行业现状与前景 - 大麻行业目前处于持续下滑状态 但未来可能比现状更好 [1] - 尽管部分公司已实现盈利 但尚未对公开市场产生应有的积极影响 [1] - 美国几乎所有州和多个全球地区已实现大麻合法化 [2] - 加拿大作为主要市场 其公开市场正感受到行业影响 [3] 行业改革与发展 - 企业扩张和消费者需求增长可能推动行业向好发展 [2] - 联邦层面改革（如重新分类或银行改革）是行业实现高效合规的关键需求 [2] - 当前需保持开放态度 等待行业转折点的到来 [3] 重点公司动态 Trulieve Cannabis Corp (TCNNF) - 业务涵盖大麻种植、加工、制造及通过药房和送货上门的分销 [4] - 近期向SEC提交S-3表格的货架注册声明 用于注册基础招股说明书 [4] - 注册声明将在SEC接受后生效 具体证券条款将通过补充招股书明确 [6] - 计划于2024年8月6日举行Q2业绩电话会议 [6] Green Thumb Industries Inc (GTBIF) - 在美国从事医疗和成人用大麻产品的制造、分销和销售 [6] - 业务分为零售和消费品包装两大板块 [6] - 将于2025年8月6日公布Q2财务业绩 并于同日举行电话会议 [9] 市场关注标的 - 当前值得关注的大麻股包括Trulieve (TCNNF) 和 Green Thumb Industries (GTBIF) [5][7]

文章核心观点 - 公司宣布全面重启忠诚度计划 7月11日起旗下门店将匹配第三方广告价格 以提供最佳产品、体验和价格 [1] 分组1：忠诚度计划亮点 - 价格匹配保证 公司将在店内匹配可比产品的任何第三方广告价格 [7] - 所有会员享5折优惠 内华达州所有注册忠诚度计划的会员均可享受 注册免费且即时生效 [7] - 轻松达标 消费满100美元以上 即可自动获得下次购物5折优惠 [7] - 广泛适用 折扣几乎适用于店内所有产品系列 [7] - 星球13日 每月在全国范围内庆祝品牌及其忠实社区 有产品发布、赠品和互动装置等活动 [7] - 逆行日 在有31天的月份定期举办 活动有非凡惊喜和体验式活动 [7] 分组2：即将开展的活动和体验 - 公司围绕忠诚度打造生态系统 注重客户回馈、折扣和体验 目标是通过举办音乐会和文化活动让粉丝持续回流 [4] - 忠诚度计划和价格匹配保证7月11日生效 客户可在店内或线上免费注册 立即开始享受优惠和活动VIP权限 [4] 分组3：公司介绍 - 公司是垂直整合的大麻公司 在加州、内华达州、伊利诺伊州和佛罗里达州有种植、生产和药房业务 [5] - 公司拥有美国最大药房 位于拉斯维加斯 近期在拉斯维加斯开设首个消费休息室DAZED! 在伊利诺伊州沃基根开设首家药房 [5] - 公司在佛罗里达州运营33家药房 全国共有37个门店 目标是打造全球知名品牌 [5]

MIAMI, July 11, 2025 (GLOBE NEWSWIRE) -- AYR Wellness Inc. (CSE: AYR.A, OTCQX: AYRWF) (“AYR” or the “Company”), a leading vertically integrated U.S. multi-state cannabis operator, today announces that it has entered into an additional amendment to its previously disclosed Limited Waiver Agreement with the holders of a majority of its senior secured notes (the “Majority Holders”). This latest amendment extends the temporary waiver period to July 18, 2025, providing the Company with additional time and flexib ...

Dublin, July 11, 2025 (GLOBE NEWSWIRE) -- The "Legal Cannabis Market by Product Type, Sales Channel, Consumer Age, Consumer Gender, Price Tier, Potency - Global Forecast to 2030" has been added to ResearchAndMarkets.com's offering. The Legal Cannabis Market has experienced a significant evolution, growing from USD 33.52 billion in 2024 to USD 42.91 billion in 2025, and is projected to reach USD 144.18 billion by 2030, driven by a CAGR of 27.52%. This research report delves deeply into the factors propellin ...

Key Takeaways Cresco Labs' Q1 2025 sales fell 10% YoY to $165.8 million, reflecting sustained domestic market challenges. The company's adjusted gross margin slid 220 bps while EBITDA margin dropped to 22% from 28.8% YoY. CRLBF warns of a Q2 revenue dip tied to Illinois system changes despite ongoing expansion efforts.Although Cresco Labs (CRLBF) remains one of the leading vertically integrated multistate cannabis operators in the United States, it has been facing persistent challenges in the domestic mar ...

TORONTO and GLIL YAM, Israel, July 11, 2025 /PRNewswire/ -- IM Cannabis Corp. ("IMC" or the "Company") (Nasdaq: IMCC), a leading medical cannabis company with operations in Israel and Germany, is pleased to announce the filing and effectiveness of a shelf registration statement (the "Shelf Registration") on Form F-3 with the Securities and Exchange Commission ("SEC").The Shelf Registration will allow the Company to offer and sell, from time to time, up to an aggregate of $50 million of its common shares, wa ...

Buying shares of beaten-down companies only makes sense if there are good reasons to expect them to bounce back. If that's not the case, stocks that may look cheap and attractive aren't actually so. You should be careful to avoid catching falling knives.Let's consider two stocks that have significantly lagged the market in recent years but could still fall further: Canopy Growth (CGC -5.95%) and Novavax (NVAX 0.92%). 1. Canopy GrowthCanopy Growth emerged as a leader in the cannabis industry toward the end o ...

VANCOUVER, British Columbia, July 10, 2025 (GLOBE NEWSWIRE) -- Rubicon Organics Inc. (TSXV: ROMJ) (OTCQX: ROMJF) (“Rubicon Organics” or the “Company”), a licensed producer focused on cultivating and selling organic certified and premium cannabis, is pleased to announce that it will hold its Annual General and Special Meeting (the “Meeting”) of shareholders at 10:00 AM PT on July 31, 2025 in person at the Terminal City Club, 837 West Hastings Street, Vancouver, British Columbia, V6C 1B6, for the following pu ...

Top Cannabis Real Estate Stocks for July 2025: REITs with Strong UpsideCannabis REITs are gaining momentum this week as investors seek dividend-paying stocks with long-term growth potential. These companies lease properties to licensed cannabis operators, generating steady income for their shareholders. As the cannabis sector matures, real estate investment trusts provide stability and consistent payouts. The U.S. cannabis market is projected to reach over $45 billion by the end of 2025. Annual growth rates ...

TORONTO, July 10, 2025 (GLOBE NEWSWIRE) -- TerrAscend Corp. ("TerrAscend" or the "Company") (TSX: TSND) (OTCQX: TSNDF), a leading North American cannabis company, today announced that it will host a scheduled conference call to discuss the results for its second quarter ended June 30, 2025 on Thursday, August 7, 2025 at 5:00 p.m. Eastern Time. The Company will report its financial results for the second quarter 2025 the same day after market close. CONFERENCE CALL DETAILSDate:Thursday, August 7, 2025Time:5: ...