The title of this post refers to Constellation Brands as the "Bigfoot" of To Kalon Vineyard and the relative size distribution of the various players in this space, illustrated in the chart below, is one factor that bears out this characterization.
Another factor was the legal decision handed down by the courts in the Vineyard House Winery suit to allow its use of the To Kalon name on its labels. One of Vineyard House Winery's claims was that To Kalon was a place name and, as such, not "trademarkable." Constellation, which had received the To Kalon (registered by Mondavi in 1988) and To Kalon Vineyard (registered by Mondavi in 1994) trademarks as part of the proceeds of the Robert Mondavi purchase, contested this claim vigorously.
In the decision handed down in January 2021, the judge ruled that Constellation could use the term To Kalon both as a brand and " a reference to all of their alluvial fields in Oakville." In addition, a permanent injunction was granted preventing non-Constellation use of To Kalon without the trademark holder's permission.
Hence ...
Background
I have detailed the history of the To Kalon Vineyard elsewhere; a summary is provided in the chart below.
Constellation Brands came into the To Kalon frame with its purchase of Robert Mondavi in 2004. The Mondavi family had sold 2.5 million shares in the company to the public on June 10, 1993 but retained a controlling interest post the transaction. At this time Michael and Tim were co-Managing Directors, Marcia (their sister) was a partner, and Clifford Adams was the COO.
The now-public company flourished until it experienced slowing business performance in the early 2000s. The board thought that a reorganization which sold off the high-end portfolio (Mondavi Winery, Ornellaia, and its ownership stake in Opus One), while retaining the inexpensive offerings (Woodbridge by Robert Mondavi, Robert Mondavi Private Selection) would return the enterprise to profitability. Constellation countered this reorganization plan by offering to buy the enterprise for $970 million, an offer which the Board members seemed to ignore. Shareholder lawsuits, and a sweetened offer of $1.03 billion) from Constellation, resulted in the Board considering -- and accepting -- the offer. The deal, closed on 12/22/04, resulted in the separation of the Mondavi family from the business, with Robert retained as a Brand Ambassador.
Constellation bought Schrader Cellars on June 16, 2017. This company's brand was, according to Tim Carl, "built on the marketing prowess of Schrader, the winemaking reputation and skills of Thomas Brown, and the quality of fruit and name recognition of the Beckstoffer Vineyard." Subsequent to the purchase, Constellation has introduced two new wines under this eponymous label: Heritage Clone To Kalon Vineyard and Monastery Block To Kalon. The latter, first released with the 2017 vintage, is 100% Cabernet Sauvignon Clone 169 from the vineyard's Monastery Block. The former, initiated with the 2018 vintage, is 100% Cabernet Sauvignon Clone 39 from Block N2S of the vineyard.
Schrader has a second label called Double Diamond which it had placed on hiatus in 2016. This label was first introduced in 2001 as a Cabernet Sauvignon cuvée which drew its fruit from top Napa Valley sites. With access to To Kalon fruit, the label was brought out of cold storage with the 2018 vintage as an Oakville cuvée with the bulk of its fruit sourced from the home vineyard.
In May of 2019, Constellation announced its Fine Wine Division's launch of To Kalon Vineyard Wine Company, a label helmed by Andy Erickson and using fruit sourced from the To Kalon Vineyard. The initial offering -- named Highest Beauty (100% Cabernet Sauvignon) -- utilized fruit from the vineyard's 2016 harvest.
Subsequently, To Kalon Vineyard Wine Company has introduced two additional wines: (i) H.W.C. Cabernet Sauvignon (Initials of the To Kalon founder; 100% Cabernet Sauvignon Heritage Clone) and (ii) Eliza's Red Wine (Cabernet Sauvignon-Cabernet Franc blend named after Elizabeth Yount, the widow of the founder of Yountville). The 2019 edition of this wine was a blend of 63% Cabernet Sauvignon and 37% Cabernet Franc.
Beginning with the 2022 vintage, the winemaker of To Kalon Wine Company will be Tony Biagi. He will share that responsibility with Andy Erickson for that vintage and will then have sole responsibility going forward.
Organic Certification
The Constellation Brands portion of Collective To Kalon has been farmed sustainably for a number of years under the Napa Green certification regime but the company has been hard at work over the past three years readying To Kalon Vineyard for organic certification. Constellation currently manages 497 acres of the combined historic To Kalon Vineyard plus the non-Opus portion of the Stelling Extension and, of this, a total of 331 acres have attained organic certification. Younger vines and buffer blocks remain uncertified at this time. The first vintage of organic fruit will come with the 2023 harvest.
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I have tasted, and written about, all of the estate wines from Collective To Kalon, as well as selected wines from Beckstoffer To Kalon, but have not so treated the Constellation To Kalon wines. I recently organized a tasting to address that shortcoming and will report on it in a follow-up post.
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