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A truly dynamic bottle program drives sales, boosts loyalty, and keeps guests coming back. At Serendipity, our team brings decades of combined experience across on and off-premise fields: meaning we’ve seen what works (and what stalls) in programs of every shape and size. That perspective gives us a front-row seat to both consumer behavior and buyer hardships.

So, if you’ve ever felt like your wine program is coasting instead of thriving, you’re not alone. The good news? With the right mix of strategy, storytelling, and distributor partnership, you can turn it into a program that truly moves. Read on to hear what our experts are saying about the movers and shakers this Fall:

Know Yourself, Your Guests and Your Customers

We all know the first step in building a strong program is defining the story you want to tell. Does your list lean on a regional focus, highlight natural and low-intervention producers, or showcase global diversity? When your program is aligned with your restaurant ethos, retail positioning, or core clientele, you create consistency that builds trust and loyalty.

After that, it can get trickier. Ask staff what guests are asking for, track category sales, and pay attention to seasonal shifts in demand. This is where your rep’s insight into what’s moving across the market can be invaluable. They bring market intelligence from across similar accounts and can share insights on what’s trending and what’s timeless. That combination is key: today’s wine program should offer both the adventurous options people talk about and the familiar bottles they reliably order. Here’s how one of our team members helps his customers navigate balancing trends and comfort:

I just left a new account that was asking about trends, specifically in natural wine. I told them that you don’t have to drink a bottle that’s magenta or mouse-y to enjoy low-intervention wine. Let’s be forward-thinking about the category. Sometimes, and this is market-specific, we have to be a bit more conventional. A well-made CdP fits the bill and is a more consumer-friendly option for those newly seeking out natural wines. Outside of that, I’m currently seeing buyers head towards family-owned properties, female winemakers, and sustainably-focused farming— categories where Serendipity has a lot to offer.

Derek, Assistant Regional Director and North Texas Rosenthal Portfolio Specialist

Build a Balanced Portfolio & Make Sure It All Moves!

Guests and customers want variety in price points, styles, and regions. That means including sparkling wines, classic regional benchmarks, crowd-pleasers, and at least a few adventurous choices. For off-premise accounts, the challenge is balancing everyday drinkers with trade-up options that encourage exploration. For on-premise programs, the focus shifts to pairing wines seamlessly with the menu and highlighting the dining experience. Distributor reps can help here too, sourcing under-the-radar producers and ensuring that supply and pricing remain consistent. Beatrice has been crushing it in the San Antonio market and recognizes how to drive momentum on lesser known wines.

I find that a lot of buyers in my market have a hard time selling the more esoteric wines that they bring in, so a strategy that I always recommend is suggesting lower margins on the unique wines on the list. I suggest to raise sale prices on fast movers (ie Chardonnay, Cabernet Sauvignon) to make up for the lower margins on the fun but lesser known options!

Beatrice, San Antonio Sales

Price Strategy That Works

A price ladder is one of the most effective tools for building a booming program. By anchoring your list with clear entry, mid-tier, and premium options, you create space for customers to step up naturally without feeling forced. Avoid long stretches without options in key tiers, and always make sure there’s something accessible, something aspirational, and something that over-delivers. And it’s not just about individual price points, different formats and pour sizes can help fill in the gaps:

You could offer multiple pour sizes (6oz, 9oz or carafes) so guests can commit at different levels—often leading them toward the larger pour or a shared carafe. I’ve seen a lot more restaurants offering different pours, especially in Austin!

Sierra, Central Texas Regional Director of Sales

Have a healthy section that’s 100$ or less. I also see a lot of success with half-off bottle specials. Ordering a second bottle is key here, so make sure your list has approachable options that encourage guests to stay for another round. It’s not just about one great sale, it’s about creating momentum and building repeat behavior.

Nat, Senior Brand Manager

Sell-Through Matters: Training and Staff Buy-In

Education can be a huge driver of sales. Sales reps can support with tastings, training, and quick-reference cheat sheets that build staff confidence. Equipping staff with memorable takeaways about each wine helps them sell through with ease. And when the program needs an extra push, incentives like swag, gift cards or sales contests can generate movement without relying on discounts.

In my experience, the most important service aspect is having an educated and engaged staff. Bartenders, servers, managers, everyone, should be able to answer questions about the menu in any capacity. When you can engage the guest intellectually, they become stimulated, interested in coming back and developing a relationship with the establishment.

JAY, VP of California Sales

Does your wine list pass the litmus test for oenophiles? The clear trend I’ve noticed is that wherever staff are actively engaged in wine, the wine takes a starring role. A couple restaurants that really knock it out of the park are the Emmer and Rye group in Texas and Statebird Provisions in California. Wine has such a high barrier to entry when it comes to fostering enthusiasm, but these programs make it easy.

Nat, Senior Brand Manager

Marketing and Visibility

For on-premise programs, menu placement, by-the-glass features, and pairing menus all make wines more visible. For off-premise programs, endcaps, shelf talkers, staff picks, and events provide the same boost. One thing that we do here is that our team can supply collateral, co-branded promotions, and even social media shoutouts to support visibility.

I love to suggest to counter service establishments to have a bottle or two on display near the register and to have a few tasting notes, tech facts, or pairing suggestions nearby for ease and upselling.

Beatrice, San Antonio Sales

Highlight seasonal varietals (for example, right now that would mean cozy, fall-friendly Pinot Noir, Syrah, Tempranillo, and Chardonnay with a touch of oak) as BTG mainstays, while still offering a couple of adventurous picks like orange wine or Cru Beaujolais that staff can hand-sell.

Sierra, Central Texas Regional Director of Sales

I like to suggest cross-merchandising wines beyond the wine aisle to capture natural shopper moments. Prosecco in the orange juice section sparks the mimosa occasion. Placing wines near the flower section ties into gifting, celebrations, and entertaining. Featuring wines at the meat counter highlights easy dinner pairings, while positioning them at the checkout (especially individual serving sizes) drives impulse purchases. Each placement creates incremental sales by meeting shoppers where they’re already thinking about enjoyment and occasions.

Holly, Vice President of National Accounts

A wine program that actually moves isn’t about stocking every bottle under the sun. It’s about curating the right mix, pricing smartly, and choosing the right partners. Lean on strategy and your distributor’s experience (that’s us!) to create a list that wows guests, strengthens sales, and does your brand justice.

Ready to give your program a fresh spark? Chat with your sales rep about how to put these ideas into action.

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