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Organigram & Curaleaf Earnings: What Cannabis Investors Need to Know

Organigram & Curaleaf Earnings: What Cannabis Investors Need to Know

Published 1 year, 1 month ago
Description

Shadd Dales and Anthony Varrell sit down with two of the biggest names in the cannabis industry: Beena Goldenberg, CEO of Organigram (NASDAQ: OGI), and Boris Jordan, Executive Chairman of Curaleaf (OTCQX: CURLF).Beena breaks down what’s behind Organigram’s record-setting quarter — with revenue hitting $65.6 million, fueled by the Motif Labs acquisition and strong growth overseas. She also dives into their push into the hemp-derived beverage market, what’s next for their partnership with BAT, and how they’re positioning themselves in both Canada and Europe as the global cannabis landscape evolves.Then, we go stateside with Boris Jordan. He unpacks Curaleaf’s Q1 performance — $310 million in revenue and improved margins — and gives us a real look at how the company is navigating market headwinds. We also get his take on the booming hemp THC space, and he doesn’t hold back on New York’s $15 million licensing fee, calling it a major hurdle for growth.It’s a timely conversation as investors weigh the impact of federal rescheduling, the rise of hemp, and shifting political winds under the Trump administration.0:00:00 Intro0:00:24 Cannabis Industry Overview0:01:27 Hockey Playoffs Beena Goldenburg Interview0:03:07 Organigram Earnings Report0:08:00 London Facility Strategy0:11:07 International Market Expansion0:14:38 Market Share Defense0:17:13 Hemp-Derived THC Beverages0:19:28 Political Landscape and Excise TaxBoris Jordan Interview0:22:14 - Curaleaf's Q1 2025 earnings0:27:10 - Florida market & brand developments0:29:52 - Marketing campaign ideas0:30:42 - Curaleaf's International market expansion0:32:14 - EU GMP certified Vape product development0:39:38 - Debt restructuring and refinancing plans0:42:50 - Hemp Store conversion in Florida0:56:32 - New York Market Challenges1:07:15 - Hemp-driven Federal legalization1:11:18 - Overall industry outlook

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