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'Trump effect' raises hopes for cannabis rally as investors bet on federal reforms, softer marijuana stance
CNBC· 2025-11-01 20:00
In this articleWEED-CATLRYCRON-CAACB-CAOils containing CBD (Cannabidiol).Geoffroy Van Der Hasselt | AFP | Getty ImagesCannabis stocks could be poised for a rally after years of stagnation, fueled by investor optimism over the possibility for new federal rules for hemp-derived products and signals that President Donald Trump could take a more permissive stance on marijuana.Publicly traded cannabis companies have seen their share of ups and downs. Verano Holdings reported earnings Wednesday that saw revenues ...
Tilray Brands Sets Sights on Asia: Bringing Award-Winning Craft Beers to Japan’s Premier American Craft Beer Experience Festival
Globenewswire· 2025-10-30 19:00
NEW YORK, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Tilray Brands, Inc. (NASDAQ: TLRY and TSX: TLRY), a global lifestyle and consumer packaged goods company at the forefront of the beverage, cannabis and wellness industries, is bringing its celebrated craft beer brands to the heart of Asia. Tilray will debut select craft brands at the highly anticipated American Craft Beer Experience Festival in Japan, held November 22–24, 2025, in Tokyo’s vibrant Hibiya Park. Tilray’s participation in the American Craft Beer Exper ...
Canadian Cannabis Leaders Poised for Growth as U.S. Legalization Momentum Builds
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-10-23 22:00
Top 3 Canadian Cannabis Stocks to Watch in October 2025The Canadian cannabis sector continues to attract attention as investors look for opportunities amid renewed optimism surrounding U.S. legalization. The U.S. cannabis industry is projected to exceed $40 billion in annual sales by 2026, reflecting steady growth despite regulatory delays. Recent headlines about federal rescheduling discussions and state-level legalization measures have reignited momentum across both Canadian and American operators. As a r ...
Redhook Brewing Launches Redhook 81, Celebrating Pacific Northwest Roots and the Spirit of Hard Work
Globenewswire· 2025-10-23 19:00
Redhook 81, a Cold One for Quittin’ TimeSEATTLE, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Redhook Brewing, creator of the hardest working beer in the fridge and a craft brand by Tilray Brands, Inc. (NASDAQ: TLRY and TSX: TLRY), a global lifestyle and consumer packaged goods company at the forefront of the cannabis, beverage, and wellness industries, is proud to introduce Redhook 81, a crisp, no-nonsense light lager brewed for the end of the shift and the start of happy hour. Redhook 81 is a 4.2% ABV light lager ...
Tilray Brands, Inc. (TLRY): A Bull Case Theory
Yahoo Finance· 2025-10-23 04:58
公司战略与运营表现 - 公司执行多元化与国际扩张战略 业务版图覆盖大麻 饮料和医疗产品领域 [2] - 公司通过收购摩森康胜旗下四个精酿啤酒厂及在加拿大推出新大麻品种 专注于战略性增长 [3] - 2024年第四季度收入同比增长25%至2.299亿美元 饮料销售额首次超过大麻收入 [2] - 2025年第三季度收入达2.095亿美元 非GAAP每股收益实现盈亏平衡 推动股价当日盘中上涨22%至52周新高 [6] - 公司整合饮料收购业务 通过Aphria RX扩大欧洲运营 并保持调整后盈利 [4] 行业监管环境与市场动态 - 美国政治发展 包括特朗普当选及支持大麻放松管制的内阁任命 引发了对联邦改革的广泛猜测 [3] - 尽管佛罗里达州选民否决了合法化修正案 但对限制放宽 潜在去调度及银行准入的市场预期导致行业普遍乐观 [4] - 2025年中期 特朗普政府发出大麻重新分类的信号 催化公司股价在盘后交易中飙升14% [5] - 后续发展包括为 cannabis 公司建立合规银行系统及欧洲扩张 增强了公司的运营势头 [5] 公司财务状况与市场定位 - 截至10月9日 公司股价报2.1000美元 根据雅虎财经 其追踪市盈率为57.50 [1] - 公司拥有更强的收入结构 改善的资产负债表 减少的空头兴趣以及有利的政策情绪 [6] - 与Cronos Group类似 看涨观点强调多元化 国际扩张和有利的美国政策发展是公司关键增长动力 [7]
Tilray Brands Stock Is on Track for Its Best Year Since 2018. Has It Become a Good Buy?
The Motley Fool· 2025-10-22 17:30
公司股价表现 - 公司股价在今年表现强劲,进入本周交易时年内涨幅达20% [2] - 若此涨幅得以维持,将是公司自2018年上市以来最佳年度表现,当年股价飙升超过200% [2] - 然而,从长期看,公司股价在七年内下跌了99%,市值从2018年峰值近420亿美元大幅缩水至目前不足20亿美元 [5] 公司业务与财务状况 - 公司最新财年净营收为8.213亿美元,同比增长4% [7] - 营收增长主要得益于饮料部门的收购,其核心大麻业务收入同比下降9% [7] - 公司为提升营收已扩展至酒精业务 [7] - 公司股票目前市销率低于1.8倍,整体估值较低 [11] - 公司毛利率为20.17% [12] 行业环境与挑战 - 加拿大娱乐用大麻合法化已七年,但市场竞争加剧导致增长困难 [1] - 加拿大市场已趋于饱和,而美国市场因联邦禁令对加拿大生产商关闭 [6] - 美国将大麻列为一级管制物质,禁止跨州运输,限制了行业增长前景 [6] 近期股价上涨的驱动因素 - 市场对美国大麻政策改革的预期是推动公司股价上涨的最大因素,期待大麻从一级管制物质重新分类为三级管制物质 [10] - 政策若放松将便于大麻研究,并被视为监管态度软化和未来可能进一步改革甚至合法化的信号 [10] - 公司经过大幅下跌的估值对寻求低价机会的投资者具有吸引力 [11]
If You'd Invested $500 in Tilray Brands 5 Years Ago, Here's How Much You'd Have Today
The Motley Fool· 2025-10-21 02:01
Maybe it's best to cut your losses and move on.While it has been a volatile ride due to the pandemic, economic challenges, and geopolitical instability, the stock market has delivered strong returns over the past five years. Plenty of companies have failed to keep up with this pace, though. One of them is Tilray Brands (TLRY 0.96%), a leader in the cannabis industry. A wealth destroyerSince 2020 (and even before), Tilray's financial results have been unimpressive, at best. The company faced significant chal ...
Tilray Brands Marks Seven Years of Cannabis Legalization in Canada with the #1 Market-Leading Position by Revenue and Pioneering Brands with Growing Market Share in the World's Largest Federally Legal Cannabis Market
Globenewswire· 2025-10-17 19:00
TORONTO, Oct. 17, 2025 (GLOBE NEWSWIRE) -- Tilray Brands, Inc. ("Tilray" or the "Company") (Nasdaq: TLRY; TSX: TLRY), a global lifestyle and consumer packaged goods company at the forefront of the global cannabis, beverage, and wellness industries, proudly celebrates the seventh anniversary of cannabis legalization in Canada. As the largest federally legal cannabis market in the world, Canada’s progressive regulatory framework has fostered innovation and created vast economic opportunities for Canadian busi ...
Tilray Brands Marks Seven Years of Cannabis Legalization in Canada with the #1 Market-Leading Position by Revenue and Pioneering Brands with Growing Market Share in the World’s Largest Federally Legal Cannabis Market
Globenewswire· 2025-10-17 19:00
公司核心观点 - 公司庆祝加拿大娱乐用大麻合法化七周年,强调其在行业中的领导地位和推动作用 [1][2] - 公司通过其市场领先的品牌组合,在加拿大娱乐用麻市场保持收入第一的地位,并在多个关键品类中占据领先市场份额 [4][5] - 公司展望未来,其多元化的平台和强大的基础设施将有助于抓住加拿大及全球(如欧洲和美国)监管演变带来的增长机遇 [6][7] 公司市场地位与财务表现 - 在最近报告的2026财年第一季度,公司加拿大娱乐用麻业务表现强劲,巩固了其按收入计算的加拿大最大合法娱乐用麻公司地位 [4] - 在成人使用渠道,公司市场份额持续增长,并在加拿大前五大娱乐用麻生产商中实现了最强劲的环比增长 [4] - 公司在预卷大麻、大麻饮料、大麻油和巧克力食品等多个品类中销售排名第一,并在本季度末成为花卉类第一,在所有其他品类中均保持前十名 [4] 公司品牌组合与产品创新 - 公司拥有并运营15个领先的加拿大娱乐用麻品牌,其中多个品牌的零售价值在1亿至3亿加元之间 [3] - 通过创新产品如THC/CBD饮料、可分享食品和优质手工花卉,公司扩大了消费者选择并设定了行业质量标准 [3] - 在大麻饮料领域,公司的XMG和Mollo品牌通过新口味、零糖选项和平衡的THC/CBD苏打水等创新产品,保持了超过40%的市场份额领先地位 [5] - 食品品牌Chowie Wowie以及Good Supply、Broken Coast和Redecan等品牌在各自品类中仍是消费者首选 [5] 公司运营规模与投资 - 公司在加拿大拥有500万平方英尺的先进大麻种植设施,当前产量为210公吨,并具备显著的扩张能力以快速响应需求增长 [7] - 公司已投资超过10亿加元于加拿大基础设施,并支付了约7亿加元的消费税,以及数亿加元的统一销售税、货劳税和省销售税 [2] - 公司的经济足迹遍及全国,通过销售、营销、种植和制造业务创造了数千个就业岗位 [2] 行业监管环境与未来机遇 - 加拿大作为全球最大的联邦合法娱乐用麻市场,其进步的监管框架为加拿大企业和社区创造了巨大的经济机会,并设定了全球基准 [1] - 行业未来增长可能来自以下监管改革:在医疗保健领域扩展娱乐用麻应用(如娱乐用麻健康产品和更广泛的保险覆盖)、THC饮料的现场消费许可、以及限制竞争力的政策现代化 [6] - 随着欧洲和美国监管环境的发展,行业将出现新的增长机会 [7]
Should You Buy This Stock After It Recorded a Surprise Profit?
Yahoo Finance· 2025-10-16 17:50
Key Points Tilray Brands has gained momentum this year due to developments in cannabis regulation. The company also reported a rare net profit in its latest quarter. Despite all that, the stock faces challenges and is unlikely to deliver strong returns over the long run. 10 stocks we like better than Tilray Brands › The past five years have been a disaster for Tilray Brands (NASDAQ: TLRY). The cannabis company has seen its shares plunge because of terrible financial results and challenging indus ...