Top Canadian Weed Stocks to Watch Now as U.S. Reform ApproachesThe Canadian cannabis sector continues to attract investors as North American legalization momentum gains strength. Recently, U.S. regulators advanced discussions on cannabis rescheduling, signaling a potential shift toward federal reform. This news lifted optimism across the industry, especially for Canadian producers eyeing future U.S. market entry. Currently, the U.S. cannabis market generates over $35 billion in annual sales and is projected ...

Key Points Tilray rallied after President Trump posted a pro-CBD video on Truth Social last weekend. Tilray is also expanding its medical cannabis sales in Germany. However, investors would do well to not get their hopes up. 10 stocks we like better than Tilray Brands › Shares of cannabis company Tilray Brands (NASDAQ: TLRY) rallied some 40% this week through Thursday trading, according to data from S&P Global Market Intelligence. Last weekend, President Donald Trump posted a pro-cannabidiol (CB ...

Core Insights - High Tide Inc. (HITI) is entering the German medical cannabis market by acquiring a majority stake in Remexian, indicating a strategic expansion into Europe [1] Company Developments - The acquisition of Remexian marks a significant move for High Tide Inc. as it seeks to establish a foothold in the growing European medical cannabis sector [1] Market Context - The entry into the German market aligns with the increasing demand for medical cannabis in Europe, presenting potential growth opportunities for companies in this sector [1]

Industry Overview - The U.S. cannabis industry is projected to be valued at over $34 billion in 2024 and could reach $57 billion by 2030, indicating significant growth potential [1] - Despite short-term volatility, marijuana penny stocks are attracting risk-tolerant investors, particularly in emerging markets and high-demand states [1] Legislative Developments - A major Senate committee has advanced a bill to expand cannabis banking access, which has renewed optimism and momentum in the sector [1] Company Strategies - Canadian cannabis producers are strategically positioning themselves for U.S. market penetration despite uncertain federal legalization [3] - Three notable Canadian cannabis stocks for U.S. expansion in August 2025 are Tilray Brands Inc. (TLRY), Canopy Growth Corporation (CGC), and Village Farms International Inc. (VFF) [5][3] Tilray Brands Inc. (TLRY) - Tilray operates a diversified cannabis and consumer packaged goods business, focusing on beverage and wellness markets, with products distributed in over 1,000 U.S. stores [4][6] - The company reported quarterly net revenue of $211 million, a 9% year-over-year increase, with gross profit climbing 29% to $61 million [7] - Cannabis revenue remained steady at $66 million, and the adjusted net loss narrowed to $2 million, indicating a balanced strategy supporting solid financial performance [8] Canopy Growth Corporation (CGC) - Canopy Growth focuses on branding and distribution through its Canopy USA platform, avoiding direct ownership of dispensaries to mitigate regulatory risks [9][11] - The company reported a 9% year-over-year decline in revenue, but core revenue grew by 3% when adjusted for divestitures, with a consolidated gross margin of 35% [12] - Canopy is in a transition phase, focusing on cost optimization and preparing for sustainable growth as U.S. legalization progresses [13] Village Farms International Inc. (VFF) - Village Farms operates as a greenhouse grower, supplying cannabis products to retailers and processors in the U.S. without owning dispensaries [14][16] - The company reported quarterly revenue of $77.07 million, with a trailing twelve-month revenue growth of over 12% year-over-year [17] - Despite operating at a net loss, Village Farms is focused on improving its financial position and operational efficiency, with Q2 2025 results anticipated for updates on margin improvements [18] Conclusion - Canadian cannabis companies are adapting to market conditions, with Tilray leading in diversified consumer brands, Canopy focusing on branding and cost efficiency, and Village Farms supporting the market through cultivation and wholesale supply [19][20]

Core Insights - Aurora Cannabis Inc. reported a strong first quarter for fiscal 2026, with a 37% increase in global medical cannabis net revenue, driven by significant growth in international markets, particularly Germany and Poland [2][5][7] - The company achieved over 200% growth in adjusted EBITDA and a 42% increase in positive free cash flow, indicating robust operational performance [2][8][16] - The international medical cannabis segment now represents 57% of total net revenue, highlighting the company's competitive advantage in this high-margin area [3][7] Financial Performance - Total net revenue for Q1 2026 was $98.0 million, up 17% from $83.4 million in the prior year, primarily due to the growth in medical cannabis and plant propagation businesses [5][21] - Adjusted gross margin before fair value adjustments improved to 52% in Q1 2026 from 42% in the prior year, with adjusted gross profit increasing by 42% to $49.0 million [6][21] - Medical cannabis net revenue reached $64.8 million, a 37% increase year-over-year, contributing 66% of total consolidated net revenue [7][21] Segment Performance - International medical cannabis revenue surged by 85% to $37.1 million, driven by increased sales in Australia, Germany, Poland, and the UK [8][21] - Consumer cannabis net revenue decreased by 32% to $7.9 million, as the company prioritized high-margin medical cannabis products over lower-margin consumer offerings [10][21] - Plant propagation revenue from Bevo Farms increased by 4% to $23.9 million, supported by organic growth and expanded product offerings [12][21] Operational Efficiency - Adjusted SG&A expenses rose to $37.4 million, reflecting higher logistics costs associated with European sales and the acquisition of MedReleaf Australia [14][21] - The company maintained a strong balance sheet with approximately $186.0 million in cash and a debt-free cannabis business, with only non-recourse debt of $59.8 million related to Bevo Farms [4][21] Future Outlook - For Q2 2026, the company anticipates continued revenue growth, primarily driven by an 8% to 12% increase in the global medical cannabis segment [17][21] - Consolidated adjusted gross margins are expected to improve, with positive adjusted EBITDA projected to continue [18][21] - Free cash flow is expected to remain positive on an annual basis, despite anticipated cash outflows in Q2 2026 [19][21]

Core Viewpoint - Village Farms International has regained compliance with Nasdaq's minimum closing bid price requirement, indicating a positive development for the company's stock listing status [1] Company Overview - Village Farms is a large-scale, vertically-integrated supplier of high-value, plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [2] - The company has established itself as a leading fresh produce supplier in the US and Canada, now focusing on high-growth cannabinoid opportunities internationally [2] Cannabis Operations - In Canada, Pure Sunfarms, a wholly owned subsidiary, is one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and recognized as a low-cost producer [3] - Village Farms owns an additional 2.6 million square feet of greenhouse capacity in Canada for future expansion and holds an 80% stake in Rose LifeScience, a leader in cannabis product commercialization [3] International Expansion - The company is targeting legal cannabis opportunities internationally, exporting medical cannabis from its EU GMP certified facility in Canada to markets such as Germany, the UK, Israel, Australia, and New Zealand [4] - In Europe, Leli Holland, a wholly-owned subsidiary, holds one of ten licenses to grow and distribute recreational cannabis within the Dutch Coffee Shop Experiment [4] US Market Strategy - In the US, Balanced Health Botanicals, a wholly owned subsidiary, is a leading CBD and hemp-derived brand, with plans to enter the US THC market leveraging its Texas-based greenhouse assets [5] - The company has 2.2 million square feet of existing greenhouse capacity and 950 acres of owned, unoccupied land for future expansion in the US [5] Clean Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, generates renewable natural gas from landfill gas, significantly reducing greenhouse gas emissions in Vancouver [6] - This initiative is equivalent to removing over 100,000 vehicles from the road or powering 51,300 homes for a year [6] Joint Ventures - The company holds a 37.9% equity interest in Vanguard Food LP, a joint venture aimed at creating a premier branded CPG foods company through mergers and acquisitions [7] - Vanguard Food LP plans to acquire additional produce assets and operations with the support of private investment partners [7]