Industry Overview - The U.S. cannabis industry is projected to surpass $44 billion in total sales by 2025, driven by adult-use markets in over 20 states and increasing demand for cannabis wellness products [1] - The industry supports hundreds of thousands of jobs, and despite federal delays, state-level progress continues to drive momentum [1] - Market sentiment fluctuates with cannabis reform discussions, creating both opportunities and uncertainty for traders [2] Company Highlights - AYR Wellness Inc. operates over 90 dispensaries across several major U.S. markets, focusing on premium cannabis brands and in-house product manufacturing [5] - Green Thumb Industries Inc. operates in 15 states with over 140 dispensary licenses, known for its consistent execution and financial discipline [9] - Verano Holdings Corp. operates over 135 dispensaries and emphasizes quality control and sustainable practices, with a strong presence in Florida [13] Financial Performance - AYR Wellness reported Q1 2025 revenue of $114.4 million, a 3% year-over-year increase, with an adjusted EBITDA margin of 23% [8] - Green Thumb Industries reported Q1 2025 revenue of $254.1 million, a 5.4% increase from the previous year, achieving a net income of $11.1 million [10][12] - Verano Holdings reported Q1 2025 revenue of $237 million, with an adjusted EBITDA margin of 28% and a net loss of $9.2 million, an improvement from the previous quarter [15] Investment Opportunities - Traders are focusing on technical analysis to identify potential breakouts in marijuana stocks, with key support and resistance levels being tested [2][3] - AYR Wellness, Green Thumb Industries, and Verano Holdings are highlighted as top stocks to watch for potential gains in the second half of 2025 [16]
Best Cannabis Stocks to Watch Now Before August 2025
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™·2025-07-29 14:00