Tilray Brands Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
65.9%projected annual EPS growth
Analyst Coverage
8analysts covering
Monitoring Framework
Key Performance Indicators
International Cannabis Net Sales Growth Quarterly7,300.0%Target: Maintain double-digit year-over-year growth driven by European medical markets
Adjusted EBITDA Quarterly10.7MTarget: $62 million to $72 million for Fiscal Year 2026
Beverage-Alcohol Segment Gross Margin Quarterly3,200.0%Target: Rebound toward historical 36% level through BrewDog integration and Carlsberg distribution
Watch Items
- U.S. Federal Cannabis Rescheduling ProgressTrigger: Official reclassification of marijuana from Schedule I to Schedule III under the Controlled Substances ActAction: Initiate U.S. cannabis market entry strategy leveraging existing craft beer and wellness distribution infrastructure.
- Equity Dilution and ATM Facility UsageTrigger: Utilization of the remaining $180 million At-The-Market (ATM) equity programAction: Re-evaluate the cost of capital advantages against shareholder dilution risk and adjust valuation multiples accordingly.
- Free Cash Flow InflectionTrigger: Negative Free Cash Flow exceeding $52.9 million over a nine-month periodAction: Assess working capital efficiency, inventory management, and capital expenditure allocations to protect liquidity.
Research as of 19 Jun 2026