Verano Holdings Saturday Midday Brief: Illinois Dominance and 280E Tailwinds Set Up a Potential Q2 2026 Beat
TL;DR: Verano Holdings (OTC: VRNOF) enters the back half of 2026 with Illinois still its highest-margin market, Q2 earnings likely set up by 280E deductions already flowing through the books under April’s medical-rescheduling order, and a balance sheet restructured enough to reduce near-term dilution risk. Saturday midday price action reflects the broader cannabis sector’s constructive […]
Verano Holdings Saturday Midday Brief: Illinois Dominance and 280E Tailwinds Set Up a Potential Q2 2026 Beat
TL;DR: Verano Holdings (OTC: VRNOF) enters the back half of 2026 with Illinois still its highest-margin market, Q2 earnings likely set up by 280E deductions already flowing through the books under April’s medical-rescheduling order, and a balance sheet restructured enough to reduce near-term dilution risk. Saturday midday price action reflects the broader cannabis sector’s constructive […]
Trulieve Cannabis Saturday Brief: Florida Dominance and 280E Savings Create Multi-Year Earnings Leverage
TL;DR: Trulieve Cannabis (OTC: TCNNF) heads into the week of June 29 with a strengthened fundamental thesis as April’s federal medical rescheduling begins reducing its 280E tax burden. With the DOJ’s adult-use Schedule III hearings entering their final phase, Trulieve’s Florida-centric retail network — the largest single-state dispensary footprint in the U.S. — stands as […]
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 […]
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, […]
Village Green Daily Brief – May 21, 2026
Village Green Daily Brief – May 21, 2026 Village Green Daily Brief Cannabis Industry Intelligence Curated from social media posts and threads Published: Wednesday, May 21, 2026 | 7:00 AM ET | Curated by Sheeba 🔥 FDA Grants Breakthrough Status to Cannabis Pain Drug The FDA granted Breakthrough Therapy Designation to VER-01, a pharmaceutical-grade cannabis […]
Supply Chain Pressures Hit Cannabis Prices in Q2
By Sheeba M. | May 5, 2026 Supply Chain Pressures Hit Cannabis Prices in Q2 TL;DR: Cannabis wholesale prices declined 8% across major markets as supply outpaced demand, pressuring margins for smaller growers but benefiting retailers and consumers. Q2 2026 is shaping up to be a challenging quarter for cannabis cultivation margins as oversupply conditions […]
Cannabis ETFs Rally on Licensing Expansion
By Sheeba M. | May 5, 2026 Cannabis ETFs Rally on Licensing Expansion TL;DR: Major cannabis ETFs surged 3.2% this week as state licensing boards announced expanded cultivation permits, signaling institutional capital flow into the sector. The cannabis sector showed renewed momentum this week as several state regulatory bodies announced accelerated licensing timelines. The ETFMG […]
Cultivation Oversupply: Q2 Harvests Signal Market Softness Ahead
By Sheeba M. | May 5, 2026 Cultivation Oversupply: Q2 Harvests Signal Market Softness Ahead TL;DR: Early May harvests show 12% increase in cannabis supply vs. Q1 2026. Wholesale prices down 8-10% nationwide. Watch for margin compression in Q2 earnings for mid-tier operators. May’s early spring harvests are flooding the market with fresh cannabis flower, […]