Core Insights - Hapbee Technologies, Inc. has completed transformative changes to its Board of Directors, marking a significant step in its growth roadmap [1][3] - The new board is expected to guide the company through its most exciting growth phase, leveraging diverse experience across various sectors and geographies [3][4] Leadership Update - Rizwan "Riz" Shah has been appointed as the Chairman of the Board, bringing over 25 years of experience in growth and transformation strategies [3][4] - The board now includes members with expertise in innovation, legal, finance, global strategy, and commercialization, enhancing its capability to drive Hapbee's growth [4][6] Company Overview - Hapbee is a digital wellness technology company focused on helping users optimize sleep, performance, and overall well-being through its patented ultra-low radio frequency energy (ulRFE®) technology [4][6] - The company's products and subscriptions are available for purchase online and through a growing network of distributors [4]

Financial Data and Key Metrics Changes - Consolidated net sales decreased by 10.8% in Q1, with organic net sales declining by 17.3% excluding Olive and June [39][40] - Gross profit margin decreased by 160 basis points to 47.1%, primarily due to a shift towards lower price alternatives and elevated retail trade expenses [43] - GAAP operating loss for the quarter was $407 million, primarily due to noncash impairment charges [45] - Non-GAAP adjusted EPS was $0.41 compared to $0.99 in the same period last year [46] Business Line Data and Key Metrics Changes - Home and Outdoor segment net sales declined by 10.3%, with approximately 6.7 percentage points of the decline driven by tariff-related disruption [41] - Beauty and Wellness segment net sales declined by 11.3%, with approximately 9.7 percentage points of the decline driven by tariff-related disruption [42] - OXO brand gained share and extended its leadership in kitchen utensils, while Hydro Flask saw growth driven by expanded distribution [21][22] Market Data and Key Metrics Changes - U.S. point of sale unit growth was seen in eight out of eleven key brands in Q1 [19] - Average price compression of 3% to 4% was noted in the U.S. business, indicating a trend of consumers trading down [18] - Strong category growth was observed in prestige hair liquids, air purifiers, and thermometry, with DTC revenue growth of 9% year over year [20] Company Strategy and Development Direction - The company is focusing on five key priorities: restoring confidence, improving go-to-market effectiveness, refocusing on innovation, leveraging brand strengths, and reinvigorating company culture [11][12][15] - A strategic shift towards supply chain diversification and dual sourcing is being implemented to mitigate tariff impacts [35][53] - The company plans to implement average price increases across its portfolio in the range of 7% to 10% [60] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q1 results were below expectations due to greater-than-expected tariff-related disruptions [17] - The macro environment remains uncertain with geopolitical friction and shifting consumer behavior impacting demand [16] - The company expects continued tariff-related disruptions into Q2 but believes these impacts are largely transitory [30] Other Important Information - The company ended Q1 with total debt of $871 million, a decrease of $46 million compared to the previous quarter [47] - Free cash flow for Q1 was strong at $45 million compared to $16 million in the same period last year [20] - The company is not providing a full-year outlook due to ongoing uncertainties related to tariffs and consumer demand [49] Q&A Session Summary Question: Pricing plans and elasticity considerations - The company plans to implement price increases of 7% to 10% across its portfolio, with individual items seeing increases up to 15% [60] - Conservative elasticity assumptions are being made due to the challenging environment [62] Question: Gross margins and SG&A interplay for Q2 - Gross margins are expected to be slightly worse than Q1, but year-over-year improvement is anticipated [66] - SG&A ratio is expected to normalize to approximately 37% to 38% for the remaining three quarters of the fiscal year [51] Question: Long-term earnings power and headwinds - The company acknowledges significant impacts from direct import business and tariff changes, affecting Q1 and Q2 results [75] - The cadence of results is expected to improve in the second half of the year due to pricing actions and stabilization of retail inventory [76] Question: Retail distribution gains and self-base consolidation - The company is expanding distribution in Walmart, particularly for blood pressure monitors, and expects benefits in the second half [93]

Financial Data and Key Metrics Changes - Consolidated net sales decreased by 10.8% in Q1, with organic net sales declining by 17.3% excluding Olive and June [38][39] - Consolidated gross profit margin decreased by 160 basis points to 47.1%, primarily due to a shift towards lower price alternatives and elevated retail trade expenses [43] - GAAP operating loss for the quarter was $407 million, primarily due to noncash impairment charges [44] - Non-GAAP adjusted EPS was $0.41 compared to $0.99 in the same period last year, reflecting lower adjusted operating income and higher interest expense [45] Business Line Data and Key Metrics Changes - Home and Outdoor segment net sales declined by 10.3%, with approximately 6.7 percentage points driven by tariff-related disruption [40] - Beauty and Wellness segment net sales declined by 11.3%, with approximately 9.7 percentage points driven by tariff-related disruption [41] - Olive and June contributed incremental revenue of $26.8 million, helping to partially offset declines in other segments [42] Market Data and Key Metrics Changes - U.S. point of sale unit growth was observed in eight out of eleven key brands in Q1 [20] - Average price compression of 3% to 4% was noted in the U.S. business, indicating a trend of consumers trading down [19] - Strong category growth was reported in prestige hair liquids, air purifiers, and thermometry, with DTC revenue growth of 9% year over year [20] Company Strategy and Development Direction - The company is focusing on five key priorities: restoring confidence, improving go-to-market effectiveness, refocusing on innovation, leveraging brand strengths, and reinvigorating company culture [11][12][15] - A strategic shift towards dual sourcing and supplier diversification is being implemented to mitigate tariff impacts [35][52] - The company plans to implement average price increases across its portfolio in the range of 7% to 10% [59] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q1 results were below expectations due to greater-than-anticipated tariff-related disruptions [17] - The macro environment remains uncertain with geopolitical friction, economic uncertainty, and shifting consumer behavior [16] - Management expects continued tariff-related disruptions into Q2 but believes these impacts are largely transitory [29] Other Important Information - The company ended Q1 with total debt of $871 million, a decrease of $46 million compared to the previous quarter [46] - Inventory levels are expected to increase to approximately $510 million to $520 million by the end of Q2, driven by seasonal inventory builds and the Olive and June acquisition [51] Q&A Session Summary Question: Pricing Plans and Elasticity - The company plans to implement average price increases of 7% to 10% across its portfolio, with individual items seeing increases up to 15% [59] - Conservative elasticity assumptions are being made due to the challenging environment [62] Question: Gross Margins and SG&A for Q2 - SG&A ratio is expected to decrease from around 45% in Q1 to approximately 39% in the latter half of the year [69] Question: Long-term Earnings Power - The company believes existing consensus estimates for the full year are reasonable, but the cadence of results has shifted due to tariff changes [75] - The majority of net mitigated unmitigated tariff impact will fall into Q2, with expectations for improvement in the second half of the year [76]

Core Viewpoint - Tilray Brands, Inc. is set to release its financial results for the fourth quarter and full fiscal year ended May 31, 2025, on July 28, 2025, after market close [1] Group 1: Financial Results Announcement - The financial results will be announced after market close on July 28, 2025 [1] - A live conference call and audio webcast will be held to discuss these results at 4:30 PM Eastern Time on the same day [2] Group 2: Company Overview - Tilray is a leading global lifestyle and consumer packaged goods company with operations in Canada, the United States, Europe, Australia, and Latin America [3] - The company focuses on the cannabis, beverage, wellness, and entertainment industries, aiming to elevate lives through moments of connection [3] - Tilray supports over 40 brands in over 20 countries, offering comprehensive cannabis products, hemp-based foods, and craft beverages [3]

Core Insights - Hims & Hers Health, Inc. (HIMS) is transforming health and wellness through a consumer-first digital platform, providing treatment for chronic and sensitive conditions, and has conducted over 30 million telehealth consultations in the U.S. and U.K. [1][7] Company Overview - HIMS offers accessible care for mental health, dermatology, sexual wellness, and weight management via its mobile app [7] - The company is expanding its services to include lab testing, compounded medications, and personalized digital wellness solutions [7] Industry Trends - According to McKinsey's 2025 Future of Wellness Trends survey, wellness is increasingly important to consumers, especially Gen Z and millennials, leading to a demand for accessible, science-backed, and personalized solutions [3] - Hims & Hers is well-positioned in the evolving wellness industry with a scalable, tech-enabled model that emphasizes individualized care and proactive health management [3] Competitive Landscape - LifeMD, Inc. (LFMD) focuses on direct-to-patient telehealth services for lifestyle and chronic health conditions, expanding its offerings in accessible digital healthcare [4] - Medifast, Inc. (MED) emphasizes lifestyle-based weight management through its OPTAVIA program, supporting over 25,000 active coaches and impacting over 3 million lives [5] Financial Performance - HIMS shares have increased by 90.6% year-to-date, significantly outperforming the industry growth of 9.9% [6] - The Zacks Consensus Estimate predicts a 174.1% increase in HIMS' earnings per share from 2024 to 2025 [8] Valuation Metrics - HIMS has a forward 12-month price-to-sales (P/S) ratio of 4.1X, which is lower than the industry average of 5.8X but higher than its three-year median of 2.3X [10]

Core Insights - Yerbaé Brands Corp. has successfully completed a business combination with Safety Shot, Inc., where Safety Shot acquired all outstanding shares of Yerbaé [1][2] - The transaction was executed through a court-approved plan of arrangement, resulting in Safety Shot shareholders owning approximately 81.64% of the combined company, while former Yerbaé shareholders own about 18.36% [2][3] Transaction Overview - Under the arrangement agreement dated January 7, 2025, Safety Shot acquired all Yerbaé shares, with each Yerbaé shareholder receiving 0.2918 of a Safety Shot share for each Yerbaé share held [3] - The total number of Safety Shot shares issued in the transaction was 19,881,948 [2] - Yerbaé shares will be delisted from the TSX Venture Exchange and OTCQX effective June 30, 2025 [3] Shareholder Information - Yerbaé shareholders with physical share certificates must submit a Letter of Transmittal to receive their Safety Shot shares [4] - For shareholders holding shares in book-entry form or brokerage accounts, the exchange of shares is automatic [5] Company Profiles - Safety Shot, Inc. specializes in wellness and dietary supplements, notably developing Sure Shot, a patented product that lowers blood alcohol content while enhancing clarity and energy [6] - Yerbaé Brands Corp. produces plant-based energy beverages that are zero calorie, zero sugar, and cater to various dietary preferences, aiming to disrupt the energy beverage market [7] Advisory Information - Maxim Group LLC acted as the exclusive financial advisor to Safety Shot during the merger [8] - Legal counsel for Yerbaé was provided by Cozen O'Connor LLP, while Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. served as legal counsel for Safety Shot [9]

Core Insights - XWELL's Xpres Spa has been recognized as one of Yelp's "Most Loved Airport Brands," ranking 10 out of 25 based on millions of reviews from U.S. travelers [1] - The CEO of XWELL highlighted the growing demand for comfort and quality at airports, indicating that travelers are increasingly utilizing wellness services [2] Expansion Plans - XWELL will open its first out-of-airport locations in Clearwater, Florida, and New York's Penn Station this summer, aiming to enhance accessibility to premium self-care [2][3] - The Clearwater location will feature a wellness center offering core treatments such as massage, skincare, and recovery, while the Penn Station site will focus on grab-and-go wellness essentials for commuters [3] Strategic Partnerships - XWELL is expanding its reach through strategic partnerships, including a multi-year collaboration with the Orlando Magic, designating XWELL as the "Official Wellness Spa" of the NBA team [4] Future Outlook - The company plans to continue its growth momentum with additional location announcements and partnerships, focusing on equitable and scalable wellness access across various regions [5]

Core Viewpoint - Hapbee Technologies, Inc. is conducting a non-brokered private placement to raise up to $1,507,000 through the sale of 15,070,000 units at $0.10 per unit, which will support the company's growth initiatives and product development [1][2]. Group 1: Offering Details - The Offering consists of units priced at $0.10 each, with each unit comprising one subordinate voting common share and one-half of a common share purchase warrant [1]. - Each warrant can be exercised for one additional share at a price of $0.20 CAD for two years from issuance [1]. Group 2: Use of Proceeds - Proceeds from the Offering will be used for sales expansion, brand awareness, customer engagement, and product development, including enhancing the signal library and next-gen devices [2]. - Funds will also be allocated to improve operating efficiencies, including supply chain optimization and cost-saving measures [2]. Group 3: Leadership Changes - Ahsan Ashraf has been appointed as the new Chief Technology Officer, bringing over 20 years of experience from companies like Apple, HP, and Dell [3]. - Mr. Ashraf's participation in the Offering reflects his confidence in the company's mission and future [3][4]. Group 4: Company Overview - Hapbee is a digital wellness technology company focused on helping users optimize sleep, performance, and overall well-being through its patented ultra-low radio frequency energy technology [9].

Core Insights - The health and wellness industry has evolved into a global lifestyle revolution, with the market size reaching $6.3 trillion in 2023 and projected to approach $9 trillion by 2028, growing at an annual rate of 7.3% [1][19][17] - Consumers are increasingly proactive about their health, with 70% engaging in health-boosting activities and 55% willing to spend over $100 monthly on wellness [24][19] - Trust and transparency are critical, as 62% of consumers are skeptical of health claims made by food companies, and 82% desire clearer product labeling [3][34] Industry Growth and Trends - The global wellness economy is now 26% larger than pre-pandemic levels and four times the size of the pharmaceutical industry [19] - Key growth areas include nutrition, mental wellness, health technology, and conscious buying, with consumers prioritizing products that are both effective and ethically produced [57][125] - The demand for health-related technology is rising, with sales of wearables increasing by 4% year-over-year, reflecting a growing consumer preference for tech that supports health [110][118] Consumer Behavior and Preferences - A significant 63% of consumers are placing more importance on mental health and quality sleep compared to five years ago, indicating a shift towards holistic wellness [96][97] - There is a notable increase in the consumption of high-fiber and probiotic foods, with 58% of consumers considering healthy nutrition more important than before [70][72] - Consumers are willing to pay a premium for products that are organic, cruelty-free, or environmentally friendly, with 70% deeming these attributes important [125][127] Barriers to Healthier Choices - Major barriers to healthier living include cost (54%), availability (31%), and time constraints (26%), which hinder consumer efforts to make better health choices [49][48] - Trust issues also play a role, with 25% of consumers doubting the effectiveness of health products, highlighting the need for brands to build credibility [60][36] Future Directions - Companies must focus on delivering clarity, transparency, and trust to meet evolving consumer expectations in the health and wellness market [53][58] - The integration of AI in health tech products is anticipated to enhance personalization and user experience, aligning with consumer desires for tailored health solutions [121][118] - As the market continues to evolve, brands that can effectively address consumer concerns about health, ethics, and environmental impact will likely capture greater market share [124][53]

– The Global Health and Wellness Company – INVESTOR PRESENTATION | November 2024 DISCLOSURE & FORWARD-LOOKING STATEMENTS Forward-Looking Statements This Investor Presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended and the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. The expectations, estimates, and projections of the Company may diffe ...