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cbdMD (YCBD)
XASE:YCBD
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.05Last Year’s EPS
-1.9Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed cautious optimism: management highlighted sequential revenue growth (12% QoQ), wholesale momentum (~17% increase), near-breakeven adjusted EBITDA (~$36K loss), a strategic acquisition (Bluebird Botanicals) expected to add revenue and IP, and improved liquidity via a ~$2.25M Series C and a $20M ELOC. Counterbalancing these positives are modest YoY revenue decline (~2%), gross margin compression (down 6 percentage points to 60%), a widened operating loss (~$286K), and ongoing regulatory headwinds that created customer confusion and added compliance costs. On balance, the operational progress, balance sheet improvements, and strategic acquisition slightly outweigh the challenges, supporting a constructive outlook while acknowledging execution and regulatory risks remain.Company Guidance
Sequential Revenue Recovery
Net sales of approximately $5.0M in Q1 FY2026, marking a 12% sequential increase versus Q4 FY2025 and the company's third consecutive quarter of sequential revenue growth. December 2025 and January 2026 produced the highest monthly revenue levels since 2022, indicating improving top-line momentum.
Channel Mix and Wholesale Momentum
Direct-to-consumer remained the largest channel at ~72% of revenue while wholesale comprised ~28% of revenue and showed meaningful growth (~17% versus the prior quarter), reflecting improved execution in the core cbdMD brand and progress with the Oasis beverage brand.
Strategic Acquisition of Bluebird Botanicals
Completed the mid-January acquisition of assets of Bluebird Botanicals to add incremental revenue, a loyal customer base, valuable IP (including full-spectrum ‘grass’ status), and to broaden the wellness portfolio. Deal structured with limited upfront equity and performance-based earn-out; management expects integration to deliver cost and revenue synergies and a step function increase in revenue at attractive contribution margins.
Improved Capital Structure and Liquidity
Regained continued listing compliance and completed approximately $2.25M Series C preferred financing in December; ended the quarter with roughly $3.3–$3.4M in cash and ~$5.4M in working capital. Also established a $20M equity line of credit (ELOC) to opportunistically strengthen the balance sheet.
Per-Share Loss Improvement and Near-Breakeven EBITDA
Net loss attributable to common shareholders of approximately $325K, or $0.04 per share, versus a prior year net loss of ~$1.0M or $1.73 per share — a significant per-share improvement driven primarily by conversion of Series A preferred stock. Adjusted non-GAAP EBITDA loss was minimal at ~$36K, indicating trajectory toward positive EBITDA.
Cost & Operational Discipline
Management emphasized ongoing efforts to reduce fixed costs, simplify operations, and protect margins (focus on high-velocity SKUs and disciplined acquisition funnels). Expectation of extracting synergies from Bluebird integration and limiting working capital builds in the next quarter (excluding the acquisition).
Regulatory Advocacy & Positioning
Management is actively engaging with policymakers and industry groups (supporting HEMP Act) and participating in CBD-related federal programs (e.g., Medicare pilot program), positioning the company as a well-capitalized, compliance-focused operator with cGMP manufacturing and safety/clinical data as competitive advantages.
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 |
|---|---|---|---|
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% |
May 15, 2025 | $0.99 | $0.95 | -4.04% |
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 May 20, 2026, Before Open (Confirmed).
What is cbdMD (YCBD) earnings time?
cbdMD (YCBD) earnings time is at May 20, 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 (Q2) is -0.05.