Byrna CEO Conn Davis outlines retail expansion and brand shift in first 100 days

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Summary · why it matters

Byrna Technologies CEO Conn Davis issued a shareholder letter detailing his first 100 days, emphasizing a shift from weapon-first to safety-first messaging and a target of approximately 2,000 total retail and dealer locations by year-end. The company has more than 800,000 launchers in customers' hands and entered fiscal 2026 with approximately 900 total locations. Davis highlighted early results from a 'Find the Right Launcher' quiz that generated over 87,000 completed responses with an 80% completion rate, and a 'try before you buy' beta program that saw a 28% conversion rate among 51 participants. A premier retail partner saw monthly purchases rise 147% to approximately $200,000 after dedicated end cap displays were rolled out to more than 20 stores. The company also appointed HLK as agency of record and announced a Fox Sports partnership through iHeartMedia to broaden its audience.

Impact on assets 1

Smart City / Autonomous Infrastructure▲
Byrna Technologies Inc
BYRN
▲ PositiveDemandrelevance

Retail expansion to 2,000 locations, strong quiz and beta conversion rates, and 147% sales lift from end cap displays indicate growing end-customer demand.