Cannabis & ESG: The Green Industry’s Sustainability Challenge
By Sheeba M. | April 1, 2026 Cannabis & ESG: The Green Industry’s Sustainability Challenge TL;DR: As cannabis legalizes, Environmental, Social, and Governance (ESG) factors are becoming critical for companies, influencing investor decisions and long-term sustainability. ESG is no longer just a buzzword — it’s a fundamental pillar for investor scrutiny, and the cannabis industry […]
Cannabis M&A Is Back: 3 Deals That Could Reshape the MSO Landscape
By Sheeba M. | March 31, 2026 Cannabis M&A Is Back: 3 Deals That Could Reshape the MSO Landscape TL;DR: With credit markets loosening and SAFE Banking Act chatter returning to Washington, cannabis M&A is heating up. Sheeba breaks down three potential deals that could consolidate the sector — and what they mean for your […]
Cannabis Store Count Hits Record High — But Who’s Actually Making Money?
By Sheeba M. | March 31, 2026 Cannabis Store Count Hits Record High — But Who’s Actually Making Money? TL;DR: The U.S. now has more than 15,000 licensed cannabis dispensaries, but Sheeba says oversaturation in mature markets like Colorado and Oregon is crushing margins — while emerging Sun Belt states are where operators should be […]
Cannabis Goes Global: Germany’s Legal Market Opens Doors for US MSOs
By Sheeba M. | March 31, 2026 Cannabis Goes Global: Germany’s Legal Market Opens Doors for US MSOs TL;DR: Germany’s first adult-use cannabis stores opened in Berlin and Hamburg last week, marking the most significant international market opening since Canada’s 2018 legalization. US MSOs with European footprint are positioning for a landgrab — but regulatory […]
Cannabis Rescheduling Update: DEA Hearing Reveals Deep Industry Divisions
By Sheeba M. | March 31, 2026 Cannabis Rescheduling Update: DEA Hearing Reveals Deep Industry Divisions TL;DR: The DEA’s administrative hearing on cannabis rescheduling wrapped last week with unexpected fault lines: large MSOs and banking interests want full descheduling, while law enforcement and some state regulators argue for continued federal oversight. The final rule is […]
Beyond Banking: How SAFE Act Reform Would Reshape Cannabis Capital Markets
By Sheeba M. | March 31, 2026 Beyond Banking: How SAFE Act Reform Would Reshape Cannabis Capital Markets TL;DR: The SAFE Banking Act’s latest Senate push isn’t just about deposit access — passage would fundamentally reshape how cannabis companies raise capital, attract institutional investors, and eventually access public equity markets. When cannabis investors talk about […]
Cannabis Earnings Preview: What to Expect From Major MSOs This Quarter
By Sheeba M. | March 31, 2026 Cannabis Earnings Preview: What to Expect From Major MSOs This Quarter TL;DR: Q1 2026 earnings season kicks off with Green Thumb and Curaleaf reporting next week — revenue growth is expected, but the real story is EBITDA margins and whether operators can finally show consistent profitability. Cannabis earnings […]
Cannabis M&A Consolidation: The Deal Pace That Should Worry You
By Sheeba M. | March 30, 2026 Cannabis M&A Consolidation: The Deal Pace That Should Worry You TL;DR: Cannabis M&A is accelerating but for the wrong reasons — distressed assets, forced sellers, and strategic retreats are dominating the deal flow. That is not a healthy consolidation wave. It is a clearance sale dressed up as […]
Cannabis Earnings Preview: Q1 2026 — What to Watch as MSOs Report
By Sheeba M. | March 30, 2026 Cannabis Earnings Preview: Q1 2026 — What to Watch as MSOs Report TL;DR: Q1 2026 cannabis earnings season kicks off soon. Watch GTBIF and OGI for margin recovery signals amid continued wholesale price pressure — the numbers will tell us whether recent cost cuts are actually working. The […]
Cannabis M&A in 2026: Why the Consolidation Wave Is Just Getting Started
By Sheeba M. | March 30, 2026 Cannabis M&A in 2026: Why the Consolidation Wave Is Just Getting Started TL;DR: Vireo Growth just became the 7th largest MSO by revenue. But the consolidation wave isn’t slowing — it’s accelerating. With capital scarce and valuations compressed, 2026 is shaping up to be the year MSOs buy […]