What is the projected revenue impact of Señorita THC Margaritas' launch in over 1,000 Circle K stores?

RYTHM, Inc. (Nasdaq: RYM) launched its Señorita THC Margaritas in over 1,000 Circle K stores in the third quarter of 2025, marking the largest convenience store hemp-derived THC beverage rollout in the U.S..1 While this launch is a significant expansion for the brand, specific projected revenue impact directly attributable to the Circle K partnership has not been explicitly disclosed in the company's public filings.

RYTHM Inc.'s financial reports indicate that revenue from continuing operations, which includes hemp-derived THC products like Señorita, was $4.0 million for the third quarter ended September 30, 2025, representing a 98% increase from the prior quarter.1 Non-licensing revenue, primarily driven by sales of hemp-derived THC products, accounted for $3.511 million of this total in Q3 2025.2 The company has stated that the increase in revenue for Q3 2025 was primarily driven by the acquisition of Señorita in December 2024 and other brands.2

The company views the growing consumer preference for THC beverages as an alternative to alcohol as a significant tailwind for growth and is positioning itself to capture this demand.1 However, without specific breakdowns, it is challenging to isolate the precise revenue contribution from the Circle K launch from the broader hemp-derived THC product sales. Investors can monitor future earnings calls and reports for more granular details on the performance of this partnership.