Key Takeaways Tilray Brands swings to Q1 net income of $1.5M from a $34.7M loss a year earlier. Tilray Brands benefits from lower SG&A and reduced amortization driving adjusted profit gains. Tilray Brands sees stronger revenue contributions across key segments supporting profitability.Tilray Brands (TLRY) delivered a notable turnaround in profitability during the first quarter of fiscal 2026, marking a sharp improvement from the prior-year period. The company generated net income of $1.5 million compared to ...

Core Insights - Tilray Brands is evolving from a pioneering cannabis company to a diversified global consumer packaged goods (CPG) leader, focusing on beverages, cannabis, and wellness [3][4] - The company aims to drive long-term shareholder value through operational excellence and commercial execution [3][4] Strategic Growth Roadmap - The updated investor presentation outlines Tilray's strategic growth roadmap, emphasizing category diversification and financial performance milestones [2][3] - The company is positioned at the intersection of beverages, cannabis, and wellness, aiming to shape the future of these industries [4] Financial Performance - Tilray's long-term strategy includes scaling its global footprint and enhancing financial performance [4][11] - The company anticipates achieving an Adjusted EBITDA of $62 to $72 million for fiscal year 2026 [9] Brand Leadership and Portfolio Diversity - Tilray supports over 40 brands in more than 20 countries, including cannabis offerings, hemp-based foods, and craft beverages [6][11] - The company is experiencing momentum across beverage, cannabis, and wellness categories, supported by iconic and high-growth brands [11] Operational Excellence - There is a continuous focus on margin enhancement and disciplined capital allocation to drive operational excellence [11] Global Expansion - Tilray is strengthening its market positions across North America, Europe, and emerging international regions [11]

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Here's why the Tilray stock price has crashed and what next Written by Crispus NyagaCrispus N. Crispus Nyaga Market Analyst Crispus Nyaga Market Analyst Crispus is a Market Analyst for Invezz covering the stock, cryptocurrency and forex markets. He's an experienced analyst with more than 8 years of industry experience. read more. Written onNov 17, 2025 Reading time 3 minutes Tilray Brands stock price has plunged and moved into a be ...

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]

Core Viewpoint - Four cannabis stocks are showing significant technical momentum despite new regulatory challenges from Washington, particularly a provision in a government funding bill that could re-criminalize many hemp-derived THC products [1][2]. Group 1: Stock Performance - The stocks demonstrating gains include Tilray Brands Inc. (NASDAQ:TLRY), Cronos Group Inc. (NASDAQ:CRON), Organigram Global Inc. (NASDAQ:OGI), and SNDL Inc. (NASDAQ:SNDL) [2]. - Benzinga Edge's Stock Rankings indicate that all four companies exhibit strong positive momentum, particularly over the last six months [3]. - The six-month returns for the stocks are as follows: TLRY at 156.82%, CRON at 20.39%, OGI at 26.23%, and SNDL at 32.81% [4]. Group 2: Individual Stock Analysis - TLRY shows a weaker price trend in the short term but strong trends in medium and long terms, with a pre-market decline of 1.77% [6]. - CRON maintains a weaker short-term price trend but strong medium and long-term trends, with a pre-market increase of 3.63% [6]. - OGI has a weaker price trend in the short and medium terms but a strong long-term trend, with a pre-market decline of 1.95% [6]. - SNDL has a moderate growth ranking despite weaker trends across all timeframes, with a pre-market increase of 2.35% [6]. Group 3: Regulatory Environment - A new legislative provision in the funding package re-criminalizes intoxicating hemp products, which could significantly impact the market [7]. - Senator Rand Paul criticized the provision, stating it could eliminate nearly 100% of legal hemp products overnight, adversely affecting farmers [7]. - The regulatory changes may benefit multi-state operators by reducing "gray-market" competition but are expected to negatively impact Canadian companies like Tilray, which viewed the hemp-derived product segment as a key entry point into the U.S. market [8].

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]