Charlie's Holdings Inc (CHUC)

$CHUC Estimating the financial impact of removing illegal vaping products from the U.S. market involves several assumptions and predictive modeling. While precise dollar amounts can vary greatly based on various factors, here is a framework to understand potential market changes: Market Size Estimates 1. Current U.S. Vaping Market Size:  As of 2025, the U.S. vaping market size is projected to be around $9.12 billion to $11.26 billion depending on market forces 1 ↗ (https://www.thereportcubes.com/report-store/us-e-cigarette-and-vape-market). 2. Market Share of Illegal Products:  Estimates suggest that illegal and counterfeit products could account for roughly 30-40% of the total vaping market, though this number can fluctuate based on enforcement and regulation.  For example, if we take 35% of a market size of $10 billion as the midpoint, that equates to approximately $3.5 billion from illegal sales.

$CHUC Financial Effects of Removing Illegal Products 1. Market Reallocation:  The total value of illegal products, about $3.5 billion, could shift towards legal brands.  Assuming that only 50% of this value is captured by legal vape manufacturers, this could lead to an additional $1.75 billion in revenue for compliant brands. 2. Potential Growth of Legal Market:  With a stronger reliance on quality, legal products, if overall market growth rates rise post-removal, we might observe a 2-10% increase in overall market size:  For a $10 billion market, a 2% growth could mean $200 million additional revenue. A 10% growth could mean $1 billion. 3. Increased Prices and Profit Margins:  The removal of illegal competition may allow manufacturers to stabilize prices, increasing profit margins by 5-15%:  If the average profit margin post-removal could increase from 20% to 25%, on $5 billion in legal sales, that would yield an added $250 million in profits.

$CHUC Summary of Financial Impact  Revenue Shift from Illegal to Legal Products: Approximately $1.75 billion.  Potential Market Growth Post-Removal: Between $200 million to $1 billion based on 2-10% growth.  Increased Profit Margins: An increase of approximately $250 million due to stabilized prices and heightened quality perceptions. Total Potential Financial Impact from Market Changes: If you sum these estimates, the removal of illegal vaping products could potentially yield a total effect of $2.2 billion to $3.0 billion in increased revenue and profit opportunities for compliant brands in the U.S. market. These figures are broad estimates that rely on various market conditions, compliance rates, and consumer behavior post-removal of illegal products. More precise predictions would require detailed market analysis and sales data from manufacturers and retailers.

$CHUC Here are countries outside the USA with significant markets for flavored nicotine vaping products and non-nicotine flavored vaping products, where regulatory environments may be more favorable for sales: 1. United Kingdom: The UK has a large vaping market and generally supportive regulations concerning vaping products. 2. Germany: Germany is one of the largest vaping markets in Europe. 3. Canada: Canada has a growing market for vaping products, and while regulations exist (including some restrictions on flavors), it remains one of the more accessible markets for flavored vaping products. 4. Australia: The vaping market in Australia is expanding. 5. New Zealand: With a supportive regulatory environment regarding vaping. 6. France: France has a significant vaping market and allows flavored e-liquids. 7. Italy: Italy has a vibrant vaping community, and flavored nicotine products are popular.

$CHUC To sell tobacco products legally without a PMTA approval, you may consider the following options: 1. Grandfathered Products: If the tobacco product is on the market as of February 15, 2007, it may be grandfathered and considered legally marketable without a PMTA. 2. Submitting a Different Application: If the product qualifies, you might be able to submit a Modified Risk Tobacco Product (MRTP) application to market it with reduced risk claims. 3. New Tobacco Product Exemption: If you can prove that your product is substantially equivalent to a product already on the market, you may file a Substantial Equivalence Report, allowing you to sell it without a PMTA. 4. Exempt Products: Certain products may be exempt from FDA regulation, such as some premium cigars or traditional tobacco products not intended for commercial sale. 5. State and Local Regulations: Ensure compliance with any applicable state and local laws that may have their own regulations on selling tobacco products.

$CHUC I recommend reading Henry's interview again. You can only guess at the revenue generated in Q4 and the new Q1 from it. The plans are huge, and now we're almost there! I'm really looking forward to the next few months! Good luck, guys! =) https://www.realcreativeagency.com/blog/charlies-holdings-otcqb-chuc-october-2025-interview/

$CHUC I spoke with a friend who's an analyst. Even though it might seem strange to many, the stock has performed very well. The waiting game is clearly visible; this always happens when strong news is expected. Volume drops sharply, which can lead to a strong release (price increase). Look at the nice chart pattern; it's almost here. Furthermore, Chuc is holding up very well as a penny stock, unlike other penny stocks that have fallen drastically.

$CHUC "Exciting news from WC Vapor! We’ve just launched new flavors in our Pachamama Collection, now registered with The Virginia Registry and compliant with the FDA's PMTA process..."

$CHUC 10-K will be the catalyst. End of March or first week of April (latest)...

$CHUC Hmmm well, I remember a couple of pumptards stating this stock was going to da moon in March, well? Marcipoop , Crispy Turd Bacon have me on ignore because I know more than them . This stock is dead period. captain Zoltar out

$CHUC 1. The basic data (Q1–Q3 2025) Reported revenues so far according to SEC filings: Q1 2025: approx. $2.1 million (still modest growth) Q2 2025: approx. $3.8 million (start of SBX delivery) Q3 2025: $7.1 million (full impact of the SBX rollout, +336% compared to the previous year) Subtotal (9 months): $13.0 million 2. Estimate for Q4 2025 The fourth quarter is often strong in the vaping sector (seasonality, inventory buildup in retail). There are two scenarios: Conservative scenario: Growth stabilizes at the level of Q3. Q4 revenue: approx. $7.5 million Total year 2025: ~ $20.5 million Optimistic scenario (growth trend): The SBX rollout gains further momentum through new distributors (as shown by the jump from Q2 to Q3). Q4 revenue: approx. $9.0 – 10.0 million Total year 2025: ~ $22.0 – 23.0 million 3. Comparison to the previous year In fiscal year 2024, revenue was only approx. $8.5 million. An estimate of $21 to 22 million for 2025 would mean growth of over 150%.

$CHUC The company has achieved the turnaround. Profitability is no longer just a promise, but is reflected in the books. The question for the upcoming annual report (March/May 2026) will be whether SBX's Q4 growth was able to maintain or even exceed the momentum of Q3.

$CHUC have not heard of this flavor '

As Marketing Partner for the 38th Annual ROTH Capital Partners Conference, B2i Digital is spotlighting presenting company Charlie's Holdings Inc. (CHUC). Charlie's Holdings, Inc. (OTCQB: $CHUC) is a leader in the premium vapor products industry. To provide adult smokers with better alternatives to combustible cigarettes, Charlie’s has developed a family of award-winning e-liquids as well as an array of compact, easy-to-use disposable vaping devices. Charlie’s products offer retailers high margins and consistent, recurring sales. Many store owners report that Charlie’s vapor products are among their fastest growing offerings. The Company’s products are sold around the world to select distributors, specialty retailers, and third-party online resellers. Presenting company website: http://charliesholdings.com/ B2i Digital Featured Conference details: https://b2idigital.com/38th-annual-roth-conference The 38th Annual ROTH Conference is an invitation-only corporate access event connecting executive teams from roughly 500 growth companies with institutional investors and other market participants. The conference is held at The Ritz-Carlton Laguna Niguel in Dana Point, California, March 22 to 24, 2026. It is one of the largest small-cap investor conferences in the United States. Conference features include: • 1-on-1 and small group management-investor meetings • Analyst-selected fireside chats, industry keynotes, and panels • ROTH Consumer Private Company Day & Emerging Brand Showcase • Inaugural Engineering & Construction Day (NEW) • ROTH/CAF Charity Ride, Spin, Yoga, Pickleball & Golf (Sunday) • Networking receptions and live evening entertainment B2i Digital, The Capital Markets Matchmaker℠, will leverage its network of 1.5 million+ investors to help enhance visibility for presenting companies, aligned with our mantra, From Marketing to Meetings℠. Registration is required and subject to approval by ROTH: https://www.meetmax.com/sched/event_127123/conference_home.html Credit to the team at ROTH for hosting this premier event: Byron Roth, Aaron Gurewitz, Isabel Mattson-Pain, Nazan Akdeniz, Otilia "Charo" Montano, Grace Deller, Amanda McAdams, George Kelly, CFA, Matt Koranda, Sean McGowan, Gerry Sweeney, Scott Stember, Bill Kirk, Paul Zaffaroni, Jacob Frank, Sean Leahy, Joe Tonnos, Michael Guzman, Marc Lewis, Russ Nudelman. David Shapiro and Joseph Azizo from B2i Digital will also be in attendance and look forward to seeing you there. ROTH is a relationship-driven investment bank focused on serving growth companies and their investors across capital raising, equity research, sales and trading, M&A advisory, and corporate access. For more information, visit www.roth.com. B2i Digital is not a broker-dealer or investment adviser. This is for general information only and is not an offer to buy or sell any security.

$CHUC strange that the volume changes so dramatically month-over-month

$CHUC Not much longer! Then a lot will change. Some are still buying smartly now.

$CHUC UK T212 just updated 😊

$CHUC It's nothing new; we've known for a long time that other companies are working on AG solutions. Charlie's has even mentioned this in their press releases. But Charlie's is taking a better approach and already has the finished technology. That's what the others lack. Charlie's should be the first to reach the goal. I hope soon! =)

$CHUC https://www.cspdailynews.com/tobacco/fda-releases-new-draft-guidance-regarding-flavored-e-cigarettes

$CHUC https://x.com/by_cjewett/status/2031112021169541434?s=46

$CHUC https://vaping360.com/vape-news/will-new-fda-flavor-guidance-change-anything/

$CHUC https://www.nytimes.com/2026/03/09/health/fda-e-cigarettes-flavors.html