cbdMD's Herbal Oasis Expands into Louisiana with Morales Beverage Group Following Strong Texas Momentum

Rhea-AI Summary

cbdMD (NYSE American: YCBD) expanded distribution for its Herbal Oasis THC-infused social seltzer into Louisiana via an expanded partnership with Morales Beverage Group (MBG). Management expects initial shipments to begin in late February 2026, leveraging MBG’s statewide infrastructure after strong early performance in Texas. The release cites U.S. THC beverage sales of $1.6 billion in 2025 and a projected $3.5 billion by 2030 (Fact MR), and highlights Oasis’s blend of hemp-derived THC, CBD, CBG and adaptogenic mushrooms plus flavor SKUs like Lemon Lift and Mango Bliss.

Positive

• Statewide Louisiana distribution secured with Morales Beverage Group
• Initial shipments expected in late February 2026
• Builds contiguous Gulf South platform after strong Texas performance
• Oasis formulation combines THC, CBD, CBG and adaptogenic mushrooms
• Cited U.S. THC beverage sales of $1.6B in 2025

Negative

• Projected market growth to $3.5B by 2030 is conditional on regulatory relief

News Market Reaction – YCBD

-16.42%

13 alerts

-16.42% News Effect

-11.8% Trough in 10 hr 58 min

-$2M Valuation Impact

$11M Market Cap

0.7x Rel. Volume

On the day this news was published, YCBD declined 16.42%, reflecting a significant negative market reaction. Argus tracked a trough of -11.8% from its starting point during tracking. Our momentum scanner triggered 13 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $2M from the company's valuation, bringing the market cap to $11M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

U.S. THC beverage sales 2025: $1.6 billion Projected U.S. THC beverage sales 2030: $3.5 billion

2 metrics

U.S. THC beverage sales 2025 $1.6 billion Market size in 2025 per Fact MR

Projected U.S. THC beverage sales 2030 $3.5 billion Projected 2030 market size per Fact MR

Market Reality Check

Price: $0.9336 Vol: Volume 25,098,002 vs 2,08...

high vol

$0.9336 Last Close

Volume Volume 25,098,002 vs 2,080,943 20-day average (relative volume 12.06), indicating unusually heavy trading ahead of/around this announcement. high

Technical Price 1.04 is trading above the 200-day MA at 0.98, showing strength versus its longer-term trend.

Peers on Argus

YCBD is up 34.89% while momentum peers like SHPH (-5.9%) and IMCC (-5.38%) are m...

2 Down

YCBD is up 34.89% while momentum peers like SHPH (-5.9%) and IMCC (-5.38%) are moving down. Sector peers listed in the same industry are mostly negative or flat, suggesting today’s move is stock-specific rather than a broad sector rotation.

Historical Context

5 past events · Latest: Jan 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 29	Regulatory platform build	Positive	+2.3%	Integrated regulatory science program leveraging Bluebird data to support GRAS work.
Jan 14	Strategic acquisition	Positive	+2.9%	Closing Bluebird Botanicals asset purchase to add revenue base and technologies.
Dec 19	Earnings and financing	Negative	-9.3%	Fiscal 2025 results with net loss, going concern note, and multiple financings.
Dec 19	Earnings and financing	Negative	-9.3%	Repeat entry: fiscal 2025 results and balance sheet actions on same date.
Dec 19	Preferred placement	Negative	-21.8%	$2.25M Series C preferred stock private placement with 10% dividend and convertibility.

Pattern Detected

Recent YCBD news flow has shown price moves that generally align with the perceived tone of each announcement, including both business development and financing events.

Recent Company History

Over the last few months, YCBD has combined operational and strategic steps with capital markets activity. On Dec 19, 2025, it reported fiscal 2025 results with improved operating loss but ongoing net losses and going-concern language, alongside preferred financings and an equity line. A $2.25M Series C placement the same day was followed by a negative reaction. In January 2026, the Bluebird Botanicals asset acquisition and a follow-on regulatory science program both saw modestly positive price responses. Today’s Oasis distribution news fits into this broader expansion and brand-building narrative.

Market Pulse Summary

The stock dropped -16.4% in the session following this news. A negative reaction despite positive-so...

Analysis

The stock dropped -16.4% in the session following this news. A negative reaction despite positive-sounding distribution expansion would have fit a pattern where capital-structure and going-concern concerns weigh heavily on sentiment. Recent filings detail preferred stock, resale registrations, and an equity line that can pressure the share count and stock price. Past events like earnings and the Series C placement saw declines of -9.27% and -21.76%, showing that financing and risk disclosures have previously overshadowed operational progress.

Key Terms

cbd, cbg, adaptogenic mushrooms

3 terms

cbd medical

"combining hemp-derived THC, CBD, and CBG with functional adaptogenic mushrooms"

Cannabidiol (CBD) is a natural compound found in hemp and cannabis plants that does not produce the “high” associated with THC. Investors care because CBD is sold in a wide range of consumer products and medical treatments, so changes in regulation, clinical evidence, or consumer demand can quickly affect company sales, margins and legal risk — think of it as a product line whose value depends on shifting rules and public trust.

cbg medical

"combining hemp-derived THC, CBD, and CBG with functional adaptogenic mushrooms"

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.

adaptogenic mushrooms medical

"with functional adaptogenic mushrooms—including lion's mane, reishi, and cordyceps"

Adaptogenic mushrooms are fungi used in supplements and beverages that are marketed as helping the body cope with stress, fatigue, or immune challenges. Think of them like a thermostat for stress: manufacturers claim they help restore balance rather than target a single symptom. Investors watch this category because strong consumer demand, shifting scientific evidence and regulatory scrutiny can drive sales growth, label risk, or sudden changes in market access and valuation.

AI-generated analysis. Not financial advice.

CHARLOTTE, N.C., Feb. 2, 2026 /PRNewswire/ -- cbdMD, Inc. (NYSE American: YCBD), a leading innovator in wellness and hemp-derived consumer products, today announced a major distribution expansion for its Herbal Oasis THC-infused social seltzer ("Oasis") through an expanded partnership with Morales Beverage Group ("MBG").

The agreement extends Oasis into Louisiana, strengthening the brand's regional footprint across the Gulf South and creating a more contiguous platform for continued Southeast growth, following strong early performance in Texas. With MBG's established statewide distribution infrastructure, Oasis is positioned to accelerate placement across convenience, independent beverage, and premium lifestyle retail accounts throughout Louisiana.

"Louisiana represents an other stepping stone for us and the expansion of cbdMD's Oasis brand," said T. Ronan Kennedy, CEO of cbdMD. "Partnering with MBG gives us the scale and reach to bring Oasis to retailers across the state."

Under the partnership, MBG will distribute Oasis statewide across Louisiana, with initial emphasis on channels where adult consumers are actively seeking modern alcohol alternatives and functional social beverages.  Management expects to start shipping product in late February.

"Texas has proven the strength of the Oasis platform and brand," said Sullivan Hope, Portfolio Manager at MBG Texas. "Expanding into Louisiana allows us to build on that momentum and bring a compelling, compliant beverage offering to a new market."

Redefining the Fast-Growing THC Beverage Category

The THC beverage market is one of the fastest-growing segments in functional CPG. According to Fact MR, U.S. THC beverage sales exceeded $1.6 billion in 2025 and are projected to grow more than $3.5 billion in 2030, assuming relief from recent rule changes.

Oasis stands out with a proprietary formulation combining hemp-derived THC, CBD, and CBG with functional adaptogenic mushrooms—including lion's mane, reishi, and cordyceps—crafted to promote focus, calm, and connection.

With vibrant, flavor-forward offerings such as Lemon Lift, Berry Fusion, Tropical Twist, Mango Bliss, and Tropic Wave, Oasis provides consumers a refreshing, alcohol-free way to socialize that is both functional and fun.

About Herbal Oasis

Herbal Oasis is a line of cbdMD premium hemp-derived THC seltzers crafted to elevate social experiences. With bright flavors like Lemon Lift, Tropical Twist, and Mango Bliss, Oasis blends cannabinoids and functional ingredients to create a new kind of social beverage for today's consumers. More information can be found at www.herbaloasis.com. 

About cbdMD, Inc.

cbdMD, Inc. (NYSE American: YCBD) is one of the leading and most recognized cannabidiol (CBD) brands, offering a comprehensive line of U.S.-produced THC-free¹ CBD products and an array of Farm Act-compliant Delta-9 products. The Company also operates Bluebrid Botanicals, Paw CBD, ATRx Labs, and Herbal Oasis, a premium THC-infused functional social seltzer. Learn more at cbdmd.com, www.pawcbd.com, www.bluebirdbotanicals.com, ATRxlabs.com, or Herbaloasis.com, follow cbdMD on Instagram and Facebook, or visit one of the thousands of retail outlets that carry cbdMD's products.

Forward-Looking Statements

This press release contains statements, estimates, forecasts, and projections regarding future performance and events that constitute "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. Those statements include statements regarding expectations from evolving federal regulation, market acceptance of Oasis products and expansion of Oasis brand sales.  These statements may be identified by the use of words like "anticipate," "believe," "estimate," "expect," "intend," "may," "plan," "will," "should," and "seek," and similar expressions and include any financial projections or estimates or pro forma financial information set forth herein.  Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and that actual results may differ materially from those projected in the forward-looking statements.  Important factors and risks that could cause actual results to differ materially from our expectations include, but are not limited to, customer acceptance of our product offerings, as well as those risks detailed in our filings with the SEC, including our most recent Form 10-K and other filings with the SEC.

¹ THC-free is defined as below the level of detection using validated scientific analytical methods.

Contact Information:
cbdMD, Inc.
T. Ronan Kennedy
Chief Executive Officer and Chief Financial Officer
IR@cbdmd.com 
(704) 445-3064 

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SOURCE cbdMD, Inc.

FAQ

When will cbdMD (YCBD) start shipping Herbal Oasis to Louisiana?

Shipments are expected to begin in late February 2026, per the company. According to cbdMD, MBG will use its statewide distribution network to place Oasis across convenience, independent beverage, and premium lifestyle retail accounts throughout Louisiana.

What does the YCBD and Morales Beverage Group partnership mean for retail availability?

The partnership provides statewide placement across key retail channels in Louisiana, according to the company. MBG’s established infrastructure aims to accelerate placement in convenience, independent beverage, and premium lifestyle retail where adult consumers seek alcohol alternatives.

How has Herbal Oasis performed prior to the Louisiana expansion for YCBD?

cbdMD reports strong early performance in Texas, which prompted regional expansion. According to the company, Texas results provide momentum to scale Oasis across the Gulf South using MBG’s distribution footprint and replicate retail placements in new markets.

What ingredients and flavors does Herbal Oasis (YCBD) offer in its THC seltzers?

Oasis combines hemp-derived THC, CBD, CBG and adaptogenic mushrooms like lion's mane, reishi, and cordyceps, according to the company. Flavor SKUs include Lemon Lift, Berry Fusion, Tropical Twist, Mango Bliss, and Tropic Wave, marketed as alcohol-free social beverages.

How large is the U.S. THC beverage market cited by cbdMD (YCBD)?

The company cites U.S. THC beverage sales of $1.6 billion in 2025 and a projected $3.5 billion by 2030. According to cbdMD, that growth projection assumes regulatory relief from recent rule changes affecting the category.