Tier 2 Cdn LP’s Peer Comparisons: Income Stmt Drivers & Implied Breakeven Sales

I used this graph in "Hexo in Pictures" post, but in case you skipped it because you are not interested in Hexo... I thought I would re-post. I will be posting Trend Analysis per LP against these metrics hereafter, so I wanted to ensure the Base Peer Comparison has been highlighted for you. I will also be swapping HIP out given the Hexo acquisition [take note of HIP EBITDA as this will stack into Hexo in the first few Q's unless they slash duplication - it is before Rec, so keep that in mind. I'll add HIP latest Q once released and before removing…

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HEXO Q2F19 Jan 31, 2019 in Pictures

I thought I would try to tell the story of Hexo Q2 in pictures. Income Statement Drivers and Implied Breakeven TREND. Income Statement Drivers and Implied Breakeven PEER. Gross Margin % TREND & PEER Tier 2 LPs. Gross Margin Peer Comparison Latest Q - Full Peer Group TREND Analysis SGA & SBC as % of Sales. PEER Analysis SGA & SBC as % Sales. PEER: Implied Breakeven Sales divided by Current Sales. PEER: Implied Breakeven Sales to +EBITDA divided by Current Sales.

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