Q1 2026 Tilray Brands Inc Earnings Call Transcript

Oct 9, 2025 / 12:30 PM GMT

Release Date Price: €18.62 (+29.31%)

Transcript 10-Q8-K

Key Points

Positve

Tilray Brands Inc (TLRY) has made significant progress in obtaining permits in Portugal, which is expected to enhance their international growth opportunities.
The company is leveraging its acquisition of CC Pharma to expand its distribution network in Germany, reaching 13,000 drugstores.
Tilray Brands Inc (TLRY) has a strong infrastructure in Canada with 5 million square feet of cultivation space and over 200 million metric tons of cannabis grown.
The company is exploring opportunities in the U.S. market, including potential partnerships or acquisitions, to capitalize on rescheduling opportunities.
Tilray Brands Inc (TLRY) is actively integrating its businesses to achieve synergies and cost savings, particularly in its beverage and wellness segments.

Negative

Tilray Brands Inc (TLRY) faces challenges with quota limitations in Germany, which may delay business growth in the region.
The Canadian adult-use market is experiencing price compression and regulatory challenges, impacting growth potential.
The company's gross margin was lower than expected, indicating ongoing profitability challenges.
Tilray Brands Inc (TLRY) is dealing with the complexities of integrating multiple acquisitions, which requires significant effort and resources.
The beer category, a part of their beverage business, is facing difficulties, and the company is working to improve margins and growth in this segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TLRY.OQ - Tilray Brands Inc
Q1 2026 Tilray Brands Inc Earnings Call
Oct 09, 2025 / 12:30PM GMT

=====================
Conference Call Participants
=====================
* Aaron Grey
Alliance Global Partners - Analyst
* Bill Kirk
ROTH MKM - Analyst
* Robert Moskow
TD Cowen - Analyst
* Frederico Gomes
ATB Capital Markets - Analyst

=====================
Presentation
--------------------------------------------------------------------------------
Operator [1]
--------------------------------------------------------------------------------
Thank you.

You may press 2 if you'd like to remove your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star keys. We ask you each keep to one question and one follow-up.

=====================
Questions and Answers
--------------------------------------------------------------------------------
Operator [1]
--------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.