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- The stock prices for the sector have pulled back over the past month with disappointment over the progress in legislative changes. At the same time many of the companies have reported strong results in Q1 and are set to continue that growth over the remainder of the year. We will discuss where we see the group trading and what may be the catalyst for change.
- We have recently hosted numerous calls with company management teams and industry leaders. We will discuss what we learned and what resonated with us.
- The White House and Senate are moving legislative and executive changes for the cannabis industry at different paces with some conflicting steps. At the same time, numerous states are advancing cannabis legalization bills. We will discuss what we see as the next steps for the industry on the legislative front.
- We have recently written about several industry debates. We will discuss the feedback we have received.
- We continue to add additional trackers for state-level and country-level sales. We will discuss the trends we have seen in the data.
