Liquid Asset? Champagne’s ROI Is Outpacing Burgundy, Gold, and the S&P 500

Liquid Asset? Champagne’s ROI Is Outpacing Burgundy, Gold, and the S&P 500
It's a good time to bet on bubbly.
Contributed by Tori Latha
You may want to reconsider popping that bottle of bubbly.

In recent years, Champagne has become one of the best investments, Bloomberg reported this week, with the alcohol performing better than more classic wine investments like Bordeaux First Growths and Burgundy. And even outside the industry, Champagne has been giving the S&P 500 and gold a run for their money.

That’s all according to the Liv-Ex, or the London International Vintners Exchange. Its Champagne 50 index tracks the price performance of vintages from a dozen top brands. In November 2022, Champagne became the third-most-traded region behind Bordeaux and Burgundy, at 18.7 percent (up from just 2 percent a decade ago). And certain vintages have even seen their prices more than triple: A case of the 2012 Salon Le Mesnil went up from $4,670 to $15,485 between January and September 2022—a whopping 232 percent increase.

Liv-Ex’s Robbie Stevens told Bloomberg that people began investing more in Champagne once they realized how undervalued certain types of bubbly were. “One catalyst was the release of the extraordinary 2008 vintage,” he said, “and then the slew of great vintages that have followed—2012, 2013 and 2014.” Climate change may also be contributing to the continued investment, with buyers worried about how global warming will affect the quality and style of future vintages.

Some prices started dropping around November of last year, but industry insiders say not to worry. Tom Gearing, the CEO of the fine-wine investment company Cult Wines, said to Bloomberg that the Champagne market will thrive in 2023 thanks to high demand and strong brand positioning. On top of that, production dwindled in 2021 and 2022, with some Champagne houses running out of supply in the fall. If you can get your hands on those bottles, their rarity and exclusivity make them a good bet.

And at auction, Champagne is doing better than ever. Jamie Ritchie, the worldwide chairman of wine and spirits at Sotheby’s, noted that the amount of Champagne lots in their auctions has been following an upward trajectory. One Hong Kong auction happening in a couple of days will feature 82 lots of rare Krug vintages and 60 of Dom Pérignon, for example.

Given Champagne’s promising outlook, you might want to consider placing a bid.
For your “investment” and OF COURSE … YOUR PLEASURE… Check out these great bubblies we have in stock:

A. Margaine Champagne Premier Cru “Le Brut” 93 Points

Adrien Renoir “Grand Cru Le Terroir” Champagne – Verzy, France 95 Points

Andre Robert Champagne “Extra Brut” Grand Cru, Blanc de Blancs, Le Mesnil

Billecart Salmon “Brut Nature” Champagne

Billecart Salmon 2009 Extra Brut Champagne 95 Points

Billecart Salmon Blanc de Blancs Grand Cru Champagne

Billecart Salmon Brut Reserve Champagne 95 Points 375 ml

Billecart Salmon Brut Réserve Champagne 95 Points

Billecart Salmon Brut Sous Bois 94 Points Champagne (750 ml)

Billecart Salmon Brut Sous Bois Champagne 94 Points IN MAGNUM

Carboniste 2020 Rose of Pinot Sparkling

Cazals 2009 Champagne Millesime 94 Points

Clotilde Brut “Grand-Cru” Champagne, France

Colin 2012 Grand Cru Champagne

Crocker Starr 2018 Brut Sparkling Wine, Carneros Napa Valley  

Dosnon Rose Brut Recolte, Champagne France

En Tirage 2010 Blanc de Blancs “Beckstoffer” Carneros, Napa Valley – Recently Disgorged

Henri Billiot Rosé Champagne NV, Reims France  

Henri Dosnon Brut Rosé Champagne NV Cotes de Bar

La Sirena 2016 “Aviatrix” Methode Champenoise Blanc de Noir, Napa Valley EXTREMELY LIMITED

Maison Jussiame 2018 Brut Blanc de Blanc, Rogue Valley  

Monthuys Champagne NV Brut, 750ml

Monthuys Champagne Brut NV in MAGNUM

Moussé Fils, Champagne Brut Blanc de Noirs Perpetuelle L’Or d’Eugéne (NV) France 94 Points

Thienot Rose Champagne NV Reims, France

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