cbdMD projects FY25 revenue between $19.1M and $19.3M, down from $19.5M last year
Financial Improvement: cbdMD expects its net loss for fiscal 2025 to decrease from ($3.7M) to between ($1.9M) and ($2.1M), indicating a positive trend in financial performance.
Strategic Actions: The company has implemented decisive actions to strengthen its business model, resulting in positive revenue growth in the fourth quarter and stable year-over-year sales, contrasting with declines reported by peers.
Future Outlook: cbdMD anticipates continued earnings improvement for fiscal 2025, driven by disciplined cost management and a focus on profitable growth.
Leadership Confidence: CEO Ronan Kennedy expresses pride in the team's performance and confidence in their ability to navigate challenges and build a sustainable business for shareholders.
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- Earnings Highlights: cbdMD reported a Q1 GAAP EPS of -$0.04, beating expectations by $0.02, indicating a trend of improvement in profitability despite still being in the red.
- Revenue Performance: The company generated $5 million in revenue for the quarter, a 2.2% year-over-year decline, yet it exceeded market expectations by $140,000, demonstrating resilience in sales amid a competitive landscape.
- Compliance Restoration: cbdMD successfully regained compliance with NYSE American listing standards, a move that not only boosts investor confidence but also paves the way for future capital market activities.
- Strategic Acquisition: The acquisition of Bluebird Botanicals in an all-equity asset deal will further enhance cbdMD's product portfolio and market share, positioning the company favorably in the rapidly growing CBD industry.
- Earnings Announcement: cbdMD (YCBD) is set to release its Q1 2023 earnings on February 16 after market close, with a consensus EPS estimate of -$0.06, reflecting a 72.7% year-over-year improvement, indicating potential profitability recovery.
- Revenue Expectations: The revenue estimate for Q1 stands at $4.86 million, representing a 4.9% year-over-year decline, which highlights challenges in market competition that could impact short-term growth prospects.
- Compliance Restoration: cbdMD has recently regained compliance with NYSE American listing standards, which is expected to enhance investor confidence and potentially attract more institutional investors.
- Acquisition Update: cbdMD has completed an all-equity asset deal to acquire Bluebird Botanicals, which is anticipated to strengthen the company's competitive position by expanding its product line and market share, thereby driving future growth.
- Conference Call Details: cbdMD will host a conference call on February 17, 2026, at 4:20 PM ET to discuss its Q1 financial results as of December 31, 2025, reflecting the company's commitment to transparency and investor communication.
- Participation Information: Investors can join the call by dialing 888-880-3330 in the USA/Canada, and a webcast replay link will be available until February 17, 2027, ensuring access to information for those unable to attend live.
- Company Overview: cbdMD is one of the leading CBD brands in the U.S., offering a comprehensive line of THC-free products and Farm Act compliant Delta 9 products, showcasing the company's broad recognition and trust in the cannabis industry.
- Product Diversity: The Paw CBD pet products and ATRx functional mushroom offerings, along with the THC-infused Herbal Oasis social beverage, highlight the company's innovative capabilities and market expansion potential in the health beverage sector.
- Strategic Acquisition: In January 2026, cbdMD acquired Bluebird Botanicals, which is expected to contribute approximately 10% revenue growth, enhancing its competitive edge in cannabinoid compliance by integrating Bluebird's GRAS assets with its clinical foundation.
- Compliance Science Initiative: cbdMD is launching an integrated GRAS and regulatory science program aimed at efficiently advancing high-value regulatory assets through its internal scientific and quality teams, thereby reducing reliance on costly external consultants and accelerating compliance processes.
- Safety Assessment Integration: The acquisition allows cbdMD to leverage Bluebird's self-affirmed GRAS determination for full-spectrum hemp extract, further solidifying its safety and efficacy in the industry and enhancing market trust.
- Future Development Strategy: The CEO of cbdMD stated that by integrating Bluebird's GRAS work with its scientific platform, the company is building a robust foundation for future federal regulation and healthcare innovation, ensuring a competitive advantage in an evolving regulatory landscape.
- Acquisition Completed: cbdMD has successfully acquired substantially all assets of Bluebird Botanicals through an equity issuance and earnout shares, which is expected to provide a stable revenue base and further drive its long-term growth strategy.
- Synergies Realized: Management anticipates operational efficiencies through consolidated supply chains, manufacturing, and shared services, enhancing cross-selling opportunities between the two brands to accelerate revenue growth across both direct-to-consumer and retail channels.
- Intellectual Property Expansion: The acquisition adds a portfolio of intellectual property, including patented technologies, which may enhance the company's strategic flexibility in the evolving regulatory landscape and support future innovations.
- Profitability Goals: cbdMD's CEO stated that this transaction will strengthen the revenue foundation, support the goal of achieving positive EBITDA and net income, and further solidify its leadership position in the CBD industry.
- Acquisition Completed: cbdMD has completed the acquisition of substantially all assets of U.S. cannabidiol brand Bluebird Botanicals, structured as an asset purchase with initial payment through share issuance, while specific financial terms remain undisclosed.
- Revenue Base Enhancement: This acquisition is expected to add an established revenue base and intellectual property portfolio for cbdMD, with anticipated operational efficiencies and revenue synergies to be evaluated post-integration.
- Positive Market Reaction: Following the acquisition announcement, cbdMD's stock rose 7.69% in premarket trading to $1.12 per share, indicating market approval and optimism regarding the deal.
- Strategic Implications: By acquiring Bluebird Botanicals, cbdMD not only expands its market share but also strengthens its position in the competitive CBD industry, laying a foundation for future growth.







