Archive - Do Not Distribute

Evolution's Q2 2024: Quarter in Review

Mystery of the missing margin

Jul 22 •

June 2024

Brown-Forman's FY2024

Jack Daniel's hits an air pocket

Jun 7 •

May 2024

Conversation with Evolution's Todd Haushalter

And a few observations from Malta 🇲🇹

May 26 •

April 2024

Notes from Evolution's 2024 AGM

From Sweden with love

Apr 29 •

Evolution's Q1 2024: Quarter in Review

Sales in, profits out

Apr 24 •

Evolution's 2023: Year in Review, Part II

Tidbits from the annual report plus some comments on gray market risks

Apr 21 •

February 2024

Evolution's 2023: Year in Review, Part I

Steady as she goes

Feb 5 •

Evolution's Q4 2023: Quarter in Review

Feb 5 •

October 2023

Evolution's Q3 2023: Quarter in Review

A penny not allocated is an opportunity lost

Oct 27, 2023 •

September 2023

15 Years of Brown-Forman

A "medium-term" look into a deeply long-term company

Sep 3, 2023 •

July 2023

Evolution's Q2 2023: Quarter in Review

Margins Up, Investments Down

Jul 22, 2023 •

April 2023

Evolution's Q1 2023: Quarter in Review

Limits of Growth vs. Vastness of Potential

Apr 28, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts