<![CDATA[Tilray (TLRY) Stock: Is "Project 420" Enough to Save Margins?]]> https://rss.com/podcasts/tilray-tlry-stock-is-project-420-enough-to-save-margins Welcome to Iron Financial. In this episode, we are breaking down Tilray Brands (TLRY) Q2 Fiscal Year 2026 earnings. It’s a story of a "sprawling empire" with mixed results—strong international cannabis growth battling against struggling beverage margins and distribution headwinds.

We unpack the balance sheet, the "Project 420" cost-cutting initiative, and the recent analyst downgrade from Haywood Capital that slashed price targets by 40%. Is the company's $250M cash runway enough to wait out US federal legalization? Let's dive into the numbers.

📉 Key Topics Covered:

  • The Numbers: Revenue up 3.1% to $217.5M, but gross margins are under pressure.
  • Segment Wars: Why Cannabis margins are soaring (39%) while Craft Beer/Beverage margins are crashing (down to 31%).
  • The Strategy: How "Project 420" aims to save $33M and the pivot away from the Canadian wholesale market.
  • The Risk: The massive drop in amortization expenses and what the "Self-Insurance" pivot means for operational risk.
  • Valuation: Understanding the 1-for-10 reverse split and the new 1.4x revenue valuation.

#IronFinancial #Tilray #StockMarket

(Disclaimer: This video is for entertainment and educational purposes only. This is not financial advice. I am not a financial advisor. Please do your own due diligence before investing.)

]]> RSS.com 2026.401.141116 Fri, 17 Apr 2026 15:04:48 GMT en a0abda19-014f-5955-a1e8-a6083829251f https://media.rss.com/tilray-tlry-stock-is-project-420-enough-to-save-margins/20260112_050104_d7ef0e106781d42bb1c67ed23b64cebb.png Tilray (TLRY) Stock: Is "Project 420" Enough to Save Margins? https://rss.com/podcasts/tilray-tlry-stock-is-project-420-enough-to-save-margins yes Iron Financial Iron Financial false episodic podcast <![CDATA[Tilray (TLRY) Stock: Is "Project 420" Enough to Save Margins?]]> Welcome to Iron Financial. In this episode, we are breaking down Tilray Brands (TLRY) Q2 Fiscal Year 2026 earnings. It’s a story of a "sprawling empire" with mixed results—strong international cannabis growth battling against struggling beverage margins and distribution headwinds.

We unpack the balance sheet, the "Project 420" cost-cutting initiative, and the recent analyst downgrade from Haywood Capital that slashed price targets by 40%. Is the company's $250M cash runway enough to wait out US federal legalization? Let's dive into the numbers.

📉 Key Topics Covered:

  • The Numbers: Revenue up 3.1% to $217.5M, but gross margins are under pressure.
  • Segment Wars: Why Cannabis margins are soaring (39%) while Craft Beer/Beverage margins are crashing (down to 31%).
  • The Strategy: How "Project 420" aims to save $33M and the pivot away from the Canadian wholesale market.
  • The Risk: The massive drop in amortization expenses and what the "Self-Insurance" pivot means for operational risk.
  • Valuation: Understanding the 1-for-10 reverse split and the new 1.4x revenue valuation.

#IronFinancial #Tilray #StockMarket

(Disclaimer: This video is for entertainment and educational purposes only. This is not financial advice. I am not a financial advisor. Please do your own due diligence before investing.)

]]> https://rss.com/podcasts/tilray-tlry-stock-is-project-420-enough-to-save-margins/2455755 8d90d70a-bef0-4ff7-b3e7-28b2ed4ad557 975 full 1 1 1 1 false Mon, 12 Jan 2026 17:41:09 GMT