Tilray Updated Investor Presentation Detailing Diversification Strategy

NEW YORK – Tilray Brands Inc. laid out its broadened ambitions in a new Investor Presentation. The document maps a course for the company to solidify its place as a consumer goods player, blending Cannabis with craft beer and wellness products across more than 20 countries.

The deck, posted to Tilray’s investor relations site, traces the company’s shift since its 2018 public debut. What started as a bet on medical and recreational Cannabis has expanded to include a portfolio of over 40 brands, from hemp-derived supplements to craft brews.

At its core, the presentation spotlights four pillars:

• a vision for brand dominance at the overlap of beverages, Cannabis, and wellness,
• a diverse lineup driving category momentum, tight controls on costs and investments, and
• deeper penetration in markets from Canada to Latin America.

Tilray claims top billing in Canada’s adult-use Cannabis sales, a leading role in European medical Cannabis, more than 60% share of North American hemp wellness, and the #4 spot among U.S. craft beer producers by volume. These positions, the company argues, position it to tap demand for “moments of connection” through products that span daily routines and occasional indulgences.

The beverages arm covers over 20 labels, eight facilities, 750-plus distributors and 18 brewpubs, with regional leads in areas like the Pacific Northwest and Colorado. Cannabis details Canadian strengths in flower, pre-rolls and edibles within a $4.7 billion addressable market, plus 71% year-over-year international medical sales growth in places like Germany and Poland, supported by 247 metric tons of yearly output. Wellness centers reach 17,000 stores, while distribution taps 13,000 German pharmacies in a $4 billion niche.

Fiscal 2025 brought over $830 million in constant-currency revenue and $55 million adjusted EBITDA, with 2026 guidance steady at $62-72 million. First-quarter 2026 revenue hit $209.5 million, up 5%, yielding $1.5 million net income [a $36 million swing from last year] and cash burn from operations down $34 million to $1.3 million. Breakdowns show 31% from beverages, 29% Cannabis, 7% wellness, and 33% pharmaceuticals; regionally: 39% Europe, 33% U.S., 26% Canada.

Chairman and Chief Executive Irwin D. Simon positioned the document as a guide to Tilray’s ambitions. “Tilray Brands continues to redefine what a modern CPG company can be,” Simon said in the accompanying release, adding that the firm is “shaping the future of these growing industries” through products that match consumer shifts. He highlighted a focus on expanding reach, boosting finances and creating lasting value, with the deck underscoring four strategic areas: brand utilization for expansion, cost management, innovation at sector overlaps, and data-led choices – all backed by a balance sheet showing near-zero net debt.

Forward elements, current to November 2025, cover growth projections and risks from rules and rivalry, with no update pledge absent major shifts. Tilray’s broad strokes* suggest a calculated hedge against Cannabis headwinds, but success turns on weaving these lines into consistent profits in a field where execution often lags intent.

*Highly Capitalized Network-HCN reports impartially on developments in the industry and its participants & does not endorse, promote, or take positions on any party, association, or company involved.