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Good Supply Cannabis Brand Expands High-Potency Portfolio with New Spring Lineup Across Canada

Rhea-AI Impact
(High)
Rhea-AI Sentiment
(Positive)
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Tilray Brands (NASDAQ: TLRY) expanded its Good Supply spring lineup across Canada on Feb 26, 2026, focusing on high‑potency vapes, flower, and expanded pre‑roll formats.

Key SKU highlights include two 1g 510 vape cartridges at 91–97% THC, new flower packs (28g, 7g) and limited drops with flower THC ranges of 24–32%. The collection is rolling out nationally in select formats and limited quantities; availability varies by province.

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Positive

  • High‑potency vapes introduced at 91–97% THC
  • New flower & pre‑roll formats including 28g and multiple 7g pre‑roll packs
  • National rollout across Canada in select formats

Negative

  • Several SKUs are limited edition or region exclusive (West Coast), restricting distribution
  • Products available in limited quantities; availability varies by province

Key Figures

Net revenue: $217.5 million Net loss: $43.5 million Cash & equivalents: $246.7 million +5 more
8 metrics
Net revenue $217.5 million Quarter ended Nov 30, 2025 (vs. $211.0M prior year)
Net loss $43.5 million Quarter ended Nov 30, 2025 (vs. $85.3M loss prior year)
Cash & equivalents $246.7 million Quarter ended Nov 30, 2025
Long-term debt $155.6 million Quarter ended Nov 30, 2025 (net of fees)
Convertible debentures $86.3 million Convertible debentures outstanding at quarter end
ATM capacity $51,597,980 Forward ATM program under S-3ASR filed Oct 9, 2025
Shares outstanding 116.5 million Common shares as of Jan 6, 2026 (post 1-for-10 split)
Vape THC range 91–97% THC Berry Blurry 510 1g vape potency range

Market Reality Check

Price: $7.83 Vol: Volume 1,699,365 vs 20-da...
low vol
$7.83 Last Close
Volume Volume 1,699,365 vs 20-day average 3,014,338 (relative volume 0.56), showing subdued trading ahead of this launch news. low
Technical Price at $7.83, trading below the 200-day MA of $9.24, indicating a weaker pre-news trend.

Peers on Argus

While TLRY was down 1.14% over the prior session, peers like AMPH (+0.87%), EVO ...

While TLRY was down 1.14% over the prior session, peers like AMPH (+0.87%), EVO (+0.59%), and PCRX (+0.13%) showed modest gains, suggesting this cannabis brand update was more stock-specific than sector-driven.

Historical Context

5 past events · Latest: Feb 18 (Positive)
Pattern 5 events
Date Event Sentiment Move Catalyst
Feb 18 Brewing partnership Positive +0.9% Exclusive multi-year U.S. brewing and licensing deal with Carlsberg Group.
Feb 12 UK pharma deal Positive -1.7% Strategic agreement to expand UK pharmaceutical and medicinal cannabis access.
Feb 04 Spirits distribution Positive -2.3% New Illinois distribution partner for Breckenridge Distillery spirits portfolio.
Feb 04 Innovation award Positive -2.3% CC Pharma recognized as a TOP 100 Innovator in Germany’s healthcare supply chain.
Feb 03 Brand promotions Positive +4.6% Game-day tap room promotions across multiple craft beer and distillery brands.
Pattern Detected

Recent positive commercial and partnership news has produced mixed outcomes, with 3 divergence days and 2 aligned days, indicating inconsistent price follow-through on good news.

Recent Company History

Over recent months, Tilray has focused on partnerships and brand execution. On Feb 18, 2026, it announced a multi-year U.S. brewing partnership with Carlsberg, which saw shares gain 0.93%. A UK pharmaceutical distribution expansion on Feb 12, 2026 and various beverage and CC Pharma branding updates in early February drew mixed reactions, including moves of -2.31% and +4.57%. Today’s Good Supply product expansion fits this ongoing consumer-brand and distribution strategy.

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

Tilray has an effective S-3ASR shelf filed on 2025-10-09, registering various securities, including a forward ATM program for up to $51,597,980 of common stock. The filing allows the company to issue securities from time to time; reported usage count is 0 so far.

Market Pulse Summary

This announcement highlights Tilray’s strategy of deepening branded cannabis offerings through Good ...
Analysis

This announcement highlights Tilray’s strategy of deepening branded cannabis offerings through Good Supply’s high-potency vapes, flower, and pre-rolls, including THC ranges up to 97%. It builds on recent beverage and pharmaceutical distribution moves while Tilray continues to report higher revenue but ongoing losses and maintain an effective S-3ASR with up to $51,597,980 in ATM capacity. Investors may watch execution in Canadian retail channels and future quarterly filings for evidence of margin and cash-flow improvement.

Key Terms

terpenes
1 terms
terpenes medical
"Dominant terpenes include beta-caryophyllene, d-limonene, and linalool, making this"
Terpenes are naturally occurring aromatic oils produced by many plants that give them distinctive smells and flavors, like the citrus scent of oranges or pine smell of evergreens. For investors, terpenes matter because they influence product appeal, branding and perceived effects in markets such as cannabis, essential oils and fragrances, and they can affect testing, quality control and regulatory compliance—similar to how spices shape a food product’s marketability.

AI-generated analysis. Not financial advice.

Seasonal Innovation Strengthens Good Supply’s Position in Vape and Pre-roll Formats, Supporting Continued Retail Momentum and Consumer Demand

TORONTO, Feb. 26, 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, today announced that Good Supply, one of Canada’s most recognized cannabis brands, has launched its spring product lineup, a new seasonal product release designed to accelerate growth across high-performing formats, including high-potency vapes, flower, and expanded pre-roll offerings.

Good Supply’s latest product lineup delivers approachable cannabis experiences backed by strong potency, consistent quality, and familiar flavour cues, while expanding consumer choice across multiple categories that continue to drive engagement and repeat purchase behaviour in the Canadian adult-use market.

As industry demand increasingly shifts toward high-THC products and trusted brand consistency, Good Supply’s Spring portfolio introduces new offerings designed to perform at retail, deepen consumer loyalty, and strengthen the brand’s category mix.

Blair MacNeil, President Canada, Tilray Brands, stated, “Good Supply continues to execute with discipline at the intersection of innovation, potency, and accessibility. The brand’s latest product release builds on strong consumer demand for flavour-forward, high-quality products across vapes, flower, and pre-rolls, while reinforcing our commitment to delivering consistent experiences that drive velocity, expand portfolio depth, and support long-term brand growth.”

High-Potency Vape Innovation

Leading the Spring lineup are two new 1g 510 vape cartridges, formulated for smoothness, bold flavour, and elevated THC content — reinforcing Good Supply’s momentum in one of the industry’s most competitive segments.

• Berry Blurry 510 1g Vape

Packed with notes of strawberry, raspberry, and creamy yogurt, Berry Blurry delivers a sweet, nostalgic flavour profile reminiscent of a classic swirl treat. This hybrid cartridge clocks in at 91–97% THC, offering a potent yet balanced experience.

• Cherry Lime Blast 510 1g Vape

A bright, sativa-leaning option, Cherry Lime Blast opens with bold cherry-lime flavour and a hint of raspberry sweetness. With 91–96% THC, it delivers smooth, powerful draws designed to elevate without compromising flavour.

Cannabis Flower and Pre-Rolls: New Genetics, Limited Drops, Expanded Formats

Good Supply’s spring product lineup also expands its flower and pre-roll portfolio with new strains, fan-favourite genetics, and limited-edition releases.

• Blueberry Donuts | 28g Flower & 10 x 0.35g Pre-Rolls

A West Coast exclusive, this in-house indica blends classic blueberry genetics with powdered donut notes for a berry-forward flavour that is subtly sour, rich, and satisfying.

• Façade | 7g Flower & 7 x 0.5g Pre-Rolls (Limited Edition)

Crafted from Eye Candy x Apples & Bananas, Façade is an uplifting hybrid delivering 24–30% THC with bright citrus, floral, and musky notes. Dominant terpenes include beta-caryophyllene, d-limonene, and linalool, making this limited drop ideal for long days, social moments, and easy-going experiences.

• Ice Cream Rntz | 7g Flower, 14 x 0.5g Pre-Rolls & 10 x 0.35g Pre-Rolls

Selected through Good Supply’s beta program, Ice Cream Rntz is a decadent indica showcasing layered flavours of cake, creamy vanilla, and subtle popcorn. Featuring 26–32% THC and a terpene profile rich in beta-caryophyllene, limonene, and linalool.

National Rollout Supporting Retail Performance

Good Supply’s Spring Lineup is now rolling out at retailers across Canada in select formats and limited quantities. Availability may vary by province.

For more information on Good Supply products and where to find them, visit www.goodsupply.ca

About Good Supply

Good Supply is one of Canada's leading cannabis brands and has been recognized for its best-selling flower, and pre-rolls, vapes, and concentrates, and has become a favourite among consumers and budtenders. At Good Supply, good is the new great. Rooted in classic strains that punch above their weight, Good Supply delivers consistent, hard-hitting quality at affordable prices. Explore classic cannabis strains, innovative formats, and new flavours – we’re always up for a good time.

Along with its renowned products, Good Supply reduces environmental impact with sustainable packaging, hemp mouthpieces and reforestation efforts through their partnership with Printreleaf™1.

To learn more about Good Supply and its latest product launches, visit www.goodsupply.ca.

About Tilray Brands  

Tilray Brands, Inc. (“Tilray”) (Nasdaq: TLRY; TSX: TLRY), is a leading global lifestyle and consumer packaged goods company 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 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 how we are elevating lives through moments of connection, visit Tilray.com and follow @Tilray on all social platforms.

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, please contact:

Tilray Brands Media: news@tilray.com  

Investors: investors@tilray.com  

1 Good Supply reinforces ‘Green You Can Feel Good About’ through its sustainable packaging and has diverted +925,000kg of plastic from landfills and +2,800 trees reforested, while offsetting +230,000lbs of paper with PrintReleaf™.


FAQ

What new high‑potency vape products did Good Supply (TLRY) launch on Feb 26, 2026?

Good Supply launched two 1g 510 vape cartridges: Berry Blurry (91–97% THC) and Cherry Lime Blast (91–96% THC). According to the company, they target bold flavour and smooth draws in competitive vape formats.

Which new flower and pre‑roll SKUs did Good Supply (TLRY) add in the Spring 2026 lineup?

The lineup includes Blueberry Donuts 28g and 10 x 0.35g pre‑rolls, plus limited Façade 7g and Ice Cream Rntz 7g packs. According to the company, selected genetics and terpenes emphasize flavour-forward profiles.

Are the Good Supply Spring 2026 products available across Canada for TLRY shareholders and consumers?

Yes, the Spring lineup is rolling out nationally in select formats, but quantities are limited and availability varies by province. According to the company, retail rollout is staggered by region and SKU.

What THC ranges should consumers expect in Good Supply’s new flower drops from TLRY?

Flower THC ranges include Façade at 24–30% THC and Ice Cream Rntz at 26–32% THC. According to the company, these percentages reflect targeted potency for the limited drops.

Does Good Supply (TLRY) offer any region‑exclusive products in the Spring 2026 release?

Yes, Blueberry Donuts (28g) is noted as a West Coast exclusive. According to the company, some SKUs are regionally limited to support targeted retail demand and exclusivity.
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