Cannabis Earnings Preview: Trulieve, Green Thumb and Curaleaf Are On Deck | TTB Presented by Flowhub

On the latest Trade To Black, presented by Flowhub, hosts Shadd Dales and Anthony Varrell are joined by Adam Stettner, founder and CEO of FundCanna, the largest dedicated working-capital provider in regulated cannabis — for a look at what the first prints of the post-rescheduling era are actually telling us.Jushi got out early, and its quarter reads like a template for the cohort reporting next week. Revenue up 10%. Wholesale up 68% to an all-time high. Retail up just 4% — on units up 11.4%, a spread that says everything about where pricing is headed. And a $6.4 million discrete 280E tax benefit worth roughly nine times the company's entire quarterly operating income.We break down what that means for the rest of the group. Why strength in Ohio and Virginia should read through to Green Thumb, which holds seven Virginia dispensaries and an early Ohio position, and why the same tailwinds land very differently on a balance sheet with $274 million in cash versus one carrying $219.8 million in debt. Why the Trulieve story runs through the tax line and Florida's hemp market rather than the Virginia build. And what happens after November 12, when the federal hemp redefinition finally forces every state to pick a side.Then we get to Adam's side of the table: who's financing the wholesale surge, what days-sales-outstanding looks like across the supply chain right now, whether rescheduling actually changes how cannabis credit gets underwritten, and what a refinancing conversation sounds like for a mid-cap MSO in this tape.Volume is growing. Price is not. Somebody has to fund the gap.#TradeToBlack #Cannabis #CannabisNews #CannabisStocks #CannabisInvesting #MSO #EarningsSeason #Rescheduling #280E #FundCanna #Flowhub #Jushi #GreenThumb #Trulieve #cannabisindustry Want to see more Cannabis Reform?🎬    • Hemp Could Be Taxed Higher Than Alcohol | ...  🎬    • Does This Hemp Bill Actually Fix Anything?...  🎬    • Cannabis Support Didn’t Drop — Here’s What...  Want to stay updated on Cannabis, Small Cap, AI, and Crypto?Subscribe to our Daily Baked newsletter:https://newsletter.thedalesreport.com...Find us on social media and podcast platforms:✅ Facebook:   / thedalesreport  ✅ Twitter:   / thedalesreport  ✅ Instagram:   / dalesreport  ✅ LinkedIn:   / the-dales-report  Apple Podcasts: https://tinyurl.com/TDRTradetoBlackon...Spotify: https://tinyurl.com/TDRTradeToBlackon...Website: https://thedalesreport.com/For copyright matters, contact:[email protected] Disclaimer (Financial Interests)The views and opinions expressed in this podcast are those of the hosts and guests and do not necessarily reflect the official policy or position of any company, organization, or employer. The content is provided for informational and entertainment purposes only and should not be taken as financial, investment, or legal advice.The hosts and/or guests may hold positions in the companies, stocks, or financial instruments discussed during the show. These holdings should not be considered endorsements or recommendations to buy or sell any securities. Listeners are encouraged to do their own research or consult with a qualified financial advisor before making any investment decisions.By listening to this podcast, you agree that the hosts, guests, and producers are not liable for any decisions made based on the information discussed.Full Disclosures: https://thedalesreport.com/website-te...