Brown-Forman Corp. Files 10-Q for Period Ending January 31, 2024

Ticker: BF-B · Form: 10-Q · Filed: Mar 6, 2024 · CIK: 14693

Sentiment: neutral

Topics: 10-Q, Brown-Forman, Financial Report, Fiscal Year 2024, Securities

TL;DR

<b>Brown-Forman Corp. filed its Q3 2024 10-Q, detailing financial instruments and stock information.</b>

AI Summary

BROWN FORMAN CORP (BF-B) filed a Quarterly Report (10-Q) with the SEC on March 6, 2024. Brown-Forman Corp. filed a 10-Q report for the period ending January 31, 2024. The filing covers the third quarter of fiscal year 2024. The company's fiscal year ends on April 30th. Key financial instruments mentioned include various notes with different interest rates and maturity dates. The filing details common stock and non-voting common stock information.

Why It Matters

For investors and stakeholders tracking BROWN FORMAN CORP, this filing contains several important signals. This 10-Q provides investors with the latest financial performance and position of Brown-Forman Corp. for the third quarter of fiscal year 2024. Understanding the details of their debt instruments and equity structure is crucial for assessing the company's financial health and investment potential.

Risk Assessment

Risk Level: low — BROWN FORMAN CORP shows low risk based on this filing. The filing is a standard quarterly report (10-Q) and does not contain unusual or high-risk information, indicating a routine disclosure.

Analyst Insight

Monitor future 10-Q filings for revenue growth, net income trends, and any changes in debt structure.

Key Numbers

Key Players & Entities

FAQ

When did BROWN FORMAN CORP file this 10-Q?

BROWN FORMAN CORP filed this Quarterly Report (10-Q) with the SEC on March 6, 2024.

What is a 10-Q filing?

A 10-Q is a quarterly financial report with unaudited financials, management discussion, and interim business updates. This particular 10-Q was filed by BROWN FORMAN CORP (BF-B).

Where can I read the original 10-Q filing from BROWN FORMAN CORP?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by BROWN FORMAN CORP.

What are the key takeaways from BROWN FORMAN CORP's 10-Q?

BROWN FORMAN CORP filed this 10-Q on March 6, 2024. Key takeaways: Brown-Forman Corp. filed a 10-Q report for the period ending January 31, 2024.. The filing covers the third quarter of fiscal year 2024.. The company's fiscal year ends on April 30th..

Is BROWN FORMAN CORP a risky investment based on this filing?

Based on this 10-Q, BROWN FORMAN CORP presents a relatively low-risk profile. The filing is a standard quarterly report (10-Q) and does not contain unusual or high-risk information, indicating a routine disclosure.

What should investors do after reading BROWN FORMAN CORP's 10-Q?

Monitor future 10-Q filings for revenue growth, net income trends, and any changes in debt structure. The overall sentiment from this filing is neutral.

How does BROWN FORMAN CORP compare to its industry peers?

Brown-Forman Corporation operates in the alcoholic beverage industry, a sector characterized by established brands, global distribution, and evolving consumer preferences.

Are there regulatory concerns for BROWN FORMAN CORP?

As a publicly traded company, Brown-Forman is subject to the reporting requirements of the Securities and Exchange Commission (SEC), including the filing of quarterly (10-Q) and annual (10-K) reports.

Industry Context

Brown-Forman Corporation operates in the alcoholic beverage industry, a sector characterized by established brands, global distribution, and evolving consumer preferences.

Regulatory Implications

As a publicly traded company, Brown-Forman is subject to the reporting requirements of the Securities and Exchange Commission (SEC), including the filing of quarterly (10-Q) and annual (10-K) reports.

What Investors Should Do

  1. Review the full 10-Q filing for detailed financial statements and management discussion.
  2. Analyze the specific debt instruments mentioned for their terms and impact on the company's leverage.
  3. Compare the reported figures with previous quarters and the same period last year to identify trends.

Key Dates

Year-Over-Year Comparison

This is the initial 10-Q filing for the period ending January 31, 2024, and a direct comparison to a prior period within this filing is not applicable.

Filing Stats: 4,929 words · 20 min read · ~16 pages · Grade level 15.3 · Accepted 2024-03-06 16:59:56

Key Financial Figures

Filing Documents

- FINANCIAL INFORMATION

PART I - FINANCIAL INFORMATION 3

Financial Statements (Unaudited)

Item 1. Financial Statements (Unaudited) 3

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 21

Quantitative and Qualitative Disclosures about Market Risk

Item 3. Quantitative and Qualitative Disclosures about Market Risk 35

Controls and Procedures

Item 4. Controls and Procedures 36

- OTHER INFORMATION

PART II - OTHER INFORMATION 37

Legal Proceedings

Item 1. Legal Proceedings 37

Risk Factors

Item 1A. Risk Factors 37

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 37

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 37

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 37

Other Information

Item 5. Other Information 37

Exhibits

Item 6. Exhibits 38

- FINANCIAL INFORMATION

PART I - FINANCIAL INFORMATION

Financial Statements (Unaudited)

Item 1. Financial Statements (Unaudited) BROWN-FORMAN CORPORATION AND SUBSIDIARIES CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited) (Dollars in millions, except per share amounts) Three Months Ended Nine Months Ended January 31, January 31, 2023 2024 2023 2024 Sales $ 1,406 $ 1,406 $ 4,078 $ 4,137 Excise taxes 325 337 896 923 Net sales 1,081 1,069 3,182 3,214 Cost of sales 457 434 1,323 1,257 Gross profit 624 635 1,859 1,957 Advertising expenses 141 143 372 414 Selling, general, and administrative expenses 186 203 541 595 Other expense (income), net 124 ( 84 ) 117 ( 91 ) Operating income 173 373 829 1,039 Non-operating postretirement expense 27 1 27 2 Interest income ( 2 ) ( 3 ) ( 7 ) ( 7 ) Interest expense 24 33 61 93 Income before income taxes 124 342 748 951 Income taxes 24 57 172 193 Net income $ 100 $ 285 $ 576 $ 758 Earnings per share: Basic $ 0.21 $ 0.60 $ 1.20 $ 1.59 Diluted $ 0.21 $ 0.60 $ 1.20 $ 1.58 See notes to the condensed consolidated financial statements. 3 BROWN-FORMAN CORPORATION AND SUBSIDIARIES CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Unaudited) (Dollars in millions) Three Months Ended Nine Months Ended January 31, January 31, 2023 2024 2023 2024 Net income $ 100 $ 285 $ 576 $ 758 Other comprehensive income (loss), net of tax: Currency translation adjustments 119 75 108 10 Cash flow hedge adjustments ( 34 ) ( 10 ) ( 24 ) ( 3 ) Postretirement benefits adjustments 6 1 10 4 Net other comprehensive income (loss) 91 66 94 11 Comprehensive income $ 191 $ 351 $ 670 $ 769 See notes to the condensed consolidated financial statements. 4 BROWN-FORMAN CORPORATION AND SUBSIDIARIES CONDENSED CONSOLIDATED BALANCE SHEETS (Unaudited) (Dollars in millions, except per share amounts) April 30, 2023 January 31, 2024 Assets Cash and cash equivalents $ 374 $ 589 Accounts receivable, less allowance for doubtful accounts of $ 7 at April 30 and $ 7 at January 31 855 878 Inventories:

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