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Enhance Your Dry January with Mindful Sipping: Try Tilray’s Mollo and XMG Cannabis Beverages

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Tilray (Nasdaq: TLRY) launched Mollo and XMG cannabis beverages for Dry January, promoting alcohol-free options with consistent cannabinoid profiles and bold flavours.

New Mollo four-packs include Blackberry and Wild Berry Açaí (each can: 10 mg THC / 20 mg CBG); Mollo classics and Orchard Chill’r carry 10 mg THC / 10 mg CBG. XMG line includes flavored sodas, zero-sugar variants, and Atomic Sours, most cans featuring 10 mg THC (many also 10 mg CBG) and select SKUs with guarana.

The release cites the non-alcoholic beverage market up 24% YoY to $199M and notes products are available nationwide in Canada at select retailers, subject to provincial rules.

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Positive

  • Non-alcoholic market growth +24% YoY to $199M
  • Consistent dosing: common cans at 10 mg THC
  • New Mollo four-packs extend seasonal SKUs

Negative

  • Availability limited: subject to provincial regulations

News Market Reaction

-2.31%
14 alerts
-2.31% News Effect
-5.6% Trough in 28 hr 4 min
-$26M Valuation Impact
$1.08B Market Cap
0.3x Rel. Volume

On the day this news was published, TLRY declined 2.31%, reflecting a moderate negative market reaction. Argus tracked a trough of -5.6% from its starting point during tracking. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $26M from the company's valuation, bringing the market cap to $1.08B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Non-alcoholic market size: $199M Non-alcoholic growth: 24% year-over-year THC per Mollo seltzer: 10 mg THC +5 more
8 metrics
Non-alcoholic market size $199M Non-alcoholic beverage market value in latest cited period
Non-alcoholic growth 24% year-over-year Growth rate of non-alcoholic beverage market
THC per Mollo seltzer 10 mg THC Per 355 mL Mollo Seltzer can across listed flavours
CBG per Mollo seltzer 20 mg CBG Per 355 mL Mollo Seltzer can across listed flavours
Mollo four-pack size 4 × 355 mL Pack and can size for new Mollo Seltzer flavours
XMG THC content 10 mg THC Per can for XMG+ and XMG Zero beverages
XMG CBG content 10 mg CBG Per can for XMG+ and XMG Atomic Sours
Zero sugar & calories 0 sugar, 0 calories XMG Zero cream soda and soda flavours per 355 mL can

Market Reality Check

Price: $9.05 Vol: Volume 6,168,541 is below...
low vol
$9.05 Last Close
Volume Volume 6,168,541 is below the 20-day average of 19,848,253 (relative volume 0.31). low
Technical Price 9.72 is trading above the 200-day MA at 8.72 and well below the 52-week high of 23.2.

Peers on Argus

TLRY gained 7.64% while peers were mixed: HROW up 1.75%, AMPH down 1.67%, PCRX d...

TLRY gained 7.64% while peers were mixed: HROW up 1.75%, AMPH down 1.67%, PCRX down 6.18%, with EVO flat and DVAX slightly negative. This points to stock-specific drivers rather than a broad sector move.

Historical Context

5 past events · Latest: Dec 22 (Neutral)
Pattern 5 events
Date Event Sentiment Move Catalyst
Dec 22 Earnings date notice Neutral -6.6% Announcement of Q2 FY2026 earnings release date and investor call logistics.
Dec 18 U.S. expansion news Positive -4.2% Launch of Tilray Medical USA to pursue U.S. medical cannabis opportunities.
Dec 11 Product launch Positive +2.1% Redecan Amped Live Resin Liquid Diamond vape line debut and planned rollout.
Dec 04 Marketing campaign Positive +2.6% Holiday drink gift guide promoting Tilray’s beverage and THC drink portfolio.
Dec 04 Marketing campaign Positive +2.6% Cannabis holiday gift guide highlighting popular products and retail backdrop.
Pattern Detected

Recent consumer/cannabis product and marketing news has more often coincided with positive price moves, while strategic or structural news has seen occasional negative reactions.

Recent Company History

Over the past months, Tilray has focused on marketing and product initiatives alongside strategic positioning. A forthcoming earnings release for the quarter ended November 30, 2025 previously saw a -6.63% move after the announcement date. By contrast, launches like Redecan’s Amped Live Resin vapes and holiday drink and cannabis gift guides in early December produced gains of about 2–3%. The latest Dry January cannabis beverage campaign for Mollo and XMG continues this emphasis on branded beverages and seasonal consumption themes.

Regulatory & Risk Context

Active S-3 Shelf · $51,597,980
Shelf Active
Active S-3 Shelf Registration 2025-10-09
$51,597,980 registered capacity

An effective S-3ASR shelf filed on October 9, 2025 allows Tilray to sell various securities over time, including up to $51,597,980 of common stock via a forward ATM program. With a reported usage count of 0, this structure provides flexibility to raise capital in the market as needed, which can affect existing shareholders through potential dilution when utilized.

Market Pulse Summary

This announcement promotes Tilray’s Mollo and XMG cannabis beverages for Dry January, highlighting f...
Analysis

This announcement promotes Tilray’s Mollo and XMG cannabis beverages for Dry January, highlighting flavour variety and consistent dosing, including 10 mg THC and 20 mg CBG Mollo seltzers and zero-sugar XMG options. It builds on prior holiday gift and drink guides that emphasized cross-category beverage offerings. Investors may watch how this campaign leverages a non-alcoholic market cited at $199M with 24% growth, alongside existing capital flexibility from the effective shelf registering up to $51,597,980 in ATM capacity.

Key Terms

cannabinoid, cbg, nano-emulsified, guarana extract
4 terms
cannabinoid medical
"offering adults a mindful alternative with bold flavours and consistent cannabinoid profiles."
Cannabinoids are chemical compounds that interact with the body’s cell signaling system that influences mood, appetite, pain and inflammation; they occur naturally in the cannabis plant, are made by the body, or can be created synthetically. Investors watch cannabinoids because they are the active ingredients that determine a product’s medical effects, consumer demand and regulatory treatment—think of them as the “active ingredient” in a drug or the key flavor that drives sales and legal rules.
cbg medical
"featuring a nano-emulsified cannabinoid mix of 10 mg THC and 20 mg CBG per can."
CBG (cannabigerol) is a naturally occurring compound found in cannabis and hemp plants that does not cause a “high.” Think of it as a raw ingredient in a recipe: manufacturers and researchers can extract and test it for potential health or wellness uses. Investors care because demand, supply, research results, and regulatory decisions around CBG can affect product lines, sales growth, and the valuation of companies in the cannabis and health sectors.
nano-emulsified technical
"a sweet-and-tart sparkling blend featuring a nano-emulsified cannabinoid mix"
Nano-emulsified describes a liquid formulation where one substance is broken into extremely tiny droplets suspended inside another liquid, with droplet sizes measured in nanometers. Like turning oil into an ultra-fine mist so it mixes and is absorbed more easily, this can improve product effectiveness, shelf life and consistency, but also adds manufacturing complexity, costs and regulatory or labeling considerations that can materially affect a product’s marketability and an investor’s view of risk and margins.
guarana extract medical
"10 mg THC and 10 mg CBG, enhanced with guarana extract for an energizing twist."
Guarana extract is a concentrated ingredient made from the seeds of the guarana plant, often used in energy drinks, supplements and other consumer products for its natural caffeine and stimulant compounds. Investors pay attention because its presence can boost product appeal and sales—like a signature ingredient that differentiates a product—while also introducing supply, labeling and regulatory risks that can affect revenue, margins and brand reputation.

AI-generated analysis. Not financial advice.

TORONTO, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Tilray Brands, Inc. (Nasdaq: TLRY; TSX: TLRY), a global lifestyle and consumer packaged goods company at the forefront of the cannabis, beverage, and wellness industries, invites Canadians to embrace mindful sipping this Dry January with cannabis‑infused beverages from Mollo and XMG. Under the banner “No Drinks doesn’t mean no drinks,” the campaign champions flavour‑forward options and consistent cannabinoid profiles, perfect for social hangs, solo downtime, and everything in between.

“Dry January isn’t about going without, it’s about choosing better,” said Blair MacNeil, President, Tilray Canada. “From bright, tart seltzers to nostalgic carbonated vibes, Mollo and XMG deliver bold taste and clear product information so adults can pick the right chill for the moment.”

As Canadians increasingly seek alcohol-free options, the non-alcoholic beverage market grew 24% year-over-year to $199M1, Cannabis beverages could become a leading innovation within this movement, offering adults a mindful alternative with bold flavours and consistent cannabinoid profiles.

Mollo Seltzer: new four packs and winter ready flavours

  • Blackberry (4 × 355 mL): Sweet-meets-tart ripe berry notes; 10 mg THC and 20 mg CBG per can.
  • Wild Berry Açaí (4 × 355 mL): A juicy, dark-berry profile with a smooth finish; 10 mg THC and 20 mg CBG per can.

Comfort flavours for the chill season

  • Lemon Seltzer: Bright citrus with a hint of botanically sourced limonene; 10 mg THC and 20 mg CBG per can.
  • Mango Seltzer: Warm, mellow tropical character with a touch of botanically sourced myrcene; 10 mg THC and 20 mg CBG per can.
  • Watermelon Lime Seltzer: For those craving a nostalgic escape, a sweet-and-tart sparkling blend featuring a nano-emulsified cannabinoid mix of 10 mg THC and 20 mg CBG per can.

Mollo Seltzers

Mollo classics for any occasion

  • Mollo 10: Double brewed for a well-balanced taste with 10 mg THC and 10 mg CBG. Best served in a chilled glass.
  • Orchard Chill’r (10 mg THC + 10 mg CBG): Semi-sweet, crisp apple cider character for cozy winter sipping.

Mollo 10

XMG: bold, nostalgic refreshment

XMG+

  • Grape Ape Soda: A bold grape soda featuring a balanced 10 mg THC and 10 mg CBG, enhanced with guarana extract for an energizing twist.
  • Tropical Cream Float: A twist on a classic with 10 mg THC, 10 mg CBG, and guarana extract.
  • Paradise Treat: A fruit punch throwback featuring 10 mg THC, 10 mg CBG, and guarana extract.


XMG +

XMG Zero: Bold Flavour, Zero Sugar

  • Cream Soda Zero: A dreamy blend of vanilla and caramel flavours with 0 sugar and 0 calories in a 355 mL can featuring 10 mg THC.
  • Orange Soda Zero: A nostalgic burst of bold orange soda with 0 sugar and 0 calories in a 355 mL can featuring 10 mg THC.
  • Black Cherry Zero: The same fruity blend as XMG’s Black Cherry Alt, now with 0 sugar and 0 calories in a 355 mL can featuring 10 mg THC.
  • Dr. Kush Cream Soda Zero: An elevated nostalgic beverage that’s as classic as it sounds, 0 sugar, 0 calories, and 10 mg THC in a 355 mL can.

XMG ZERO

XMG Atomic Sours 

  • Foggy Peaches: Sour notes with 10 mg THC and 10 mg CBG.
  • Cherry Blasted Lime: A cherry lime burst with 10 mg THC and 10 mg CBG.

Atomic Sours

Mollo Seltzers (including new Blackberry and Wild Berry Açaí four‑packs), Mollo 10, Orchard Chill’r, and XMG beverages are available nationwide across Canada at select local cannabis retailers and licensed online channels, subject to provincial regulations. Check local listings for in‑stock flavours and formats.

About Tilray Brands

Tilray Brands, Inc. (“Tilray”) (Nasdaq: TLRY; TSX: TLRY), is a global lifestyle and consumer packaged goods company at the forefront of beverage, cannabis and wellness industries with operations in Canada, the United States, Europe, Australia, and Latin America that is leading as a transformative force at the nexus of cannabis, beverage, wellness, and entertainment, elevating lives through moments of connection. Tilray’s mission is to be a leading premium lifestyle company with a house of brands and innovative products that inspire joy, wellness and create memorable experiences. Tilray’s unprecedented platform supports over 40 brands in over 20 countries, including comprehensive cannabis offerings, hemp-based foods, and craft beverages.

For more information on Tilray Brands, visit www.Tilray.com and follow @Tilray.

19+ Only. Always enjoy responsibly.

All cannabis products featured in this guide are sold under Tilray’s subsidiary, Aphria Inc., a licensed producer under the Cannabis Act.

Forward-Looking Statements

Certain statements in this communication that are not historical facts constitute forward-looking information or forward-looking statements (together, “forward-looking statements”) under Canadian and U.S. securities laws and within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are intended to be subject to the “safe harbor” created by those sections and other applicable laws. Forward-looking statements can be identified by words such as “forecast,” “future,” “should,” “could,” “enable,” “potential,” “contemplate,” “believe,” “anticipate,” “estimate,” “plan,” “expect,” “intend,” “may,” “project,” “will,” “would” and the negative of these terms or similar expressions, although not all forward-looking statements contain these identifying words. Certain material factors, estimates, goals, projections, or assumptions were used in drawing the conclusions contained in the forward-looking statements throughout this communication. Forward-looking statements include statements regarding our intentions, beliefs, projections, outlook, analyses, or current expectations. Many factors could cause actual results, performance, or achievement to be materially different from any forward-looking statements, and other risks and uncertainties not presently known to the Company or that the Company deems immaterial could also cause actual results or events to differ materially from those expressed in the forward-looking statements contained herein. For a more detailed discussion of these risks and other factors, see the most recently filed annual information form of Tilray and the Annual Report on Form 10-K (and other periodic reports filed with the SEC) of Tilray made with the SEC and available on EDGAR. The forward-looking statements included in this communication are made as of the date of this communication and the Company does not undertake any obligation to publicly update such forward-looking statements to reflect new information, subsequent events, or otherwise unless required by applicable securities laws.

For further information:

Media: news@tilray.com 
Investors: investors@tilray.com 

1 Source: The Surge of Non-Alcoholic Beverages in Canada  - NIQ

Photos accompanying this announcement are available at 

https://www.globenewswire.com/NewsRoom/AttachmentNg/7b356311-9528-4364-9804-3586c830dd94

https://www.globenewswire.com/NewsRoom/AttachmentNg/bd114e0c-9ff4-4fc2-ba1f-0de9ae9bf732

https://www.globenewswire.com/NewsRoom/AttachmentNg/485d272a-c2d7-429e-befb-a51959ecb6d8

https://www.globenewswire.com/NewsRoom/AttachmentNg/ea2f54e8-7506-496a-82df-980d4f459b57

https://www.globenewswire.com/NewsRoom/AttachmentNg/329fec24-758a-49c2-8604-b7fcf3aca8f8


FAQ

What Mollo and XMG cannabis beverages did Tilray (TLRY) announce on January 5, 2026?

Tilray announced Mollo seltzer four-packs (including Blackberry and Wild Berry Açaí) and multiple XMG flavours and zero-sugar variants, with most cans featuring 10 mg THC.

What are the cannabinoid doses in Tilray's Mollo and XMG cans (TLRY)?

Most listed Mollo and XMG SKUs feature 10 mg THC; several Mollo seltzers list 10 mg THC / 20 mg CBG per can.

How does Tilray position its Mollo and XMG drinks for Dry January (TLRY)?

Tilray positions the beverages as alcohol-free, flavour-forward alternatives for social and solo occasions with consistent cannabinoid profiles.

Where can Canadian consumers buy Mollo and XMG beverages from Tilray (TLRY)?

Products are available nationwide across Canada at select local cannabis retailers and licensed online channels, subject to provincial regulations.

Does the Jan. 5, 2026 Tilray (TLRY) release cite market data for non-alcoholic beverages?

Yes; it cites a 24% year-over-year growth in the non-alcoholic beverage market to $199M.

Are there zero-sugar options in Tilray's XMG lineup (TLRY)?

Yes; XMG Zero variants include Cream Soda Zero, Orange Soda Zero, Black Cherry Zero, and Dr. Kush Cream Soda Zero, each with 10 mg THC and 0 sugar.
TILRAY BRANDS INC

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