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Bullboard - Stock Discussion Forum 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... see more

NDAQ:TLRY - Post Discussion

Tilray Brands Inc > Tilray will become the fifth-largest craft brewer in U.S.
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Post by DaveInCalgary on Sep 03, 2023 10:48pm

Tilray will become the fifth-largest craft brewer in U.S.

60 Highest Rated Beers in America

...

The Possible Decline of Premiumization

Premium alcoholic beverages have been outperforming other price categories for many years, helping drive the steady growth in craft beer. But the first half of 2023 has begun to show some cracks in premiumization, which may not bode well for craft beer, which is already slowing due to multiple other factors. 

On Drizly, the overall average unit price of products sold has seen a steady increase since 2019, growing nearly 17% over the last five years. So far in 2023 that average has remained flat. It is obvious that inflation has triggered a change in the spending habits by consumers, but how much those consumers of higher-end alcohol, such as craft beer, are willing to give up their favorite beverage to save money is unclear. In past recessions craft beer has fared well, with consumers tending to be more cost conscious by looking for deals, but seemingly not trading down into cheaper non-craft options.

One factor that is different today from past recessions is the amount of craft beer brands owned by global corporations, which have a higher ability to offer discounts. This could mean greater craft beer offerings from the big brewers on sale in the grocery store aisles, leading to a more price-competitive environment for smaller, independent brewers.

The Devaluation of Craft Beer Brands: 

Tilray Brands, Inc. (NASDAQ:TLRY) – a craft beer and cannabis company that was among the first to be licensed for medical cannabis in Canada – announced last month that it has agreed to acquire eight beer and beverage brands from Anheuser-Busch InBev SA/NV (NYSE:BUD).

The deal includes the Shock Top, Blue Point, 10 Barrel, Breckenridge, Redhook, Widmer Brothers, Square Mile Cider, and HiBall Energy brands. Upon satisfaction of customary closing conditions, Tilray Brands, Inc. (NASDAQ:TLRY) will become the fifth-largest craft brewer in the U.S. with a 5% market share. 

One of the most noticeable aspects of this deal is the astonishingly low price – $85 million – that Tilray Brands, Inc. (NASDAQ:TLRY) paid for the 8 breweries combined. That’s about $150 per barrel – a far, far distance from the height of the craft beer industry when brands sold for as high as $1,000 per barrel only 6-8 years ago. This deal marks another sign that the large global brewers have lost interest in craft beer as they chase consumer preferences that are now trending into non-craft and non-beer categories. Tilray Brands, Inc. (NASDAQ:TLRY) already owns multiple beverage brands and ranks among the Biggest Marijuana Companies in the World

NOTE: Since this is such a lengthy article,  I selected only the section regarding Tilrays purchase of another 8 breweries. The entire article available thru this link. Discusses many other brands. 


https://investingchannel.com/article/590489/60-highest-rated-beers-in-america

Comment by Ventura2020 on Sep 04, 2023 9:43am
Meanwhile Tilray's alcoholic beverage revenue soared 33% to $95 million. The addition of its newly acquired brands from AB InBev will triple the size of Tilray's beer business, from 4 million to 12 million cases. This will also make Tilray the United States' fifth-largest craft brewer (up from ninth previously) with pro forma beverage alcohol portfolio revenue of $300 million. Even ...more  
Comment by DaveInCalgary on Sep 04, 2023 1:26pm
Ventura, even though Premium alcoholic beverages will certainly produce nice returns, I believe Tilray is looking well past that stage and into the Cannabis Infused Beverage market, etc.  Jan 26, 2023 – Carl Merton - "When federal cannabis legalization does occur in the U.S., we will leverage our U.S. brands and businesses, including a broad set of cannabis-lifestyle CPG ...more  
Comment by Ventura2020 on Sep 04, 2023 5:14pm
The thing is "shorts are short sighted" on purpose. Just here to to create confusion and cast doubt to the investors, with zero, ziltch to back it up. With the distribution network TLRY has throughout the USA now, being the 5th largest Craft Brewery and 15th largest brewery in the USA. Worlds largest Cannabis company, with the best weed bar none, backing up the craft breweries, when ...more  
Comment by DaveInCalgary on Sep 04, 2023 6:09pm
I forgot to mention the German Style Beer that '10 Barrel', a new addition to Tilray's brewhaus stable, won the state of Oregon #1 Premier beer with their 'Cucumber Crush'. "39. Oregon 10 Barrel Cucumber Crush, 5% ABV With over 200 breweries and brew pubs, Oregon is considered the best beer state in the union and the craft beer capital of the ...more  
Comment by CaneIsAbel on Sep 04, 2023 7:03pm
Awesome read. Shorts want longs to sell their positions so they can make a short term gain at your expense. They then scoop the cheap shares back up.  They will say anything to make you sell it's up to you to say NO
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