Bourbon 40+ Index

Market Analysis Through September 2025

Current Index Value

$1,215.33
+0.64% (September)

YTD 2025 Performance

+7.68%
Strong recovery momentum

Peak Value (2021)

$1,432.19
-15.14% from peak

5+ Year Performance

+8.92%
Since 2020 launch

Bourbon 40+ Index Performance (2020 - September 2025)

2025 Recovery Pattern

Period-over-Period Changes

Portfolio Composition

Category Count Percentage Current Avg Value
Ultra-Premium ($2,000+) 14 30.4% $3,127
Premium ($500-$2,000) 14 30.4% $734
Mid-Range ($200-$500) 14 30.4% $298
Entry-Level (Under $200) 4 8.7% $145

Category Weight Distribution

Bourbon 40+ Index Components

Bourbon 2020 2021 2022 2023 2024 Q1 2025 Mid-Q2 2025 End-Q2 2025 Sep 2025
1792 12 Year Old Kentucky Straight Bourbon$210$123$90$157$180$110$243$243$166
A.H. Hirsch Reserve 16 Year Old Straight Bourbon$2,151$3,680$3,162$3,650$2,990$3,000$3,162$3,250$3,047
Basil Hayden's 10 Year Old Kentucky Straight Bourbon$67$140$92$50$57$86$92$75$92
Black Maple Hill 16 Yr Old Single Barrel$3,437$3,486$3,500$4,251$3,938$4,750$4,750$4,750$4,750
Black Maple Hill 23 Yr Old Rye$4,062$6,900$5,109$3,965$4,485$4,375$4,375$4,375$4,375
Blanton's Single Barrel Gold Edition$454$299$299$131$125$123$225$247$224
Brown Forman's King of Kentucky Single Barrel 14 Year$883$1,897$1,875$1,851$2,357$2,219$1,875$2,081$1,907
Colonel E.H. Taylor Single Barrel (2018)$80$276$188$235$178$150$195$161$150
Eagle Rare 17 (2018)$1,180$1,459$1,466$1,380$1,449$1,166$1,276$1,276$1,265
Elijah Craig 23 Year Old Single Barrel (1990)$790$776$1,035$1,129$816$851$851$859$750
Elmer T. Lee 100 Year Tribute Bourbon (2019)$747$934$977$862$667$667$650$828$701
Four Roses Limited Edition Small Batch (2017)$322$471$425$391$368$368$350$356$350
Four Roses Small Batch Barrel Strength (2019)$282$431$363$363$297$383$334$351$351
George T. Stagg Barrel Proof (BTAC 2018)$718$1,182$1,245$1,023$759$713$724$1,007$725
Jack Daniels Rested Rye$154$264$178$190$175$225$225$298$298
Jeffersons Presidential Select 21$336$575$736$356$471$625$552$500$506
Kentucky Owl 11 Year Small Batch Rye (Batch 1, 2017)$185$320$293$356$316$293$276$293$356
Knob Creek 15 Year Limited Edition$143$211$195$172$178$195$207$212$207
Michter's 10 Years Old Single Barrel Rye (2018)$265$345$310$300$322$253$276$345$427
Michter's 20 Years Old Single Barrel Bourbon (2018)$3,802$4,552$4,628$4,500$3,766$3,708$4,053$3,938$4,025
Old Forester 12 Year Birthday Bourbon (2018)$454$933$989$862$667$805$747$725$862
Old Rip Van Winkle 10 Year Bourbon (2018)$891$991$925$759$655$598$632$678$805
Old Rip Van Winkle 25$11,995$18,443$31,500$37,500$32,500$32,500$28,865$27,500$27,500
Orphan Barrel Rhetoric 21$274$437$269$322$293$333$308$264$313
Orphan Barrel Rhetoric 23 Year Old$230$368$282$265$253$253$287$304$293
Pappy Van Winkle 13 Year Rye$1,955$1,677$1,748$1,495$1,161$1,455$1,808$1,808$1,808
Pappy Van Winkle 15 Year Bourbon (2018)$2,300$2,625$1,977$1,966$1,727$1,288$1,449$1,518$1,506
Pappy Van Winkle 20 Year Bourbon (2018)$3,277$3,433$2,932$3,363$2,196$1,840$1,966$2,001$1,966
Pappy Van Winkle 23 Year Bourbon$3,435$4,788$4,140$3,910$3,244$2,961$2,875$3,030$3,018
Parker's Heritage 24 Year Bottled-In-Bond (2016)$690$875$812$851$713$816$759$782$805
Rittenhouse 23 Year Old Rye$1,718$2,161$2,002$2,500$2,104$2,116$2,000$1,874$2,127
Russell Reserve 1998 (2015)$1,063$2,241$2,000$2,673$2,328$2,415$2,300$2,443$2,300
Sazerac 18 Year Old Rye (BTAC 2018)$598$876$862$805$632$598$632$1,029$1,828
Thomas H. Handy Sazerac Rye (BTAC 2018)$657$762$747$598$471$419$408$862$862
Van Winkle Special Reserve Lot B 12 Year$771$940$1,042$867$632$655$658$861$861
Very Old Barton 6 Year 100 Proof$45$65$55$50$48$42$45$25$25
W.L. Weller 12 Year$264$345$345$235$178$201$166$273$356
Weller Full Proof$425$598$655$532$471$454$471$598$598
Wild Turkey Master's Keep 17 Year$250$345$398$356$298$276$287$1,380$1,380
Willett Family Estate 4 Year Rye$85$155$135$125$115$95$105$299$299
William Larue Weller (BTAC 2018)$1,037$1,955$1,546$1,564$1,173$1,161$1,276$1,495$1,495
Winkle Family Reserve Bourbon$1,495$1,851$1,748$1,564$1,380$1,288$1,380$150$150
Yamazaki 18 Year Single Malt$4,500$6,900$5,750$5,200$4,850$4,625$5,000$5,500$5,500

Market Analysis & Key Insights

September 2025 Market Update

The bourbon market showed continued momentum in September with the index gaining +0.64% to reach $1,215.33. This modest gain demonstrates market stabilization following earlier volatility and builds on the strong recovery momentum from Q2 2025.

Biggest Gainers (September 2025)

Sazerac 18 Year Rye: +77.6% ($1,029 to $1,828)
W.L. Weller 12 Year: +30.4% ($273 to $356)
Kentucky Owl 11 Year Rye: +21.5% ($293 to $356)
These gains reflect renewed collector interest in aged rye expressions and limited Buffalo Trace allocations.

Notable Corrections

1792 12 Year: -31.7% ($243 to $166)
George T. Stagg BTAC 2018: -28.0% ($1,007 to $725)
Elijah Craig 23 Year: -12.7% ($859 to $750)
Price corrections in premium segments indicate market normalization as oversupply concerns affect certain categories.

Market Recovery Signal

The combined +7.68% YTD gain through September 2025 represents sustained recovery momentum. Despite individual bottle volatility, the overall index shows resilience and suggests the bourbon correction cycle may be stabilizing at new equilibrium levels.

Industry Outlook

With production oversupply concerns mounting (600% increase since 2000) and trade tensions affecting exports, the market is experiencing a bifurcation between ultra-premium allocated releases and broader market segments finding new pricing equilibrium.

Historical Performance Summary

Period Index Value Period Change Cumulative Return Market Comment
2020 (Base)$1,115.87-0.00%Index launch year
2021$1,432.19+28.35%+28.35%Peak bubble year
2022$1,304.79-8.90%+16.93%Correction begins
2023$1,281.47-1.79%+14.84%Continued decline
2024$1,139.75-11.06%+2.14%Market trough
Q1 2025$1,128.78-0.96%+1.16%Stabilization
Mid-Q2 2025$1,171.02+3.74%+4.94%Recovery begins
End-Q2 2025$1,196.75+2.20%+7.25%Momentum building
Mid-Q3 2025$1,207.64+0.89%+8.22%Continued recovery
Sep 2025$1,215.33+0.64%+8.92%Sustained momentum

Bourbon Industry News & Market Updates

Bourbon Oversupply Concerns Mount

September 2025

The bourbon industry faces potential oversupply with production increasing 600% since 2000. In 2024 alone, 3.2 million barrels were filled while American whiskey sales declined for the first time in over 20 years. Major distilling companies including Brown-Forman, Green River, and Diageo have begun staff reductions.

Source: Bourbon Obsessed

Trade Tensions Continue to Impact Exports

August 2025

Ongoing trade tensions with Europe continue as the EU proposes retaliatory tariffs on U.S. spirits. Canada has also implemented retaliatory tariffs on American whiskey. However, India reduced its bourbon tariff from 150% to 100%, providing some relief for exporters.

Source: OhBEV

Buffalo Trace Wheat Whiskey Innovations

September 2025

Buffalo Trace introduced two super-premium wheat whiskey innovations: Weller Millennium #2 ($7,500, 99 proof) and Weller 18 Year Old ($499, 90 proof). The releases showcase exceptional aging potential of wheat in American whiskey production and debuted in limited quantities.

Source: Bourbon Obsessed

Wenzel Whiskey Opens Kentucky Distillery

August 2025

Wenzel Whiskey opened a new $1.2 million distillery in Covington, Kentucky, in a historic 1916 building. The 10,000-square-foot facility includes distilling operations, gift shop, bar, and event space with increased production capacity.

Source: Bourbon Obsessed

Bourbon Women SIPosium 2025

August 2025

Nearly 500 women from across the United States gather in Louisville for the nation's only female-focused whiskey conference. The annual Bourbon Women SIPosium takes place at the Kentucky International Convention Center with celebrity dinners and educational workshops.

Source: The Whiskey Wash

Heaven Hill $70M Investment

July 2025

Heaven Hill announced a $70 million investment to expand its Bardstown campus with a new glass bottle manufacturing facility. Several distilleries launched new age-stated expressions reflecting growing consumer preference for mature whiskey.

Source: Brindiamo Group

State of American Whiskey as We Begin 2025

January 2025

American whiskey sales declined in 2023 for the first time in 20+ years, with 2024 showing further decline. However, industry experts say "the sky is not falling" as bourbon maintains strong status domestically and internationally.

Source: Whisky Advocate

American Whiskey Report March 2025

May 2025

Trade wars and tariffs are affecting the whiskey industry, with several distilling companies including Brown Forman, Green River, and Diageo slashing staff. India reduced its bourbon tariff from 150% to 100%.

Source: Alcohol Professor

Bourbon Industry Outlook for 2025

January 2025

The bourbon industry achieved record sales in 2024 with $5.3 billion in revenue and 12% year-over-year growth. Export growth climbed 15%, with key markets in Europe, Japan, and Australia showing significant gains.

Source: Lane Report

New Bourbon Releases & Upcoming Drops

New Riff Distilling 11th Anniversary Blend

September 2025

11th Anniversary Blend: 28% 11-year corn whiskey, 27% 11-year bourbon, 15% 10-year Balboa rye, 15% 10-year rye, and 15% 8-year Aroostook malted rye. Limited to online purchases for distillery pickup only. Benefits Brighton Center charity.

Availability: Online only at New Riff Distilling

Old Forester Birthday Bourbon 2025

September 2025

25th anniversary release marking 25 years of releases, available only through national sweepstakes at $199.99. Features 12-year bourbon aged in warehouses with unique climate conditions.

Availability: Availability Details

Michter's US*1 Toasted Barrel Rye

August 2025

New permanent addition features secondary maturation in toasted barrels. Limited initial release at $150, expanding to broader distribution in 2026.

Availability: Select retailers nationwide

Parker's Heritage Collection 19th Edition

Fall 2025 (Expected)

Following 2024's exceptional 14-year Malt Whiskey finished in ex-Cognac barrels, the 19th edition promises another unique expression. Past releases have ranged from bourbon to rye to wheat whiskey. Expected MSRP around $170.

Source: Uproxx

Eagle Rare 12 Year

2025 (Date TBD)

New 95-proof bourbon from Buffalo Trace positioned between Eagle Rare 10 and Eagle Rare 17. Features sweet oak and vanilla notes with a port wine-like finish. Label approved but release date not yet confirmed by Buffalo Trace.

Source: Frootbat

Angel's Envy Cellar Collection Vol 5 Rye

May 2025

First Cellar Collection release under new Master Distiller Owen Martin. Straight rye finished in French oak Extra Anejo tequila barrels from Hacienda Patron, including whiskeys aged up to 11 years. Limited availability expected.

Source: Bourbon Obsessed

Old Fitzgerald Bottled-in-Bond Spring 2025

Spring 2025

Heaven Hill's popular decanter series continues with a 9-year-old expression at 100 proof. Following 2024's exceptional steel tank-aged release, collectors have high expectations. Expected MSRP around $130.

Source: Soaking Oak

2025 Buffalo Trace Antique Collection (BTAC)

Fall 2025 (Expected)

The annual BTAC lineup returns with George T. Stagg Bourbon, Thomas H. Handy Rye, and other coveted expressions. Pricing expected to remain around $150 MSRP per bottle, though secondary market values will likely be much higher.

Source: Bourbon Bossman

Maker's Mark 2025 Wood Finishing Series Keeper's Release

March 2025

New limited edition cask strength bourbon (109.2 proof) finished with two distinct toasted American oak stave profiles. Available at select retailers for $75 MSRP, honoring the warehouse team's barrel rotation process.

Source: The Bourbon Review

Kentucky Artisan Distillery Three Expression Launch

July 2025

Three Expression Launch: Small Batch (102 proof, $60), Toasted Oak (98 proof, $70), and Extra Aged 8-Year (100 proof, $80). Features proprietary red, white, and blue heritage corn. Bottles use recycled blue glass inspired by early Kentucky artisans.

Availability: Select retailers and online

Hard Truth Distilling Japanese Oak Finishing

August 2025

Japanese Oak Finishing: Limited-edition 94% rye, 6% malted barley finished with toasted Mizunara oak. Bottled at cask strength (124.7 proof) from just 21 barrels. Grain-to-glass production at Hard Truth Distilling.

Availability: Distillery and select retailers

Frey Ranch Single Estate Nevada Terroir

September 2025

Single Estate Nevada Terroir: 4-year-old rye (80% rye, 10% soft white wheat, 10% estate-malted barley) at 94 proof. Non-chill filtered, cut with Sierra Nevada snowmelt water. Estate Whiskey Alliance member with full estate control.

Availability: Nationwide and online