Core Insights - The U.S. cannabis sector is evolving with regulatory momentum, and strong operators are positioning for long-term growth as of January 2026 [1] Group 1: Trulieve Cannabis Corp. - Trulieve Cannabis Corp. is a leading multistate operator with a dominant presence in Florida and over 190 dispensaries nationwide, supporting strong brand recognition and retail traffic [2][4] - The company emphasizes vertical integration and customer loyalty programs, which contribute to strong repeat customer visits and controlled expansion [2][4] - Financially, Trulieve focuses on stability, generating strong quarterly revenue and maintaining high gross margins, while also producing positive operating cash flow and reducing debt [4] Group 2: Curaleaf Holdings, Inc. - Curaleaf Holdings, Inc. operates approximately 150 dispensaries across key markets such as Florida, Massachusetts, New York, and California, with extensive cultivation and processing facilities [6][8] - The company offers a diverse product portfolio and is expanding internationally, which diversifies revenue sources beyond the U.S. market [6][8] - Despite facing pricing competition and regulatory costs, Curaleaf generates positive operating cash flow and is focusing on cost reductions to stabilize profitability [8] Group 3: Cresco Labs Inc. - Cresco Labs Inc. is known for its branded product strategy and operates in high-value U.S. markets, including Illinois and Pennsylvania, with a strong emphasis on wholesale distribution [9][11] - The company's recent financial performance shows stable quarterly revenue and narrowing net losses, indicating potential stabilization despite industry headwinds [11] - Cresco benefits from improving wholesale demand and may gain from potential federal policy developments that could enhance profitability [11]

CALGARY, AB, Jan. 9, 2026 /PRNewswire/ - High Tide Inc. ("High Tide" or the "Company") (Nasdaq: HITI) (TSXV: HITI) (FSE: 2LYA), the high-impact, retail-forward enterprise built to deliver real-world value across every component of cannabis, announced today that it will release its financial and operational results for the guarter and year ended October 31, 2025, after financial markets close on Thursday, January 29, 2026, High Tide's fourth fiscal quarter and year end 2025 financial and operational results ...

Industry Overview - The cannabis industry is evolving with renewed optimism as investors look toward 2026, with Canadian companies at the forefront of global expansion due to strong medical programs and increasing international demand [1][2] - Investors face challenges such as volatility, regulation, and changing consumer trends [1] Company Summaries Tilray Brands Inc. (TLRY) - Tilray is one of the largest cannabis and consumer wellness companies in Canada, operating in Canada, Europe, Latin America, and emerging medical markets [2] - The company does not own U.S. cannabis dispensaries but partners with licensed distributors, allowing for brand expansion while remaining compliant [2] - Recent financial performance shows gradual improvement, with revenue growth from both cannabis and beverage operations, although profitability remains challenging due to operating expenses and restructuring costs [4] - Investors are optimistic about potential catalysts such as expanding international medical programs and regulatory changes, but the stock may experience price swings [4] Cronos Group Inc. (CRON) - Cronos is a global cannabis and cannabinoid company focused on developing branded products for adult-use and medical markets, emphasizing quality and innovation [6] - The company collaborates with licensed partners instead of owning U.S. dispensaries, allowing for cautious growth while remaining compliant [6] - Financially, Cronos has reported steady revenue growth supported by strong demand for premium products, maintaining a solid balance sheet and improving gross margins [8] - Despite periodic net losses, the company's disciplined approach to growth appeals to investors seeking stability [8] Aurora Cannabis Inc. (ACB) - Aurora is a recognized cannabis producer in Canada, heavily involved in medical cannabis across multiple regulated markets [9] - The company focuses on export partnerships and compliant product channels instead of operating U.S. dispensaries [9] - Aurora's financial performance reflects a strategic shift toward profitability, with improved gross margins and reduced operating expenses [11] - The company has achieved positive adjusted earnings recently, indicating operational progress, and is expected to continue growth in international medical markets [11]

Cresco Labs ( CRLBF ) and other US MSOs fell last week as traders took profits on news of federal cannabis rescheduling. There had been a sector rally leading up to the news. The Executive OrderWelcome to the home of The Cannabis Report. I cover the cannabis sector and other sectors. I am most interested in technical stock analysis, option strategies, small cap strategies, and emerging markets. Feel free to contact me with any questions about publicly traded stocks in the cannabis industry.Analyst’s Disclos ...

For investors seeking momentum, Roundhill Cannabis ETF (WEED) is probably on the radar now. The fund just hit a 52-week high and is up 226.5% from its 52-week low price of $8.79 per share.  But are there more gains in store for this ETF? Let’s take a quick look at the fund and its near-term outlook to get a better sense of where it might head.WEED in FocusThe Roundhill Cannabis ETF is designed to offer investors exposure to the cannabis sector (See: all marijuana ETFs here).What Led to the Rise?Cannabis sto ...

The Roundhill Cannabis ETF ( WEED ), which only appeared on the scene in 2022, is designed to give investors focused access to companies involved in the cannabis and hemp industry. And while it is, strictlyI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have no stock, op ...

Company Overview - Curaleaf Holdings, Inc. is a significant player in the U.S. cannabis industry, involved in the cultivation, manufacturing, and sale of cannabis and hemp products, including flowers, edibles, oils, and vape items [1] Market Focus - The company distributes its products through an extensive network of dispensaries, indicating a strong market presence and distribution capability [1] Research Approach - The analysis emphasizes a focus on small- to mid-cap companies, which are often overlooked by investors, while also occasionally reviewing large-cap companies to provide a comprehensive view of the equity markets [1]

Core Insights - The article discusses the launch of 420 Investor in 2013, coinciding with Colorado's legalization of cannabis for adult use, and its subsequent move to Seeking Alpha in 2023 [1] - The service has historically provided extensive coverage of the cannabis sector, including model portfolios, videos, and written materials aimed at educating investors about cannabis stocks [1] - The article expresses a negative outlook on the AdvisorShares Pure US Cannabis ETF (MSOS), highlighting its volatility and the challenges of making accurate predictions in such a fluctuating market [1] Company and Industry Overview - Alan Brochstein, a pioneer in cannabis investment analysis, founded AB Analytical Services in 2007 and has been a significant figure in the cannabis investment community since then [1] - Brochstein has managed the investing group 420 Investor, which focuses on 20 publicly-traded cannabis stocks, providing timely investment news, earnings previews, and post-report analyses [1] - The investing group features a model portfolio, 10 weekly videos with chart analysis, three weekly summary pieces, a monthly newsletter, and a chat function for investor inquiries [1]

Industry Overview - The U.S. cannabis industry is experiencing steady growth, with the legal market generating over $34 billion in annual sales and projections estimating it could reach $60 billion by 2030 due to increased state adoption and product demand [1] - Recent federal discussions on banking reform have positively impacted sector sentiment, as lawmakers are revisiting proposals to ease financial restrictions on licensed operators [1] Company Highlights Trulieve Cannabis Corp. (TCNNF) - Trulieve is a leading multi-state operator with over 200 dispensaries nationwide, primarily in Florida, where it has the largest retail presence [3][6] - The company reported quarterly revenue of approximately $288 million with a gross margin near 59 percent, and year-to-date cash flow from operations exceeded $200 million [6] - Trulieve's focus on improving margins and controlling costs has positioned it as a market leader, despite facing challenges such as heavy tax burdens [6] Cresco Labs Inc. (CRLBF) - Cresco operates over 70 Sunnyside dispensaries across key states and has a strong wholesale platform for branded product distribution [7][9] - The company reported quarterly revenue of nearly $165 million, showing steady growth, and has improved adjusted EBITDA margins through tighter cost controls [9] - Despite posting a net loss due to high interest expenses, Cresco's ability to maintain market share during industry consolidation is a significant strength [9] Verano Holdings Corp. (VRNOF) - Verano operates more than 150 dispensaries, with a strong presence in Florida and other high-value states like New Jersey and Illinois [10][12] - The company achieved quarterly revenue of roughly $203 million, maintaining year-over-year stability, although it faced net losses due to impairment charges [12] - Verano's adjusted EBITDA exceeded $50 million, indicating strong internal financial discipline and a focus on efficiency [12]

Core Insights - The U.S. cannabis market is evolving with legislative discussions, consumer trends, and business developments shaping its momentum, leading to increased investor interest in companies showing signs of stabilization and long-term growth potential [1][12] - November 2025 highlights several cannabis companies that are focusing on profitability, product line expansion, and positioning for future U.S. federal reform, despite ongoing market volatility [1][12] Company Summaries Tilray Brands Inc. (TLRY) - Tilray is a global cannabis lifestyle and consumer goods company with a significant presence in North America, expanding into beverages and wellness products, which strengthens its distribution footprint [2][4] - The company reported noticeable revenue growth year-over-year, driven by stronger consumer adoption and improved product placement, although it still operates at a net loss due to restructuring and long-term investments [5][4] - Tilray's diversification strategy provides stability during slower periods in the cannabis cycle, making it a notable candidate for investment in November [5][12] Canopy Growth Corporation (CGC) - Canopy Growth is a recognized name in the cannabis sector, repositioning itself for future U.S. opportunities through a leaner operational model and strategic pathways into the American market [6][8] - The company has shown modest revenue improvement alongside significant cost reductions, with year-over-year growth in both medical and adult-use markets [8][6] - Canopy's focus on operational discipline and strategic realignment positions it well for potential benefits if regulatory conditions shift [8][12] Cronos Group Inc. (CRON) - Cronos operates as a global cannabis and cannabinoid-innovation company, focusing on premium branded products and international expansion rather than a wide footprint of U.S. dispensaries [9][11] - The company has demonstrated solid revenue growth, reflecting rising consumer demand, although it operates at a loss due to research spending and expansion efforts [11][9] - Cronos maintains a strong cash position relative to its size, providing flexibility during uncertain periods, making it an appealing option for investors seeking growth potential beyond direct U.S. retail expansion [11][12]