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March 2025 Watchlist: Best Canadian Marijuana Stocks to Track Now
CGCCanopy Growth(CGC) Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™·2025-03-25 14:00

Core Insights - Canadian cannabis stocks are under close observation due to their ties to the expanding U.S. market, which could reach 72billionby2030[1][21]−TheU.S.DepartmentofHealthandHumanServiceshasrecommendedreschedulingcannabistoScheduleIII,increasingoptimismforfederalreform[1]−KeyCanadiancompanieswithU.S.exposureincludeTilrayBrands,CanopyGrowthCorporation,andVillageFarmsInternational,eachwithdistinctstrategiesandfinancialpositions[3][21]Group1:TilrayBrands,Inc.(TLRY)−Tilrayisaprominentplayerintheglobalcannabismarket,focusingonstrategicpartnershipsandacquisitionsintheU.S.despitefederalrestrictions[4][6]−Thecompanyreportedrevenueof72 billion by 2030 [1][21] - The U.S. Department of Health and Human Services has recommended rescheduling cannabis to Schedule III, increasing optimism for federal reform [1] - Key Canadian companies with U.S. exposure include Tilray Brands, Canopy Growth Corporation, and Village Farms International, each with distinct strategies and financial positions [3][21] Group 1: Tilray Brands, Inc. (TLRY) - Tilray is a prominent player in the global cannabis market, focusing on strategic partnerships and acquisitions in the U.S. despite federal restrictions [4][6] - The company reported revenue of 177 million, a 34% year-over-year increase, driven by beverage and wellness sales, while cannabis revenue grew modestly [8] - Tilray's long-term strategy aims for profitability and a strong position in cannabis, wellness, and beverages, with a 20millionsharerepurchaseprogramindicatingconfidenceinfutureperformance[7][9]Group2:CanopyGrowthCorporation(CGC)−CanopyGrowth,oncethelargestcannabisstockinCanada,isnowfocusedonprofitabilityandcapturingU.S.marketsharethroughinvestmentsinAcreageHoldingsandWanaBrands[9][11]−Thecompanyreportedrevenueof20 million share repurchase program indicating confidence in future performance [7][9] Group 2: Canopy Growth Corporation (CGC) - Canopy Growth, once the largest cannabis stock in Canada, is now focused on profitability and capturing U.S. market share through investments in Acreage Holdings and Wana Brands [9][11] - The company reported revenue of 62 million, a 21% year-over-year decline, with net losses of 216million,althoughitshowedimprovementinU.S.CBDandwellnessdivisions[13]−Canopyisrestructuringtosave216 million, although it showed improvement in U.S. CBD and wellness divisions [13] - Canopy is restructuring to save 100 million annually and is simplifying its business model to focus on high-growth segments [14][15] Group 3: Village Farms International, Inc. (VFF) - Village Farms operates in both cannabis and produce industries, providing a buffer against cannabis market volatility [15][16] - The company reported revenue of 71million,withcannabissalescontributing71 million, with cannabis sales contributing 29 million, and a net loss of 9.5million,whichwasnarrowerthanpreviouslosses[18][20]−VillageFarmsiscommittedtocostdisciplineandhasastrongbalancesheet,endingthequarterwithover9.5 million, which was narrower than previous losses [18][20] - Village Farms is committed to cost discipline and has a strong balance sheet, ending the quarter with over 20 million in cash and minimal debt, positioning it well for future growth [20]