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Tilray Brands, Inc. (TLRY) Q1 2025 Earnings Call Transcript Summary

Tilray Brands, Inc. (TLRY) Q1 2025 Earnings Call Transcript Summary

tilray brands公司(TLRY)2025業績電話會議交流摘要
富途資訊 ·  10/11 01:30  · 電話會議

The following is a summary of the Tilray Brands, Inc. (TLRY) Q1 2025 Earnings Call Transcript:

以下是tilray brands 業務的總結,該公司(TLRY)2025年第一季度業績會議記錄文本:

Financial Performance:

金融業績:

  • Tilray reported a record Q1 net revenue of $200 million, a 13% growth year-over-year.

  • Gross profit increased by 35%, and gross margin improved by over 500 basis points compared to the previous year.

  • Net income improved significantly with a 38% reduction in net loss, and a notable improvement in adjusted EBITDA, though it saw a slight decrease from the prior year quarter.

  • Tilray報告顯示第一季度淨營業收入創下20000萬美元的紀錄,同比增長13%。

  • 毛利潤增長了35%,毛利率較去年同期提高了500個點子以上。

  • 淨利潤顯著改善,淨虧損減少38%,調整後的EBITDA有顯著改善,儘管與去年同期相比有輕微下降。

Business Progress:

業務進展:

  • Tilray's beverage business grew by 132% in net revenue year over year, largely driven by craft beer, spirits, and non-alcoholic drinks.

  • Introduced a new division, Tilray Alternative Beverages, targeting the burgeoning market for hemp-derived Delta-9 THC beverages.

  • Continued leadership in the Canadian cannabis market and international expansion with significant growth in Germany following regulatory changes.

  • Focused on operational efficiency in beverage production and integration of acquired brands.

  • Tilray的飲料業務淨營業收入同比增長132%,主要受到手工啤酒,烈酒和無酒精飲料的推動。

  • 推出了一個新的部門,Tilray替代性飲料,旨在針對源自大麻的Delta-9 THC飲料蓬勃發展的市場。

  • 在加拿大大麻市場繼續保持領先地位,並在德國市場實現顯著增長,緊隨監管變化。

  • 專注於飲料生產的運營效率和整合已收購品牌。

Opportunities:

機會:

  • Focusing on a new product segment with federally legal hemp derivative Delta 9, THC branded, and non-branded products.

  • Expansion into key global markets, particularly in international medical cannabis markets with expected growth in Germany.

  • 專注於一種新產品領域,具有聯邦合法大麻衍生物Delta 9,THC品牌和非品牌產品。

  • 擴展至關鍵全球市場,特別是國際醫療大麻市場,預計在德國市場實現增長。

Risks:

風險:

  • Hemp-Derived Delta-9 THC beverage business relies heavily on state-specific regulations which could impact scalability and distribution.

  • Price compression and regulatory changes could affect profitability, particularly in highly competitive markets.

  • 大麻衍生Delta-9 THC飲料業務在很大程度上依賴於州級法規,這可能會影響可擴展性和分銷。

  • 價格下壓和監管變化可能會影響盈利能力,特別是在競爭激烈的市場。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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