Wine Report of September 30, 2025

with updated useful insights as a basis for the wine/cellar sector:

Relevant News & Trends (Latest Update)

  • Italian wine production for 2025 has been revised downward: Legacoop reports lower-than-expected yields, with a final forecast of approximately 44 million hl, despite the grape quality being considered high.
  • The harvest in Italy is more than 75% complete and some regions that had abundant production in 2024 are recording drops of 10-20%.
  • In the US market, despite the drop in volumes, the value of the wine market is recovering: the Wine Market Report 2025 (BMO) reports a 4% share of sales value in the United States.
  • The Vinitaly.USA 2025 initiative aims to consolidate the presence of Italian wine in the United States with 250 exhibitors and an export volume of 345 million liters in 2024 (US imports $2.25 billion).
  • France has secured approval for a €5 billion aid plan to support wine exports to the US amid transatlantic tariff tensions.
  • In the UK, Chapel Down winery has cancelled a £32 million project for a new winery, citing slowing domestic demand and the need to rein in investment.
  • Artificial intelligence is gaining traction as a strategic tool for sustainability and efficiency: the study “Artificial Intelligence for the Sustainable Wine Industry” explores practical applications in viticulture, winemaking, and wine tourism.

M&A Radar

Deal / RumorParties involvedSize (if known)Geographical areaSource / date
Acquisition of Tenuta Ulisse by White BridgeTenuta Ulisse, White Bridge Investments IInot disclosedItaly, Campania
Premium Consolidations and Acquisitionswine operators/funds targeting quality assetsselectiveItaly / Europe
Chapel Down wine project cancelledChapel Down (UK)approx. £32 million investment abortedR

Prices & Harvest (mini box)

  • Yields in Italy are disappointing compared to initial estimates, suggesting a realignment of the supply-demand balance that is favorable to supporting prices.
  • The production drops particularly affect regions that had had abundant production in 2024 (decreases of 10-20%).
  • There is currently no recent public data available on spot prices for grapes or bulk wine, but the context suggests upward pressure for those who can guarantee quality and differentiation.
  • Climatic phenomena (drought in the south, rain during the flowering phase in the north) have negatively affected yields, but not – for the moment – the quality of the grapes.