Organigram Holdings Midday Review: BAT Partnership and EU Medical Exports Drive Q3 FY2026 Outperformance
TL;DR: Organigram Holdings (OGI) delivered strong Q3 FY2026 results, with net revenue of approximately C$52.3 million representing a 9% year-over-year gain, driven primarily by accelerating international medical cannabis exports to Germany and the United Kingdom. The British American Tobacco-backed Canadian LP continues to differentiate itself through its Centre of Excellence R&D program and export-first strategy […]
Green Thumb Industries Q2 2026 Earnings Preview: Free Cash Flow and 280E Savings in Focus
TL;DR: Green Thumb Industries (GTBIF) is set to report Q2 2026 results in late July, and analysts are watching three key metrics: free cash flow generation, the early financial impact of 280E relief from April’s medical rescheduling, and same-store sales trends across its 98 retail locations. With MSOS at 2026 highs and rescheduling hearings underway, […]
Cannabis Stocks Friday Morning: MSOS Extends 2026 Highs as Rescheduling Hearings Enter Day 2
TL;DR: Cannabis equities are maintaining elevated positions Friday morning as the Department of Justice adult-use rescheduling hearings enter a second day in Washington. The AdvisorShares Pure US Cannabis ETF (MSOS) has climbed 48.5% since the end of Q1, outpacing broader equity benchmarks, with multi-state operators leading the advance. Investors are watching the hearing proceedings closely, […]
280E in Two Acts: How April Medical Rescheduling Changed MSO Taxes and What Adult-Use Hearings Would Complete
TL;DR: The April 23 rescheduling of medical cannabis to Schedule III delivered the first real relief from Section 280E in the federal tax code’s three-decade grip on the cannabis industry. But for the largest multi-state operators — whose revenues are overwhelmingly adult-use — the more consequential change awaits the outcome of the ongoing DOJ adult-use […]
Tilray Brands Posts Record Q3 FY2026 Revenue as International Cannabis Surges 73%
TL;DR: Tilray Brands (Nasdaq: TLRY) reported record fiscal third-quarter revenue of $206.7 million for the period ending February 28, 2026, up 11% year-over-year, driven by a 73% surge in international cannabis revenue and steady gains across its Canadian and wellness segments. The company posted its first meaningful adjusted net income and reaffirmed full-year fiscal 2026 […]
From the Village Green – May 1, 2026
Curated cannabis industry digest: Schedule III re-rating signals M&A acceleration. Trulieve, Curaleaf, Tilray make strategic moves. Edibles market projects $55B+ by mid-2030s.