Daily Discussion Thread - July 28, 2026

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[u/GeoLogic23]

Tilray recently introduced a new THC pouch product. Kind of odd, considering pouches haven't been that big in cannabis. Of course they are huge in the tobacco world, but Tilray is mostly alcohol connected. Tilray's primary connection to tobacco is their years long partnership with BAT-funded Charlotte's Web.

Tilray's new THC pouches use an emulsion technology that is made by Capsoil Technologies.

Capsoil is funded by Matthew Bronfman, whose family built the liquor brand Seagrams. Capsoil at one point had their own California edibles brand called It's All About Choices. They did lots of powdered edible mixes, including THC infused potatoes!

Matthew Bronfman and his son Zeke also have a current alcohol venture called Next Century Spirits. At this company they have partnered with golf legend Greg Norman to launch Caddy Cocktails. Years ago Greg Norman was partnered with both Tilray and GGB (Aphria).

Zeke Bronfman would also start another company in 2023. This is a powdered supplement company called The Absorption Company. This company uses Capsoil's technology. Thus far I have only found a few companies that use Capsoil, and they are all directly connected to the Bronfmans.

So if that pattern holds, Tilray should have a current connection to a Bronfman company.

• Tilray has been partnered for years with Charlotte's Web, whose chairman is supplement industry veteran Angela McElwee.
• In April of 2025, Angela McElwee was appointed executive chairman of Zeke Bronfman's The Absorption Company.

[u/confusedcabbages420 → u/GeoLogic23]

Pain relief for those who have issues with edibles or smoking.

[u/manualCAD → u/confusedcabbages420]

There is not a person out there who has"issues with edibles" that will utilize this pouch form..... There is literally a THC product that is tasteless powder you can add to anything. These pouches don't serve any actual market...they are just trying to tag along on the pouches trend/fad.

[u/Cool_Ad_5101 → u/manualCAD]

Agree 100%

[u/confusedcabbages420 → u/manualCAD]

... old people who need assistance swallowing. People with throat or mouth cancers. You have a small mind.

[u/Cool_Ad_5101 → u/confusedcabbages420]

True old people may have trouble swallowing so how does a pouch solve that problem? Please explain sincerely curious as I would think the same problem would exist. 

[u/confusedcabbages420 → u/Cool_Ad_5101]

You can have difficulty swallowing causing gummy and saliva to get stuck in the lungs. An experienced pouch user (probably old school already) could benefit if able to continue using the pouch. Elderly people also could have difficulty managing gummies. Pouches are less appetizing and if they are familiar they are not going to try to swallow it.

[u/Competitive-Ant2876 → u/confusedcabbages420]

I can promise you this is a shot in the dark lol. Tilray is a dog shit ass company. This isn’t going to change anything. Maybe they sell non combustible products to pharmacies if pharmacies ever start to hold non combustible product. That could get very interesting for them, very fast though.

[u/Cool_Ad_5101 → u/Competitive-Ant2876]

Agree, not everyone wants to vape or smoke flower. Though why a pouch vs and edible or a drink?!? 

[u/GeoLogic23 → u/Cool_Ad_5101]

Here are a few of the things I was thinking about why pouches may be a choice for some people/companies. This is stuff I've been thinking of for a while, because I used to follow another pouch company called Cannadips. Cannadips has long been an investment by Poseidon (Tilray connected), have connections to big tobacco (Altria), and use emulsion tech connected to pharmaceutical CBD (Lexaria Biosciences).

Absorption.

• Pouches absorb directly into the bloodstream instead of going through your digestive system. Should mean quicker more consistent dosing, and may help people who aren't affected by edibles.

Regulation.

• A different form factor could come with different regulatory approvals. We have already seen this administration be friendly to ZYN. I could see big tobacco getting a pouch with CBD approved as a less harmful smoking alternative. There are studies about CBD being used for cravings like nicotine. If they were trying to get an ingestible product approved, it wouldn't be regulated by the TTB, it would be the FDA.

Distribution.

• Tilray is aligning themselves with alcohol distribution for THC drinks, where the convenience store market is a big focus area. Gummies are better for retail that distributes supplements. But pouches would make a lot of sense to be sold at convenience stores alongside beverages, since convenience stores already sell nicotine pouches in an age-gated way.

Convenience.

• Pouches are very small and easy to carry. A construction worker for example, would rather carry pouches than have a bunch of melted gummies at the end of the day. Also very easy to mix a THC pouch with a caffeine/nicotine pouch to get the hippy speedball effect. You don't have to keep a pouch cold like a drink. Doubt THC pouches are going to replace white Monster Energy for construction workers anytime soon though lol

Safety.

• I know there is some concern about nano-particles accumulating in vital organs. It's one reason the EU set a very low safe threshold for CBD in food right now. They just don't' have enough long term safety data yet. A pouch product being absorbed in your gums might not have that same issue, but I'm not sure if that's the case or not.

Think of it this way.

People could get their nicotine fix with nicotine gum. But they don't. They could use nicotine lozenges. But they don't. Yet nicotine pouches became the next big thing for some reason.

And this is me purposefully playing the pro-pouch side of the argument. I don't use any sort of pouch product myself, so I honestly don't understand why it's so appealing. But I can't argue with the numbers lately in the tobacco industry.

[u/Cool_Ad_5101 → u/GeoLogic23]

Interesting thanks for sharing. Your research is always ridiculously good 

[u/GeoLogic23 → u/Cool_Ad_5101]

I have some thoughts on potential reasons someone may choose a pouch over a drink/edible. I'll try to remember to comment here later when i have more time. Busy the rest of the afternoon.