Brown-Forman Files Q1 FY25 10-Q

Ticker: BF-B · Form: 10-Q · Filed: Aug 29, 2024 · CIK: 14693

Sentiment: neutral

Topics: 10-Q, quarterly-report, financials

Related Tickers: BF.B

TL;DR

BF.B Q1 FY25 10-Q is in. Check financials.

AI Summary

Brown-Forman Corporation (BF.B) filed its 10-Q for the period ending July 31, 2024. The company reported financial results for the first quarter of fiscal year 2025. Key financial data and operational details for this period are detailed within the filing.

Why It Matters

This filing provides investors with the latest financial performance and operational updates for Brown-Forman, crucial for understanding the company's trajectory in the beverage industry.

Risk Assessment

Risk Level: low — This is a routine quarterly filing providing financial updates, not indicating any immediate or significant new risks.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is the quarter ended July 31, 2024.

When was this 10-Q filed with the SEC?

This 10-Q was filed on August 29, 2024.

What is Brown-Forman Corporation's primary industry?

Brown-Forman Corporation is in the Beverages industry, SIC code 2080.

What is the company's fiscal year end?

The company's fiscal year ends on April 30.

What are some of the debt instruments mentioned in the filing context?

The filing context mentions 'OnePointTwoPercentNotesDueinFiscalTwoThousandTwentySevenMember' and 'TwoPointSixPercentNotesDueinFiscalTwoThousandTwentyNineMember'.

Filing Stats: 4,794 words · 19 min read · ~16 pages · Grade level 14.2 · Accepted 2024-08-29 16:14:57

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 16

Quantitative and Qualitative Disclosures about Market Risk

Item 3. Quantitative and Qualitative Disclosures about Market Risk 31

Controls and Procedures

Item 4. Controls and Procedures 31

- OTHER INFORMATION

PART II - OTHER INFORMATION 32

Legal Proceedings

Item 1. Legal Proceedings 32

Risk Factors

Item 1A. Risk Factors 32

Unregistered Sales of Equity Securities and Use of Proceeds

Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 32

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 32

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 32

Other Information

Item 5. Other Information 32

Exhibits

Item 6. Exhibits 32

- 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 July 31, 2023 2024 Sales $ 1,326 $ 1,211 Excise taxes 288 260 Net sales 1,038 951 Cost of sales 387 386 Gross profit 651 565 Advertising expenses 131 126 Selling, general, and administrative expenses 200 188 Other expense (income), net ( 7 ) ( 30 ) Operating income 327 281 Non-operating postretirement expense 1 — Interest income ( 2 ) ( 4 ) Interest expense 29 32 Income before income taxes 299 253 Income taxes 68 58 Net income $ 231 $ 195 Earnings per share: Basic $ 0.48 $ 0.41 Diluted $ 0.48 $ 0.41 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 July 31, 2023 2024 Net income $ 231 $ 195 Other comprehensive income (loss), net of tax: Currency translation adjustments 39 ( 42 ) Cash flow hedge adjustments ( 5 ) ( 2 ) Postretirement benefits adjustments 2 1 Net other comprehensive income (loss) 36 ( 43 ) Comprehensive income $ 267 $ 152 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, 2024 July 31, 2024 Assets Cash and cash equivalents $ 446 $ 416 Accounts receivable, less allowance for doubtful accounts of $ 8 at April 30 and $ 8 at July 31 769 806 Inventories: Barreled whiskey 1,490 1,541 Finished goods 452 472 Work in process 396 386 Raw materials and supplies 218 197 Total inventories 2,556 2,596 Other current assets 265 263 Total current assets 4,036 4,081 Property, plant and equipment, net 1,074 1,052 Goodwill 1,455 1,464 Other intangible assets 990 997 Eq

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