TLRY Tilray Brands, Inc.
Price Chart
Executive Summary
Tilray Brands completed the acquisition of key BrewDog assets, including its global brand, UK brewing operations, and 11 brewpubs, for £33 million. The deal is expected to generate ~$200M in annual revenue and $6–8M in Adjusted EBITDA by fiscal 2027, contributing to Tilray’s goal of reaching ~$1.2B in annualized revenue. The acquisition strengthens Tilray’s global beverage footprint and positions it as a major player in the international craft beer market.
Key Financial Metrics
Actionable Insight
Traders should monitor Tilray’s integration progress and upcoming announcements regarding U.S. and Australia asset acquisitions. The path to cash flow positivity in 2027 and EBITDA ramp-up will be key catalysts. The stock may re-rate if Tilray demonstrates successful operational turnaround of BrewDog’s UK business.
Key Facts
- Tilray acquired BrewDog’s global brand, UK brewing operations, and 11 strategic brewpubs for £33 million.
- Acquired assets expected to generate ~$200 million in annual net revenue and $6–8 million in Adjusted EBITDA by fiscal 2027.
- Tilray expects its total global beverage platform to reach ~$500M in annual revenue post-acquisition, with combined company revenue projected at ~$1.2B on an annualized basis by fiscal 2027.
- The UK brewing operations are expected to become cash flow positive starting in fiscal 2027.
- Separate negotiations are ongoing for U.S. and Australia assets, expected to close within 30 days.
Financial Impact
Adds ~$200M in annual revenue and $6–8M in EBITDA; total company revenue expected to reach ~$1.2B annualized by fiscal 2027
Risk Factors
- Execution risk in integrating BrewDog operations and achieving projected EBITDA and cash flow targets.
- Forward-looking revenue and EBITDA estimates may not materialize due to market or operational challenges.
- Delays or failure to complete the U.S. and Australia portions of the acquisition could limit international synergies.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3247571 |
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Apr 15, 2026
8w ago
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424B5
| $6.95 $5.41 | ▲ +22.16% | ▲ +28.20% | $4.98 (+28.35%) |
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Apr 15, 2026
8w ago
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8-K
| $6.95 $5.41 | ▼ −22.16% | ▼ −28.20% | $4.98 (−28.35%) |
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Apr 15, 2026
8w ago
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Press Release
| $6.95 $5.41 | ▼ −22.16% | ▼ −28.20% | $4.98 (−28.35%) |
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Apr 1, 2026
10w ago
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8-K
| $6.14 $6.14 | · 0.00% | ▼ −9.72% | $4.98 (−18.89%) |
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Apr 1, 2026
10w ago
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Press Release
| $6.14 $6.14 | · 0.00% | ▼ −9.72% | $4.98 (−18.89%) |
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Mar 26, 2026
11w ago
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Press Release
| $6.54 $6.75 | ▲ +3.21% | ▼ −7.45% | $4.98 (−23.85%) |
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Mar 25, 2026
11w ago
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Press Release
| $6.94 $6.94 | · 0.00% | ▼ −7.86% | $4.98 (−28.24%) |
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Mar 16, 2026
12w ago
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Press Release
| $6.90 $6.91 | ▲ +0.14% | ▼ −3.63% | $4.98 (−27.83%) |
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Mar 12, 2026
13w ago
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Press Release
| $6.95 $6.57 | ▼ −5.47% | ▼ −7.44% | $4.98 (−28.35%) |
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Mar 2, 2026
14w ago
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Press Release
| $7.60 $5.99 | ▼ −21.18% | ▼ −13.25% | $4.98 (−34.47%) |
US Market Status
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