Canopy Growth (CGC): The $11M medical inventory purge & Storz & Bickel's reset [Q4 2026]

Canopy Growth's Q4 2026 revealed that capturing Canada's top medical market spot came with a brutal, immediate profitability hangover.In ~10 minutes ⏱️:• The $10.7M inventory purge triggered by the MTL Cannabis acquisition.• Why the Storz & Bickel vaporizer division took a $61M impairment.• How VA reimbursement cuts forced an immediate rewrite of pricing strategies.• Closing the Kelowna cultivation facility to centralize output and cut costs.• Management's explicit warning for slower revenue growth in H1 2027.Despite shedding physical assets and pivoting away from ultra-premium vaporizers, Canopy exited the quarter with a strong $131 million net cash position. The post-earnings market reaction was entirely flat as investors weigh the short-term pain of restructuring against management's promise of adjusted EBITDA profitability next year.Canopy Growth Corporation (CGC) | Q4 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.