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what it is
It sells CBD products and mushroom wellness items under cbdMD, Paw CBD, and ATRx Labs.
how it gets paid
Last year Cbdmd made $19M in revenue. cbdMD was the main engine at $12.0M, or 63% of sales.
why growth slowed
Revenue fell 1.5% last year. 59.8% gross margin kept product economics decent, but it did not stop the loss.
what just happened
Quarterly revenue was $5M, and EPS was -$1.84.
At a glance
C+ balance sheet — struggling to keep the lights on
5/100 earnings predictability — expect surprises
-$1.09 fy2025 eps est
$19M fy2025 rev est
11.3% operating margin
xvary composite: 27/100 — weak
What they do
It sells CBD products and mushroom wellness items under cbdMD, Paw CBD, and ATRx Labs.
gross margin → money left after product costs → 59.8% gives a tiny $19M business room to breathe. 42 employees run the whole show. That is the absurd part. you do not need a giant team when the brand does the talking, but you do need sales to stop falling.
How they make money
$19M
annual revenue · their business grew -1.5% last year
cbdMD
$12.0M
Paw CBD
$5.0M
ATRx Labs
$2.0M
The products that matter
consumer CBD products
cbdMD brand
$14.3M · 75% of revenue
this is the center of gravity. The consumer CBD segment produced $14.3M, or 75% of sales, but it declined 5% from last year. If this does not stabilize, the rest of the story stays small.
largest segment
pet wellness CBD
Paw CBD
$3.8M · 20% of revenue
pet CBD contributed $3.8M and grew 8%. It's the healthier segment, but it is still one-fifth the size of the main consumer business.
faster grower
new brand integration
Bluebird Botanicals
jan 2026 acquisition
Bluebird was acquired in January 2026 and sits inside a $0.9M other-and-new-brands bucket. Right now it's more strategy than scale.
integration bet
Key numbers
$19M
annual sales
That is the whole company’s sales engine. On a $7M market cap, a small revenue miss hits hard.
59.8%
gross margin
About 60 cents of every sales dollar survives product cost. That is the only reason a tiny CBD business still has a pulse.
11.3%
operating margin
The business still spends more than it keeps. You are buying losses, not cash flow.
1.1
beta
The stock has moved a bit more than the market. Tiny size plus public trading is a rough combo.
Financial health
C+
strength
- balance sheet grade C+ — weak — may struggle to fund operations
- risk rank 5 — safer than 5% of stocks
- price stability 5 / 100
C+ — below average. watch for debt servicing and cash burn.
Total return vs. market
Return history isn't available for YCBD right now.
source: institutional data · return history unavailable
What just happened
missed estimates
Quarterly revenue was $5M, and EPS was -$1.84.
EDGAR shows revenue down 2% vs. prior year, while gross margin held at 59.8%. The business is still selling product, but it is not turning that into profit.
$5.0M
revenue
-$1.84
eps
59.8%
gross margin
gross margin
59.8% gross margin kept product economics decent, but it did not stop the loss.
source: company earnings report, 2026
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What could go wrong
the #1 risk is running out of room before the turnaround is real.
med
cash burn and thin financial cushion
The company carries a C+ balance sheet and still posted a $325K quarterly loss on $5.02M of revenue. That's improvement, not escape velocity.
If losses widen again, financing risk comes back fast for a business with only a ~$7M market cap.
med
commodity pricing in a no-moat market
CBD products are crowded and hard to differentiate. The company once ranked third online in 2022, but market share stories get stale quickly in categories driven by promotion and shelf competition.
If pricing pressure hits, even a 59.8% gross margin can slide. That would damage the only visible buffer in the model.
med
Bluebird integration needs to be more than narrative
The January 2026 acquisition may help scale, but the other-and-new-brands bucket is still only $0.9M. Right now you have strategy headlines without much revenue proof.
If the acquired brand adds complexity without lifting sales, management burns time and cash instead of building a stronger platform.
med
listing and volatility risk
The stock regained compliance, but a $0.74 share price and a 5 / 100 price stability score tell you the cushion is thin.
Any operational setback can become a market-structure problem quickly when the stock already trades like this.
At $19M in annual revenue, cbdMD has enough scale to matter. At a ~$7M market cap and a recent $325K quarterly loss, it still has to prove that scale can become durability.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
Q2 2026 report
Expected May 14–15, 2026. After three straight quarters of sequential revenue growth, you want to see a fourth. The trend matters more than a penny beat.
margin
gross margin holding near 59.8%
That margin is the only obvious cushion in the story. If it weakens while revenue stays small, the turnaround math gets harder fast.
listing
share price distance from compliance pressure
The company regained compliance, but a $0.74 stock with a $0–$3 52-week range still leaves you little room to relax.
mix shift
whether pet CBD can keep outgrowing the core business
Pet CBD grew 8% while the main consumer segment fell 5%. You want the healthier segment to keep compounding and the larger one to stop shrinking.
Analyst rankings
earnings predictability
5 / 100
in human-speak, analysts do not trust this business to deliver steady numbers yet.
risk rank
5
Safer than only 5% of stocks. Translation: the market sees this as a fragile setup.
beta
1.1
Beta measures sensitivity to the market. A 1.1 beta says slightly above-market moves, but the real volatility comes from being a tiny company.
source: institutional data
Institutional activity
institutional ownership data for YCBD is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$1
current price
n/a
target midpoint · n/a from current
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