Treasury Wine Estates Limited (TSRYY) Q4 2026 Earnings Call Transcript

SA Transcripts 161.79K Followers Follow Treasury Wine Estates Limited ( TSRYY ) Q4 2026 Earnings Call August 12, 2026 8:01 PM EDT Company Participants Samuel Andrew Fischer - MD, CEO & Director Justin Pipito - Deputy Chief Financial Officer Conference Call Participants Michael Simotas - Jefferies LLC, Research Division Michael Toner - RBC Capital Markets, Research Division Shaun Cousins - UBS Investment Bank, Research Division Craig Woolford - MST Financial Services Pty Limited, Research Division Thomas Kierath - Barrenjoey Markets Pty Limited, Research Division Peter Marks - Goldman Sachs Group, Inc., Research Division Bryan Raymond - JPMorgan Chase & Co, Research Division Ben Gilbert - Jarden Limited, Research Division Caleb Wheatley - Macquarie Research Richard Barwick - CLSA Limited, Research Division Phillip Kimber - E&P, Research Division Sam Teeger - Citigroup Inc., Research Division Mark Southwell-Keely - Select Equities Pty Ltd. Presentation Operator Thank you for standing by, and welcome to the Treasury Wine Estates FY '26 Full Year Results. [Operator Instructions] I would now like to hand the conference over to Mr. Sam Fischer, Managing Director and Chief Executive Officer. Please go ahead. Samuel Andrew Fischer MD, CEO & Director Good morning, and thank you for joining Treasury Wine Estates' 2026 Full Year Results Briefing. Joining me on the call today is Justin Pipito, our Interim Chief Financial Officer. As Justin and I and other members of our team shared with you in some detail at our recent Investor Day, in F '26, we took decisive action to ensure the health of our brands and channels and commenced our comprehensive Ascent transformation program focused on reshaping TWE for future success. While this decisive action has impacted financial performance in the short term, I am confident we'll emerge a more focused and financially strong company capable of sustained attractive returns. And you can see the story of these actions reflected throughout today's announcement, including our key messages, which I'll turn to now.