programs is not unique to the wine industry—in fact, across consumer-facing industries, companies are looking to transform their growing number of retail investors into repeat customers, as studies show investors tend to buy more from companies that they are invested in.

Investing in wine stocks can come with more than just financial returns. Some publicly traded wine companies offer shareholder perks like discounts, tastings, and VIP access. However, requirements and benefits vary considerably, programs evolve, and the exact number of wine shareholder benefits programs is unknown. Therefore, investors looking to pair their portfolios with their palettes are encouraged to contact companies directly to understand eligibility requirements and share minimums.


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