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Crescent Point Energy Corp.

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#CAG - #CPG - #GIS : Analysis & Targets

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Costco Q1 2024 Earnings Takeaways $COST

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Preliminary DD: ROKU

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI can benefit in the long term

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI can benefit in the long term

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI AI can benefit in the long term

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI AI can benefit in the long term

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI can benefit in the long term

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Possible projections about the U.S. economy, capital markets, and how companies like FOBI can benefit in the long term

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🚀🌿 Green Rush Chronicles: The Sequel 🌿🔥

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A little DD on Fobi, a leading AI and data intelligence company that provides businesses with real-time applications to digitally transform and future-proof their organizations

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A little DD on Fobi, a leading AI and data intelligence company that provides businesses with real-time applications to digitally transform and future-proof their organizations

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Fobi AI Signs Data License Agreement with Phillips Brewing & Malting Co. to Deliver Enhanced Data Analytics & Insights

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Tilray Leverages CPG Expertise to Build Beyond Cannabis

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TlRY Blow Away Q4. EPS 0 vs -.34 LY. Up 14% Today. Up After Huge

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Fobi AI Mid-Year Update Includes $1M CEO Investment, Record Q3 Revenues and Q4 Guidance, Continued M&A Success, and Global Brand Exposure From Epic Finish At RBC Canadian Open

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Fobi AI Mid-Year Update Includes $1M CEO Investment, Record Q3 Revenues and Q4 Guidance, Continued M&A Success, and Global Brand Exposure From Epic Finish At RBC Canadian Open

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Fobi AI Mid-Year Update Includes $1M CEO Investment, Record Q3 Revenues and Q4 Guidance, Continued M&A Success, and Global Brand Exposure From Epic Finish At RBC Canadian Open

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Fobi AI Mid-Year Update Includes $1M CEO Investment, Record Q3 Revenues and Q4 Guidance, Continued M&A Success, and Global Brand Exposure From Epic Finish At RBC Canadian Open

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Is AI about to take over the couponing world? lol

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Provenance Gold Commences its Maiden Drill Program at Eldorado to Substantiate Historical Results and Begin to Expand the Gold Mineralization

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Qples by Fobi Drives New-Line Revenue with 350% Client Growth Through the ShopperBridge Media Platform

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Qples by Fobi Drives New-Line Revenue with 350% Client Growth Through the ShopperBridge Media Platform

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Qples by Fobi Drives New-Line Revenue with 350% Client Growth Through the ShopperBridge Media Platform

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Qples by Fobi Drives New-Line Revenue with 350% Client Growth Through the ShopperBridge Media Platform

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POOPH Deep Dive into a Blockbuster Tech/Product that has sales soaring to unicorn numbers quickly - $BLGO

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ROKU is up 50% this year, what do you think happens next for the stock?

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A summary of the recent advances and developments of Fobi (A little DD) a leading AI and data intelligence company that provides businesses with real-time applications to digitally transform and future-proof their organizations

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Lab Grown Meat Stocks, The Next Mega Trend

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Lab Grown Meat Stocks

r/WallStreetbetsELITESee Post

Crescent Point Energy to buy Spartan's Montney assets in C$1.7B deal (NYSE:CPG)

r/pennystocksSee Post

Qples by Fobi Signs New Reseller Agreement with bBIG Communications Inc.

r/investingSee Post

Qples by Fobi Signs New Reseller Agreement with bBIG Communications Inc.

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A little DD about Fobi, a company Ai data first

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Qples by Fobi Signs Reseller Agreement with SMS PROMO

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Qples by Fobi Signs Reseller Agreement with SMS PROMO

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Wunderman Thompson Commerce & Technology Netherlands Partners with Passcreator by Fobi to Help Brands Get Closer to Their Customers and more

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Time to Buy Medmen? Up 50% This Year

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Wunderman Thompson Commerce & Technology Netherlands Partners with Passcreator by Fobi to Help Brands Get Closer to Their Customers

r/StockMarketSee Post

Wunderman Thompson Commerce & Technology Netherlands Partners with Passcreator by Fobi to Help Brands Get Closer to Their Customers

r/weedstocksSee Post

Tilray Brands CFO Talks Cannabis Legalization & Building a Diverse Roster of ‘Lifestyle CPG Brands

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Coho Collective (TSXV: COHO.V) UPDATE

r/wallstreetbetsOGsSee Post

The cure for high oil prices is high oil stocks. XOM hit ATH this week. Time to buy late(r) movers. $RIG $PR $CPG $NOG

r/wallstreetbetsSee Post

The cure for high oil prices is high oil stocks. XOM hit ATH this week. Time to buy late(r) movers. RIG PR CPG

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Coho Collective (TSXV: COHO) to Open Its Eighth Location in Canada Later This Year

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DOJ TO EXPEDITIOUSLY ACT ON BIDENS MARIJUANA PARDON DIRECTIVE WHILE HHS LOOKING FORWARD to SCHEDULING REVIEW - MSOS

r/wallstreetbetsSee Post

Is Candy a good inflation hedge? The bullish case for investing in Candy during times of recession. Thoughts on this

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Analysis of Advantage Solutions (ADV)

r/SPACsSee Post

Analysis of de-SPAC Advantage Solutions (ADV)

r/wallstreetbetsSee Post

What is a 'proposition' in the banking & financial service industry?

r/weedstocksSee Post

Glass House Brands Closes Morro Bay Natural Healing Center Dispensary Acquisition 09/15/2022 $GLASF

r/weedstocksSee Post

Why investing in limited license states and cultivation/CPG distribution is so important.

r/weedstocksSee Post

Why investing in limited license states and cultivation/CPG distribution is so important.

r/wallstreetbetsSee Post

My picks for 8/31

r/wallstreetbetsSee Post

My picks for 2022-08-30

r/wallstreetbetsSee Post

Tilray is Working to Become a Leading North American Cannabis Operator

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My picks for 2022-08-22

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Help? How to value growth stocks (VGGIF)?

r/pennystocksSee Post

Plantable Health Inc. (NEO: PLBL) (OTCQB: PLBLF)

r/weedstocksSee Post

$GLASF Glass House brands Inc. Completes Acquisition....

r/stocksSee Post

Are investors on this thread more interested in Renewables or oil and gas and give your time horizon.

r/weedstocksSee Post

Did Tilray just buy Hexo or at least tighten the rope around their neck with this amendment to the agreement?

r/weedstocksSee Post

Neptune Wellness Launches New CPG-Focused Strategic Plan to Improve Path to Profitability

r/investingSee Post

Does anyone else Flip Internet Companies?

r/wallstreetbetsSee Post

is Crescent point energy ($CPG)a decent Play ?

r/pennystocksSee Post

Lifeway Foods $LWAY

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America is running out of baby formula because 3 companies (ABT, RBGLY, and NSRGY) control the market and babies aren’t that profitable

r/investingSee Post

The Case for Optimism: Time to be greedy when others are fearful

r/weedstocksSee Post

Exclusive Interview | Irwin Simon, Tilray CEO, On Building The Leading CPG Brand In Cannabis | CCC

r/weedstocksSee Post

Exclusive Interview With Irwin Simon, Tilray Brands CEO on Building the Leading CPG Brand in Cannabis: Benzinga Cannabis Capital Conference

r/wallstreetbetsSee Post

CPG and CPG.TO trading at 0.64 P/E multiple

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Do I get out of tech? (SNOW/AFRM mainly)

r/pennystocksSee Post

CPG/Wellness/nutraceutical space --> $ELMT DD

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Eat Well Investment Group Shareholder Letter ($EWG.CN / $EWGFF)

r/WallStreetbetsELITESee Post

🚨 $CPG oil/energy has yet to explode - am I finally early on a play?

r/pennystocksSee Post

Detailed breakdown of why Eat Well Group (CSE: #EWG / OTC: #EWGFF ) is undervalued and provides massive upside as it prepares to uplist to US big boards

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Detailed breakdown of why Eat Well Group (CSE: #EWG / OTC: #EWGFF ) is undervalued and provides massive upside as it prepared to uplist to US big boards

r/wallstreetbetsSee Post

WOW. Look at these hidden gems (VET, CPG, Enbridge & Suncor) at what they've done in the past year...

r/wallstreetbetsSee Post

TLRY profitable quarter. Ready for come back.

r/smallstreetbetsSee Post

What penny stocks do you hold that you think will one day go parabolic?

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What penny stocks do you hold that you think will one day go parabolic?

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VLNS Top Cannabis Picks

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Verano Welcomes Veteran CPG Industry Finance Executive Brett Summerer as Chief Financial Officer

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VLNS is the Cannabis Winner in 2022

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VLNS is the Cannabis Winner in 2022

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VLNS Cannabis Winner in 2022

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Go Big! Or Go Home Apes! VLNS is the Cannabis Stock for 2022

r/ShortsqueezeSee Post

$ISIG Why I believe ISIG could squeeze to $100 per share. MULTIDAY RUNNER. 61% shorted, 210.40 percent CTB

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Any input on these babies?

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Why Eat Well Group (CSE: #EWG / OTC: #EWGFF) Could See a 4x SP Increase and Major Insider Buying From Directors

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What are our thoughts on CPG?

r/weedstocksSee Post

How the Cannabis Industry Is Embracing the CPG Model

r/weedstocksSee Post

How the Cannabis Industry Is Embracing the CPG Model

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BioLargo $BLGO Science will (finally) translate to $$$

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Investors Are Sleeping on The Rev Numbers Being Put Up By Eat Well (CSE: $EWG / OTC: $EWGFF)

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Ayr Wellness Unveils New Corporate Brand Identity, Introduces New Retail and CPG Brand Portfolio

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CRONOS GROUP INC. (CRON) as a possible alternative to TLRY to diversify within sectorc- Not an advisor. Please do your own DD.

r/pennystocksSee Post

$HAVN. This Psychedelic stock is one of the most exciting healthcare developments of the year and is set for rapid future growth.

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Majority Stake Acquisition Signed by Eat Well Group Completes Vertical Integration Model and Primes Them for a Massive 2022 (CSE: $EWG / OTC: $EWGFF )

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Tattooed Chef ($TTCF): A New Hope – Vegan Tendies may actually be the solution to saving the planet after all.

Mentions

Not sure why they’re taking on tech and not CPG or energy or media, but sure… take on the biggest baddest industry in the history of mankind. Good luck DOJ!

Mentions:#CPG

I’m tempted not to sell until we see strategic investments from major alcohol/pharma/CPG.

Mentions:#CPG

This is my own DD and research that I've done so do your own DD always ok? Irwin is building Tilray Brands to be the Biggest Cannabis CPG in the World. MSOs want to build the biggest retail cannabis in the world. Look at California, Colorado. New York. 1 ounce of cannabis is selling for $73 dollars. Where are the profits on that? CPGs have healthier margins and consistent pricing. Tilray Brands is already in almost retail store in the US Confirmed by Irwin in past interviews We are in Amazon, Target, Walmart, Costco, Albertsons and Sams club in 50 states in the US already through alcohol, seltzers, beverages, energy drinks, manitoba harvest hemp foods While MSOs are fighting each other for dispensaries and retail states. Anyone with a good understanding of economics know that there isn't money in the long term for recreational cannabis, MSOs will consolidate, print shares and collapse in the long term. While Irwin is building the company for institutional investors to hold for the LOOONG term. Hence the 780 million shares outstanding and 1.2 billion approved but currently only 780 million outstanding. Institutional investors like to hold companies with high outstanding shares because they are less volatile. All irwin has to do is get us cash flow positive and positive catalysts and synergies positive for the industry and Tilray. THC drinks will be BIG and we are already positioned in 50 states in most retail stores through Shock Top. He wants to make it a national brand. Why do you think he is taking opportunities expanding in football games? 420 and shock top with THC in it. We will have bigger and better margins than MSOs We also have advantage internationally. Germany only awarded out 3 licenses to sell, grow cultuvate domestically under Pillar 2 the awarded licenses were given to: Tilray Medical Demecan Aurora Cannabis It is expected and I can provide German link if needed, Rx in Germany under pillar 2 will explode 10 fold. Currently there are only 400,000 patients in Germany than can consume Cannabis through pharmacies but it is very difficult to get them, under pillar 2. Anyone who claims they have anxiety or any medical condition will be able to get a prescription for medicinal cannabis and it will be able to be filled Online as well through E-Rx. We have Australia as well. Spain is looking to Legalize similarly after Germany. Tilray Medical owns 13,000 pharmacies through CC Pharma in Germany we have 20% Market Share in Germany Germany will trigger legalization for the rest of Europe similar grow we are seeing here with the US state by state. Tilray is also focusing in cannabis derived research and cannabinoid derived Medicines. They are well diversified and strongly positioned globally and in the US when federal legalization occurs. The current loss is 46 million, but is getting lower and lower. Irwin Simon the CEO stated we should be cash flow positive by Q1 2025. Also Canada will be helping the cannabis industry next month by taxing the canadian industry differently from 1$ if taxation per gram to 15% tax per gram, will save tilray 70 million per year in taxes if new tax law is enacted. Tilray also has FDA approval and GMP certifications ti export into the US upon permissible. Canadian cannabis can be grown 40% cheaper than US grown cannabis. Not financial advice.

Mentions:#DD#CPG#THC

Also I believe it's likely they are going to ban Delta 8 at the same time as rescheduling. I think this might give companies like OGI and TLRY the legal clarification they need to enter the US CBD and minor cannabinoid CPG markets. They've been clear they are waiting for legal issues like Delta 8 to be resolved before pursuing CBD and stuff like that.

Mentions:#OGI#TLRY#CPG

Yes agreed - I said CPG - but alcohol will likely be first to line up. My bet is all the tier 1s get a buyout/partnership within 1-2yrs

Mentions:#CPG

I agree with everything. Though i doubt traditional CPG will get in the mix. I think tobacco and alcohol bev. Both have declining core businesses that spit off a ton of cash.

Mentions:#CPG

A rough finish to a rough year for the Cannabist Company, with revenue in-line but margin profile falling short of expectations. Top-line was flat year-over-year despite exposure to high growth markets like New Jersey, Maryland, and Virginia, reflecting weakness in other markets and overall lack of operating efficiencies as their margin profile remains well below Tier 2 peers. The company took and continues to take the necessary (but very dilutive steps) of paying down debt and exchanging debt for equity to enhance their cash flow profile and financial health, but more is still needed to return to growth and capitalize on adult-use opportunities ahead in Ohio (where they have a max footprint of 5 stores/T1 grow) and Delaware, and potentially Pennsylvania and Florida in 2025. Comparison to Q3: **Revenue:** Q3 $129.2M to Q4 $128.4M *.6% sequential decline was slightly ahead of consensus ($127M), as 4% wholesale growth was offset by retail declines. No new stores opened during the quarter while they sold off a Utah retail. FY 2023 revenue was essentially flat at $511M despite exposure to growth markets in NJ/VA/MD. Management guided to 4 retail openings in 2024 (NJ- 1, MD -1, VA- 2), and pivoting towards CPG expansion to improve idle capacity use and margins.* **Adjusted EBITDA:** Q3 $20.5M to Q4 $12.5M *Big drop here much worse than consensus ($20M), as the company sold through excess/aged inventory leading to a drop in margins but better cash flow. Margin drops from an already low 16% in Q3 to 9.7% in Q4- likely the lowest figure amongst its T2 peers. FY 23 aEBITDA was $69.6M, up slightly from the $67.4M posted in 2022. Note this figure is full of adjustments: $50.1M in one-tiime costs and $5.5M in SBC for the year.* **Gross Margins:** Q3 28.8% to Q4 33.4% *Better but still not good. Gross profit for the full year dropped from 39.3% in 2022 to 35.2% in 2023.* **Operating Income:** Q3 -$19.3M to Q4 -$77.7M *$65.5M impairment taken in Q4 so comparable figure would be -$12.2M as slightly better gross profit combined with flat OpEx (not including the impairment).* **Operating Expenses:** Q3 $56.5M to Q4 $121.3M *Again, w/o impairment OpEx would have been $55.8M so slightly down, from 43.7% of revenue in Q3 to 43.5% in Q4.* **Operational Cash Flow:** Q3 $1.8M to Q4 $9.4M *No financials yet so don't have a read on working capital dynamics. OCF was $7.5M for the year with CapEx at $1.7M in Q4 and $10M for 2023 so slightly negative on FCF.* **Cash:** Q3 $60.3M to Q4 $35.8M *Again no fins yet, but lots of moving parts here given the balance sheet restructuring ongoing. Positive OCF offset by CapEx spend and senior debt paydown of $30.6M. The company has continued to exchanges notes for equity so far in 2024 to further reduce leverage.*

Mentions:#MD#CPG#FCF

Relatively solid Q4 to close out an improved 2023 showing for Ascend Wellness. After a slow start to the year, Ascend has consistently ramped revenue, margins, and cash flow throughout the year as the company capitalized on new adult-use markets in New Jersey and Maryland, as well as CPG growth in more mature markets like Mass and IL. OpEx was a bit elevated to finish the year limiting cash flow generation slightly, although AWH remained FCF+ as they continue to build a cash position with the intent to address their Aug 2025 term loan in the coming year. Note that management indicated in their call that they will be filing for tax refunds and will not be paying 280e in 2024 (similar to Trulieve) as they contest their obligation to pay. Comparisons to Q3: **Revenue:** Q3 $141.3M to Q4 $140.2M *Small decrease here was essentially at consensus ($141M), as the company opened 3 new stores in the quarter (1-IL, 2- OH) and 1 more in OH in 2024. FY 2023 revenue was $519M, up 28% from 2023. Retail revenue was up 21% YOY while CPG was up faster at 47% for a 71:29 split for the year. Management highlighted that Simply Herb was the #1 brand in Mass, while Ozone was #3 in both IL and NJ. Growth in 2024 will be led by 4 additional store openings in PA and the onset of AU sales in Ohio in H2.* **Adjusted EBIDTA:** Q3 $29.5M to Q4 $32.4M *9.83% sequential increase here was well ahead of consensus ($28M), with margin rising from 20.9% in Q3 to 23.1% in Q4. FY 23' aEBITDA was $106.5M, a 14.3% yearly increase.$8.1M in one-time costs and $5.6M in SBC adjusted out of this figure.* **Gross Margins:** Q3 30.8% to Q4 33.9% *Another jump here to finish the year, still low relative to peers although as noted before, appears to be purposeful from the company to drive expenses through COGS to lower their tax bill.* **Operating Income:** Q3 $3.5M to Q4 $0.56M *Drop here as OpEx increase offset gross profit growth.* **Operating Expenses:** Q3 $40.0M to Q4 $47.0M *Sizeable jump in OpEx to finish the quarter, with OpEx as a % of revenue rising from 28.3% in Q3 to 33.5%. Still a lean figure but a big jump with the top-line decline.* **Operational Cash Flow:** Q3 $27.5M to Q4 $16.7M *Further cash generation to finish the year at $75.3M in OCF. With CapEx at $8.2M in Q4 and $24.2M for 2024, FCF was $8.5M in Q4 and $51.1M in 2024. Management noted OCF was $54.5M and FCF was $30.3M when excluding the $20.8M in ERTC they received during the year. Note the full annual statements aren't out yet so don't know the tax payment dynamics in full.* **Cash:** Q3 $63.9M to Q4 $72.5M *Positive OCF more than offset CapEx spending leading to the rise in their cash balance. Debt stands at $308.7M.*

Um.. Yeah there are options in OTC. And I'll throw in the obligatory "lol" back at you. Posting on a stock page you better have your DD in check, cus when someone pokes holes in your statement you get upset because you didnt.look that far into it. I hope you make tons of money on this equity as anyone else. However when posed with real industry insight you had nothing to counter the argument. In conclusion, CBD companies are a dime a dozen. Buy this equity and in about 10 years you might see a resemblance of a return. Source: 10 years in CPG, Retail, SOX compliance and state compliance..Also CPG extractions and allocation of raw material for extractions. Not all plant matter is ideal for extrations. you know fuck all about this sector other than getting a bite from some shill site and posturing here how right you are. I hope you, and many more.make millions with this offering. But if you read the 8k,.and the patents you could easily.surmize.that there.is nothing...NOTHING that makes this play unique or diffrent from all the other CBD opium clubs.

Mentions:#DD#CPG

You're delusional. You absolutely can buy options on OTC markets. Have you missed all the short sale stocks? I'm sorry that someone challenged your DD with material industry insight. Also...CBD companies are a dime a dozen. Invest in MSOs, not low cap Hemp hawkers. You know nothing about the CPG side of the business, the labor involved, testing involved and particularly the state which you plan to sell your wares.

Mentions:#DD#CPG

They have so many potential new rec markets coming online. Minnesota, Penn, florida, ohio, virginia… they are going to need money. Maybe its in the form of a partnership with a CPG or Circle K or something else, but when share prices go up they do raises. It’s the prudent thing to do to shore up the balance sheet. Allows them a lot of flexibility. They will do it at a highly favourable share price though.

Mentions:#CPG

I'm not selling CELH but if you want a growth CPG name that has done well but is less discussed, BRBR. Like CELH, ELF is up massively. SBUX, TGT and NKE are mature companies that aren't going to grow nearly in the manner of a CELH, not apples-to-apples. SBUX certainly isn't going away, but one can argue that, among a few headwinds, it is losing a little to energy drinks...like CELH. See graph - https://twitter.com/JerryCap/status/1750255155671449732/photo/1

Yea CPG companies I see moat as limited licenses + brand recognition

Mentions:#CPG

Yea CPG companies I see moat as limited licenses + brand recognition

Mentions:#CPG

Regardless, will not come even close to ATH share price primarily due to dilution and fact that 2021 was a once in a lifetime event. Comparatives to other CPG companies like P&G are market cap of $375B on $90B in revenues, Coke market cap of $260B on $46B revs, InBev $107B market cap on $60B revs, etc. Constellation $45B market cap on $9B in revenues, etc. Tilray Brands running at about $900 million in revs projected with $1.3B market cap. Assuming Constellation’s revenues of $9B, then Tilray Brands stock could very optimistically be $14-$15 maximum in a perfect world. That’s a huge assumption. To get to $30 a share, assume growth of revenues from $900 million to $18 billion per annum. **So I would say $15 share is possible long term, $30 share is “pie in the sky” best case scenario, and $5-$7 more likely.** And still a stretch. Also, remember that Wall Street analysts are projecting MUCH lower valuations. Still bullish, but $5-$7 share makes more sense than the hyped numbers that assume a perfect world or an act of God. Whoever said $30 is the new $300 was spot on.

Mentions:#CPG

Co-manufacturing of celebrity backed CPG products. IE Rap Snacks and Mr Beast Feastables.

Mentions:#CPG#IE

A lot to unpack here. I will just point out that these companies own Limited licenses in most states functioning like monopolies, many of them already print cash, and Rescheduling will remove huge 280e tax burden with Major boost to free cash flow. These are future CPG brands fighting for market share in the growing US market.

Mentions:#CPG

Correct. I firmly believe that Tilray Brands is managing as best as possible with current constraints and being ready for what could be. It’s a fine balance and they have a longer financial runway with diversification to wait if needed. They also have experience in CPG, branding, and operations which is so important. Even with improving fundamentals, MM and hype can move valuations whether rational or not. Right now, the industry is not rational because of access and legal/legislative constraints. I could be wrong, but I believe strongly in Tilray Brands as both a company and an investment.

Mentions:#CPG

Sending Lael Brainard out in public to rail against CPG companies and complain about "shrinkflation" really suggests that nobody actually has any plan to materially do anything real about price inflation.

Mentions:#CPG

I also believe that they are not a penny stock with a market cap of $1.5 billion. Many noob traders also think every reverse split or split changes market value of their holdings. They don’t get that a reverse split is different under a potential delisting vs. just a regular reverse split. Noobs often fail to do the math or actually read sec.gov filings. I like Tilray Brands and see their strategy and future potential. Fortunately, they are managed to without turbulence for the long term if catalyst are slow to play out. I can’t say that for many other cannabis and CPG companies.

Mentions:#CPG

CWEB appoints former Ben & Jerry's CEO to their board. Reminder that Ben & Jerry's are owned by major British CPG company Unilever, and B&J have been talking about CBD ice cream for a while. [https://www.prnewswire.com/news-releases/charlottes-web-holdings-inc-announces-appointment-of-former-ben--jerrys-ceo-matthew-e-mccarthy-to-its-board-of-directors-302055833.html](https://www.prnewswire.com/news-releases/charlottes-web-holdings-inc-announces-appointment-of-former-ben--jerrys-ceo-matthew-e-mccarthy-to-its-board-of-directors-302055833.html) [https://www.benjerry.com/whats-new/2019/05/cbd-statement](https://www.benjerry.com/whats-new/2019/05/cbd-statement)

Mentions:#CWEB#CPG

The previous Supply Chain Conference is where some cannabis action happened. Here is the [powerpoint](https://www.deadiversion.usdoj.gov/mtgs/supply_chain/conf_2023/Boos.pdf) from that conference, back in May of 2023. They talk a lot about Delta 8 and synthetic cannabinoids. You can see on page 22 is where they call out [six synthetic cannabinoids](https://businessofcannabis.com/six-synthetic-cannabinoids-placed-in-schedule-1-in-effort-to-avoid-imminent-hazard-to-public-safety/), which were recently designated Schedule 1. This conference is the source of the reporting on CBD and synthetic cannabinoids from [MarijuanaMoment](https://www.marijuanamoment.net/dea-official-says-new-rules-are-coming-for-synthetic-cannabinoids-including-cbd-and-delta-8-thc/) that they didn't report on until 2 weeks after the conference was over. This was even though [Vicente](https://vicentellp.com/insights/dea-proposes-reschedule-hemp-derived-cannabinoids/) was reporting on it almost a full week prior. The MarijuanaMoment article presumably was the reason CWEB's price crashed from $0.3 down to like $0.2 on big volume, even though I interpreted the reporting as good news for CWEB. That led to my [theory regarding OGI/CWEB/BAT](https://www.reddit.com/r/weedstocks/comments/13nz8b5/why_i_believe_charlottes_web_cbd_is_about_to_be/?utm_source=share&utm_medium=web2x&context=3) having reached an agreement on the next stage of their partnership, because they were waiting on confirmation that Delta 8 was going to be dealt with. There was no reason for CWEB to crash based on the substance of that reporting, and there was some odd timing with SEC filings and MarijuanaMoment's reporting. In the middle of that supply chain conference (5/3/2023) they discussed upcoming enforcement priorities. On that day [OGI was granted confidential treatment](https://www.sec.gov/Archives/edgar/data/1620737/999999999723002333/filename1.pdf) related to their initial investment with BAT from 2 years prior, and CWEB filed an S-3 form saying MLB shares were available for resale. Now I'm not sure about this, but if you were potentially lending out your shares for shorting, would you need to register them like this? Because CWEB tried to [accelerate that S-3 filing](https://www.sec.gov/Archives/edgar/data/1750155/000000000023004856/filename1.pdf), but were initially denied due to a paperwork issue. They were finally granted the acceleration on 5/17/2023, which happened to be the day MarijuanaMoment finally decided to put out their article on the conference after sitting on it for 2 weeks. A few weeks later the CWEB founders (with BAT and MLB support) came in and re-asserted their positions with the company. Then after they settled that board dispute BAT made a new investment in OGI. I have said for a while I think Schedule 3 will come along with a banning of Delta 8 at the same time. I am hoping that leads to the CBD market stabilizing, and CPG companies feeling confident about making investments in that part of the cannabis sector again.

Mentions:#CWEB#OGI#CPG

All CPG companies use marketing analytics to attempt to make people buy more. Not necessarily a bad thing. So yes, companies try to sell more of their product (inherently making it more ‘addicting’)

Mentions:#CPG

Different types of companies. LPs not same as MSOs. Plus Tilray Brands a CPG company and not a pure LP play. What’s next comparing metrics of Burger King to Morton’s Steak House?

Mentions:#CPG

If that were true, then we would only double from here because the large MSOS are basically at 50% of where high growth CPG companies are.

Mentions:#MSOS#CPG

You can estimate a realistic target by making assumptions about revenue/profit on 280E and recreational catalysts, and then applying a P/S ratio typical of other CPG companies. Otherwise you're just having people throw out random nonsensical numbers.

Mentions:#CPG

The angle as you call it is expected positive FCF and EBITDA for FYE 5/31/2024, future beverage offerings particularly with CBD & THC, economies of scale, access to capital markets, Irwin’s track record & expertise in CPG & branding, Germany phase 2 eventually, likely removal of excessive excise taxes, international presence, medical cannabis, US volume and listing, etc. Too many potential catalysts to ignore.

Mentions:#FCF#THC#CPG
r/stocksSee Comment

Food & Bev and broader CPG. Think PEP, MO, PG

Precisely. Anyone can grow Tomatoes as easily as Cannabis. That's why Tilray is focusing in being the biggest Cannabis CPG in the world rather than the biggest dispensary. Higher, consistent, and healthy margins are found on cannabis CPGs and medicines. Tilray is already positioned in 50 states in the US ready to sell CPGs and THC/CBD drinks upon permissible MSOs will cannibalize themselves. You are right shorting MSOs will bring profits after federal legalization.

Mentions:#CPG#THC

>will become a massive new CPG industry to rival and surpass alcohol Well, I will say - I'll have whatever you are smoking here.

Mentions:#CPG

More than half of Americans already live in a state where recreational cannabis is legal over age 21. But these companies aren’t just selling “pot.” They are developing edible and vape and beverage Brands that will become a massive new CPG industry to rival and surpass alcohol (without the liver damage and cancer).

Mentions:#CPG

Oh noes the one I chose as an example has some partnership with the Canadian shitstain Organigram so that makes my whole point moot. /s Also: ...Right, because there aren't ANY other CBD companies in the states. US CPG's are all just itching to go for foreign Canadian companies... based on... nothing except your hopium powered goldilocks wishes and dreams. Again, your simple reason is entirely dependent upon THC remaining federally illegal. As if you KNOW what the outcome of these upcoming changes are going to be... so ONCE AGAIN your entire thesis is based on goldilocks situations powered by hopium and dreams. Canada already had their legalization event. I truly don't see any reason why there are STILL fanboys arguing that Canadian LPs are the play to make for changes to US laws/etc. I've been in and out of various LPs and MSOs over the years. On their own, I don't have a strong bias one way or the other. But if it's US laws that are potentially changing, then my money is on the US side of the market. It only makes sense. I wasn't investing in US companies when Canada was legalizing because that wouldn't make any damn sense.

Mentions:#CPG#THC

I'm genuinely confused why you think Canadian LP's are the only option for a theoretical major CPG company moving into the space. AND why you think it would be rolled out in a way more favorable to Canadian companies. Your argument seems to rely on a golilocks scenario powered by hopium. There's literal tons of CBD being produced in the US already. Charlotte's Web being one of the more obvious big names. Your "one example" really doesn't hold water. I've been having these same debates with other LP guys here and not a single one of you have made a single good argument for LPs (Canadian) over MSOs (US) when the US flips the switch. Feel free to give me your best convincing reason why LPs would be better positioned than MSOS when the US finally flips the switch. Out of all this 30 minutes or so I've spent debating this today, I'd love to hear even \*one\* good reason.

Mentions:#CPG#MSOS
r/weedstocksSee Comment

I’m not worried about Tilray Brands at all. They have a plan, capacity, resources, CPG experience, marketing expertise, availability to additional capital, access to Europe, volume, and listing. Let the MSOs have their day(s). LPs and MSOs can both do well. This week MSOs are in favor. Same cycles repeating until catalysts play out.

Mentions:#CPG
r/weedstocksSee Comment

*Has* the game changed? Schedule 3 brings some relief from 280e, but what else does it do? Any other benefit (listing, banking, CPG/pharma partnerships, etc.) would be contingent on some sort of further legislation. Possible, but not guaranteed. Don't get me wrong... schedule 3 is great and will bring some hype, but it is largely symbolic in nature on its own.

Mentions:#CPG
r/weedstocksSee Comment

Just one example would be a major CPG company who is looking to get into hemp/CBD products. The hemp wellness sector is huge, and far more diverse than rec/med THC. And it is much more global. People don't really remember how much hemp/CBD wellness sector was talked about in 2018-2019, especially among Canadian companies looking to enter the US. Unless MSOs want to spin out their THC operations, they wouldn't be targets of acquisitions by the big payers in CPG until cannabis companies are allowed to bank and uplist.

Mentions:#CPG#THC
r/SPACsSee Comment

CPG bought HHRS? I somehow missed hearing about that. Wow successful SPAC. Spacey holding CPG now too? Jan '25 7.5C looks...not bad at .6? Probably just as good or better to hold shares instead. ...I remember investing in AEC back in the day Optionable deSPAC LNZA (AMCI) also approaching 1year anniversary (2/10) with a 3.75m share sponsor/insider unlock (plus those held by LNZA directors and officers) on the same date. Unfortunately the stock sits between $5 and $2.5 strikes making the puts not worth it to me. Could be one to watch if the price rises over the next two weeks.

r/investingSee Comment

True for CPG, but there are plenty of goods and services that fall outside the Amazon universe. If you’re a products seller, you’re also handing over the customer relationship to Amazon. So every single sale is going to require a cut to Amazon. Not a great long term strategy.

Mentions:#CPG
r/weedstocksSee Comment

It’s really hard to make too much of FL going adult use. It’s a monster market in every CPG category. It’s a growing market. And usually when states go from medical to AU they 3-5x demand literally over night. The increased demand will slow the price compression giving operators not only more revenue but also higher profits. This is a very big deal. Or course nothing is confirmed yet but Desantis I am sure knows more that others.

Mentions:#FL#CPG#AU
r/wallstreetbetsSee Comment

bag of weed? do you buy your alcohol like that, just give me 15% alcohol? there are brands being established right now of a future CPG industry that will be bigger than alcohol and tobacco.

Mentions:#CPG
r/stocksSee Comment

The aggressiveness of price increases over the last few years while volumes declined concerns me a little for PEP/KO - I think you might get pushback on further price increases. (literally in Europe: Carrefour stopped carrying Pepsi products https://www.reuters.com/markets/us/carrefour-says-it-will-not-sell-pepsico-goods-due-price-hikes-2024-01-04/.) Look at a lot of CPG brands in recent quarters and there's a lot of price hikes offsetting lower volumes to varying degrees. These names will be fine over the long run but the price increases for these products for what they are got ridiculous IMO (it got to the point where personally it provided a push to quit drinking Diet Coke after decades of it; I like Diet Coke, I don't like it for nearly double the price it was five years or so ago and have turned to sparkling water - not KO/PEP brands - instead.) A single 20 oz Diet Coke bottle with no value add is now fairly similarly priced to a can of Celsius with more caffeine and a load of vitamins. I wouldn't own KO and PEP - if I had to pick, I'd rather the diversified PEP (and price hikes on their snacks have gotten ridiculous too for what they are, but they still own a large swath of the snack aisle.) Maybe instead of KO, MA or V? One tech name if the stocks pull back? I'd rather CP than KHC. KHC - at least IMO - has been mismanaged by 3G. Worthwhile reading: https://pitchbook.com/news/articles/how-3g-capital-and-a-50b-buyout-turned-kraft-heinz-upside-down. With CP you get some diversification into industrials and a piece of vital infrastructure (and also the only Mexico-US-Canada rail after they were somehow allowed to buy KSU) I'd kinda rather ABT than JNJ - still boring, but a *bit* more growth than JNJ.

r/weedstocksSee Comment

It obviously makes a difference but people thinking it’s going to change everything and will mean instantly uplisting, institutional investment, big CPG companies getting involved and all time highs are in for a rude awakening.

Mentions:#CPG
r/wallstreetbetsSee Comment

I fully expect Big Alcohol and CPG and Tobacco to buyout many of these companies at huge premiums once the legal framework lets them.

Mentions:#CPG
r/investingSee Comment

VOO, or VUSD if you are US alien. Wont know if tech will still be as dominant in 10 years time. Could be a new industry, could be energy again, or could be finance, or maybe back to CPG. Long term, SP500 is the way to go

Mentions:#VOO#CPG
r/stocksSee Comment

I own pipeline companies (or sell puts on them) as the cornerstone of my portfolio (PAGP, ETRN, AM), alongside mining (BHP and Rio, AEM etc) and oil, gas, and coal (PBR.A, CIVI, CPG, Yancoal).

r/wallstreetbetsSee Comment

Thanks - that's nice of you to say. Fact of the matter for me was that I was very much in the wrong place at the wrong time - I'm surmising that my little corner of the economy became the hardest hit. I don't suspect that times are as tough for folks in CPG, Manufacturing, Healthcare, etc. but the point that I'm trying to make here is that it's felt to me like the data isn't telling the whole story. Most of the folks I know that have been laid off took like at least 6 months to start somewhere new, and I'm talking about the smart people here.

Mentions:#CPG
r/weedstocksSee Comment

It would be the exact opposite (I believe), Tilray would pop short term due to investor accessibility since it’s on the NASDAQ and will be broadcasted on every major news outlet once any news pops.. Tilray has no legitimate cannabis operations in the USA despite worthless debt of one of the worst US operators that will likely go under before full federal legalization occurs which would allow Tilray to even touch that… they do have a nice craft beer portfolio that COULD present OPPORTUNITIES in the future however green thumb, trulieve, Verano, Curaleaf etc all have incredible, profitable (mostly) and cash flow generative businesses with multiple catalysts (Florida, Pennsylvania going full rec, maybe Texas starts medical… New York ramping up with new legislation, so many massive states with limited licenses will bring the top and bottom lines up for these businesses and valuations will follow. Liquidity sucks for MSOs so realistically they may 4-5x on big news but low volume will always lead to massive price volatility, biggest short term win for us retail investors involves uplisting where real money can flow in and drive volume through the roof. Who would sell before that? Likely strong buying pressure that will take these to an immense increase in valuation + who knows maybe some CPG, tobacco companies decide to make some big investments. Exciting stuff but I’ve also lost a crazy amount on these companies waiting… there’s hope lol

Mentions:#CPG
r/weedstocksSee Comment

Yeah. I get that is track record you can maybe argue is more proven than most cannabis CEOs and he has experience builiding a CPG company or whatver the heck he did. BUT, Tilray is a struggling cannabis company that is hemmoraging cash and the board is just paying him a ridiculous amount. I pointed this out to someone in denial about Tilray but the Medmen deal might end up being a 110 million dollar mistake. Like literally flushed over 110 million down the drain. That is wildly bad. Like atroucious. Best of luck with the investment. Hope Tilray goes on a big bull run along with the rest of cannabis stocks.

Mentions:#CPG
r/weedstocksSee Comment

Okay ill pain this one other way just to show you how ridiculous your analysis is and I will do a sum of parts valuation. Let's give the alcohol business a very very generous valuation of 1 billion on maybe 300 million in sales. Very generous. That would leave like 700 million for the cannabis business. Which is the market cap of Trulieve approximately. And Tilray did 70 million in Cannabis revenue that was not profitable or cash flow positive. And Trulieve did 275 million in Cannabis revenue that was cash flow positive. And Florida could potentially go rec increasing Trulieve's sales by like 100% over night. I don't need an answer because I know you will have some smart answer for me about diversification and different this and that but I will just throw that analysis out there to show you how ridiculous what you are saying to me is. And so just to close the loop on this conversation because you obviously won't address any of these DRASTIC valuation comparisons, Tilray is good value at about 4X the valuation of Trulieve because they are diversified and are a CPG company and have great management (that made a 112 million dollar mistake on Medmen, MASSIVE). I will rest my case but I think you know the answer and just refuse to give because you are stubborn but that's fine. The numbers speak volumes and you REFUSE to even address them or provide a detailed rebuttal with numbers or legitimate reasons aside from "they are divserdisifed"and "they have good management".

Mentions:#CPG
r/wallstreetbetsSee Comment

My canadian list: ALV.V [KELT.TO](https://KELT.TO) [CPG.TO](https://CPG.TO)

Mentions:#ALV#CPG
r/weedstocksSee Comment

Do you know how a discussion works? You say something and I address and then we continue to do that. A false equivalency? There is no false equivalency. Those are the numbers dude. Different companies with different metrics? If Tilray was trading at a P/S of 90, your response to me would be "but they are different companies.....". The bandwidth intellectually right? I lost the argument? I gave you concrete NUMBERS of a company that is trading at a tiny fraction of the valuation as Tilray and your response is they are different companies. Do you realize how weak of a response that is? Do you realize if anyone was reading our conversation they would realize how weak of argument that is? The bottom line is you think I am attacking you (which I am not, and you are actually the one attacking me) and you think you are right and my arguments are weak but you literally never have any substance in your comments. You think you have won this argument when you tell me I should buy Tilray that is 4X (or more) as expensive as other competitors and your response is "they are different companies" and "But Tilray is a CPG compny" or "Tilray is diversified company". Are you actually serious?

Mentions:#CPG
r/weedstocksSee Comment

***Kind of funny that you go to such great lengths to disparage a company that you either don’t own or are shorting.*** ***If you own Tilray Brands, then why do you even own it if you believe it’s so overvalued?*** Your CPG false equivalencies in the CPG space are entertaining. Tilray Brands is much different than other cannabis, LP, and CPG companies. Therefore, direct comparisons are difficult at best. There’s a reason why market leaders and companies such TSLA, MSFT, CELH, GOOG, NFLX, and NVDA sell at premiums to their peers. I could pick apart your other logical fallacies and arguments, but I’ll let it slide. Happy Holidays and best fortune to your investments!

r/weedstocksSee Comment

Fair enough. I get the response. But like its not just "higher" lol it is 4X. Their price to sales is above 4 when you have companies trading at 1 and their EBITDA/EV is like 15-20 when others are around 5. That is a BIG valuation discrepancy. For example in the US, Green Thumb fits how you imagine Tilray as the industry leader. And they trade at a valuation premium as well. But it is not 3 or 4X competition. I own alot of Green Thumb and I am willing to pay for that premium but I would not if Green Thumb was trading at 3 or 4X peers. You give Simon alot of credit and that is fine. Its just that your company is trading at an excessive valuation and not making money all the while he is lining is pockets. It does not look good at all. I get that he is more qualified and you like his strategy but the optics are just pretty poor. It would be one thing if his companies share price or business model was performing exceptionally compared to other companies and he was paying himself a lot but it is not. I understand you no have no issues with their presentation of financial results but I am not sure what you would think of Irwin getting on TV stressing they are net income positive for the quarter when its solely due to a large change in derivatives pricing and has little to do with their operations. I dont like that at all. I understand your position on Tilray but it almost seems like you should just own a company that already has big CPG behind them like Cronos or Organigram. You seem to not care much about the current company and believe in the long term vision so why don't you buy companies that have proven CPG backing and the financing that comes with that too. That seems like a better route for you.

Mentions:#CPG
r/weedstocksSee Comment

I guess we disagree and that’s okay. Yes, their valuation is higher than the other LPs for sure, but I believe for good reasons. Most notably their management team, economies of scale, marketing, CPG expertise, branding, listing, liquidity & trading volume, diversification, corporate strategy, international potential, market share, Simon’s access to big media like CNBC, institutional investors higher than competition, and on and on . . . Even with a higher valuation to its peers, it’s really not that high compared to other CPG companies. Time will tell who’s right and Tilray Brands seems more apt to ride out next 1-10 years than most cannabis companies. As far as compensation, Simon and others are paid well and in line to what they could earn with other companies if they chose to work outside of cannabis. I don’t see many other cannabis execs with the same level of experience, prior success, and access that Simon has. I have absolutely no issues with their presentation of financial results. I am not so focused on current sales and margins, because catalysts happening will completely change industry and related performance. I think Tilray Brands is well positioned to pounce when they occur. And like any CPG company they can purchase and sell off brands to best fit their current strategy.

Mentions:#CPG
r/weedstocksSee Comment

They're doing great with about 20% of the total store count in Florida, I like the company and Kim. If we go back under $6 cad I might be tempted to start a position. Though I prefer the operational structure of a CPG company like OGI ... I do recognize the opportunity for MSO stocks could be greater in 1-3 year term if they get listed on the NASDAQ and have their time in the limelight. I'm not sure BAT or other major CPG groups are interested in buying a state patchwork model of retail chains and grow-ops. It's a very outdated model. Most likely they don't mind waiting a few years until the industry has matured into something that resembles the industry in Canada. That's when the really big opportunities will occur in the US. Picture Trulieve products in every state, in all dispensaries, and drop the TRUL retail business altogether.

Mentions:#CPG#OGI#TRUL
r/weedstocksSee Comment

People are missing the big picture on Organigram. There's a reason BAT is investing in OGI and not Trulieve. If Trulieve was profitable it would be my favourite MSO. For now I will stick with GTII. I think the MSO model will ultimately fall apart as regulations change and leaner businesses move in. Companies like OGI are structured the way traditional CPG companies are, and that will be attractive long term.

Mentions:#OGI#GTII#CPG
r/stocksSee Comment

When Kraft merged with Heinz they leveraged up the balance sheet and paid out too much in dividends. In 2018-20 it was in real danger of entering a debt fueled death spiral. They changed management, cut the dividend, sold some assets, and concentrated on fixing the balance sheet and stabilizing the company. They accomplished this, and started growing earnings low to mid single digit percent. In 2022, everybody loved consumer packaged goods companies because of their ability to pass through costs and perform well in an inflationary environment; KHC stock topped out at about $40. This year, the market saw inflation decreasing and rotated away from CPG stocks. KHC stock bottomed in October and has been clawing its way back since. Now, they are trading at 12x earnings, paying a 4.5% dividend, have a below sector average debt load, and are looking at 3-5% EPS growth/yr for the next few years. IMHO, this is a good value here but not a screaming buy.

Mentions:#KHC#CPG
r/weedstocksSee Comment

No. The future is industrial scale outdoor extraction biomass bred with zero terpenes to skirt around odor ordinances. When cost of production is driven down to pennies for consistent CPG products, the only market for home grow will just be flower enthusiasts ripping each other off.

Mentions:#CPG
r/weedstocksSee Comment

The last 3 items are all true, but for very good business reasons in my opinion. Doesn’t bother me when usual suspects point these items out. Valuation higher because they are biggest and best managed LP with high liquidity on NASDAQ. Compensation higher because they have proven and experienced team with access to capital markets, CPG/branding expertise, market share, etc. Presentations always “spun” to shed best light. As long as it’s legal and according g to GAAP, okay with it.

Mentions:#CPG
r/weedstocksSee Comment

Tilray Brands benefits when other LPs struggle and suffer. The more the industry consolidates, the better off TLRY will be. So if catalysts occur, TLRY benefits. If competition goes out of business and consolidates, TLRY benefits. TLRY likely to win either way because they have positioned themselves operationally, internationally, strategically, branding-wise, liquidity and market listing, CPG, etc. May take longer than expected, but TLRY making educated moves.

Mentions:#TLRY#CPG
r/weedstocksSee Comment

What does AI have to do with anything? CPG companies are not going to get into AI, and there is definitely money to be made in weed. Maybe AI is a better investment, but that doesn't mean weed is a bad one

Mentions:#CPG
r/stocksSee Comment

In terms of Mr Beast's chocolate bars, one example from around Halloween: https://www.reddit.com/r/walmart/comments/17ruq76/apparently_no_one_wants_this_at_75_off_maybe_90/. Another: https://www.reddit.com/r/mildlyuninteresting/comments/17smmm4/unsold_mr_beast_feastables_after_halloween/ I don't know if Beast's brand is taking material market share at this point but there is certainly the risk with new brands as Hershey and other legacy CPG companies (Kraft another big example, especially with 3G backing) aren't really innovating. I think HSY is primarily a selloff in dividend payers and particularly CPG names.

Mentions:#CPG#HSY
r/weedstocksSee Comment

I think a lot of people want certainty, and seem to be willing to pay for it. However, an endorsement is a huge step. I think youll see hedge funds go long to front CPG, Alcohol, Tobacco and maybe pharma. Certainty increases, and some will find a way. But i don’t think well see an endorsement, I believe it will be final. With garland, i think it gives the custody well need, and things will move extremely fast. The move to growth with every physician in medical states being able to prescribe it (rather than a few approved now) will be massive.

Mentions:#CPG
r/stocksSee Comment

So, genuine question: what are you looking for? If you are worried about inflation then it becomes real assets and things that have traditionally maintained pricing power over time. Mega cap tech - which you mention in the original post - has done well but it is a crowded trade to say the least. IMO, tech should certainly be an element of a portfolio but there is a point with everyone and their cousin owning mega cap tech that people should make some moves towards understanding small/mid cap names and looking for at least one or two of what they strongly think are the next big things. There's a lot of fantastic businesses out there that have delivered for shareholders year in/year out over time - ODFL, CPRT - but they aren't cheap either. MCK - McKesson is one of the three large drug distribution cos and ships about a third of the drugs used every day in the US. Not cheap but an example of a large moat and some inflation protection over time: "Some of our distribution arrangements with manufacturers provide us consideration based on a percentage of our purchases. In addition, we have certain distribution arrangements with pharmaceutical manufacturers that include an inflation-based consideration component whereby we benefit when the manufacturers increase their prices as we sell our existing inventory at the new higher prices." IDXX and LVMUY are other examples; the latter is *somewhat* more reasonable after pulling back due to concerns over China and normalization of luxury spending after the last couple years. If you look at CPG names that are down a lot - MKC is a name that has done exceptionally well over time but not in recent years. They do at least have a moat with around 20% share of spices and with higher food costs, people can dress up meals with some reasonable spice mixes. I'm not a fan of piling into a lot of things that haven't worked within the last 5 years but that's an example of something that has been around for over 100 years and will work through things. EL is another. So, portion of the portfolio in aggressive growth (although I really would say not just mega cap tech and not just tech; some smaller/mid tech names and growth in other industries), portion of the portfolio iin high quality medium growth (although a lot of that is not cheap and consider waiting for a pullback) and maybe some selected slow growth/value and one or two high quality names that haven't worked and where there might be a turnaround.

r/weedstocksSee Comment

> This CPG exec knows if he tried to scale in $10M on the OTC the price would get away from him. Everyone is trying to gain equity in these stocks without impacting the price, you might ask yourself - is this even a real market? Ha, this was my line of thinking as well.

Mentions:#CPG
r/weedstocksSee Comment

Im not worried, assuming the rumor is true and hes getting a CPG exec in - before DEA. Could be a longer term strategic move. I could see GTI getting buy in 1st CPG, i see tobacco coming after Trulieve, being in those republican states - then alcohol/tobacco trying to gobble verano and get a piece of curaleaf.

Mentions:#CPG#DEA
r/weedstocksSee Comment

Because nothing happens on the open market, apparently they don’t want us plebs to be able to realize the actual value of our holdings. So they play little games, and all large liquidity transactions are done off market either through the scam that is MSOS or direct with insiders. This CPG exec knows if he tried to scale in $10M on the OTC the price would get away from him. Everyone is trying to gain equity in these stocks without impacting the price, you might ask yourself - is this even a real market?

Mentions:#MSOS#CPG
r/weedstocksSee Comment

It was in a bloomberg report - Ben and anthony both sold this “CPG” exec 500k shares at 10bucks. In for 10mil. If this gets them an in on a cpg buyout/partnership, its worth it.

Mentions:#CPG
r/weedstocksSee Comment

GTI insider sales : ben sold 5mil— Green Thumb is in the midst of a very public stock buyback—they bought $24.9 million worth of stock in September at $9.96—and the Chairman/CEO and President selling stock into that is horrible optics. People are pissed—I spoke with several shareholders this morning who used words I won’t repeat—as low-level chatter emerged that the buyer was a prominent CPG exec who wanted to climb into the cap-table. Why this required management to sell their personal holdings- into a buyback- as opposed to the buyer adding exposure in the open market, like the rest of us, remains an open question. unless it's as simple as, "we wanted $10M." either way, this is all speculation/ chatter/ guesswork until the next batch of 13Fs arrive.

Mentions:#CPG
r/weedstocksSee Comment

The writing was on the wall with CGC. That was a terrible investment. They are partially to blame and the politicans are also to blame for political change moving so slowly. On the other hand, MSOs will be excellent purchases for CPG looking to enter the industry.

Mentions:#CGC#CPG
r/wallstreetbetsSee Comment

It’s always a bad time to be long CPG companies - fucking dinosaurs

Mentions:#CPG
r/weedstocksSee Comment

And a side note- a move to schedule III might actually be a really sexy sweet spot for MSOs. 280E gets removed but cannabis remains federally illegal and therefore competition(big pharma, big tobacco, big alcohol, big CPG) can't enter the space. The moat remains. It likely wouldn't last forever but in the short term would be interesting.

Mentions:#III#CPG
r/weedstocksSee Comment

Fair point about Verano vs. Tilray. I was using them as a comparison for size of operations. It will be interesting to see how these new acquisitions will affect their bottom line n the coming earnings. I'll counter a few of your points, if only because of the blind optimism. **Removal of 280e** \- This will of course be great for MSOs. For arguments sake, a revamp of the excise tax for LPS will infuse just as much money back into their business, from what numbers I have seen. **Up listing** \- I see no direct path for this to happen in the near future, unless NASDAQ/NYSE decide that schedule 3 and Cole Memorandum tick enough boxes. Regardless, the day MSOs up list is the day LPs move south, so it is beneficial to both. **Capital** \- I am genuinely curious was to how this will shake out. Even with schedule 3, MSOs are technically conducting business illegally on a federal level. This might be enough to scare away most big lenders in the space. Banks/lenders are still lukewarm on lending in Canada and we are federally legal. **CPG investments** \- A similar hesitation as above. I don't see any big companies making acquisition in a space that is still federally illegal, especially for globally diversified companies. There is a reason why most investments have happened through Canadian companies. **Further states going rec** \- Again, this is undoubtedly great for MSOs. I could argue that LPs laying groundwork in Poland, Germany, Italy, Czech Republic and the UK are as equally significant for LPs.

Mentions:#CPG#UK
r/weedstocksSee Comment

You make some fair points definitely and the MSOs will struggle long term once legalization comes due to intense competition but legalization is going to take many years to play out. The state by state model has a very strong change of being in place for atleast 2-4 more years. It really comes down to numbers. It is that simple. Everything you said about Tilray is nice but Tilray is NO WHERE close to Verano in terms of EBITDA, cash flow ETC. And this is all before 280E is potentially removed in near future. It is nice that you are trying to make a comparison but besides revenue, there is simply no comparison right now. It is completely wrong for you to say there is no harm in investing in both LPs and MSOs. The financials and valuations DO NOT compare. LPs are no where close to US MSOs. This is all on top of many massive catalysts that can realistically play out for MSOs over the coming 6-18 months (removal of 280E, uplisting, lower WACC as capital becomes available, use of credit cards, investment from major CPG, Florida going rec, Penn going rec, VA/OH etc). If we are being completely honest Canadian LPs have very little catalysts over next 6-18 months. Germany is a dud for a while so maybe change to excise taxes and decreased competition as companies go under). Are you really going to sit there and tell me there is "no harm in investing in both LPS and MSOs. They both have strengths and risks associated with them." after what I just listed? Its just not true. Sorry.

Mentions:#WACC#CPG
r/weedstocksSee Comment

I think it's a lot yes. Although his pay is tied to certain incentives for deals done and goals met. The CFO Carl Merton discussed this in detail during the AMA here this year I believe. People have a loose understanding of his salary and tend to tack on any random high figure. But yeah, he gets paid a lot to run a global CPG company. I am not a fan of the stagnation in the stock, but I like the moves the company is making to stay relevant.

Mentions:#CPG
r/weedstocksSee Comment

Ive seen analysts say that after 280e gone - they should trade at 12-16 EV/Ebitda. Comparable to CPG. That way profitability, and balance sheet are all taken into consideration. Maybe on euphoria we break that. Ill use trulieve as example - but 325 2024ebitda at 14x Roughly valued 21USD, 29CAD.

Mentions:#CPG
r/weedstocksSee Comment

I think from a multiple perspective TRUL is better. However, from a M&A or investment from a 3rd party (like CPG, alcohol or tobacco) upon rescheduling GTI is more attractive. IMO GTI will probably one of the first to get outside money flowing in because of their stewardship of capital and shrewd balance sheet.

Mentions:#TRUL#CPG
r/weedstocksSee Comment

50 sqf is micro on a national level, which is the scale that these local growers will have to compete at when Federal legalization occurs. I know you are speaking from a Washington market perspective, but keep in mind it is an extremely fragmented market due to [regulatory limits](https://washingtonstatecannabis.org/licensing) restricting canopy size, so natural market consolidation to achieve economies of scale legally cannot happen there. On Florida, your own OMMU data shows the combined market share of the California craft growers at a whopping less than 3%. Jungle Boys is leading in smokable flower sales per store, but scroll down to the totals for all categories and notice that the category for concentrates, vapes, etc. is three times larger than flower sales. In this segment they are doing worse than even some of the low-tier MSOs. The market leaders are focused on creating standardized CPG products around these form factors rather than spending too much time on craft flower. \>There might be 3 bigger companies who dominate nationally, but they won’t be any of those currently on the stock exchange or backed by big corporations. We already have an example of a relatively mature Cannabis market to test this theory and this prediction is flat out wrong. The publicly traded LP's in Canada still dominate their markets, and the small craft growers are more likely to go bankrupt in the short term than cash-rich corporations like OGI or CRON. Some will survive, but will make up less than 20% of the market in very specific niches. And there's nothing wrong with that. I think the simple truth is that the vast majority of consumers don't want or need "legacy" brands, honestly.

Mentions:#CPG#OGI#CRON
r/weedstocksSee Comment

Yeah agreed, but companies like BAT don't necessarily want to invest in federally illegal platforms, with untraditional operational structures. If it wasn't for the state patchwork of regulations, no company would structure their operations in the way that MSOs have. Valuations are exponentially higher in the US, and each MSO is required to build and operate production assets in every state they participate in. Requiring a network of overlapping assets of which many will become redundant someday. OGI has a very appealing structure from a traditional operations point of view. 1 core indoor mega-facility , one for production of edibles, and one for craft grow and hash production. They have a Canada-wide distribution network, and an international one. They have years in the business , understand branding, innovation, and have meaningful market share. They are a traditional CPG company in a federally legal operating environment with a much lower price tag.

Mentions:#OGI#CPG
r/stocksSee Comment

Why would you delete this? Instacart Announces Third Quarter 2023 Financial Results 2 Wed, November 8, 2023 at 4:04 PM GMT-5 In this article: CART \-4.32% Watchlist Patternyahoo plus badge Bullish trade type L SAN FRANCISCO, Nov. 8, 2023 /PRNewswire/ -- Maplebear Inc. dba Instacart (NASDAQ: CART) today released financial results for its third quarter ended September 30, 2023. These financial results are available within Instacart's third quarter 2023 Shareholder Letter, which can be found on its Investor Relations website at https://investors.instacart.com/. Instacart Logo (PRNewsfoto/Instacart) Instacart Logo (PRNewsfoto/Instacart) Instacart management will host a conference call to discuss the company's results at 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) today. To access a live webcast of the conference call, please visit the Investor Relations website at https://investors.instacart.com/. After the call concludes, a replay will be made available on the Investor Relations website. About Instacart Instacart, the leading grocery technology company in North America, works with grocers and retailers to transform how people shop. The company partners with more than 1,400 national, regional, and local retail banners to facilitate online shopping, delivery and pickup services from more than 80,000 stores across North America on the Instacart Marketplace. Instacart makes it possible for millions of people to get the groceries they need from the retailers they love, and for approximately 600,000 Instacart shoppers to earn by picking, packing and delivering orders on their own flexible schedule. The Instacart Platform offers retailers a suite of enterprise-grade technology products and services to power their e-commerce experiences, fulfill orders, digitize brick-and-mortar stores, provide advertising services, and glean insights. With Instacart Ads, thousands of CPG brands – from category leaders to emerging brands – partner with the company to connect directly with consumers online, right at the point of purchase. With Instacart Health, the company is providing tools to increase nutrition security, make healthy choices easier for consumers, and expand the role that food can play in improving health outcomes. For more information, visit www.instacart.com/company, and to start shopping, visit www.instacart.com.

Mentions:#SAN#CART#CPG
r/weedstocksSee Comment

A strong 2023 showing continues in Q3 for Verano, with continued growth, significant margin improvement, controlled OpEx, and continued cash flow generation. The onset of adult-use sales in Maryland and continued growth in newer adult-use markets in NJ and CT drove results in the quarter, and the company is well-positioned in the newly-voted rec market in Ohio where they have a max footprint in the state. Verano is now reporting state-level data (more companies should do this!) revealing New Jersey, Florida, Illinois as top their top markets in order and Connecticut as a strong wholesale market. Tax-adjusted cash flow did come down a bit with less inventory sell-through in Q3, but remained one of the only FCF+ companies in the space with CapEx coming down dramatically during the year. Comparisons to Q2: **Revenue:** Q2 $234.1M to Q3 $240.1M *Right at consensus here ($240M) with 2.6% growth qoq and 5.5% yoy. Management highlighted the transition to adult-use sales in Maryland where Verano was at the cap of 4 stores/1grow, as well as continued wholesale growth in Connecticut and New Jersey where the company has the #1 CPG market share. Verano opened 5 stores in the quarter- 3 in FL and 2 social-equity JVs in Connecticut.* **Adjusted EBITDA:** Q2 $71.5M to Q3 $89.3M *Massive jump of 24.9% qoq led by better gross margins and good cost control, with aEBITDA margin expanding from 30.5% in Q2 to 37.2% in Q3 (likely the highest margin we will see amongst major MSOs). $7.3M in one-time costs and $4M in SBC adjusted in this figure so actually EBITDA closer to $78M (extremely impressive).* **Gross Margins:** Q2 49.2% to Q3 55.5% *Significant improvement qoq and an industry-leading figure, especially meaningful for a company of their size.* **Operating Income:** Q2 30.4M to Q3 $40.3M *Big jump in OI, and that includes a $6.6M impairment taken on a California remediation business they exited in the quarter so $46.9M in a more comparable figure to Q2. Large jump led by increased gross margins and stable OpEx.* **Operating Expenses:** Q2 84.7M to Q3 $92.9M *As mentioned, Q3 had a small impairment and OpEx would have been $86.3M without so only a small increase from Q2- impressive considering 5 new stores opened in the quarter.* **Operational Cash Flow:** Q2 $23.9M to Q3 $36.6M *Another jump in OCF at $77.4M YTD, although largely driven by tax deferrals in this quarter. Adjusting for taxes, OCF was $21.9M in Q1, $44.7M in Q2, and $12.6M in Q3 as Q2 benefited from inventory sell-through to a large extent. CapEx was $9.9M in Q3 and now $26.5M YTD meaning FCF of $26.7M on a reported basis in Q3 and $50.9M YTD (and +$2.7M in Q3 and +$52.8M in FCF when adjusting for taxes). Very impressive here.* **Cash:** Q2 $102.6M to Q3 $129.9M *Cash increase essentially entirely driven by OCF increase, slightly offset by CapEx spend. Debt stands at $422M, income tax payable up to $251M.*

Mentions:#FCF#CPG#FL
r/weedstocksSee Comment

AWH starts off Q3 MSO earnings strong with top-line results well ahead of consensus, margin improvement, and continue improvement in their cash flow profile. The acquisition of 4 Maryland stores in Q2 paid off here in Q3 as adult-use sales showed up for the first time, with retail growth of 13% qoq. Impressive growth on the wholesale side as well (up 21% qoq), as the company highlighted CPG growth across NJ, IL, and Mass. Guidance for Q4 and 2024 suggests a slow down from the past few quarters, so continued cash flow optimization will be key to fund growth and eventually pay/refinance debt. Continued growth in adult-use markets of NJ and MD and additional store openings in IL (1), OH (3), and PA (4) will drive the near-term trajectory, while the potential Ohio adult-use conversion where AWH has a max footprint offers additional upside ahead. Comparisons to Q2: **Revenue:** Q2 $123.0M to Q3 $141.3M *Consensus prior to their pre-annouced results was just $127M so a huge beat here, with strong results on both the retail (up 12.7%) and wholesale (up 20.7%) for a retail:wholeasle split of 72:28. Impressive results considering AWH didn't open any new stores in Q3 (although 4 in MD started AU sales on July 1). AWH indicates it will open 1 new store in IL and 3 in OH before year-end, with 4 more in PA in 2024.* **Adjusted EBIDTA:** Q2 $21.3M to Q3 $29.5M *Large jump of 38.5% qoq was well ahead of consensus ($22M), as strong growth and improved margins combined with contained OpEx.* **Gross Margins:** Q2 23.0% to Q3 30.8% *Bounce back here although still very weak relative to peers (granted some of this is likely intentional to drive more OpEx through COGS to reduce 280e burden).* **Operating Income:** Q2 -$8.0M to Q3 $3.5M *Higher gross profit offset slight increase in OpEx.* **Operating Expenses:** Q2 $36.3M to Q3 $40.0M *Jump here was below top-line growth rate, with an already lean OpEx profile dropping further from 29.5% in Q2 to 28.3% in Q3 (likely the lowest figure amongst MSOs- although again likely due to AWH driving as many expenses through COGS over OpEx).* **Operational Cash Flow:** Q2 $25.4M to Q3 $27.5M *Strong OCF although benefited from ERTC (tax-credit) and tax-payment dynamics. Q2 was $8M of OCF without the tax credit and \~breakeven when adjusted for unpaid taxes, while management noted $24M of OCF without the tax credit in Q3. Q3 cash-flow statement not out yet but management noted roughly $12M in tax-deferrals in the quarter so adjusted OCF was roughly $12M when accounting for taxes and ERTC.* **Cash:** Q2 $68.0M to Q3 $63.9M *Cash dropped as positive OCF was offset by $11.3M in CapEx, $4M in debt-paydown, and $15M spent in the quarter related to their previous PA acquisition. Debt stands at $307M.*

r/weedstocksSee Comment

Eventually we will get more responsible management teams in the cannabis industry. That’s why I like both OGI and TLRY. Both companies run by solid business leaders with deep CPG experience and connections to capital when that time arises.

Mentions:#OGI#TLRY#CPG
r/stocksSee Comment

The same guy used to have a fridge at home loaded with Sprite and a pantry filled with confectionary, not anymore. I don't think you quite understand the effect the drug has on consumption, people who take it don't snack on anything anymore, it completely removes your desire to snack. 1-2% growing at a rate of 4000% is a scary proposition, it's not even mainstream yet, and CPG companies rely heavily on a small number of consumers to make the majority of their sales. If you're not factoring GLP-1 as a headwind to confectionary sales, then you're going to be blindsided.

Mentions:#CPG#GLP
r/wallstreetbetsSee Comment

Still here. Down around 50% which isn't bad considering how many companies got crushed into penny stock territory. The options premiums are still good though. SAFER act would be a nice catalyst to get us back to book value and improve the capital structure of the sector. There's a lot of money on the sidelines waiting to invest in US weed and a lot of cross border credit that can't be accessed rn. The goodish news is weed stocks finally have to figure out what kind of business they wanna be - recreation/entertainment, pharmaceutical, or CPG or ag. So execs and boards can actually have and execute Corp strategy

Mentions:#CPG
r/stocksSee Comment

When China attacks Taiwan, the tech market will collapse for some time. Most of the CPG companies operating in China will also take a big hit. It's a reality we have to get used to and governments should be prepared for such situation. When China attacks Taiwan, they will have to attack US bases / ships to succeed.

Mentions:#CPG
r/wallstreetbetsSee Comment

I work in the CPG industry and can confirm junk food rages on. Source - Someone who sells healthy alternatives

Mentions:#CPG
r/stocksSee Comment

For all the worries about CPG cos and obesity drugs, if more and more people get thin they will need more clothes/new wardrobe. On the opposite end, with all the concerns over sugary drinks, I'm surprised there isn't more discussion about SBUX as an obesity drug theme impacted name.

Mentions:#CPG#SBUX
r/weedstocksSee Comment

Tilray releasing sustainable hemp packaging news just highlights another major hemp market outside of CBD. Even CPG companies that have nothing at all to do with cannabis can get in on cutting their carbon output through sustainable packaging. There's a lot of money in anything related to carbon reduction right now. I also follow British American Tobacco's venture capital arm Btomorrow Ventures. Just a couple weeks ago they made a new investment in a sustainable packaging and bioplastics company FlexSea.

Mentions:#CPG
r/wallstreetbetsSee Comment

Instagram has murdered Snapchat. The new platform that companies are investing into ad revenue is Tik tok. Snapchat is not in radar anymore for most advertising companies. Imagine advertising companies pitching Snapchat ads to CPG brands executives. They’d be laughed out of the room. It’s all about influencers right now and those are either on instagram or Tik tok

Mentions:#CPG
r/stocksSee Comment

10 baggers in Canadian oil companies a few years ago (BTE,CPG,WCP) I put 15% of my portfolio in. It was later in life when I had a few bucks to invest so the amount is enough to retire on for me

Mentions:#BTE#CPG
r/weedstocksSee Comment

Yep, and besides Kellogg being very associated with SOL Global's CBD subsidiary (see Paul Norman and Clive Sirkin) they also moved to a dual headquarters in Michigan and Chicago. Chicago is where Mondelez and Kraft are located. Mondelez split from Kraft a while back, and is currently a part owner of JAB Holding's Keurig. Keurig is transitioning to a Mondelez connected CEO. Remember that Kraft and JAB are very strongly connected by AB InBev. Mondelez is very associated with activist investor Nelson Peltz. When Peltz left Mondelez's board years ago, two people joined. One was a representative from Peltz's fund. The other was Debra Crew, who was President/CEO at Reynold's American with John Boehner at the time BAT bought them. I think what we're seeing today is a bit of the inverse of the RJ Reynold's split in 1999, which formed Reynold's American and Mondelez. The tobacco companies need to turn back into CPG companies to survive, and I think hemp/CBD products are the bridge that gets them there. The RJR/Mondelez buyout was the biggest leverage buyout in history at the time. There was even a book written about it, with a title cannabis interesting may be familiar with: **Barbarians at the Gate** https://en.wikipedia.org/wiki/RJR_Nabisco https://en.wikipedia.org/wiki/Barbarians_at_the_Gate

Mentions:#SOL#AB#CPG
r/weedstocksSee Comment

Nobody knows what it means, but it's provocative! Haha jk, I have a very long post I'm working on that will flesh out these Clorox connections, as well as show how I think they are related to a large number of companies all recently registering on the same date with a single lobbyist from Mercury Public Affairs. This includes Nestle, Kellogg, Conagra, and Kraft-Heinz, and I believe I can make a strong connection with them to Mars Inc, JAB Holdings, and BAT. The lobbyist they are all using is recent Mars lobbyist, Shannon Campagna, who also has recently lobbied for CBD via a different lobbying firm. Mars, JAB, and BAT together have extensive business interests in almost all areas of the hemp/CBD market. JAB has a particularly extensive coffee portfolio, while JAB and Mars are huge in global veterinary care services. And you're never giving your dog THC. It's all about CBD with pets. Not to mention JAB is big in cosmetics (Coty) and health, hygiene, and nutrition CPG (Reckitt). I just think companies are getting their connections and supply chain in place to really take advantage of the full supply chain of hemp, once the Farm Bill fixes the loopholes and separates industrial hemp from cannabinoid hemp.

Mentions:#THC#CPG
r/stocksSee Comment

"And trust me, people will still be eating and drinking soda." IMO, the greater issues for CPG food/bev cos near-term are rates/questions over the continued ability to raise prices (while at the same time, volumes decline.) There's also other, minor issues. I see energy drinks and sparkling water on end caps at grocery stores now. I watch Youtubers, who are often holding cans of Celsius, not Diet Coke. I do think that there is some *gradual* impact to soda over time from GLP-1 drugs, but it's going to be mild at best and allow enough time to change. Meanwhile though, I think some changes are already happening and the kind of absurd price hikes that Coke/Pepsi have done in the last few years (a 12 pack of Diet Coke has around doubled since pre-pandemic) are helping people make those choices.

Mentions:#CPG#GLP
r/wallstreetbetsSee Comment

You obviously don’t work for a Fortune 500 CPG firm if you think this lol

Mentions:#CPG
r/stocksSee Comment

> Can anyone explain how a $1,000 / week drug not covered by most insurance is going to have a real effect on snack food sales? It's having a real effect on what people who are on it are shopping for on average. If prices for the drug come down and there is more coverage over time, it could be a gradual growth story and have a gradual impact on CPG/fast food cos - but I think realistically that's *over time* and allows cos impacted to reformulate/repackage/etc - perhaps food science cos get a boost? But this recent thing of "snacks and soda are over" is overdone in a market that has no tolerance of/patience for any sort of perceived headwinds. Rates and question of sustainability of recent pricing power are much more of a near-term concern than obesity drugs are.

Mentions:#CPG
r/investingSee Comment

I think XLE is good. I also really like CPG ERF VTLE but those are individual oil companies, they will all do well I think. RTX and LMT I think are good too right now.

r/weedstocksSee Comment

Normal category valuations can’t be applied. Normal CPG companies aren’t federally illegal, they aren’t subject to 280e tax code. They can list major exchanges etc.

Mentions:#CPG
r/weedstocksSee Comment

No doubt we will have $20bil mkt caps in cannabis eventually. Now the question is will it be any of this current crop of Tier 1s? Or will it be some newer/merged entity/subsidiary of a larger CPG/tobacco/alcohol? Answer is likely a bit of both...,

Mentions:#CPG
r/weedstocksSee Comment

> Despite heavy overhead carrying costs, TLRY is hanging on to HEXO's facility in the hopes of increasing its resale value. It plans to begin cucumber farming there by the end of F24, adding more complexity while pushing into a business that commands relatively low multiples, Lavery notes. "We do not view vegetable farming as a part of an attractive, branded CPG portfolio for investors."

Mentions:#TLRY#CPG