Winc Inc (WBEV)

Sector:
CONSUMER STAPLES
Industry:
RETAIL - FOOD & DRUG
SIC:
RETAIL-MISCELLANEOUS RETAIL
CEO:
Geoffrey McFarlane
Employees:
5340 ALLA RD., SUITE 105, LOS ANGELES,, CA 90066
408.348.0337

Winc: We Bring Everyone to the Table We are one of the fastest growing at scale wineries in the United States. Over the past two years we have grown by approximately 80% in case volume sold, with the sale of over 430,000 cases in 2020. Our growth is fueled by the joint capabilities of our data-driven brand development strategy paired with a true omni-channel distribution network. We were initially formed as a limited liability company under the laws of the state of Colorado in June 2011 under the name Club W. In August 2011, we changed our name to Club W, Inc. and converted to a Delaware corporation. In September 2016, we changed our name to Winc, Inc. Our principal executive offices are located at 1751 Berkeley St, Studio 3, Santa Monica, CA 90404, the address of our registered office in the State of Delaware is National Registered Agents, Inc., 160 Greentree Drive, Suite 101, Dover, Delaware.

Data derived from most recent annual or quarterly report
Market Cap 21.976 Million Shares Outstanding13.159 Million Avg 30-day Volume 31.052 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-2.55
Price to Revenue0.5734 Debt to Equity0.1474 EBITDA-18.876 Million
Price to Book Value2.0583 Operating Margin-27.8671 Enterprise Value40.618 Million
Current Ratio1.342 EPS Growth0 Quick Ratio0.286
1 Yr BETA 1.2963 52-week High/Low 14.2 / 1.49 Profit Margin-26.6654
Operating Cash Flow Growth0.0 Altman Z-Score-0.8048 Free Cash Flow to Firm 0
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Funds Holding WBEV (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding WBEV BETA

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2022-01-31 by GREEN ERIN K
  • 4: filed on 2022-01-31 by SMITH BRIAN PATRICK
  • 4: filed on 2022-01-31 by MCFARLANE GEOFFREY
  • 4: filed on 2022-01-31 by BRAULT CAROL
  • 4: filed on 2022-01-31 by THELEN MATTHEW JONATHAN ALAN
  • 4: filed on 2021-12-01 by WENG XIANGWEI
  • 4: filed on 2021-12-01 by THOMPSON MARY PATRICIA B
  • 4: filed on 2021-12-01 by PINNEY ALESIA LEE
  • 4: filed on 2021-12-01 by JOUKOVSKI LAURA
  • 4: filed on 2021-12-01 by DELONG PATRICK M

    • Events (8k)

  • 8-K: filed on 2022-06-27:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-06-09:
    Item 5.07: Submission of Matters to a Vote of Security Holders
  • 8-K: filed on 2022-05-11:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-29:
    Item 2.02: Results of Operations and Financial Condition
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-28:
    Item 1.01: Entry into a Material Definitive Agreement
    Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-03-10:
    Item 8.01: Other Events
  • 8-K: filed on 2022-03-03:
    Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    Item 9.01: Financial Statements and Exhibits
  • 8-K: filed on 2022-01-10:
    Item 7.01: Regulation FD Disclosure
    Item 9.01: Financial Statements and Exhibits

    • Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    none

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    PINNEY ALESIA LEE

    • Director
    		 86,002 2022-06-09 4

    DELONG PATRICK M

    • Director
    		 81,944 2022-06-09 3

    THOMPSON MARY PATRICIA B

    • Director
    		 101,983 2022-06-09 4

    JOUKOVSKI LAURA

    • Director
    		 86,002 2022-06-09 3

    WENG XIANGWEI

    • Director
    		 1,090,103 2022-06-09 4

    MCFARLANE GEOFFREY CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 1,130,535 2022-01-27 3

    THELEN MATTHEW JONATHAN ALAN SEE REMARKS

    • Officer
    		 238,219 2022-01-27 2

    GREEN ERIN K CHIEF OPERATING OFFICER

    • Officer
    		 162,613 2022-01-27 2

    BRAULT CAROL CHIEF FINANCIAL OFFICER

    • Officer
    		 166,645 2022-01-27 2

    SMITH BRIAN PATRICK PRESIDENT

    • Officer
    • Director
    		 780,602 2022-01-27 2

    BESSEMER VENTURE PARTNERS VIII L.P.

    BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P.

    DEER VIII & CO. LTD.

    DEER VII & CO. L.P.

    GOBLUE VENTURES LLC

    WAHOOWA VENTURES LLC

    15 ANGELS II LLC

    • 10% Owner
    		 1,633,905 2021-11-15 3

    BESSEMER VENTURE PARTNERS VIII L.P.

    BESSEMER VENTURE PARTNERS VIII INSTITUTIONAL L.P.

    DEER VIII & CO. LTD.

    DEER VIII & CO. L.P.

    GOBLUE VENTURES LLC

    WAHOOWA VENTURES LLC

    15 ANGELS II LLC

    • 10% Owner
    		 1,633,905 2021-11-15 3

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    PINNEY ALESIA LEE - Director

    		2022-06-13 21:43:49 -0400 2022-06-09 A 69,124 a 86,002 direct 2.6738 -10.6952 2.6738 2 -19.7861 3

    DELONG PATRICK M - Director

    		2022-06-13 21:42:57 -0400 2022-06-09 A 69,124 a 81,944 direct 2.6738 -10.6952 2.6738 2 -19.7861 3

    THOMPSON MARY PATRICIA B - Director

    		2022-06-13 21:44:08 -0400 2022-06-09 A 78,341 a 101,983 direct 2.6738 -10.6952 2.6738 2 -19.7861 3

    JOUKOVSKI LAURA - Director

    		2022-06-13 21:43:28 -0400 2022-06-09 A 69,124 a 86,002 direct 2.6738 -10.6952 2.6738 2 -19.7861 3

    WENG XIANGWEI - Director

    		2022-06-13 21:44:31 -0400 2022-06-09 A 69,124 a 81,944 direct 2.6738 -10.6952 2.6738 2 -19.7861 3

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    WINC INC WBEV 2022-06-28 15:45:03 UTC -11.3472 12.9172 4000
    WINC INC WBEV 2022-06-28 15:15:03 UTC -11.3472 12.9172 4000
    WINC INC WBEV 2022-06-28 14:45:03 UTC -11.3472 12.9172 4000
    WINC INC WBEV 2022-06-28 14:15:04 UTC -11.3472 12.9172 4000
    WINC INC WBEV 2022-06-28 13:45:03 UTC -11.3665 12.9365 4000
    WINC INC WBEV 2022-06-28 13:15:03 UTC -11.3665 12.9365 3000
    WINC INC WBEV 2022-06-28 12:45:03 UTC -11.3665 12.9365 3000
    WINC INC WBEV 2022-06-27 22:15:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 21:45:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 21:15:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 20:45:04 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 20:15:04 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 19:45:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 19:15:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 18:45:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 18:15:04 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 17:45:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 17:15:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 16:45:03 UTC -11.3665 12.9365 2000
    WINC INC WBEV 2022-06-27 16:15:03 UTC -11.3665 12.9365 2000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin

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