3Q21 Earnings Reviews in Extract Archive

by | Feb 23, 2022 | Company Analysis, Earnings Report, Weekly Extract

3Q Earnings Reviews from the Weekly Extract Archive for Extract Subs

As we enter 4Q21 earnings season, we have consolidated the 29 cannabis company earnings reports from the 3Q21 earnings season published in the Extract Archive into a single note to help investors understand the context as 4Q21 earnings come out. Since earnings are well covered by the sell-side, our summaries focus more on the key items that investors should know from the call and changes to the narratives. These are all in the individual Extracts in the Extract Archive.

You can sign up to receive the Weekly Extract here. Each week you will receive an email of real-time analysis and key takeaways of the week’s cannabis news. It will be organized into broad categories (Company news, Legal News, etc), with links to the underlying sources, and a short paragraph distilling the key business take-away and readthroughs of the events.

Below we have earnings reviews divided by category and listed alphabetically: 

Tier 1 MSOs: Cresco, Curaleaf, Green Thumb, Trulieve, and Verano (and Goodness given the acquisition)

Tier 2 MSOs : 4Front, Ascend, AYR, Columbia Care, Gage, Glass House, Jushi, ParentCo, Planet 13, Terrascend

Tier 3: Chalice Brands, Lowell Farms, Marimed, Vext

Ancillary Capex: Agrify, GrowGen, Hyrdrofarm 4Q21 preannounce and 3Q earnings, iPower, Scotts Miracle-Gro 4Q recap and preannounce, UrbanGro

Other Cannabis-Related: Charlotte’s Web, Intercure, Riv Capital