Episode Details

What does the cannabis industry actually look like heading into 2026 — once the noise fades and the data sets in?In this first TDR Weekly Recap of 2026 presented by Flowhub, host Shadd Dales steps back to frame where the cannabis sector truly stands after a turbulent but stabilizing 2025. This isn’t about chasing short-term stock moves. It’s about understanding how policy, capital discipline, and execution quietly reshaped the industry — and why that matters now.The episode breaks down why 2025 became less about survival and more about fundamentals. Across Canada and the U.S., companies moved away from expansion-at-all-costs strategies and refocused on profitability, balance sheets, and core markets. Canadian licensed producers leaned into operational discipline and international medical exports, while U.S. operators navigated a policy-heavy year that finally delivered forward momentum.A major focus this week is federal cannabis rescheduling. President Trump’s executive directive moved rescheduling from rumor to timeline. With Attorney General Pam Bondi now responsible for final execution, the conversation has shifted from “if” to “when” — a meaningful change for operators and investors alike.The recap also covers renewed but disciplined M&A activity, diverging state-level policy paths, fresh medical cannabis data out of the UK, and notable company updates from Tilray Brands (NASDAQ: TLRY), SNDL (NASDAQ: SNDL), and Curaleaf (TSX: CURA).#CannabisIndustry #CannabisNews #TDRWeeklyRecap #Cannabis2026 #CannabisPolicy #CannabisRescheduling #CannabisInvesting #CannabisMarkets #CannabisBusiness #FlowhubWant to see more Cannabis Reform videos?   • Inside the Final Steps of Cannabis Resched...     • Supreme Court Takes Cannabis Gun Case | TD...     • Former AG Bill Barr Enters Cannabis Resche...     • Inside the Politics of Rescheduling | TDR ...  Want to be updated on Cannabis, Small Cap, AI, and Crypto? Subscribe to our Daily Baked in Newsletter!https://newsletter.thedalesreport.com...Find us as well on Facebook, Twitter, Instagram, LinkedIn and on the Web:Facebook:   / thedalesreport  Twitter:

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