How possible is a takeover from a company like TWE?
TWE are vertically-integrated and have their finger in the grape growing, manufacturing and distribution pies. As a hedge away from their selected brands and China, and a chance to place their bet on the wine industry in general, it's not a bad play for TWE. They distribute all over the globe and can take the DW8 model in every market they operate in, aggregating flow for every small-medium winery/brand (basically any brand outside of the 5-10 biggest in any given market). They'll also get cracking data that can inform which wineries are undervalued and identify potential acquisitions.
I know names like Amazon have previously been discussed as a potential acquirer, but I don't think TWE has been mentioned before. The strategic alignment is there IMO.
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