Aurora Cannabis Reports Positive EBITDA as Consolidation Thesis Gains Traction
By Sheeba M. | June 11, 2026 Aurora Cannabis Reports Positive EBITDA as Consolidation Thesis Gains Traction TL;DR: Aurora Cannabis hit positive adjusted EBITDA in Q1 2026, signaling the end of the “burn phase.” This validates the merger-and-efficiency playbook that’s reshaping the industry. Aurora Cannabis (ACB) just posted a milestone: positive adjusted EBITDA for the […]
Cannabis Edibles Market Hits $3.2B Milestone as Consumer Preferences Shift
By Sheeba M. | June 11, 2026 Cannabis Edibles Market Hits $3.2B Milestone as Consumer Preferences Shift TL;DR: The edibles segment is now 40% of the legal cannabis market, driven by Gen-Z demand and standardized dosing. Curaleaf and Tilray are expanding production to capture market share. The cannabis edibles market has crossed a critical threshold: […]
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Cannabis Credit Crunch
By Sheeba M. | June 10, 2026 Cannabis Credit Crunch TL;DR: Tight credit markets force operators to face refinancing challenges. Sources Bloomberg
Cannabis M&A Heats Up
By Sheeba M. | June 10, 2026 Cannabis M&A Heats Up TL;DR: Mid-market cannabis operators are accelerating M&A ahead of potential federal rescheduling. Sources SEC EDGAR
Cannabis Cultivation Oversupply: Which MSOs Will Survive the Squeeze?
By Sheeba M. | June 10, 2026 Cannabis Cultivation Oversupply: Which MSOs Will Survive? TL;DR: Oversupply pushing prices down 30-40% squeezes margins. Winners have best genetics and retail control. Cultivation market faces boom-bust with significant oversupply across regulated markets. Wholesale prices compress while not all growers survive. The Oversupply Reality California, Colorado, Oregon show prices […]
Federal Cannabis Rescheduling: What It Means for MSO Valuations
By Sheeba M. | June 10, 2026 Federal Cannabis Rescheduling: What It Means for MSO Valuations TL;DR: Federal rescheduling could unlock billions in institutional capital for MSOs through reduced banking friction and tax relief. For years, multi-state operators have operated in a legal gray area. Recent Senate movements and bipartisan support suggest meaningful policy inflection […]
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Section 280E Relief: What Cannabis Operators Need to Know Before July
By Sheeba M. | June 9, 2026 Section 280E Relief: What Cannabis Operators Need to Know Before July TL;DR: Draft legislation to repeal Section 280E is gaining momentum. Cannabis operators should begin preparing tax strategies now for potential relief. This could add 15-20% to bottom-line profitability for major MSOs. Cannabis businesses operating under Section 280E […]
Cannabis REITs Show Resilience as Federal Legalization Debate Heats Up
By Sheeba M. | June 9, 2026 Cannabis REITs Show Resilience as Federal Legalization Debate Heats Up TL;DR: Major cannabis REITs like Innovative Industrial Properties (IIPR) are gaining investor confidence ahead of potential federal rescheduling. Institutional capital is quietly positioning for legislative wins, creating early-stage buying opportunities. The cannabis real estate sector is entering a […]