Charlie S Holdin Stock Price, News & Analysis

Charlie's Holdings (OTCQB: CHUC) announced a strategic licensing agreement with IKE Tech on January 6, 2026 to integrate IKE's AI-powered, blockchain-based age-gating platform into Charlie's SBX product line.

The deal delivers IKE BLE chips and a white-labeled web app, includes a limited exclusivity period for Charlie's nicotine analogue products, and references an IKE FDA-submitted platform that reportedly achieved 100% effectiveness in clinical validation studies at preventing underage activation. Integration into FDA-regulated ENDS devices is planned upon receiving marketing authorization.

Charlie's Holdings (OTCQB:CHUC) signed a definitive license with IKE Tech to commercialize an AI-powered, blockchain-based age-gating system for vape products and will test market the system this spring with its SBX nicotine analogue line while also planning integration into PACHA ENDS.

Key claims include a multi-center Human Factors Validation Study reporting 100% age verification, 0% underage activation, and 100% automatic deactivation. The agreement grants three-year exclusivity for age-gated nicotine analogue products and is positioned to address FDA youth-access priorities.

Charlie's Holdings (OTCQB:CHUC) opened its first US manufacturing facility in Huntington Beach, California and this week began shipping its US-filled Pachamama 25K disposables to 300 retail stores in Texas. The US-filling operation is designed to meet new state domestic-manufacturing requirements effective Sept 1, 2025, allowing Charlie's to sell products to Texas and other states with similar laws.

Management said it will devote 100% of current US manufacturing capacity to Texas and expects strong demand that could materially affect 2026 sales if US capacity is expanded.

Charlie's Holdings (OTCQB: CHUC) reported Q3 2025 revenue of $7.1 million, a 336% increase versus Q3 2024, and returned to profitability with net income of $0.6 million versus a $1.0 million loss a year earlier. Gross profit was $1.8 million (24.9% margin). The company said SBX rollout began in seven states and now represents the majority of sales. Charlie's completed a $1.0 million PMTA asset sale in August, bringing PMTA-related proceeds to $7.5 million with $4.2 million contingent. Cash was $1.1 million and total assets $10.6 million. Management expects continued growth and a US filling line opening in Q4 2025.

Charlies Holdings (OTCQB:CHUC) announced on November 13, 2025 that it will discontinue sales of all hemp/CBD products and permanently wind down and close its Don Polly division.

The company said the move aims to remove hemp/CBD-related trading restrictions imposed by national exchanges and major U.S. brokers, and to facilitate a potential uplist to a national securities exchange and increase liquidity in Charlies common stock. Management stated Don Polly sales are minor relative to 2026 SBX projections and that the companys non-nicotine SBX disposables are now the primary business focus.

Charlie's Holdings (OTCQB:CHUC) reported it secured more than $6 million in purchase orders at the NACS National Show on October 23, 2025, including a single $4.4 million SBX purchase — the largest sale in company history. Management said the $6 million haul is 3x the company's entire first-quarter sales and represents 75% of 2024 sales. The release highlights accelerating retail distribution for non-nicotine SBX disposables and management's expectation that Q4 2025 will be the company's highest-grossing quarter to date. Company comments also cite a Company-sponsored survey comparing SBX favorably to Juul and project potential for much larger annual sales if SBX attains a fraction of Juul's retail reach.

Charlie's Holdings (OTCQB:CHUC) will exhibit at the NACS 2025 National Show in Chicago on Oct 15–17, 2025 (MAX Distributing Booth #N1440) and will present to investors at the LD Micro Main Event in San Diego on Oct 20, 2025 at 11:00am PST. The company will display its SBX and Pachamama 25K products and offer one-on-one investor meetings by request.

Management said Charlie's is profitable with minimal debt, plans to monetize PMTA-submitted PACHA synthetic nicotine products, and expects growing SBX distribution to support meeting uplist requirements to a national securities exchange. Contact and meeting requests: suzanne@chuc.com or LD Micro registration link.

Charlie's Holdings (OTCQB:CHUC) has secured a favorable $2 million credit facility from independent board member Michael D. King to support inventory purchases for their successful SBX™ product line. The facility includes three tranches ($1M initial, two $500K subsequent) at 13% interest rate with 12-month terms.

The non-dilutive financing comes as SBX sales exceed expectations in Southeast regions. In consumer testing, Charlie's non-nicotine SBX Disposables were preferred over Juul tobacco-flavored vapes by a 15:1 margin. The credit facility is notably shareholder-friendly, featuring no equity conversion rights or warrants, with King (who owns >2.5% of CHUC) indicating potential for additional funding if needed.

Charlie's Holdings (OTCQB:CHUC), a premium vapor products company, reported significant financial improvements in Q2 2025. The company achieved net income of $5.0 million ($0.02 EPS), compared to a $1.0 million loss in Q2 2024, marking its first profitable quarter since Q2 2023. Revenue increased 25% to $2.5 million, excluding $6.5 million from PMTA asset sales.

Key developments include successful SBX product launch in 6 states, strategic PMTA product partnerships generating $6.5 million in income with potential additional $4.2 million in contingent payments, and plans to open a US manufacturing facility in Q4 2025. The company reduced Notes Payable by $2.8 million in H1 2025 and maintains 679 remaining PMTAs valued at over $650 million.