Wine Report of September 30, 2025

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

Key news (5–7 points)

In Italy, the 2025 harvest is estimated at 47.4 million hectolitres (8% compared to 2024), with quality ratings of “very good / excellent” in many regions.
The first half of 2025 saw Italian wine exports record a decline in volumes (-3.0%) but a stability in values, thanks to a growing average price per litre (2.6%).
In France, the Comité Champagne has reduced the maximum yield for the 2025 harvest to 9,000 kg/ha (approximately −10%) to contain excess stocks.
The US/EU tariff environment continues to generate tensions: new protectionist measures are hitting entry-level European wines and redefining margins on US shelves.
The bulk wine market is showing weakness: sluggish demand, high inventories, and difficulty generating attractive deals.
Artificial intelligence is consolidating its role: predictive models, environmental monitoring, optimization of resources in the vineyard and cellar, and wine tourism management with automation are among the emerging applications.
The Italian export voortrekkers are preparing for Vinitaly.USA 2025 in Chicago (October 5–6), with strong Italian participation and B2B meetings focused on pricing dynamics and brand positioning.

M&A Radar

Operation / Rumor	Parties involved	Dimensions / Notes	Geography	Source / Date
Viva Wine Group acquires Delta Wines	Viva Wine Group (Sweden) → Delta Wines (NL)	~ EUR 57 million for 89% of the shares	Europe, NL & Northern Europe distribution network
Overshine Collective acquires Reeve Wines and Martha Stoumen	Overshine (holding company of former Google executive) → Sonoma wineries	Equity & brand operations (including festivals, labels)	California, USA

Prices & Harvest (mini box)

Italy (general) : estimated production 47.4 million hl (8% vs 2024) with good quality grapes.
Veneto : grapes estimated at around 14 million quintals, 3–5% compared to 2024.
Champagne : maximum yield reduced to 9,000 kg/ha (−10%) to contain stocks.
Price trends : Italian exports recorded average prices rising (2.6%) in the first half of 2025, despite a drop in volumes.
Harvest / Yield Notes : In Italy, the harvest started early almost everywhere. Some areas in central and northern Italy indicate possible drops of 10–20% in volumes, but the grapes will be healthy thanks to favorable weather.