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Duckhorn Portfolio faces shareholder lawsuits over merger disclosures

EditorAhmed Abdulazez Abdulkadir
Published 12/14/2024, 06:06 PM
NAPA
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Wine maker Duckhorn Portfolio, Inc. (NYSE:NAPA), currently valued at $1.63 billion and trading near its 52-week high of $11.10, has disclosed the filing of several shareholder lawsuits alleging deficiencies in the proxy statement for its proposed merger.

The complaints, filed by purported shareholders, assert that the proxy statement misrepresents and/or omits material information. According to InvestingPro data, the company has demonstrated strong momentum with a 46% price return over the past six months.

The litigation includes two complaints in the Supreme Court of the State of New York and one in the United States District Court for the Northern District of California.

Additionally, Duckhorn received fourteen written demands from shareholders alleging similar concerns regarding the preliminary proxy statement filed on November 21, 2024.

For investors following this merger situation, InvestingPro offers comprehensive merger analysis tools and real-time financial metrics, with 11 additional ProTips available for deeper insight into NAPA's financial position.

Duckhorn maintains that the claims are without merit, believing that the proxy statement already contains sufficient disclosure. The company, which maintains impressive gross margins of 54% and a strong liquidity position with a current ratio of 3.73, has made supplemental disclosures to the proxy statement to mitigate the risk of litigation delays affecting the merger's completion.

These supplemental disclosures do not alter the merger terms or the timing of the special shareholder meeting scheduled for December 23, 2024.

Highlighted disclosures include negotiations between Duckhorn and Butterfly regarding non-disclosure agreements, the board's decision to forego a pre-signing market check, and discussions about potential equity participation for certain Duckhorn executive officers post-merger.

The company also provided additional information on the financial analyses conducted by J.P. Morgan Securities LLC, including valuation multiples for comparable companies and discounted cash flow analysis. Furthermore, Duckhorn detailed unaudited prospective financial forecasts used by the company's board and J.P. Morgan in evaluating the merger.

Duckhorn's SEC filing emphasizes that these forward-looking statements are subject to risks and uncertainties and should not be relied upon as predictions of future events. The company also filed a definitive proxy statement with the SEC on December 2, 2024, and urges shareholders to read the document carefully.

The disclosure of these supplemental details follows the completion of Duckhorn's fiscal year 2024 and is based on the company's senior management's assumptions deemed reasonable at the time. Duckhorn's statement concludes with a reminder that the information is based on a press release statement and that the special meeting will proceed as planned.

In other recent news, The Duckhorn Portfolio, a prominent player in the wine industry, has been the subject of several significant developments. The company has entered into an acquisition agreement with Butterfly Equity, a private equity firm. The all-cash transaction is valued at approximately $1.95 billion, marking a significant milestone in Duckhorn's corporate trajectory.

In light of this acquisition, several financial firms have adjusted their analyses of Duckhorn's stock. Jefferies downgraded Duckhorn's stock from Buy to Hold, maintaining a price target of $11.00. Similarly, RBC Capital downgraded the stock from Outperform to Sector Perform, while BMO Capital Markets raised its price target from $9.00 to $11.00.

The company's recent quarterly sales fell short of the expected $126 million, coming in at $123 million. However, Duckhorn surpassed EBITDA expectations, reporting $49 million against the projected $45 million. JPMorgan's estimates for the company's fourth-quarter earnings include $104.3 million in sales and $35.1 million in EBITDA.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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