Canopy Growth to Report Second Quarter Fiscal 2026 Financial Results on November 7, 2025 SMITHS FALLS, Ontario--(BUSINESS WIRE)--Canopy Growth Corporation ("Canopy Growth†or the "Company†) (TSX:WEED, NASDAQ:CGC) will release its financial results for the second quarter fiscal year 2026 ended September 30, 2025 before financial markets open on November 7, 2025. Following the release of its second quarter fiscal year 2026 financial results, Canopy Growth will host an audio webcast with Luc Mongeau, CEO and ...

Top 3 Canadian Cannabis Stocks to Watch in October 2025The Canadian cannabis sector continues to attract attention as investors look for opportunities amid renewed optimism surrounding U.S. legalization. The U.S. cannabis industry is projected to exceed $40 billion in annual sales by 2026, reflecting steady growth despite regulatory delays. Recent headlines about federal rescheduling discussions and state-level legalization measures have reignited momentum across both Canadian and American operators. As a r ...

 A New Phase for Legal CannabisThe legal cannabis industry is entering a new stage of expansion in 2025. Across North America, lawmakers, investors, and entrepreneurs are driving major change. Although the U.S. still lacks federal legalization, state reforms and public support continue to build momentum. As more states open their markets, new business opportunities are emerging in cultivation, retail, and product innovation.Global Market ExpansionBillions in Growth AheadThe global cannabis market keeps grow ...

行业背景与机遇 - 北美大麻合法化势头增强，美国监管机构已推进大麻重新分类的讨论，预示着联邦层面改革的潜在转变 [1] - 美国大麻市场年销售额超过350亿美元，预计到2030年将超过570亿美元 [1] - 加拿大生产商正通过跨境合作和产品创新战略性地布局，以从美国市场增长中受益 [1] 公司战略与定位 - Tilray Brands是一家全球性大麻、饮料和健康公司，通过收购迅速扩大其在美国的业务，产品涵盖汉麻衍生品、THC注入饮料和医用大麻 [3] - Canopy Growth是加拿大最知名的大麻公司之一，通过与Jetty Extracts和Wana Brands的合作间接进入多个美国市场，为联邦合法化做准备 [7] - Village Farms International从其农产品业务成功转型，利用其温室专业知识进入大麻领域，其子公司Pure Sunfarms以高效生产和有竞争力的价格著称 [10] 财务表现与运营 - Tilray最近一个季度的净收入约为1.86亿美元，饮料和健康部门表现超预期，毛利率同比改善，运营费用减少，旨在近期实现盈利 [6] - Canopy Growth最近财报显示收入温和增长，医疗大麻销售强劲，通过重组将总债务削减近半，运营费用降低 [9] - Village Farms International季度收入同比增长近12%，达到约6000万美元，实现净收入扭亏为盈，调整后EBITDA利润率大幅改善 [11] 多元化发展与全球布局 - 许多加拿大公司正扩展到健康、饮料和医学研究领域，以实现收入来源多元化 [1] - Tilray在美国通过超过1000个零售网点进行分销，同时在欧洲和拉丁美洲扩张 [3] - Village Farms International通过其Leli Holland部门扩展到欧洲，在荷兰试点项目下向咖啡店供应合法大麻，实现了国际多元化 [10]

公司运营动态 - 公司宣布其位于不列颠哥伦比亚省基洛纳的DOJA设施现专门作为医疗种植基地运营 [1] - 该基洛纳设施将专注于小批量、不列颠哥伦比亚省种植的精品种植 [1] - 该设施的生产将支持公司在加拿大的Spectrum Therapeutics产品组合 [1]

合作公告 - JP Brand Advisors与Canopy USA宣布建立战略合作伙伴关系 旨在扩大Wana品牌的大麻饮料和软糖在美国的分销 [1] - 合作内容包括共同推动Wana大麻饮料组合的分销商管理和战略客户增长 [3] 合作战略意义 - 此次合作凸显了JP Brand Advisors对大麻功能性饮料这一品类的日益关注 该品类因消费者对健康驱动的创新需求加速而受到饮料酒行业极大关注 [2] - 合作将使Canopy USA能够扩大全国性客户关系和执行能力 从而更快扩张规模 触达新消费者并巩固其在该品类的领导地位 [4] - 合作背景是美国零售商和分销商对非酒精性、功能性和大麻注入饮料的兴趣日益增长 这由不断变化的消费者偏好和关键市场的监管明确化所驱动 [4] 公司业务定位 - JP Brand Advisors是葡萄酒、烈酒和功能性饮料的全国性经纪商和外包销售团队 为客户提供有保障的市场覆盖、分销商管理和全国性客户渠道 [5] - Canopy USA是一家美国控股公司 战略定位覆盖美国大麻市场增长最快的州和潜力最高的细分领域 [6] - Canopy USA全资拥有北美领先的食用品品牌Wana Brands 全资拥有垂直整合的多州大麻运营商Acreage Holdings Inc 并持有加州高质量大麻提取物生产商Jetty 77%的股份 [6]

文章核心观点 - 美国总统表态支持通过联邦医疗保险为老年人提供大麻二酚 引发多只大麻股股价显著上涨 [1][2] - 星座品牌作为 canopy growth 的主要股东 为投资者提供了间接参与大麻行业的多元化途径 [3][4] - 星座品牌股票在2025年表现疲软 当前估值偏高但提供可观股息收益率 [5][6] 大麻股市场反应 - 受特朗普总统在社交媒体上推广大麻二酚健康益处的视频影响 主要大麻股出现大幅上涨 其中 Tilray Brands 飙升42% Aurora Cannabis 上涨25% Canopy Growth 上涨18% Cronos Group 上涨15% [2] - 尽管部分股票在后续交易日回吐涨幅 但星座品牌股价对此消息反应平淡 [2] 星座品牌与大麻行业关联 - 星座品牌通过其壳公司 Greenstar Canada Investment Limited Partnership 持有约2600万股 Canopy Growth 股票 持股比例约为14% [3] - 这些股份为可交换股票 可按1比1比例转换为普通股 尽管星座品牌于2024年退出董事会并将普通股转换为无投票权和非参与性的可交换股票 但其仍为 Canopy Growth 的主要股东 [3] 星座品牌公司概况 - 星座品牌是美国第三大啤酒公司 同时生产高端葡萄酒和烈酒 旗下品牌包括科罗娜啤酒和金凯福葡萄酒 [4] - 公司市值为245亿美元 总部位于纽约州罗切斯特 [4][5] 星座品牌股票表现与估值 - 星座品牌股票在2025年表现不佳 年内下跌37% 较52周低点仅高出5% [5] - 其表现逊于竞争对手 波士顿啤酒公司2025年下跌26% 摩森康胜下跌20% [5] - 公司当前市盈率为46.4倍 高于其10年历史中位数25.8倍 估值偏高 [5] 星座品牌股息信息 - 公司提供3%的股息收益率 显著高于行业平均1.9%的收益率 [6] - 下一次股息支付日为2025年11月13日 股权登记日为2025年10月30日 [6]

Canopy Growth Corporation (CGC) ended the recent trading session at $1.36, demonstrating a -1.45% change from the preceding day's closing price. The stock fell short of the S&P 500, which registered a gain of 0.06% for the day. Elsewhere, the Dow saw an upswing of 0.17%, while the tech-heavy Nasdaq appreciated by 0.39%. Coming into today, shares of the company had lost 1.43% in the past month. In that same time, the Medical sector gained 5.06%, while the S&P 500 gained 3.94%. The investment community will b ...

Since August, the cannabis sector has been gaining momentum as the policy shift towards cannabis appears to be turning in a positive way, supported by President Trump’s comments regarding rescheduling and post promoting medical cannabis. One company thatAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and in ...

These three cannabis companies offer different ways to play an industry that's down by 80% from its peak, but showing signs of life.The cannabis sector remains one of the most challenging areas to invest in successfully. The space is volatile, highly regulated, and filled with companies that have yet to demonstrate that they can produce long-term profitability. At the same time, the potential for policy changes, endorsements of cannabis for medical or wellness uses, and renewed investor interest keep the in ...