The Motley Fool
25 Oct 2026, 11:15 UTC · 1h ago
Impact · against what's priced in
Tilray's transition into a diversified CPG company is underway, with beer revenue now outpacing cannabis. While the shift to a more predictable revenue stream is positive, the decline in core cannabis sales offsets some of the growth gains.
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What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Tilray's alcoholic beverage revenue reached $101.5 million in Q1 FY2027, surpassing its marijuana revenue of $56.1 million.
Priced inanalysis of Q1 FY2027 results reported earlier
So whatBeverage revenue grew 82.2% year-over-year, shifting the company's risk profile from speculative cannabis to predictable CPG multiples.
More positive than 78% of claims this week
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Alcoholic beverage revenue surged 82.2% year-over-year to $101.5 million, now exceeding marijuana revenue of $56.1 million, which fell 13% from the previous year.
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Tilray reported improved gross margins by three percentage points in the first quarter of fiscal 2027.
Priced inanalysis of Q1 FY2027 results reported earlier
So whatWith a current gross margin of 26.82%, this trend suggests a path toward profitability as beverage scales.
More positive than 65% of claims this week
Marijuana revenues declined to $56.1 million in Q1 FY2027 from $64.5 million in Q1 FY2026.
Priced inanalysis of Q1 FY2027 results reported earlier
So whatThe 13% decline in core cannabis sales increases reliance on the BrewDog acquisition to drive top-line growth in FY2027.
More negative than 70% of claims this week
Which stocks this story touches
More positive than 90% of ticker scores this week
The company is praised for diversifying into alcoholic beverages, achieving record revenues and improved gross margins.
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The Motley Fool
1d ago
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TLRY hasn't traded since this ran. Last close $2.81 (Oct 23); the reaction starts at the next open.
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