The purpose of this guide is to point business researchers to some key resources when researching the wine industry. While not entirely comprehensive, this guide does list several of the key and highly recommended resources when analyzing the industry and researching the companies in the industry. I’ve listed the databases and resources below, with recommendations on how to find the best information in the quickest fashion.
IbisWorld is a good place to get started for a good overview of the industry. A search for wine yields a report for Wineries in the US – 31213
Passport offers essential macroeconomic information that can be really useful in performing a PEST analysis. This video shows you how to find information from Passport that addresses the broad Political, Economic, Social, and Technological trends affecting industries. This video shows you how to find information from Passport for your PEST analysis.
You can also find some excellent market research and company reports in the Passport.
- To find these reports, use the Industries tab to browse to Alcoholic Drinks, then choose Wine in the search tree, as shown in the video below. While the video is from an older version of Passport, the general navigation remains the same.
Mintel Oxygen is an excellent source for market research reports pertaining to this industry. A search for “wine” yields several relevant reports.
OneSource is another fantastic resource for both company and industry information.
- It has company news, financials, SWOT analyses, ratio comparisons, peer analysis, stock reports and more.
- Search for wine as an industry to find industry reports
Mergent Online is a great tool for looking at both company and industry information.
- It has Equity Reports for major companies. Take a look at this video for how to find Equity Reports in Mergent Online.
- It is a great way to compare companies in the same industry. The video below shows you how to compare companies in the wine industry
Business Source Complete
Business Source Complete has a lot of useful information that can take your research to the next level. I’ve listed here last not because it is the least important, but because I would us articles and reports from Business Source Complete to fill in the gaps of your research. You will find Industry Profiles (search for wine or wineries, and Trade Publications that can enhance the broad coverage of other industry reports.
Factiva is a great resource for looking for news about companies in the industry. You will also find company profiles, financials, ratios, and more in the “Companies & Markets” section of Factiva. This video shows you how to use Factiva effectively when analyzing your company.
The 10-k (annual SEC filings) for individual companies contain financial information for companies, as well as textual descriptions of business strategies, risk factors, competition, and more. Look in Part 1, Item 1 and Item 1A for this information in a company’s 10-K report. As an example, take a look at the 10-K for Willamette Valley Vineyards and look at the Business and Risk Factors sections. You will notice that Willamette Valley Vineyards uses some of the similar language found in reports like IBISWorld and others. You might also look at similar 10-K’s for other companies in the industry.
Statista is great resource to find some extremely useful statistics for you industry. Simply search for “wine” or “wineries” to find stats for your project.