Charlie S Holdin Stock Price, News & Analysis

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.

Charlie's Holdings (OTCQB:CHUC), a premium vapor products company, has announced its Annual Shareholder Meeting for August 7, 2025, where it will discuss key strategic initiatives and uplisting plans. The company recently sold 15 PMTA products for $6.5 million with an additional contingent payment of up to $4.2 million to a major tobacco company.

Charlie's strategic focus includes monetizing its remaining 679 PMTA products, valued at over $300 million, launching nicotine-free SBX vapor products, developing age-gating technology, and introducing U.S.-filled products to comply with new state regulations. In consumer testing, 287 out of 306 participants preferred Charlie's SBX over Juul products. The company plans to uplist to Nasdaq or NYSE American once it meets listing requirements.