XLY

Affected1

I know many are afraid of cannabis stocks now but XLY cannabis is one of like 3 LPs in canada that can actually turn a profit off growing and are still undervalued imo. Disclaimer-6 figure position and have been adding for years. Did a 14-1 reverse split recently.

Spac55

$SPY $QQQ $XLF $XLK $XLC $XLY $SMH $IWM see earnings soon. Vix spike to 25 at earning. Cash flow negative for many. AI-ponzi spending. Big corporate debt load, cost more to service at higher rate. Earning suffer, as jobloss spike, consumer spending down

Jumpy_Coast_4023

XLY just sitting there saying I’m good guys 

Saddleup_dawg

Probably bad advice- At 29 you have a long time horizon. Put 5% in high beta high potential equities, then I would say 15% short term bonds, 50% should probably be the companies with strongest balance sheets + cash flow + long term growth in XLU, XLE, XLF, XLK, XLV, XLY, and XLP. 15-20% boring everyday names you know and trust as long haul companies (ie Amazon, Apple, Coke, MSFT, PFE, etc), and 5% metals, commodities, and currency. Go for low correlation if you can. I think that should add up to 95-100%. Look for dividend payers where you can. If you have sufficient cash, buy one or two of those names at 100 shares and sell covered calls as a synthetic dividend.

Jumpy_Coast_4023

I sold my one XLY in other account but I’m keeping 100k worth until it reaches 8$ lol wishful thinking 

Ok-Lychee9637

# Auxly (XLY.TO): A Cannabis Growth Story That Doesn’t Need US Legalization **Auxly (XLY.TO): A Cannabis Growth Story That Doesn’t Need US Legalization** I’ve owned Auxly for a long time, through some pretty ugly years in the Canadian cannabis sector. What interests me now is that I think people are still looking at Auxly as the company it used to be rather than the company it has become. This isn’t a bet on the US suddenly legalizing cannabis. It isn’t a moonshot based on some regulatory event that may or may not happen. Auxly is already growing, already profitable, already taking Canadian market share and already generating cash under the regulations that exist **today**. That’s my thesis. **1. The numbers have changed dramatically** Q2 2026: Revenue: **$45.8 million** Revenue growth: **18% YoY** Adjusted EBITDA: **$14.3 million** Adjusted EBITDA margin: **31%** Finished cannabis gross margin: **55%** Net income: **$7.7 million** Cash: **$38.6 million** Debt: **$43.6 million** Debt/TTM adjusted EBITDA: **0.8x** For the first six months of 2026, revenue grew about **20%** while adjusted EBITDA grew about **40%**. That’s what I care about. Revenue is growing, but profitability is growing even faster. **2. This growth does NOT depend on US legalization** This is probably the biggest misunderstanding I see when people talk about Canadian cannabis stocks. Auxly doesn’t need the United States to legalize cannabis for my investment thesis to work. Its growth is happening in **Canada right now**. The company has no active international operations today. It is building its business within Canada’s existing federally legal recreational market. That means I’m not buying Auxly because I think Washington is suddenly going to save Canadian cannabis companies. I’m buying a company that is: increasing Canadian sales gaining market share expanding production improving margins generating positive earnings reducing leverage generating cash under the regulatory system that already exists. If the US eventually legalizes, great. If international exports become significant, great. Those are additional opportunities. **They are not required for the current business to work.** That’s an important distinction between Auxly and some of the cannabis moonshot arguments we’ve heard for years. **3. Auxly is taking market share** This isn’t just cannabis market growth carrying everybody higher. Auxly has become one of Canada’s largest licensed producers. Back Forty became the **#1 cannabis brand in Canada** during 2025. Auxly was the **#3 Canadian licensed producer by market share**. Liquid Imagination and Fire Breath were the two best-selling SKUs nationally. It has also become a leader in all-in-one vapes and has several leading pre-roll products. So my thesis isn’t that Canadians suddenly start consuming twice as much cannabis. Auxly can grow by taking a larger percentage of an already established multibillion-dollar legal market. **4. Now they’re increasing capacity** Auxly isn’t sitting still. They’re investing in Leamington to increase production capacity. That matters because they already have products that are selling. If you increase production while maintaining strong demand, you get another path to revenue growth without needing legalization, acquisitions or some speculative new market. And management says the expansion and innovation can be funded through operating cash flow. That’s a very different company from one that has to continuously issue shares just to survive. **5. The balance sheet has been transformed** This was one of the biggest problems with old Auxly. Debt and dilution mattered more than the underlying business. That situation has changed considerably. Auxly ended Q2 with: **$38.6M cash** **$43.6M debt** debt/TTM adjusted EBITDA of only **0.8x** And here’s something I never thought I’d be saying about Auxly: **They’re buying their own shares back.** Auxly repurchased approximately 2.6 million shares for around $5.7 million. Think about the difference. Old Auxly needed shareholder capital. Today’s Auxly is generating enough cash to invest in expansion, manage its debt AND return capital by buying shares. That is a major change. **6. The reverse split doesn’t create value — but it may allow the market to recognize it** Auxly recently completed a 14:1 consolidation. That reduced approximately: **1.42 billion shares → \~101 million shares** Obviously that doesn’t magically make the company worth more. But I think it removes one of the things that made Auxly look almost uninvestable. A $0.20 cannabis stock with 1.4 billion shares outstanding looks like a penny stock disaster. A profitable company with roughly 100 million shares, growing revenue, 30%+ adjusted EBITDA margins and improving cash flow is a very different proposition. The business didn’t suddenly improve because of the consolidation. The business improved **before** the consolidation. The consolidation just cleaned up the capital structure afterward. **7. Imperial Brands is interesting, but I don’t need a buyout** Imperial Brands owns approximately 20% of Auxly. That’s obviously interesting. Could Imperial eventually buy Auxly? Maybe. But I’m not investing based on that happening. Again, I don’t need a moonshot event for this thesis. I don’t need: US legalization an Imperial takeover another cannabis bubble meme-stock mania Those would all potentially add upside. But the company can continue growing without any of them. That’s exactly why Auxly interests me now. **8. The cannabis collapse may actually be helping the survivors** The Canadian cannabis sector spent years destroying capital. Too much production. Too many companies. Too much debt. Too much dilution. Eventually that catches up with an industry. Facilities close. Weak companies disappear. Capital becomes harder to obtain. Meanwhile Auxly survived and has moved in the opposite direction. It’s profitable. It’s expanding. It’s gaining share. It’s generating cash. That’s where I think the opportunity is. The market may still be applying the valuation and skepticism of the **old Canadian cannabis industry** to one of the companies that actually survived the shakeout and became profitable. **9. The next stage is operating leverage** This is what I’m watching most closely. Auxly already has the cultivation facilities, brands, manufacturing, distribution and infrastructure. So revenue doesn’t necessarily have to increase at the same rate as costs. We’re already seeing that: **H1 revenue +20%** **H1 adjusted EBITDA +40%** If they can continue anything close to that relationship while expanding production, earnings could grow considerably faster than revenue. That’s where a rerating becomes possible. **What would change my mind?** I’m bullish, but there are obvious risks: Canadian market share starts falling margins deteriorate new capacity can’t be sold profitably price compression accelerates cash flow weakens debt starts climbing again management starts diluting shareholders again Those are the numbers I’ll watch. I’m not waiting for Washington. I’m watching Auxly’s quarterly financial statements. **TL;DR** My Auxly thesis is actually pretty simple: Revenue is growing. EBITDA is growing faster than revenue. The company is profitable. Margins have become very strong. Debt has been dramatically reduced. Market share has increased. Production capacity is expanding. They’re generating cash. They’re buying shares instead of constantly issuing them. Imperial owns roughly 20%. And NONE of this requires US legalization. That’s why I don’t see Auxly as a cannabis moonshot anymore. I see it as a small Canadian company that went through an awful restructuring period and has emerged as a profitable growth business that I think the market is still valuing based on its past. US legalization? International exports? An Imperial acquisition? Those would be bonuses. **I don’t need any of them for the thesis to work.** That’s the difference. Long XLY. They did idd

IllRide1700

Another cooking day for Auxly (XLY.TO). Up 80% YTD and 550% last 2 years. If anyone wants to make money in cannabis based on a sound business making money opposed to potential dates or hearings, come join.

Jumpy_Coast_4023

XLY is my only excitement in this sector 

Barnz905

Auxly group XLY

GuyOnTheCouch420

Yea that's a different thesis but i'd say those 3 LPs have decoupled (CRON, XLY, VFF). Assume those are the LPs you're thinking of. OGI still a shitshow IMO - that sanity deal made no sense to pay earn out up front. Just bad capital allocation between motif, sanity and sanity part 2. and they are out of cash so gotta assume another raise coming. Only plus side is that BAT seems to invest on favorable terms.

andytobbles

Congrats brother you picked a niche subsector. Check XLY and tell me where the moneys going.

Jumpy_Coast_4023

XLY heat up it’s your time 

daily-trader-365

XLY

growgain

Seems theres a lot more than one. Been seein XLY spammed here for the last week.

Jumpy_Coast_4023

Just buy XLY

GuyOnTheCouch420

agree. I think the other companies that were winning in canada consumer are now going to germany. and that is def gonna hurt Aurora. Aurora, CGC and tilray were early in Europe. VFF, Cron, OGI (they used to be good in consumer idk what happened), XLY, LOVE are all coming now.

Spac55

After BearStern bailout, $AIG, $WAMU , Lehman one by one. $SPY $QQQ $SMH $XLC $XLK $XLY Leopold Aschenbrenner’s hedge fund bailout last week. Situational Awareness by June 2026 his fund was worth $45 billion How much today ? Fully liquidated Margin debt, 1.5 Trillion https://preview.redd.it/sua4c64y9dhh1.png?width=776&format=png&auto=webp&s=0fddf8265f61db9061505235eab48cc1ca46aeed See how crash wipeout at downturn

WGx2

XLY, UFO, AIQ, UROY, and SNROF are all ones I'm probably going to buy this week.

CD274

"wow why is XLY etf (consumer) up so much?" It's fucking Amazon for a quarter of it?! That's not very good consumer goods indicator

Rolandindisguise

The answer for what weed stock you should be investing in is right in front of you. XLY.

GuyOnTheCouch420

XLY, LOVE, CRON all make money and are growing organically. Used to be OGI but idk wtf happened to them they went the opposite direction. Could add decibel to the list to replace OGI but seems riskier than the others.

the_mammynun

Some people would also point to XLY and LOVE, though I hold none.

Ahamadrayasbaboon

And using ETFs like SMH, QQQM, XLY, and SPMO to get exposure. 

Successful-Act-1727

Well im convinced! I just bought some HERB. Check out XLY and ROMJ both just recently exported tons to the uk

GrossFleshSack

My dumbass was planning to buy puts on IWM all weekend and then open came and I done mixed it up with XLY puts on accident. Realized my mistake and bought 1 IWM put with remaining buying power. XLY puts are flat and IWM put is up 60%.. 🤡

Legitimate-Green-112

XLY tomorrow! Probably will go up half a cent 

Forest_City_Frolfer

Auxly Cannabis (TSX:XLY). They are a profitable Canadian LP. Their market cap (190M) is basically at book value (178M) yet they posted a 41M net income last year with quarterly operating cash flows around 10M per quarter. They also have obscene margins at 56% of net revenue, even while competing in the value segment. They are already currently undervalued by every metric I use to look at them. Revenues have been growing and they are eyeing international expansion in global medical. My thesis is that even if nothing happens from a US regulatory perspective, and international medical margins collapse, then Auxly is still in a great position because they are already comfortably profitable in the most competitive market that exists right now in Canadian recreational. So the thesis doesn't rely on any external factors to pump the stock, they are currently growing and any major catalyst would simply make that growth faster. The market doesn't realize they exist. They are firmly in penny stock territory at 0.14 per share and they have a huge float from when they nearly went bankrupt 2 years ago. They started a small share buyback (68M out of the outstanding 1.4 billion) but it is a start. I believe the expectation of a reverse split, and large float are what is weighing the stock down. Excise tax reform would make this company a whole different beast. Alternatively enough competitors exiting the market, or even just if they are able to continue their growth as it is. I would admit I am wrong if their margins collapse, their revenues decline and they shift back to negative net income. It is my most high conviction trade. I sold off most of my other holdings to go into Auxly. Cost basis 0.13 and 300,000 Shares, so it is my largest cannabis position by a significant margin. ( I also have 1000 shares VFF and 5000 Cannara)

Traditional_Bid3185

I think the useful part here is the breadth/sector rotation point, not the “called the top” framing. XLP outperforming XLY, weak transports, falling A/D line, and low-volume index strength are all worth watching. But those are warning signs, not automatic sell signals. Markets can stay narrow and overbought for a while, especially if mega-cap earnings keep carrying the index. So for me the question would be what confirms the warning: breadth continuing to deteriorate, QQQ losing key levels, credit spreads widening, or earnings guidance rolling over. I’d treat this as a risk-management setup, not a guaranteed crash call.

vodkasniffer

XLY is 25% AMZN, a cheap way to play the earnings.

ai-moderator

#TLDR --- **Ticker:** IYT, XLY, CVNA, VIX **Direction:** Down (Except VIX, which is Up) **Prognosis:** Short IYT, Short XLY, Short CVNA, Long VIX **Underlying Catalyst:** Corporations are liquidating their own high-earning customer base to fund AI GPU clusters, effectively killing consumer demand and transportation volume. **Summary in ape terms:** AI is taking our jobs so nobody can afford to buy overpriced used cars or ship crap anymore. The economy is hollow. Bear r fuk... wait, no, bull r fuk.

Legitimate-Green-112

Forever XLY

Legitimate-Green-112

https://ca.finance.yahoo.com/news/auxly-announces-normal-course-issuer-114500528.html XLY making smart plays 

WrexyWrex

‪Iran says it is halting traffic in the Strait of Hormuz after Israel attacked Lebanon, testing fragile ceasefire deal. Follow live updates. [cnn.it/4vg5XLY](http://cnn.it/4vg5XLY)

MilesDelta

you're not wrong. XLE puts was the demand destruction play but with iran closing straits that's backwards. should've gone XLY puts instead. consider this my public L. the grocery meme still stands though.

MilesDelta

you're not wrong. XLE puts was the demand destruction play but with iran closing straits that's backwards. should've gone XLY puts instead. consider this my public L. the grocery meme still stands though.

options_regime

Good analysis on the vol surface disconnect. The term structure point is the most actionable piece here — when front-month VIX is elevated but the market is still in contango past 60 days, you're looking at a structurally uncertain "event vol" regime that's different from both normal and full crisis modes. The key insight you're describing is that the market is stuck between regimes, which makes standard hedging frameworks break down. Short-dated put skew gets bid up because people need crash insurance NOW, but the longer-dated term structure normalizes because the market's base case is still "this resolves." Both can be right simultaneously and wrong simultaneously. What makes your Hormuz thesis interesting from a regime detection standpoint: if Hormuz actually closes for 3+ months, that's not just a volatility spike — it's a structural regime change that resets the base case for energy costs, inflation expectations, and Fed optionality. The vol surface isn't pricing that path because it's treating it as a tail event rather than an alternative regime with persistent consequences. The practical implication: calendar spreads on VIX (long front, short back) would benefit from the contango collapsing if the tail materializes. But you're right that put skew on sector ETFs (XLE long calls, XLB/XLY long puts) is probably the cleaner expression for the oil transmission channel specifically. One thing I'd watch: realized vol has been running higher than implied in recent weeks. When RV > IV persistently, it suggests the market's vol regime estimate is still too anchored to pre-shock baseline. That's usually not how sustained geopolitical escalation resolves.

VictoriaAutNihil

73 analysts: NVDA Forecast, Price Target & Analyst Ratings | NVIDIA CORP (NASDAQ:NVDA) | ChartMill.com https://share.google/bhpTv7GirVFc4opwz Before even reading this I sold my XLY & XLC and purchased 300 more shares to add to my holding. Doomsayers who expect them to flatline for a decade are delusional. They may not experience the same propulsive growth leading up to the 10-1 split, but I firmly believe the stock will trading at 275-300 by the end of 2028. That's a conservative forecast.

VictoriaAutNihil

Well since the April 2025 tariff fiasco, in May I added MRVL, AMD, AMAT, NVDA, GOOG lowering my dollar cost average. During the Iranian debacle, I've laid rather low. However I did sell my XLC & XLY and bought AMZN @ 207, they're down 7+% ytd, and most analysts are forecasting the stock to be at 300-350 by the end of 2027. I'll settle for 250-275.

VictoriaAutNihil

I know right. Duh, 2000, 2008, 2020, 2022 and even last year's short-lived April tariff nonsense. Unlike the dot.com/tech bubble burst, there are too many companies with much better balance sheets, earnings reports and most importantly product. For those nervous about individual stocks, either go with stable etf funds or the xl index funds. I think another 10-15% drop is entirely possible, but a rebound will eventually take place. The sky ain't falling. P.S. I'm not a MAGA-loon, I think Trump is as non-presidential as you can get, but where to put your money? I'm playing it relatively safe for now, I opened a 3 month CD at 4% apy. Matures in May, I think by then (I hope by then) the Iranian debacle is in the rear view mirror, and I will get back in. I sold my XLC, XLY and bought 300 shares of NVDA @ 175. Can't run scared, I'm currently looking to add ORCL and PANW. Not happy with the current state of events, but chicken little's predicting a 30-50% correction are need to get out and go the beach.

daviddjg0033

Zoom out. Calculate peak to troughly. Try 50% IV bitcoin and gold. Gold did four-digit-percent gains during 71-1980. 47% drawdowns. A 2y period it did nothing. Then a 300% at the end. Silver is more volatile than gold. Sectors like XLY with Anazin abd Teska versus XLC goog and meta vs XLE - it was not volatile but now is. Dont just do volatility- continue to what if volatilty increaes into ER or an event. I hypothesize this is why covered call ETFs with taxinefficient dividends that underperform the underlying more times than not are popular like QQQY RYLD. Also why the 60/40 stock bond port despite lower returns - born of the 40y bond bull that died in 2022 - was lees volatile: see $AOR and $AOK ETFs. Then look at a $SHY bond ETF. Look at UUP. Only a call option one strike ITM is worth the 11% IV.

Forest_City_Frolfer

When CGC, TLRY, or ACB start positive positive net income the tune will change. XLY and VFF have been funding their operations through operating cash flow recently and that deserves some recognition. It's a huge accomplishment in this sector, and very good for shareholders.

Legitimate-Green-112

Here comes XLY

Report_Last

I agree, I was out of the market pretty much since Trump was elected, dropped my money into SGOV, I have now taken Sep puts on Starbucks, betting on poor earnings and discretionary spending declining, and then more puts on XLY. Inflation numbers leave out food and energy. I was going to buy puts on Best Buy, but decided to go with XLY, an ETF that tracks consumer spending. Gasoline prices have yet to peak.

VictoriaAutNihil

I've survived 2000-01, 2008, 2020 and last year's short April tariff crash. If this Iranian debacle prolongs into the summer, there will be inflation and in all probability a 10% equity pullback. Crash? More than 20% drop? I don't see it, but of course intense, geopolitical negativity could eventually have a profound effect in spiraling the economy downward. P.S. Yesterday I sold my XLC and XLY and bought 300 shares of NVDA. Not gonna run and hide.

Legitimate-Green-112

XLY volume ish

LFG-XLY

XLY.TO Nuff Said!

Forest_City_Frolfer

XLY, VFF, LOVE I'm invested in ROMJ, DB, CRON - ones I'm watching

LongevitySpinach

I'm here for whatever shitlist you got. I'm looking for doomed tickers. UBER & LYFT BIZD - private credit etf HYG - junk bonds etf XRT - retail etf XLY - consumer discretionary etf LESL - Leslie Pools - debt spiral AMC - how does this thing still trade?

Pleasant_Arugula7571

The Hormuz angle is the one that matters most going into Monday and isn't getting enough attention yet. Oil majors and top trading houses have already quietly suspended crude shipments through the Strait. Four trading sources told Reuters. No press release -- they just stopped scheduling voyages. That's the signal, not the headlines. The mechanism: Hormuz doesn't need to be physically blocked. Ships stop moving when war-risk underwriters step away. Lloyd's syndicates pulling coverage makes voyages uneconomical regardless of what the water looks like. We saw this exact dynamic in the Red Sea for 4 months in 2024 -- no ships were sunk but freight rerouted around Africa anyway because insurance disappeared. For Monday specifically: \*\*Energy longs:\*\* XLE +4-8% base case, OXY/DVN +6-12% on higher operational leverage. These open gap up and hold if AIS transit data stays suppressed. \*\*Avoid chasing airlines short:\*\* DAL/UAL will already be down 4-8% at open on jet fuel math. Position is crowded by 9:31am. The relative value trade (long XLE / short XLY) is cleaner. \*\*VIX:\*\* +20-40% on the binary outcome uncertainty. Consider 60-90 day call spreads for convexity rather than spot VIX. \*\*The key data to watch -- not headlines:\*\* AIS tanker transit counts through Hormuz (baseline \~20-22 laden tankers/day) and war-risk insurance quotes. If transits normalize within 3-5 days, oil gives back half the spike. If they stay suppressed into week 2, revise up everything. Running full scenario models with probability breakdowns at [geopulselabs.com](http://geopulselabs.com) for anyone who wants the full causal chain and sector impacts.

Forest_City_Frolfer

It's why I picked them! I've been in LOVE and VFF for years now and they've treated me well. XLY is a new pick for me. I wouldn't have touched them with a 10ft pole this time last year, but they really seem to have finished the turnaround and look really good now.

Legitimate-Green-112

Ok XLY be the gains I wish MSOS was 

Woland47

Hi everyone, Considering the huge buzz about the potential dip on monday, I’m thinking to buy some puts on XLY and not on SPY. Mind you, I am very much new to trading so God knows if anything i am saying here makes sense. The reason for XLY is the abnormal price and low liquidity for the SPY puts with few days to expiration. Consumer cyclicals have been the most underperforming stocks recently (apart from friday, which may be another reason for them to fall next week) and taking into account their high beta, I would expect an even better return than by gambling on SPY. Thoughts on how severe is my confirmation bias is?

Legitimate-Green-112

Still love XLY

Admiral2Kolchak

XLY vs XLP not looking to hot

SharestepAI

Interesting. I had a look at mcap weighted staples versus discretionary (GIC classification) alongside XLY/XLP. Over the last month it confirms what you're saying (the ETFs are fairly representative). Over a year, on the other hand, mcap weighted staples seem to diverge from the ETF performance positively. I'd have to dig deeper to understand exactly why. But it would suggest that the XLP's negative performance over 12 months is not very representative of the sector. Analysis here: [https://www.sharestep.co/pub?tid=ts\_mkrfd10v](https://www.sharestep.co/pub?tid=ts_mkrfd10v)

Legitimate-Green-112

Let’s go XLY!!!

evlor1971

Auxly Cannabis. CBWTF XLY.TO Nine consecutive quarters of positive adjusted ebitda. ~$20 million in positive cash flow Q3 2025, $12.3 adjusted EBITDA Q3. Debt to Equity 38% Industry leading greenhouse with best in class margins. (57%) that can double in capacity quickly (footers are poured) The number one selling brand in Canada - Back Forty. Partnership with International tobacco Company Imperial Brands. A number of game changing industry catalyst on the horizon. P/E? 3.5 P/E of 3.5. 3 point 5.

NeighborhoodDry1821

Need XLY to run out of steam

NeighborhoodDry1821

Wait for XLY to run out of steam before hammering CVNA puts tards

Legitimate-Green-112

XLY will have its time to shine. Just like hurry up please 

Shallow_Marshmallow_

I’d recommend VUG which is essentially an S&P500 growth ETF, higher weighting on top holdings. I know that some people don’t want their portfolio to be super concentrated but it still tracks the S&P, so there’s more upside and more downside but long run I think it’s better than regular VOO. You could also do VOOG, or MGK, but these are very similar to VUG. You can also invest in a specific sector within the S&P500 such as XLK or XLY.

c-u-in-da-ballpit

Also XLY is flat and XLP isn’t even down half a percentage. “Pounded like a porn star”

Hopeful-Frosting7976

That is all fine and good but the XLY is a laggard 8% for the year and the XLP is hot garbage for 2025 (which, to be fair, could just mean that investors are not seeking safety). That is not gangbusters. If there are low expectations, it is not hard to beat on earnings.

Barnz905

@AuxlyGroup $XLY $CBWTF will be a clear winner for global cannabis dominance, their Leamington facility is purpose built for scalability. Their state of the art pre roll equipment, matched with @ImperialBrands global distribution network will be mind blowing for scale ability

Barnz905

@AuxlyGroup $XLY $CBWTF will be a clear winner for global cannabis dominance, their Leamington facility is purpose built for scalability. Their state of the art pre roll equipment, matched with @ImperialBrands global distribution network will be mind blowing for scale ability

Barnz905

@AuxlyGroup $XLY $CBWTF will be a clear winner for global cannabis dominance, their Leamington facility is purpose built for scalability. Their state of the art pre roll equipment, matched with @ImperialBrands global distribution network will be mind blowing for scale ability

Legitimate-Green-112

Guys guys we did. XLY is green. Lol f me can’t help but laugh. Not selling anyways doesn’t matter.  Steps forwards 

ryanl247

What do you mean capacity? Do you think they'll want to expand to the US with XLY? Why did I think it was a US company... what tobacco brand are they? Are they big in the US?

Flipside68

Imperial brands and they are from the UK but they haven’t had the capacity to expand internationally with XLY

Flipside68

Xly has no skin in the game - they have no connection to USA cannabis - all other big names WEED, TILRAY, OGI, CHRON, VFF actually have potential to increase international presence. XLY is to local.

Legitimate-Green-112

XLY just never moves tho lol

Legitimate-Green-112

I bought more Tilly and MSOS 200k CAD each let’s go here. XLY wake the f up 

Equivalent_Smell_325

EVERYTHING IS THE PLAY except XLY...

Legitimate-Green-112

Ya I am waiting for XLY to move. New price target was 25cents CAD. 

Tokaiiiiii

But this is S3 news, XLY doesn’t have presence over there. I guess you can also bet ACB and OGI will go red first, whichever has less exposure in the US

Twist_of_Fate_44

If I had to guess, XLY will be the first ticker to go red and signal the funs over

2025SAG

I mainly trade technology stocks and other aggressive stocks that are usually added to the following ETFs sectors like: XLK, XLF, XLC, XLY, and XLI. In fy23 I increased my portfolio to 161%, in fy24 it was 96% and this year fy25 it was up 114%. My portfolio has definitely increased significantly over the years. However, the market looks like it wants to come down, and it feels like it’s a house of cards, so I got out and sold all my stocks around November 11. And I’m just going to wait until breadth, sentiment, volume and momentum is back in the market before I start trading again. Happy trading everyone!

Prudent-Corgi3793

Two things can be true: - Black Friday sales are at a record - Retail sales growth is moribund, based on +3% y/y Black Friday sales. Sales are **supposed** to be at a record. Not only is CPI inflation generally positive (3% this year), but population growth means we should be exceeding this at minimum to show real growth at. Here are data for the last five years for consumer facing sector ETFs (XRT, XLY, and XLP) vs. the broader index (SPY) and tech stocks (XLK and XLC), which have actually driven returns. | Total Returns | Name | 2025 YTD | 2024 | 2023 | 2022 | 2021 | |:-|:-|:-|:-|:-|:-|:-| | XRT | SPDR S&P Retail ETF | 6.66% | 11.78% | 21.54% | -31.64% | 42.63% | | XLY | Consumer Discretionary Select Sector SPDR Fund | 6.09% | 26.51% | 39.64% | -36.27% | 27.93% | | XLP | Consumer Staples Select Sector SPDR Fund | 2.90% | 12.19% | -0.83% | -0.83% | 17.20% | | XLK | Technology Select Sector SPDR Fund | 23.67% | 21.63% | 56.02% | -27.73% | 34.74% | | XLC | Communication Services SPDR Fund | 20.25% | 34.70% | 52.81% | -37.63% | 15.96% | | SPY | SPDR S&P 500 ETF | 17.62% | 24.89% | 26.19% | -18.17% | 30.52% | I'm not sure what investor used to historical 11% returns from the S&P 500 and recent >20% returns can see US tech stocks absolutely ripping >20% again this year, developed international markets return ~30%, and emerging markets >30% can get excited about seeing low-single digit returns from consumer-facing stocks and say "hell yes, sign me up for this shit". And unlike health care, which was beaten down recently but recovered, this is entirely driven by fundamentals, not sentiment.

Affected1

If any of you haven't take a look at XLY. Winning In Canada and poised for true organic growth going forward. Soon to start exporting with some help from Imperial Brands.

Legitimate-Green-112

I think people forget that it’s only at 18 cents. I know a lot of shares. But big opportunity to make money as XLY continues to put up big numbers 

TomorrowLow5092

XLY is one of my favorites, Har Har, not! Over a billion outstanding shares, what?

Legitimate-Green-112

XLY XLY XLY XLY. I have triple the amount in msos but fck me nice to see something good today 

Legitimate-Green-112

Lol look at the earnings my guy. Trust me I have been here for 10yrs lost tons of money but XLY is making a come back 

Legitimate-Green-112

Just buy XLY - Earnings Thursday!!

Inevitable-Global

Thinking XLY is about to have a strong earnings as well

weasler7

lol yeah wtf is this misinformation getting upvoted. Look at XLY or for 10 years. It’s simply not true it’s at 10 year lows.

0icu812_831

I wanted to invest in these consumer discretionary stocks that are at 10-year lows so I asked my girlfriend and she said this "I couldn’t locate a reliable list of consumer discretionary or non-discretionary stocks that are definitively at a 10-year low (as the Reddit comment claims). Here’s what I did find, and what the gaps are: --- ✅ What we do know The XLY ETF (which tracks the U.S. consumer discretionary sector) has recent under-performance and many components are hitting one-year lows. Several articles highlight that significant parts of the consumer discretionary sector are under pressure — due to weak spending, inflation, and economic headwinds. The Reddit comment suggests a “long slow crash” out of consumer stocks into tech — which aligns qualitatively with trends (investors favoring tech/growth vs. cyclicals). --- ⚠️ What we don’t have A credible source showing many consumer discretionary stocks are at 10-year lows (not just 1- or 2-year lows). Specific names of stocks with that 10-year-low status in the discretionary or non-discretionary consumer sectors that the commenter may have been referring to. Confirmation of which “non-discretionary consumer stocks” (i.e., staples) are also at decade-lows. --- 🔍 My interpretation It’s likely the commenter exaggerated or used informal language (“10-year low”) to express that many consumer stocks have been in decline or under-performing for a long period. What seems true: Discretionary stocks (luxury goods, leisure, non-essentials) are under pressure. Some consumer staples or non-discretionaries may also be weak or trading at depressed valuations. The shift of investment money toward technology (AI, cloud, semiconductors) is real. What is not clearly true: That the sector broadly is at literal 10-year price lows. That every stock in that group is weak — there are always exceptions"

dreamgreener

Be interesting to see if XLY can beat 28m net

Legitimate-Green-112

Let’s gooooo XLY

Greatblahforreal

Is XLY's earnings report release date confirmed?

Legitimate-Green-112

Big week let’s be green! XLY Friday 

Legitimate-Green-112

XLY 🤷‍♂️

Almost_a_Noob

AMZN or XLY calls

Legitimate-Green-112

XLY train will run soon after the earnings Nov 7th. But I’m MSOS hard if trump can say something for the boys 

dreamgreener

I’m all MSOs but put a bid in for the XLY train VFF is also on the radar but I think there’s more upside to XLY Both have very good and competitive SKUs

BaystreetLPhunter

The XLY takeover is imminent

Legitimate-Green-112

Well well well. XLY 🔥

anonymoose_baker

ChatGPT response when asked if Auxly is a good investment. Not financial advice. Here’s a breakdown of whether investing in Auxly Cannabis Group Inc. (ticker TSX: XLY) might make sense — along with the risks. Note: this isn’t personal financial advice, just my analysis. ⸻ ✅ What looks good 1. Revenue & margin improvement • In 2024, Auxly reported net revenues of C$122.3 million, up 21% over 2023.  • The gross margin on finished cannabis inventory sold improved to ~46% in 2024 (versus ~34% in 2023).  • Q2 2025 results: revenue up 33% YoY, adjusted EBITDA margin ~30%.  2. Debt reduction / balance sheet improvement • They’ve converted significant debt into equity (via their partner/creditor) and reduced debt burdens.  • Their EV/EBITDA appears modest (for what one might expect in a turnaround) in some data.  3. Market positioning • Auxly is described as a consumer packaged-goods oriented cannabis company in Canada (flowers, pre-rolls, vapes) with brands.  • If they can maintain / grow market share and margins, the business model looks more “normalised” than many early speculative cannabis plays. ⸻ ⚠️ What raises caution 1. Still margin of risk & uncertainty • Despite the improvements, the company was reporting net losses. For example, in 2024 net loss ~C$16.35 m for the year.  • Some analysis note liabilities outstrip near-term assets (or at least tight liquidity). For example: “its liabilities outweigh the sum of its cash and (near-term) receivables by CA$112.0m” in one assessment.  • One commentary says that although recent improvement is good, “rate of growth … is weaker” compared to industry and the valuation (P/S ratio) is high versus peers.  2. Valuation / expectations risk • SimplyWallSt flagged that Auxly’s price-to-sales (P/S) ratio, compared to industry peers, is elevated given modest growth.  • Some technical indicators suggest mixed signals (i.e., not strong “go-buy now” momentum).  3. Sector risk • The cannabis industry remains volatile, with regulatory risks, pricing pressure (especially in Canada), competition (illicit market), etc. For any cannabis-related stock, those macro / regulatory risks remain meaningful. • Earlier reports flagged going concern risk for Auxly (a few years ago) though things appear improved. 

LegendaryFella

Check out Auxly (XLY). That’s my current bet on cannabis stocks

Legitimate-Green-112

XLY will have its time