Key events, in time order
Jefferies cuts PT to $19; stock continues decline amid dilution and transition concerns.
Q4 revenue $281.7M beats, but EPS loss $0.43 misses; FY27 EBITDA guide $68-75M
Move from Schedule I to III removes Section 280E tax restrictions, but benefits are limited
Bar tab begins July 20 at participating pubs, linking football celebrations with beer sales
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Facts and opinions separated · All items sourced · Not investment advice
Tilray is a global cannabis and consumer packaged goods company, operating as a grower, brewer, and distributor of products from medical marijuana to craft beer.
Revenue comes from selling cannabis, beverages, and wellness products, with a gross margin around 28%. The company is not profitable, posting a net loss of USD 0.12B in the last fiscal year.
Tilray's scale and brand portfolio in the Canadian market are challenged by heavy competition from Canopy Growth and Aurora Cannabis, while its US beverage business faces pressure from giants like Constellation Brands. This competitive pressure, combined with
