MGP Ingredients

MGPI

Market cap $486M

MGP Ingredients faces significant revenue and profit declines due to shifting consumer preferences and industry overcapacity. Despite attractive valuation multiples, MGPI's sales dropped across all segments, with the Distilling Solutions segment hit hardest by falling whiskey demand. Management's cost controls and strategic review offer some hope, but long-term demand uncertainty persists, especially with Gen Z drinking less alcohol.

MGP Ingredients is transitioning from a commodity distiller to a premium branded spirits company, driving higher margins and diversified revenue streams. Despite a challenging whiskey market and a 16% revenue drop in 2024, MGPI maintained profitability, improved free cash flow, and prioritized balance sheet strength. MGPI trades at a significant valuation discount to peers, with insider buying and a share buyback signaling confidence in future recovery and upside potential.

MGP Ingredients (MGPI) is undervalued, with market pessimism overstating recent GAAP-driven earnings declines and ignoring strong underlying fundamentals. New CEO, Julie Francis, is executing a disciplined turnaround: cutting underperforming brands, rebuilding operations, and focusing on high-return investments. Despite revenue and EBITDA declines, premium spirits portfolio is resilient, cash flow is growing, and the balance sheet is robust with AAA-level credit metrics.

MGP Ingredients, Inc. ( MGPI ) Q3 2025 Earnings Call October 29, 2025 10:00 AM EDT Company Participants Amit Sharma - Vice President of Investor Relations Julie Francis - CEO & President Brandon Gall - CFO & Treasurer Conference Call Participants Sean McGowan - ROTH Capital Partners, LLC, Research Division Seamus Cassidy - TD Cowen, Research Division Marc Torrente - Wells Fargo Securities, LLC, Research Division Benjamin Klieve - Lake Street Capital Markets, LLC, Research Division Mitchell Pinheiro - Sturdivant & Co., Inc., Research Division Presentation Operator Good morning, and welcome to the MGP Ingredients Third Quarter of 2025 Earnings Conference Call. [Operator Instructions] Please also note that this event is being recorded today.

The headline numbers for MGP (MGPI) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

MGP (MGPI) came out with quarterly earnings of $0.85 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $1.29 per share a year ago.

ATCHISON, Kan.--(BUSINESS WIRE)--MGP Ingredients, Inc. (Nasdaq:MGPI), a leading provider of branded and distilled spirits and food ingredient solutions, announced the appointment of Matias Bentel as its chief marketing officer and Chris Wiseman as its senior vice president, operations. Both executives are reporting to Julie Francis, president and CEO, and are joining the company's executive leadership team. "We are excited to welcome Matias and Chris to MGP,” said Francis. “Matias brings decade.

ATCHISON, Kan.--(BUSINESS WIRE)--MGP Ingredients, Inc. (Nasdaq: MGPI), a leading provider of branded and distilled spirits and food ingredient solutions, today reported results for the third quarter ended September 30, 2025. “Our third quarter results demonstrate the resilience of our business and our team's ability to continue to deliver against our key initiatives amid ongoing industry headwinds,” said Julie Francis, president and CEO. “Our premium plus brands again delivered solid growth and.

ATCHISON, Kan.--(BUSINESS WIRE)--MGP Ingredients, Inc. (Nasdaq: MGPI), a leading provider of branded and distilled spirits as well as food ingredient solutions, today announced that its board of directors has declared a quarterly dividend of $0.12 cents per share of common stock. The dividend is payable on November 28, 2025 to stockholders of record as of November 14, 2025. About MGP Ingredients, Inc. MGP Ingredients Inc. (Nasdaq: MGPI) has been formulating excellence since 1941 by bringing pro.

The 2025 edition of the ultra-limited Remus expression, made with 15-year-old reserves, features historic Ross & Squibb mash bill at cask strength honoring the 100th anniversary of The Great Gatsby's publication ST. LOUIS , Oct. 28, 2025 /PRNewswire/ -- Jay Gatsby was right – the past can be repeated, and the highly anticipated return of Remus Gatsby Reserve serves as the proof.