Roth Heritage Overview

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Transcript Roth Heritage Overview

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ROTH ESTATE

Brand Story:

– Roth Estate was founded in 2002 by Ted Simpkins. This first release from Vintage 2000 was a proprietary red blend called “Heritage”. When Ted Simpkins created this his first release, he wanted to pay tribute to his mother Rose Roth and his family’s heritage.

– Roth Heritage represents the perseverant and relentless spirit of his immigrant mother Rose, who in 1938 was asked by her family to leave her home village in Switzerland to help her sister who had immigrated to America. Finding her new life during the later years of the Great Depression and on the doorsteps of WWII, Rose made her way to New Bedford, MA where she worked in a munitions factory, raised and provided for her son. – Ted’s family heritage is a blend of Swiss, German and English roots. Proud, determined immigrants that forged the back bone of America’s great accomplishments and heritage. Blessed with a determined mind, bold character and relentless spirit, he forged a colorful career in the wine industry. Vintage 2010 “Heritage” celebrates his appreciation of family, his colorful heritage and his passionate interest in making great wines.

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Numbers

Vintage 2010:

The Roth Heritage in a bold blend of some of our favorite regions and Sub climates throughout the South-eastern parts of Sonoma. Have incredible aromas of black berries, caramel, and vanilla bean that draw you in immediately. On the pallet the wine is lush and silky but still bright and concentrated. Beautiful notes of blueberry pie, cherries and vanilla are well structured and leave you with a graceful finish. • • • • • • 41 barrels produced / 1025 750ml 57 – Five Gallon (19.5L) Kegs (Freeflow) 55% Merlot, 21 % Petite Sirah, 24% Syrah Blend of Alexander Valley, Knights Valley, and Chalk Hill AVA’s. Titratable Acidity: 0.56 g/100mL, pH 3.72,Alcohol: 14.7% UPC Code: 6 98743 11750 7

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Case Plan & Expectations

Vintage 2010 2011 2013 2014 2015 Production 9L Cases 1025 2050 4100 8200 16400 9L Cases 2012 410 410 Shipments / Depletions 2013 615 820 2014 1,230 1,640 2015 2,460 3,280 1,435 2,870 5,740 2016 4,920 6,560 11,480

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Market Trends: Opportunity

• Sales of red blends, according to Nielsen, have grown over the last 52-week period by more than 50 percent, • Red blends account for some five-million cases, with three of the top four brands being less than three years old.

• 2011 - Red blends attained 18.3 percent increase in volume sales and 22. 5 percent increase in dollar sales for 2011, the Symphony IRI data states.

• Stylistically Good Entry Point for New and Young Wine Drinkers • Channel Pricing / Support Consumer Trial in On Premise 2

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Market Plan & Expectations : Year One • Primary Markets

– YMCO – ALL Markets – TX, NY, GA

• Keg – BTG Focus Markets

– CA, AZ, TX, GA, NY

• Channel Mix

– 60% OFF / 40% ON

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Tools Needed For Launch

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