Core Insights - The U.S. cannabis market is evolving with legislative discussions, consumer trends, and business developments shaping its momentum, leading to increased investor interest in companies showing signs of stabilization and long-term growth potential [1][12] - November 2025 highlights several cannabis companies that are focusing on profitability, product line expansion, and positioning for future U.S. federal reform, despite ongoing market volatility [1][12] Company Summaries Tilray Brands Inc. (TLRY) - Tilray is a global cannabis lifestyle and consumer goods company with a significant presence in North America, expanding into beverages and wellness products, which strengthens its distribution footprint [2][4] - The company reported noticeable revenue growth year-over-year, driven by stronger consumer adoption and improved product placement, although it still operates at a net loss due to restructuring and long-term investments [5][4] - Tilray's diversification strategy provides stability during slower periods in the cannabis cycle, making it a notable candidate for investment in November [5][12] Canopy Growth Corporation (CGC) - Canopy Growth is a recognized name in the cannabis sector, repositioning itself for future U.S. opportunities through a leaner operational model and strategic pathways into the American market [6][8] - The company has shown modest revenue improvement alongside significant cost reductions, with year-over-year growth in both medical and adult-use markets [8][6] - Canopy's focus on operational discipline and strategic realignment positions it well for potential benefits if regulatory conditions shift [8][12] Cronos Group Inc. (CRON) - Cronos operates as a global cannabis and cannabinoid-innovation company, focusing on premium branded products and international expansion rather than a wide footprint of U.S. dispensaries [9][11] - The company has demonstrated solid revenue growth, reflecting rising consumer demand, although it operates at a loss due to research spending and expansion efforts [11][9] - Cronos maintains a strong cash position relative to its size, providing flexibility during uncertain periods, making it an appealing option for investors seeking growth potential beyond direct U.S. retail expansion [11][12]

Four cannabis stocks are demonstrating significant technical momentum, seemingly undeterred by new regulatory headwinds from Washington.Momentum Improves For 4 Cannabis StocksThe positive trend comes even as Congress passed a government funding bill that includes a controversial provision to re-criminalize many popular hemp-derived THC products, a move that could disrupt a large segment of the market.The stocks logging the gains include Tilray Brands Inc. (NASDAQ:TLRY) , Cronos Group Inc. (NASDAQ:CRON) , Or ...

Four cannabis stocks are demonstrating significant technical momentum, seemingly undeterred by new regulatory headwinds from Washington.Momentum Improves For 4 Cannabis StocksThe positive trend comes even as Congress passed a government funding bill that includes a controversial provision to re-criminalize many popular hemp-derived THC products, a move that could disrupt a large segment of the market.The stocks logging the gains include Tilray Brands Inc. (NASDAQ:TLRY) , Cronos Group Inc. (NASDAQ:CRON) , Or ...

Core Points - Pub Beer, a brand under Tilray Brands, Inc., has launched a collaboration with Big Buck Hunter for a campaign called Cheap Fun Hunting SZN, featuring limited-edition merchandise and a sweepstakes for a custom arcade machine valued at over $10,000 [1][4] - The campaign includes a special "Hunter Orange" can design, available while supplies last, aimed at celebrating the hunting season [2] - The sweepstakes is open until November 30, 2025, for legal residents aged 21 and older in select states [1] Company Overview - Tilray Brands, Inc. is a global lifestyle and consumer packaged goods company with operations across multiple regions, including North America and Europe, focusing on cannabis, beverages, wellness, and entertainment [5] - The company aims to be a leading premium lifestyle brand with a diverse portfolio of over 40 brands in more than 20 countries, offering products that inspire joy and create memorable experiences [5]

With Congress passing the funding bill on Wednesday, ending the record-long government shutdown, a controversial provision has made its way into the bill’s provisions, one that is sparking alarm across the hemp and cannabis industry. Move To Re-Criminalize Hemp-Derived ProductsA last-minute provision in the funding package that the Senate passed on Monday comes with a surprise catch: the criminalization of several THC-infused and hemp-derived products across the country, which were legalized as part of the ...

Core Viewpoint - Tilray Brands advocates for sensible regulations on hemp-derived THC products, emphasizing the need for a taxed pathway that ensures consumer safety and promotes economic growth [1][3][4]. Industry Position - Tilray Brands aligns with a coalition of major operators in the alcohol and beverage sectors to push for responsible regulations, arguing that prohibition leads to unregulated markets and unsafe products [3][4]. - The hemp-derived THC beverage market is valued at $1 billion in the U.S., supported by small business investments and job creation [5]. Regulatory Framework - The company supports a federal baseline framework for hemp-derived THC product regulation, proposing a cap of 10mg of delta-9 THC per serving to ensure responsible consumption and public safety [4][6]. - Tilray Brands opposes any bans on hemp-derived THC products, stating that such measures would drive products underground rather than eliminate them [4]. Consumer Demand - A McLaughlin & Associates poll indicates that over 70% of Americans favor the legality and availability of hemp products, highlighting strong public demand for fair regulation [5]. Commitment to Innovation - Although hemp-derived THC products currently do not significantly contribute to Tilray's revenue, the company is dedicated to collaborating with lawmakers and enhancing its hemp-wellness offerings [6].

Core Insights - Tilray Medical is expanding its global medical cannabis operations with significant international developments, including a joint venture in Panama and new product launches in Germany and Australia [1][2][3] Group 1: International Expansion - Tilray Medical established Solana Life Group in Panama, receiving a medical cannabis license to cultivate, manufacture, and distribute locally, aiming to improve patient access [1] - The company expanded its Tilray Craft portfolio in Germany by launching five new cannabis flower products at its EU GMP certified facility in Neumünster, reinforcing its leadership in medical cannabis [2] - A strategic partnership with Italy's Molteni aims to enhance the availability of Tilray Medical cannabis extracts for patients in Italy [3] Group 2: Product Innovation - Tilray introduced its first medical cannabis edible, Good Supply Pastilles, in Australia, highlighting its commitment to innovative and patient-focused treatment solutions [3] Group 3: Peer Updates - Village Farms International reported a 690% year-over-year increase in international medical export sales, with commercial shipments to the Netherlands contributing $2.4 million to revenues [4] - Curaleaf Holdings is expanding its international business, recently obtaining a license to operate in Turkey and launching products in Australia, while also achieving EU-MDR certification for a cannabis inhalation device [5] Group 4: Financial Performance - Tilray Brands' shares increased by 34.8% over the past three months, significantly outperforming the industry, which saw a 3.2% decline [6] - The company currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 2.94X, below the industry average of 3.16X [8]

Core Insights - Tilray Brands (TLRY) shares have surged 94.5% over the past three months, significantly outperforming the industry which saw a 2.5% decline [1][9] - The stock's rise is attributed to optimism regarding potential federal regulations for hemp-derived products and indications of relaxed marijuana restrictions by President Donald Trump [2][9] - The company reported record first-quarter net revenues of $210 million, contributing to a strengthened balance sheet [2][9] Financial Performance - In the first quarter of fiscal 2026, Tilray Brands achieved a net income of $1.5 million, a significant turnaround from a net loss of $34.7 million in the same period last year [7][9] - Adjusted net income improved to $3.9 million from an adjusted net loss of $6 million year-over-year, driven by lower selling, general and administrative expenses and reduced amortization [7][9] Global Expansion - Tilray Medical is expanding its global footprint, establishing Solana Life Group in Panama to cultivate and distribute medical cannabis [4][9] - The company launched five new cannabis flower products in Germany and entered a strategic partnership with Italy's Molteni to enhance the availability of medical cannabis extracts [5][9] - In Australia, Tilray introduced its first medical cannabis edible, Good Supply Pastilles, emphasizing innovation in patient-focused treatment solutions [6][9] Competitive Landscape - Tilray Brands operates in a competitive market, facing challenges from peers like Village Farms International and Curaleaf Holdings, both pursuing international expansion and cost optimization [10] - As Tilray gains traction in international markets, competitive responses from these companies may intensify [10] Market Estimates and Challenges - The Zacks Consensus Estimate for fiscal 2026 sales indicates a year-over-year improvement of 6.8%, while loss per share is expected to deteriorate by 600% year-over-year [11] - The company faces challenges from price compression and regulatory issues in Canada, including high excise taxes and limited retail channels for cannabis beverages [12][14] - In Europe, growth is hindered by permit delays in Portugal and quota restrictions in Germany, along with currency volatility impacting performance [13][14] Valuation - Tilray shares are currently trading at a forward one-year price-to-sales (P/S) ratio of 1.52X, which is a discount compared to the industry average of 3.16X [15]

Core Insights - The Canadian cannabis market is evolving with global demand increasing and U.S. legalization being a significant topic of interest [1][13] - Major producers are focusing on profitability, cost reduction, and high-margin opportunities like medical exports and branded products [1][13] Company Summaries Tilray Brands, Inc. (TLRY) - Tilray is expanding its U.S. presence through hemp-derived THC beverages and wellness products, focusing on consumer engagement and product innovation [3][5] - For fiscal 2025, Tilray's total net revenue increased by approximately 4% year over year to over $820 million, with gross profit in its cannabis division rising to nearly $100 million and gross margin expanding from 33% to 40% [5][12] - Despite facing a net loss due to impairment charges, management is confident in its restructuring plan and international expansion strategy [5][12] Cronos Group Inc. (CRON) - Cronos is focused on innovation and cannabinoid research, preparing for potential federal legalization in the U.S. while serving international medical and wellness markets [7][9] - In 2024, Cronos's annual net revenue rose by over 30%, with quarterly results in early 2025 showing continued progress and net income turning positive for the first time in years [9][12] - The company maintains a strong balance sheet with substantial cash reserves and minimal debt, positioning itself for sustained growth [9][12] Aurora Cannabis Inc. (ACB) - Aurora serves both medical and recreational markets across more than 25 countries, focusing on medical exports and high-quality production [10][12] - The company reported over 35% year-over-year revenue growth in 2025, with medical cannabis sales rising over 50% [12] - Aurora's strategic pivot towards the higher-margin medical market has improved profitability and stabilized cash flow, positioning it well for future growth [12][13] Industry Outlook - The Canadian cannabis sector is navigating a critical transformation period, with companies like Tilray, Cronos, and Aurora leading the charge [13][14] - Investors are encouraged to monitor technical patterns and apply strict risk management to capitalize on potential growth opportunities in November 2025 [14]

LEAMINGTON, Ontario, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Tilray Medical a division of Tilray Brands, Inc. (NASDAQ: TLRY and TSX: TLRY) and a global leader in medical cannabis, empowering the therapeutic alliance between patients and healthcare practitioners to make informed individualized health decisions, today announced significant updates to its Tilray Medical pricing programs in Canada, reinforcing its commitment to affordability, inclusivity, and patient support. These changes are designed to make medica ...