Group 1 - The Cronos Group is recognized as a pioneer in the cannabis industry, known for its strong brands and strategic investment partnerships [1] - The company is experiencing continuous revenue growth and has established itself as a significant player in the market [1] - The investment approach focuses on identifying undervalued businesses with strong fundamentals, aiming to build and preserve generational wealth [1] Group 2 - The investment strategy involves screening approximately 10,000 publicly listed companies to find dominant players in resilient sectors [1] - The emphasis is on companies led by shareholder-aligned management teams that generate strong free cash flows [1]

Group 1 - Cronos (NASDAQ: CRON) reported increasing revenues and net income for Q1-2025, with both international and domestic sales on the rise [1] - The company's stock has increased by 25% over the last month and is up 6.5% since the last coverage in March [1] - The report is part of a monthly analysis on the cannabis industry, highlighting the analyst's expertise in technical stock analysis and emerging markets [1]

Industry Overview - The current state of marijuana stocks is characterized by a downtrend due to the lack of federal reform, tax relief, and improved banking access, leading to volatility in trading [1] - Despite over half of the US and other global regions legalizing cannabis, market saturation and taxation challenges persist, causing investors to remain cautious [2] - The cannabis stock market has seen significant price drops, presenting opportunities for investors to buy shares at lower prices, with some multi-state operators (MSOs) reporting substantial revenue growth [3] Company Highlights - **Tilray Brands, Inc.**: Engages in the research, cultivation, processing, and distribution of medical cannabis products across multiple regions including Canada and the US. Recently announced the re-release of Delayed Pilsner, aimed at providing comfort to consumers [4][6] - **Cronos Group Inc.**: Focuses on the cultivation, production, distribution, and marketing of cannabis products in Canada and internationally. Scheduled a virtual annual meeting for shareholders on June 20, 2025 [7][10] - **Village Farms International, Inc.**: Produces and markets greenhouse-grown vegetables and is planning to reschedule its Q1 conference call for May 13, 2025 [12]

(Mark One) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 001-38403 __________________________ CRONOS GROUP INC. (Exact name of registrant as specified in its charter) _______________________ ...

PEACE NATURALS retained its position as the number one cannabis brand in Israel ® 1 Industry-leading balance sheet with $838 million in total cash and cash equivalents and short-term investments TORONTO, May 8, 2025 - Cronos Group Inc. (NASDAQ: CRON) (TSX: CRON) ("Cronos" or the "Company"), today announced its 2025 first quarter business results. "2025 is shaping up to be a transformative year for Cronos as we execute our strategic priorities to drive revenue growth, expand margins, and maintain disciplined ...

Core Insights - Cronos Group Inc. reported a 28% year-over-year increase in net revenue for Q1 2025, reaching $32.3 million, with a 33% increase on a constant currency basis [1][11] - The company maintains a strong balance sheet with $838 million in total cash and cash equivalents and short-term investments [1] - PEACE NATURALS remains the leading cannabis brand in Israel, achieving record net revenue and market share [3][19] Financial Performance - Net revenue for Q1 2025 was $32,262 thousand, up from $25,288 thousand in Q1 2024, marking a $6,974 thousand increase [6][11] - Gross profit increased to $13,734 thousand in Q1 2025, a rise of $9,251 thousand from Q1 2024, resulting in a gross margin of 43% compared to 18% in the previous year [6][8] - Net income for Q1 2025 was $7,723 thousand, a significant improvement of $10,207 thousand from a loss of $2,484 thousand in Q1 2024 [8][11] Market Position and Brand Performance - The Spinach brand ranked as the second most popular brand in Canada with a 4.6% market share and third in the flower category with a 5.1% market share [13] - SOURZ by Spinach captured a 20% market share in the gummy category, making it the best-selling gummy brand in Canada [14] - Lord Jones Chocolate Fusions™ achieved a 9.6% market share, ranking as the third best-selling chocolate cannabis edible brand in Canada [16] Strategic Initiatives - Cronos GrowCo's expansion is on track for completion in Q2 2025, which is expected to significantly increase cultivation capacity and meet growing demand [2][22] - The company has authorized a share repurchase program of up to $50 million, expected to commence on May 14, 2025 [10] - New product launches in Q1 2025 include strain-specific cannabis oils under the PEACE NATURALS brand, aimed at enhancing product offerings in international markets [19][20] Regulatory Environment - An anti-dumping duty of up to 165% on Canadian medical cannabis imports into Israel was proposed but later vetoed, although the Ministry of Economy intends to pursue the duty process [23]

Industry Overview - Marijuana stocks have significant potential for high returns, although the market has faced challenges since the initial surge in 2018 [1] - Despite market fluctuations, companies are adapting to demand, with profits and revenues on the rise [1][3] - Current political concerns, particularly regarding Donald Trump's administration, have not significantly impacted the cannabis market [2] Company Highlights - **Aurora Cannabis Inc.**: Engages in the production and sale of cannabis products, recently completed a multimillion-dollar investment in a manufacturing facility, which has doubled yield and potency to a record 33.7% [4][5][6] - **Cronos Group Inc.**: Involved in the cultivation and distribution of cannabis products internationally, with an upcoming virtual Annual Meeting of Shareholders scheduled for April 28, 2025 [8][10] - **SNDL Inc.**: Operates in multiple segments including cannabis retail and reported Q1 2025 financial earnings with net revenue of $204.9 million, reflecting a growth rate of +3.6% [12][13] Financial Performance - Aurora Cannabis reported a significant increase in yield and potency, indicating strong operational performance [6] - SNDL Inc. achieved a gross profit of $56.6 million in Q1 2025, marking a growth of +12.4% and a gross margin of 27.6%, setting a new record for the company [13]

Group 1 - Cronos Group Inc. will hold its 2025 Annual Meeting of Shareholders on June 20, 2025, at 11:00 a.m. ET [1] - The meeting will be conducted in a virtual-only format, allowing registered shareholders and proxyholders to participate online [2] - Detailed instructions for participation and the formal business to be conducted at the meeting are available in the Company's proxy statement on its website [3] Group 2 - Access information for the meeting includes a live audio webcast link and a replay available 24 hours after the meeting [4] - Cronos is a global cannabinoid company focused on cannabis research, technology, and product development, with brands like Spinach®, PEACE NATURALS®, and Lord Jones® [5]

Core Viewpoint - Cronos Group Inc. will hold its first quarter earnings conference call on May 8, 2025, at 8:30 a.m. ET to discuss financial results and answer questions from the investment community [1]. Company Overview - Cronos is a global cannabinoid company focused on advancing cannabis research, technology, and product development, aiming to build a disruptive intellectual property portfolio [3]. - The company is committed to enhancing the consumer experience and developing an iconic brand portfolio, which includes brands like Spinach®, PEACE NATURALS®, and Lord Jones® [3]. Conference Call Details - Participants can register for the conference call or webcast online and are encouraged to join fifteen minutes early to avoid delays [2]. - The webcast will be archived for replay on the company's website [2]. Contact Information - For inquiries, the investor relations contact is Harrison Aaron, reachable at (416) 504-0004 or via email at investor.relations@thecronosgroup.com [5].

Core Insights - Cronos Group Inc. is launching three new 1.2g vape products under its best-selling cannabis brand, Spinach®, featuring premium THC and rare cannabinoids for an enhanced consumer experience [1][2] - The new vape products deliver 1,000mg of THC and are designed for consumers seeking both potency and added value, utilizing winterized, distilled cannabis extract for purity [2] - The company is also expanding its SOURZ by Spinach® edible line with new Fully Blasted flavors, each containing 10mg of THC per gummy, aimed at providing bold, fruit-forward flavors [3][6] Product Details - The new vape lineup includes three flavors, crafted with ceramic heaters and food-grade materials to ensure quality and a smooth experience [2] - The SOURZ by Spinach® Fully Blasted gummies come in three flavors: Mango Lime, Peach Passionfruit, and Strawberry Watermelon, each with specific cannabinoid ratios [6] Company Commitment - Cronos Group emphasizes its commitment to innovation and quality, aiming to meet evolving consumer preferences and enhance the cannabis experience [3][4] - The launch is supported by in-store trade marketing initiatives, including budtender education and enhanced point-of-purchase materials [3]