Q2 Cannabis Earnings: What Investors Need to Watch | TDR Cannabis in 5

Описание: Earnings season has officially arrived for the cannabis sector, and this time—it’s all about fundamentals.

In this episode of Cannabis in Five, Shadd Dales breaks down what to expect from Q2 2025 results for U.S. multi-state operators and Canadian licensed producers, using insights from Pablo Zuanic, the cannabis industry’s most recognizable analyst and founder of Zuanic & Associates.

While top-line growth is expected to remain soft—+1.7% median sequential growth for MSOs—the real story is how operators manage margins, free cash flow, and local market performance. Zuanic’s report dives deep into names like Trulieve (TCNNF), Verano (VRNOF), Green Thumb (GTBIF), Curaleaf (CURLF), Cresco (CRLBF) and more, with clear signals on who’s tightening up and who’s falling behind.

We explore why Florida, Ohio, and Maryland could provide bright spots, why Illinois and New Jersey are under pressure, and how Canadian LPs like Tilray (TLRY) and Canopy Growth (CGC) are largely being left behind.

If you want to know which operators are best positioned heading into 2026—and who’s just treading water—this is your roadmap.

📊 Earnings season isn’t about hype—it’s about who can actually execute. Let’s break it down.

#CannabisStocks #EarningsSeason #PabloZuanic #MSOs #Trulieve #GreenThumb #Curaleaf #CannabisInvesting #CannabisIndustry #CannabisNews

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