Bertani_BrandToolkit_FY27Nov-Dec.pptx
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Brand toolkit for Bertani wines (FY27) presenting commercial strategy and marketing assets that leverage the estate's legacy, deepest European library, and prestige Amarone credentials (including the 2015 James Suckling 100‑point score). It outlines FY27 priorities—expand Amarone Classico leadership, grow the Valpantena range, and build BTG and heritage/on‑premise programs—plus thematic promotions, vertical tastings, POS materials, and trade/consumer event guidance.
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<!-- Slide number: 1 --> fy27 Bertani brand TOOLKIT ©2025 Palm Bay International, West Palm Beach, FL PALMBAY.COM 1 <!-- Slide number: 2 --> COMMERCIAL STRATEGY Bertani — Pitch on a Page LEGACY LIBRARY & CRU OWNERSHIP PRESTIGE The Grandfather of Amarone The Deepest Library in Europe 100 Points. #1 Amarone. Michelin-Approved. Independent critics, retailers, and the country’s top restaurants agree: Bertani Amarone is the benchmark. The 2015 Amarone Classico earned 100 points and #1 Wine of the Year from James Suckling — the highest score ever awarded to an Amarone. 100 pts & #1 Wine of the Year — James Suckling #1 Amarone $125+ at retail (Circana); #1 on $150+ restaurant lists (SommAI) Placements across top Michelin-starred, prestige on-premise accounts Founded in 1857 by brothers Gaetano and Giovan Battista Bertani, the estate produced the first modern-style dry Amarone in 1958 — a style it pioneered and still defines 65+ years later. No other brand carries this legacy. 1857 — Estate founded in Grezzana, Veneto 1958 — First modern dry Amarone vintage 65+ years defining the category Natural appassimento on cane mats with no climate control, then held 10-Year aging. 45 commercially available vintages dating to the 1950s and 200,000 bottles in cellar storage make Bertani’s library the deepest in Europe. The winery is further anchored by the Valpantena, the only officially recognized cru subzone in Valpolicella, where Bertani has been the defining producer since 1857. 45 vintages / 200,000 bottles in cellar Bertani ON vertical (1967/1975/2005) — a once-in-a-generation tasting Sole defining producer of the Valpantena cru     Source: Circana Total US MULO + Conv + Liq, 52 weeks ending 5/10/26 ### Notes: <!-- Slide number: 3 --> COMMERCIAL STRATEGY FY27 Commercial Priorities 01 02 03 Expand Amarone Classico Leadership Build BTG Footprint: Velante + Heritage Programs Grow the Valpantena Range in Inde on & off Premise Amarone Valpantena ($79.99 SRP): position as “Prestige, poured often” offers Classico-quality cru wine at an accessible Amarone price point, taking direct share at the $65–$80 tier Premiumization trends lend favor to taking share across the category’s range of price points Valpolicella Ripasso Valpantena ($29.99): build BTB programs & drive retail placements with multi case stack deals Valpolicella Valpantena ($22.99): build BTG footprint as the Italian Pinot Noir alternative; approachable, story-driven targeting key accounts that seek out chillable reds "Chilled red wine trend" search: +20% - Google Summergeist June 2026 Valpantena is the ONLY recognized cru in Valpolicella, Bertani offers exclusivity at every price point Protect #1 position at retail ($150+) and #1 on restaurant lists ($150+) - these are non-negotiable retention points. Bertani’s Michelin-starred and prestige restaurant placements are an entry point; leverage this credibility to expand the shelf set and introduce the full portfolio Multi-price-point opportunity: every prestige placement is a gateway to Catullo Ripasso, the Valpantena line, and Soave listings alongside the flagship Grow brand recognition beyond the core SKU Use 2015 vintage (100 pts, JS #1 Top 100) as the primary door-opener with buyers and sommeliers Drive 1.5L and 3L formats and library vertical packs (2012/2013/2015) in key luxury accounts Aggressive / pulsated DA support funds the Velante, Valpantena, and Soave pours to win the entry placement. Once secured, use the account relationship to move toward a heritage BTL feature or reserve-list placement Prioritize accounts built for a ladder, not a single SKU: steakhouses, upscale Italian concepts, hotel F&B, and wine-bar-forward programs that already run a tiered “good-better-best” Italian selection. Soave story-sell: if you love Chablis, you’ll love Sereole mineral, lean, single-vineyard Circana #1 Amarone $125+ | SommAI #1 Amarone $150+ on wine lists | 100 pts James Suckling 2024 Valpantena = Valpolicella’s only officially recognized cru subzone — no competitor can claim this Storytelling is the key here. When sampled, the wines shine. With Bertani it’s all about leveraging that already open door.  Source: (Google Summergeist Trends Report, via The Drinks Business, June 26, 2026): ### Notes: <!-- Slide number: 4 -->   THEMATIC PROMOTIONS ### Notes: <!-- Slide number: 5 --> BERTANI Cru Night: Exploring the Valpantena  THE OCCASION: The recurring discovery tasting evening — a standing monthly date night for guests who already order tasting menus. WHO IT'S FOR: Italophile foodies and curious travelers who want a guided, course-by-course wine journey. WHY THE ACCOUNT NEEDS THIS THE PITCH TO THE GUEST Converts one bottle split into four incremental glass pours across a single tasting menu, and a recurring calendar program gives guests a standing reason to return monthly. QR-linked winemaker notes mean minimal staff training lift. “Let us take you through Valpantena, the only single cru of Valpolicella — one glass per course, each one built for what's on your plate.” FEATURED WINES BTG Valpolicella → Ripasso (starters) → Valpantena (entrée) → Recioto (dessert) SUPPORT MATERIALS Table tents / menu inserts, QR coasters linking to winemaker notes. ### Notes: <!-- Slide number: 6 --> BERTANI  A Cut Above THE OCCASION: The three-course steakhouse prix-fixe — guests booking the full tasting experience for a celebration, not just ordering a la carte. WHO IT'S FOR: Indulgent special-occasion diners who want a guided, multi-course wine journey built around classic steakhouse fare. WHY THE ACCOUNT NEEDS THIS THE PITCH TO THE GUEST Packages an existing three-course steakhouse menu into a fixed, pre-built wine pairing — lifting the average check with a guided upsell that needs no new culinary development, just a wine assignment per course. “Three courses, three wines, one indulgent night — from a chilled shrimp cocktail through filet mignon to Bertani's dried-grape Amarone.” FEATURED WINES Soave Original Vintage Edition (shrimp cocktail starter) → Secco Bertani (filet mignon) → Amarone Classico della Valpolicella or Valpantena (cheese/dessert) SUPPORT MATERIALS Menu cards, keepsake booklet, winemaker notes for staff training. <!-- Slide number: 7 --> BERTANI Beyond the Cut  THE OCCASION: The chef's table wine pairing — VIP and special-occasion tasting menu guests seeking a full Italian journey. WHO IT'S FOR: Sophisticated, Euro-centric travelers looking for an as-good-as-Italy dining experience. WHY THE ACCOUNT NEEDS THIS THE PITCH TO THE GUEST Hands the kitchen a ready-built, three-course wine pairing for a tasting menu that already exists — no new culinary R&D — while lifting average check through a pairing add-on. The keepsake booklet extends the brand relationship past the visit. “Three courses, three wines, one story — from the orchards of Soave to the dried grapes of Amarone.” FEATURED WINES Soave Sereole or Soave OV (1st course) → Secco Bertani or Amarone Valpantena (truffle pasta) → Amarone Classico (cheese/dessert) SUPPORT MATERIALS Menu cards, keepsake booklet, winemaker notes for staff training. ### Notes: <!-- Slide number: 8 --> BERTANI The Heritage Board  THE OCCASION: The pre-dinner lounge moment — guests waiting for a table, or choosing a lighter, social bar occasion. WHO IT'S FOR: Sophisticated foodies looking for a shareable bite before, or instead of, a full meal. WHY THE ACCOUNT NEEDS THIS THE PITCH TO THE GUEST Monetizes bar and wait-list time with a high-margin shareable board plus a glass pour — an easy limited-time feature that needs no kitchen menu change, just a board and a pour. “Amarone Valpantena was built for bold, cured flavors — pair it with our heritage board of local charcuterie and aged cheeses while you wait.” FEATURED WINES Amarone Valpantena, paired with artisanal charcuterie, blue cheese, or hard cheeses. SUPPORT MATERIALS Promotional cards for the limited-time feature. ### Notes: <!-- Slide number: 9 -->  BERTANI The Preservation Pour THE OCCASION: The purpose-driven bottle purchase — guests choosing a wine that gives back, on a list that otherwise looks like every other list. WHO IT'S FOR: Socially-conscious consumers who value stewardship and preservation and already give to similar causes. WHY THE ACCOUNT NEEDS THIS THE PITCH TO THE GUEST Differentiates the wine list with a cause story at zero food cost — $5 of every bottle funds a preservation partner, giving the account a built-in PR and social content angle with no extra lift from the kitchen. “Necker tag + QR on every bottle: "Some history is meant to be poured." Scan to see how this bottle supports the preservation of [The National Trust for Historic Preservation / a local landmark] — $5 of every bottle goes directly to the cause.” FEATURED WINES Amarone Classico or Amarone Valpantena. SUPPORT MATERIALS Bottle neckers with QR code, back-of-house server cheat sheets, digital wine-list graphics, co-branded table cards. Limited time offers only. Run for 30 days. Pre-approval required. ### Notes: <!-- Slide number: 10 --> MARKETING & PROGRAMMING Execution Guidelines: trade luncheon/dinners OR consumer dinners Supporting Material Consult with Brand Team to schedule Wine Selection Wine list Inserts Wood boxes Booklets Tasting Cards Create a special evening with supplier and/or distributor team while supporting key accounts & creating brand ambassadors OCM Funds available when supplier is in the market Amarone Classico Verticals Add Cru Focus: Catullo, Ognisanti Add whites: Soave Vintage or Sereole Soave      ### Notes: <!-- Slide number: 11 --> MARKETING & PROGRAMMING POS & Sales Tools      Retail Pop up Display Mix & Match Wines Wood Boxes For restaurant decor, Retail Windows ADVERTISING Customized for featured vintage(s) LIBRARY POSTER Great for Consumer Wine Dinners, Retail Shops  ### Notes:
<!-- Slide number: 1 --> fy27 Bertani brand TOOLKIT ©2025 Palm Bay International, West Palm Beach, FL PALMBAY.COM 1 <!-- Slide number: 2 --> COMMERCIAL STRATEGY Bertani — Pitch on a Page LEGACY LIBRARY & CRU OWNERSHIP PRESTIGE The Grandfather of Amarone The Deepest Library in Europe 100 Points. #1 Amarone. Michelin-Approved. Independent critics, retailers, and the country’s top restaurants agree: Bertani Amarone is the benchmark. The 2015 Amarone Classico earned 100 points and #1 Wine of th…
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