Beverage alcohol companies Corby spirit and wine (TSX:CSW.A) and Andreas Peller (TSX:ADW.A) reminds investors to forget seasonality. Their most recent quarterly results showed impressive earnings growth, confirming that neither is a seasonal stock. Furthermore, this pair of dividend payers is up more than 20% so far this year.
Striking achievements to start the fiscal year
Corby Spirit & Wine Canadian produces, sells and imports spirits, wines and ready-to-drink cocktails (RTDs). The $411.4 million company has a rich legacy in Canadian wineries and distilleries. Today it owns or represents many of the 25 best-selling brands available on the market.
In the first quarter (Q1) of fiscal 2026 (three months ended September 30, 2025), revenues increased 16% to a new quarterly record of $75.4 million compared to Q1 fiscal 2025. Net income increased 9% year-over-year to $10.2%. Management said Corby delivered a standout performance despite the first-ever strike by Liquor Control Board of Ontario (LCBO) employees in July 2024, which rocked the market.
Corby’s RTD portfolio showed renewed strength during the post-LCBO labor strike, with its value rising 44% year over year in the first fiscal year of FY26. Corby President and CEO Nicolas Krantz said: “Corby had a strong start to the fiscal year, supported by an acceleration of market share gains in spirits and continued robust growth in RTDs, contributing to record quarterly performance.”
Kranz credits Corby’s sales strategy for double-digit revenue growth during the quarter. It is striking that cash flow from operating activities increased by 53% compared to a year ago to $5.6 million. He added that the company fully supports the RTD business as it is growing faster than more profitable spirits.
Corby is not heavy on exports, although export revenues rose 55% year-on-year to $4.9 million due to stronger shipments to the US and UK. Kranza sees the US market as a long-term opportunity, especially for whiskey products. Management is neither concerned nor threatened even as American products return to Canadian shelves.
If you invest today, the stock price is $14.52 (+21.5% year to date). CSW.A investors are also enjoying the mouth-watering 6.32% dividend.
Premium wine producer
Andrew Peller Limited, a $236 million company, is a producer of premium wines. It carries premium and ultra-premium labels and respected brands. Paul Dubkowski, CEO of Andrew Peller, also mentioned the positive upside and recovery from the LCBO strike from a year ago.
In the first half of fiscal 2026 (six months ending September 30, 2025), revenue fell 2% to $204.7 million from a year ago. However, net profit rose 222.4% year over year to $13.5 million. “Looking ahead, we are well positioned to continue to grow market share in our core wine business,” Dubkowski added.
At $5.14 per share, ADW.A is enjoying a gain of 28.8% year-to-date. The dividend yield is an attractive 4.82%. The dividend track record is 36 years and counting.
Generate passive income
Corby Spirit and Andrew Peller’s latest earnings results strongly suggest solid business fundamentals. You can invest in either stock to generate passive income.
#Forget #seasonality #TSX #stocks #cheer #year #long