American Cannabis News

The 3 Big MSOs Report Q2 – New Cannabis Ventures

Published

6 months ago

August 17, 2025

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You read this week’s publication New Cannabis Ventures Weekly Newsletter we publish from October 2015. We no longer send them. By mail as before but we post this and all newsletters On our website hereA number

Friends,

Yesterday for MSOS, the Q2 earning season has started for MSOS, and the three largest MSOS updates through press release and conference calls. Recently shared this site Report prospects::

Scenes were gloomy. The archery in the market opening on Wednesday, and the income and adjusted EBITDA was higher, but not very interesting. The Q3 guide was soft. The company completed Q2 with net debt for only $ 85.3 million, but it does not contain $ 746 million in tax liabilities. The GTI and Curalef and Curalef had the same time (GTI announced its time on July 2, and Curaleaf was scheduled for the same time). GTBIF has had a weak quarter, a decline in margins. The company suspends its quarterly conference, which is upcoming. Curaleaf was a weak quarter, but it hit the scores.

In 2025, Curalef is now a price at the beginning of this year. Here are the three-year-old return of these three companies.

Curaleaf. + 99.2% in Q3 so far and up to 7.7%
Green dull industry. + 24.7% in Q3 so far, but down by 15.9% per year
Walk. + 39.0% in Q3 so far and lift 1.9% per year

MSOS increased by 37.8% in Q3, but so far it has dropped 12.9% in 2025, closing for $ 3.30. It has a lot of positions in these three MSOS, which currently make up 69.4% of the portfolio. The NCV Global Cannabis stock index decreased by 19.5% so far in 2025 and has been raised by 10.4% so far.

MSOS has recently seen the growth of its shares after decreasing in the spring and has a stock count, which is now 150,275 million to 15.1%. In 2025, it strengthened its property in two large 3 MSOS.

GTI: -7.0%
Walk, + 11.2%
Curraleaf: + 20.7%

I continue to be very careful on MSOS and think that investors should get out of MSOS and each of these three MSOS. There are better ways to invest in Canada.

Frankly,

Alan

New hemp enterprises publish medicine articles, as well as exclusive news. Here is what we published this last week.

Exclusive

The hemp sales were soft in July

In July, snow stocks increased

Financial statements

Curaleaf Q2 income falls 8%

Green Thumb Industries Q2 income increases by 5%

Q2 Q2 Earnings

Mergers and achievements

IIPR spreads beyond hemp

To get real-time updates as our Facebook page or follow Alan RationSharing a number and discover industry news along with supporters, the largest hemp group and entrepreneurs group ConnectionA number

Watch Revenue and Revenue Search Engine:which occupies the best income producing Cannabis shares.

Stay on top of some important communications of public companies by watching upcoming Cannabis Investor Calendar:A number

Based on the Houston, Alan cries out his experience as the founder of the online community 420 InvestorThe first and still the biggest decent diligent platform focused on the shares sold in the cannabis industry. Alan continues to find new ways to connect industry and facilitate its sustainable growth in the Canepuni community. Approximately New hemp enterprisesHe is responsible for content development and strategic alliances. Until the early 2013 focuses on the cannabis industry, Alan, who began his career in Wall Street, worked as more than two decades of research and portfolio. Article 650 of the Article 650 published in 2007 Looking for alphaWhere he has 70,000 followers, Alan is a frequent speaker for industry conferences and a Frequent source The media, including NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Ration | Facebook | Connection | Email

In this article.

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AdvisorShares Pure US Cannabis ETF

Cannabis Stocks Are Sinking – New Cannabis Ventures

Published

7 hours ago

February 12, 2026

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Cannabis Stocks Are Sinking – New Cannabis Ventures

You are reading this week’s edition of New Cannabis Ventures, a weekly magazine we have published since October 2015. The newsletter includes unique insight to help our readers stay ahead of the curve, as well as links to the most important news of the week. We no longer email them like we used to, but post this and all newsletters on our website here.

friends,

The Global Hemp Stock Index closed 2/11 at 5.69, down 3.4% in February and 13.7% year-to-date in 2026. Since April 30, 2024, it has fallen by 51.4%. The index peaked at 92.48 five years ago and has since declined 93.9%.

Many are keeping an eye on the AdvisorShares Pure US Cannabis ETF (NYSE Arca: MSOS ) and it is down 16.1% so far in 2026, and since 4/30/24 the decline has been a massive 64.8% to its current $3.96. That’s only slightly higher than $3.81, where it ended 2024, and well above the all-time low of $2.02 set in April of last year. The ETF currently has about 2/3 of its portfolio in just three MSOs. Including four other positions above 5%, the top 7 represent 93.6% of MSOS.

Cannabis stocks are clearly under pressure. The 27 stocks in the Global Hemp Stock Index were mostly lower, although two of the stocks rose more than 15%, Scotts Miracle-Gro and Turning Point Brands. Neither of these two companies exclusively serve the hemp industry. 7 stocks fell by more than 20%, three of which fell by more than 44%.

A few companies reported quarters that ended 12/31, but most of the companies in the index had their year ending and will report them later this month. I’ll share a preview before then. I don’t think financial statements are what it will take to make things right for hemp stocks. Instead, it requires a rearrangement that will result in termination 280E taxwhich I discuss in this weekly newsletter from late 2022. The good news is that it is still potentially alive. I continue to suggest that it should not be assumed that this will happen. It should happen, and it would be good if it happened. Good luck to all consumers, medical patients, industry workers and investors.

Sincerely,

Alan:

New Cannabis Ventures publishes curated articles as well as exclusive news. Here is what we have published in the last 2 weeks.

Exclusives

Cannabis sales fell in January

Hemp stocks are off to a bad start in 2026

Illinois provides another cannabis update

Capital increase

Canadian LP Decibel extends debt

Trulieve owes another $60 million

Follow Alan for real-time updates X.com:. Share and discover industry news with like-minded people on the largest group of cannabis investors and entrepreneurs LinkedIn:.

View: Public Hemp Company Revenue and Earnings Trackingwhich ranks the highest-earning hemp stocks.

Stay on top of the most important communications from public companies by watching what’s coming cannabis investor calendar.

Based in Houston, Alan leverages his experience as an online community founder 420 Investorthe first and still the largest due diligence platform focused on publicly traded stocks in the cannabis industry. With his extensive network in the cannabis community, Alan continues to find new ways to connect the industry and facilitate its sustainable growth. time New Cannabis Ventureshe is responsible for content development and strategic alliances. Before turning his attention to the cannabis industry in early 2013, Alan, who began his career on Wall Street in 1986, worked as an independent research analyst with more than two decades of research and portfolio management experience. A prolific writer, with over 650 articles published since 2007 Looking for Alphawhere he has 70,000 followers, Alan is a frequent speaker at industry conferences and frequent source Media including the NY Times, Wall Street Journal, Fox Business and Bloomberg TV. Contact Alan. Twitter: |: Facebook |: LinkedIn: |: El

American Cannabis Coverage by State

Cannabis Sales Slipped in January – New Cannabis Ventures

Published

1 week ago

February 4, 2026

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Cannabis Sales Were Soft Again – New Cannabis Ventures

On February 3, 2026 at 8:42 PM

New Cannabis Ventures offers readers this easy-to-read exclusive summary of BDSA’s 15-state monthly cannabis sales data.

In January, cannabis sales decreased sequentially by 3.1%. In this review, we break down the results by state, starting with the western markets and then ending with the eastern markets. Overall, the BDSA estimates sales in 15 markets totaled $2.07 billion in January, up 4.6 percent from a year earlier. BDSA updated its Illinois numbers after the state recently changed the way it counts sales.

Western markets

BDSA provides coverage for Arizona, California, Colorado, Nevada and Oregon. In December, annual growth was negative in 4 states. Growth in each of these states fell in succession.

Eastern markets

BDSA provides coverage for Florida, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, Ohio and Pennsylvania. Annual growth in December ranged from -3.1% in Missouri to +37.6% in New York. Ohio began using adults in August, spurring growth. Note that Florida and Pennsylvania are medical markets only. On a daily basis, sequential gains declined in eight markets. Annual growth was negative in both markets and sharp in both states. We warned of a potential slowdown in Florida despite strong dispensary and unit volume growth due to competitive pressure.

For readers interested in a deeper look hemp markets in these fifteen states and more, including segmentation by additional product categories, brand and product details, longer history and segmentation by product attributes, learn how BDSA Solutions can give you access to actionable data and analytics.

In this article.

Arizona, bdsa, California, cannabis data analysis, Colorado, Florida, Illinois, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania

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Illinois Provides Another Cannabis Update – New Cannabis Ventures

Published

2 weeks ago

February 1, 2026

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Illinois Cannabis Data Change Suggests Much Lower Sales – New Cannabis Ventures

February 1, 2026 at 3:27 p.m

Illinois released sales figures for two months on Friday. The last time it released the data in November, the state did a major review of historical sales after a long delay, and it was updated to October. The previous report was for Cannabis for adults in May. The November document explained that the lack of data was due to the Metrc transition. “Sales tracking features in Metrc help retailers more accurately and reliably report actual sales, including all discounts and promotions at checkout. A careful review of past data shows that some initial discount prices were collected in previous months.” Here is the updated data until the end of 2025.

Statewide adult cannabis sales rose 5.6% sequentially to $116.6 million in December, up 2.2% on the day. Year-on-year growth was -23.9%, a slight improvement from November’s -26.1% growth. Here is a chart of adult sales over time:

After growing 106% in 2021, 13% in 2022 and 5% in 2023, annual sales for adults are set to grow 5.4% to $1.72 billion in 2024. In 2025, they decreased by 12.5% to $1.51 billion, which was lower than the total in 2022.

There hasn’t been an update from the state on medical cannabis in a while. The state exempts the sale separately from its medical plan, and April issue showed that sales fell 1.6% sequentially to $19.7 million, down 13.2% year over year.