Core Viewpoint - Tilray Brands, Inc. has entered into an exclusive licensing agreement with the Carlsberg Group to produce, market, and distribute Carlsberg-branded beers in the U.S. starting January 1, 2027, enhancing Tilray's position in the beverage market [1][2][3]. Group 1: Agreement Details - The licensing agreement grants Tilray a multi-year license to produce and distribute Carlsberg®, Carlsberg Elephant®, 1664®, and Kronenbourg 1664 Blanc® beers in the U.S. with an initial five-year term and an automatic renewal for an additional five years based on performance [2]. - The agreement is set to commence on January 1, 2027, and is expected to deliver immediate scale and revenue growth as the Carlsberg portfolio is anticipated to drive volume growth and expand shelf presence [8]. Group 2: Strategic Implications - Tilray will utilize its brewing facilities and commercial expertise to enhance Carlsberg's market share in the U.S., which is the world's second-largest beer market [3]. - The partnership is expected to strengthen Tilray's beverage platform by combining Carlsberg's global brand recognition with Tilray's operational scale and quality standards [4]. Group 3: Operational Enhancements - The agreement will leverage Tilray's operational footprint across brewing, sourcing, packaging, and logistics to drive cost efficiencies and strengthen supply chain resilience [6]. - The collaboration is projected to enhance Tilray's product mix and distributor positioning, thereby reinforcing its category leadership in the U.S. beverage market [8]. Group 4: Company Background - Tilray Beverages is a division of Tilray Brands, which has a diverse portfolio of craft beers, spirits, and non-alcoholic beverages, focusing on expanding premium and mainstream offerings across the U.S. [7]. - Carlsberg Group, founded in 1847, is one of the world's leading brewing companies with a presence in over 150 markets and employs more than 37,000 people globally [6].

Tilray Brands, Inc. (NASDAQ:TLRY) is among the 7 Best Cannabis Stocks to Invest In Now. Canaccord Analyst Initiates Coverage on Tilray Brands, Inc. (TLRY) Tilray Brands, Inc. (NASDAQ:TLRY) is among the Best Marijuana Stocks.  Canaccord analyst Kenric Tyghe began covering Tilray Brands, Inc. (NASDAQ:TLRY) on January 27, 2026, according to TheFly, with a C$13 price target and a Hold rating. According to the company, despite legislative obstacles and structural inefficiencies, the Canadian cannabis industr ...

CC Pharma Agreement Bolsters Tilray’s UK Growth, Strengthening Distribution to Pharmacy and Hospital ChannelsNEW YORK and LONDON, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Tilray Pharma the pharmaceutical division of Tilray Brands, Inc. (Nasdaq: TLRY; TSX: TLRY), today announced that its European pharmaceutical distribution business, CC Pharma, has entered into a strategic agreement with Smartway Pharmaceuticals, a leading UK-based pharmaceutical distribution partner, to expand the availability of pharmaceutical pr ...

Core Viewpoint - Tilray Brands has significantly underperformed in the market, with a 98% decline in share value over the past five years compared to a 78% increase in the S&P 500 [1] Financial Performance - Tilray reported a net loss of $42 million for the six-month period ending November 30, 2025, an improvement from a $120 million loss in the same period the previous year, attributed to changes in fair value and lower amortization expenses [4] - The company's cash burn improved, using just under $10 million during the six-month period compared to over $76 million a year ago, indicating some progress in financial management [5] Market Outlook - The future of Tilray's stock is uncertain, with concerns that the company's aggressive growth strategy may not yield positive results, especially given the likelihood that U.S. marijuana legalization will not occur soon [6] - There is a prevailing sentiment that Tilray's stock could potentially go to $0 if financial conditions do not improve, particularly if liquidity issues arise [3][6] Investment Considerations - Tilray is viewed as a highly risky investment, with analysts suggesting that there are better and less risky growth stocks available for investors [7]

Core Insights - The meme stock phenomenon began in 2021 with GameStop, driven by retail traders on Reddit's WallStreetBets forum, leading to significant price surges due to short squeezes [1] - Investments in meme stocks from 2016 or at their IPOs have resulted in varied outcomes, with some stocks yielding massive gains while others have led to substantial losses [2] Investment Performance - A $1,000 investment in various meme stocks a decade ago would yield different values today, highlighting the volatility and potential of these stocks [3] - Notable performance includes: - GameStop (GME): $3,532 (+253%) - AMC Entertainment Holdings (AMC): $11 (-98.9%) - Palantir Technologies (PLTR): $14,659 (+1,366%) - Carvana (CVNA): $29,712 (+2,871%) - Roku (ROKU): $6,033 (+503%) [4] Market Trends - Meme stocks continue to emerge, indicating a persistent trend driven by social media sentiment rather than traditional business fundamentals [5]

Industry Overview - The cannabis industry is undergoing significant changes with new laws and regulations that support its development [1][2] - Investors are focusing on companies that demonstrate strong performance or are working towards substantial goals, which can lead to profitability [1] Investment Opportunities - In 2026, there is anticipation for a new marijuana stock run, with potential breakout opportunities for various cannabis stocks [2][3] - It is crucial for investors to prepare for the volatility inherent in the cannabis sector [2] Key Companies to Watch - **Tilray Brands, Inc.**: Engages in the research, cultivation, processing, and distribution of medical cannabis products across multiple regions including Canada, the US, and Europe [4] - Recently appointed Romano Beverage to enhance distribution in Illinois, indicating a strategic move to accelerate growth [5][6] - **Cronos Group Inc.**: Focuses on the cultivation, production, distribution, and marketing of cannabis products internationally [8] - Launched its Lord Jones® premium cannabis brand in Israel, highlighting its strategy to penetrate key markets [9][10] - **SNDL Inc.**: Involved in the production and distribution of cannabis products for the adult-use market in Canada [10] - Announced a share repurchase program authorizing the repurchase of up to C$100 million of its outstanding common shares, indicating confidence in its stock value [12][13]

Core Insights - Breckenridge Distillery has appointed Romano Beverage to manage distribution in Illinois, aiming to enhance its market presence and growth in the state [1][2][3] Company Overview - Breckenridge Distillery, founded in 2008, is recognized as the "World's Highest Distillery" and is known for its award-winning blended bourbon whiskey [5] - The distillery has received numerous accolades, including being a 3x Icons of Whisky and 10x Best American Blended winner at the World Whiskies Awards, and recently, its Port Cask Finish was named World's Best Finished Bourbon in 2024 [6] Distribution Strategy - Romano Beverage will oversee the full spirits collection of Breckenridge Distillery in Illinois, including bourbon whiskey, rum, vodka, gin, and the newly launched Mountain Shot [2][4] - The partnership is expected to leverage Romano's local infrastructure and relationships to enhance logistics, salesforce coverage, and retail activation [4] Brand Commitment - Breckenridge Distillery is dedicated to providing premium craft spirits to retailers and on-premise accounts in Illinois, emphasizing its commitment to quality and customer service [4]

Core Insights - CC Pharma, the European pharmaceutical distribution business of Tilray Brands, has been recognized as a TOP 100 Innovator in Germany, highlighting its innovative strength and contributions to the pharmaceutical sector [1][3]. Company Overview - CC Pharma operates a nationwide distribution network serving over 13,000 pharmacies in Germany, providing access to a wide range of prescription and over-the-counter medicines [2]. - The company is also a key player in the distribution of medical cannabis in Germany, utilizing its established infrastructure and regulatory expertise to enhance patient access in a regulated market [2]. Recognition and Awards - The TOP 100 Innovator Award has been recognizing companies for over 25 years based on their innovative management, forward-looking strategies, and sustainable competitiveness [3]. - CC Pharma's selection as a TOP 100 Innovator reflects its disciplined innovation strategy and commitment to operational excellence in a highly regulated market [4]. Leadership Statements - Rajnish Ohri, President of International at Tilray Brands, emphasized that this recognition underscores CC Pharma's role as a reliable partner in Germany's pharmaceutical ecosystem, focusing on building resilient systems and delivering value [4]. - Mathias Bossen, Managing Director of CC Pharma, expressed pride in the award, highlighting the team's focus on continuous improvement and digitalization, positioning the company as a trusted partner in the pharmaceutical value chain [4]. Market Position - CC Pharma's recognition as a TOP 100 Innovator enhances its reputation as an attractive employer and a significant contributor to Germany's healthcare supply chain [4].

Core Insights - CC Pharma has been recognized as a TOP 100 Innovator in Germany, highlighting its innovative strength and role as a trusted partner in the European pharmaceutical market [1][3][4] Company Overview - CC Pharma operates a nationwide pharmaceutical distribution network serving over 13,000 pharmacies in Germany, providing access to a wide range of prescription and over-the-counter medicines [2] - The company is also a key player in the distribution of medical cannabis in Germany, utilizing its established infrastructure and regulatory expertise to enhance patient access [2][4] Award Significance - The TOP 100 Innovator Award has been recognizing companies for over 25 years based on their innovative management, forward-looking strategies, and sustainable competitiveness [3] - This award serves as a trusted signal to various stakeholders, including customers, suppliers, and financial institutions, affirming the company's market position [3] Leadership Statements - Rajnish Ohri, President of International at Tilray Brands, emphasized that the recognition reflects CC Pharma's commitment to innovation and its role in the pharmaceutical ecosystem [4] - Mathias Bossen, Managing Director of CC Pharma, stated that the award validates the team's efforts in continuous improvement and positions the company as a reliable partner in the pharmaceutical value chain [4] Operational Excellence - CC Pharma's selection as a TOP 100 Innovator underscores its disciplined innovation strategy and commitment to operational excellence in a highly regulated market [4] - The award also highlights CC Pharma's attractiveness as an employer and its significant contribution to Germany's healthcare supply chain [4]

Core Viewpoint - Tilray Brands stock has experienced a significant decline, dropping over 68% from its peak in October, with a current price of $7.45, indicating a bearish trend but potential for a bullish reversal pattern to emerge [1] Group 1: Stock Performance - Tilray Brands stock price has fallen to its lowest level since December, with a notable drop from $15.75 in December to $7.45 currently [1] - The AdvisorShares Pure US Cannabis ETF has also seen a decline, falling from $7.25 in December to $4.10 [1] Group 2: Reasons for Decline - The stock's decline is attributed to the lack of progress in cannabis rescheduling, as Attorney General Pam Bondi has not taken steps to reschedule cannabis from Schedule 1 to Schedule 3, despite requests from former President Donald Trump [1] - The rescheduling process is expected to take months or years, and it is not anticipated to provide immediate benefits to companies like Tilray Brands, which face challenges in the banking sector [1] Group 3: Business Performance - Tilray Brands reported a 3% increase in revenue for the second quarter, totaling $217 million, but gross profit decreased from $61.2 million to $57.5 million [1] - Cannabis revenue remained stable at $65.7 million, while distribution revenue increased significantly from $67.6 million to $85.3 million, becoming the largest segment [1] - The beverage segment, however, saw a decline in revenue from $63 million to $50 million, and the wellness segment remained flat at $14.6 million [1] - The net loss improved slightly from $43.5 million to $41.8 million, with analysts projecting single-digit revenue growth moving forward [1] Group 4: Technical Analysis - The stock has moved below key technical levels, including the 78.6% Fibonacci Retracement level at $7.73 and the 50-day and 100-day Exponential Moving Averages [1] - Signs of a potential double-bottom pattern are emerging at $7, with a neckline at $15, suggesting a possible rebound in the coming weeks [1] - The next resistance level to monitor is the Major S&R Pivot Point at $12.5, with historical volatility indicating potential for a pullback following any rebound [1]