cbdMD (YCBD)
XASE:YCBD
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
-0.03Last Year’s EPS
-0.21Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear operational progress: sequential and year-over-year revenue growth, strong wholesale expansion, positive early momentum from the Bluebird acquisition, improved per-share results, and proactive investments to pursue a new CMS BEI medical channel. Offsetting these positives are near-term margin compression, acquisition and strategic investment costs that produced operating and EBITDA losses, cash burn driven by working capital builds, and ongoing state-level regulatory volatility that raises compliance costs and market uncertainty. Management communicated plans and tools to improve margins and liquidity and expects Bluebird to be accretive in Q3 and the CMS opportunity to develop over 12–18 months.Company Guidance
Sequential and Year-over-Year Revenue Growth
Net sales of $5.6 million, up 19% year-over-year and 12% sequentially from Q1 FY2026.
Core Business Growth Excluding Acquisition
Excluding Bluebird Botanicals, core business revenue increased approximately $0.5 million year-over-year and approximately $0.3 million sequentially; core revenue this quarter was the highest quarterly core revenue since December 2023.
Channel Mix Strength and Wholesale Surge
Direct-to-consumer remained the largest channel at ~67% of revenue; wholesale rose to 33% of revenue (from 23% in the prior year quarter) and was up 65% year-over-year.
Bluebird Botanicals Acquisition and Expected Accretion
Acquisition of Bluebird closed mid-January; while Q2 absorbed transition/integration costs, Bluebird began generating positive contribution in March and management expects the acquisition to flip from an earnings drag to a positive contributor to revenue and earnings in Q3.
Regulatory Tailwinds — CMS BEI and Federal Developments
April 1 activation of the CMS substance access beneficiary engagement incentive (BEI) created a federally supported pathway for hemp-derived CBD in Medicare; company accelerated investment in a dedicated clinical/healthcare channel and expects provider adoption to develop over 12–18 months.
Improved Per-Share Result and Capital Positioning
Net loss attributable to common shareholders was ~$876,000 or $0.08 per share versus a prior-year loss of ~$1.4 million or $1.90 per share (substantial per-share improvement primarily due to elimination/conversion of Series A preferred dividend); company reports ~$2.6 million cash on hand and available capital tools including an equity facility and ELOC.
Management Outlook on Profitability
Management indicated adjusted non-GAAP EBITDA loss was $220,000 and expects EBITDA and working capital efficiency to improve; management estimates breakeven quarterly revenue is well below $7 million.
YCBD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
YCBD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $0.81 | $0.77 | -5.31% |
Feb 17, 2026 | $0.78 | $0.72 | -6.83% |
Dec 19, 2025 | $1.51 | $1.37 | -9.27% |
Aug 14, 2025 | $0.85 | $0.76 | -10.59% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does cbdMD (YCBD) report earnings?
cbdMD (YCBD) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is cbdMD (YCBD) earnings time?
cbdMD (YCBD) earnings time is at Aug 19, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is YCBD EPS forecast?
YCBD EPS forecast for the fiscal quarter 2026 (Q3) is -0.03.