{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-006527","form_type":"8-K","ticker":"TLRY","cik":"0001731348","company_name":"Tilray Brands, Inc.","filed_at":"2026-10-08T11:00:19+00:00","discovered_at":"2026-10-08T11:05:01.275993+00:00","generated_at":"2026-10-12T15:39:36.929377+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Tilray Q1 FY27 revenue up 23% to $257.1M; net loss $40M on non-cash charges, BrewDog lifts beverage","bullets":["Net revenue $257.1M, up 23% YoY from $209.5M; gross profit $77.5M (+35%) with gross margin expanding ~300 bps to 30%.","Net loss $40.0M, or $0.32 per share, driven predominantly by non-cash charges; adjusted net loss $3.0M, or $0.02/sh.","Adjusted EBITDA $9.2M vs $10.2M a year ago, burdened by ~$1.7M of global fuel surcharges.","Beverage revenue jumped 82% to $101.5M on the BrewDog acquisition; beverage gross margin 41% and BrewDog reached profitability in Q1.","Cannabis revenue fell to $56.1M from $64.5M though cannabis gross margin rose to 39%; EMEA revenue +71%; distribution revenue +14% to $84.3M; wellness flat at $15.3M."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-006527","json":"https://secwatch.observer/filing/0001171843-26-006527.json","markdown":"https://secwatch.observer/filing/0001171843-26-006527.md","text":"https://secwatch.observer/filing/0001171843-26-006527.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1731348/000117184326006527/0001171843-26-006527-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1731348/000117184326006527/f8k_100826.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T15:39:36.929377+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}