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Tilray Brands Inc TLRY

Alternate Symbol(s):  T.TLRY

Tilray Brands, Inc. is a global lifestyle and consumer packaged goods company. The Company operates through four segments: Cannabis operations, Distribution business, Beverage alcohol business and Wellness business. The Cannabis operations, which encompasses the production, distribution, sale, co-manufacturing and advisory services of both medical and adult-use cannabis. The Beverage alcohol operations, which encompasses the production, marketing and sale of beverage alcohol products. The Distribution operations, which encompasses the purchase and resale of pharmaceuticals products to customers. The Wellness products, which encompasses hemp foods and cannabidiol (CBD) products. The Company offers a portfolio of adult-use brands and products and expands its portfolio to include new cannabis products and formats. Its brands include Good Supply, RIFF, Broken Coast, Solei, Canaca, HEXO, Redecan, Original Stash, Hop Valley, Revolver, Bake Sale, XMG, Mollo, and others.


NDAQ:TLRY - Post by User

Post by Oldweedon Apr 14, 2024 11:05am
509 Views
Post# 35988170

CEO Guidance

CEO GuidanceEvery CEO is different in that some are more conservative and prefer to under promise in their gudicance, and others are are very optimistic in their approach to guidance. I think everyone would agree with regards to Irwin Simon, he would fall in the far left side of optimistic. This is often seen from CEOs with a sales background, and not from a fincancial accounting role. With the majority of investor in the sector being retial we se allot more CEOs using a salesmen approach to attract money. The CEO approach is an important distinction to recognize when looking at the guidance as it may be very telling. In Irwins recent guidance he acknowledged Tilray will not reach his previous guidance of CFP by end of may. He also did not elaborate much at all on when and how other than the alcohol business is growing and Germany presents a great opportunity. I am not going down the rabbit hole of how Germany will play out, lets just leave it at on the medical side their market share is as good as it is going to be right now, as competition will continue to rise and mitigate any possible 1st mover advantage. As for the retail side, it will take to 2026 and beyond for that market to ramp up to see any significant numbers. For myself, that clearly indicates we would have to look beyond fiscal 2026 before any real change in the current poor finacials will be reported. This is in fact what a few of us have been relaying on the board for some time now, you have to be willing to look to 2026 and beyond. The stock price may rise on sector news, and some of that news may actually benefit Tilray, but the bump in price will continue to slip back until the actual finacials have legs, so again 2026 and beyond. At best Tilray has a long, difficult and indirect path to success that is currently dependent on succeeding in the craft beer segment to keep the companies head above water. Further to that, a 2026 guidance would be a very optimistic guidance that is also dependent on swift reform in both Canada, US, and Germany, three items that are completely out of the compnies control. 
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