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12 Articles

MedMen

North American Large LP/MSO Peer Comparisons: Gross Margin %, Sales required to Breakeven on Net Operating Profit and EBITDA

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

Since we have all of the March 31, 2019 reporting in... I thought I would provide the latest peer comps. read more

US Tier 1 LP’s: Income Statement Drivers and Implied Breakeven – Latest reported Q

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine where MSO's stand today and what they would need to achieve sales-wise read more

We finally have stand alone Q's to look at for many of the large US MSOs. This will start to help determine read more

US Tier 1 LP’s: Implied Breakeven to + EBITDA

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and any "Other Income/Expenses". Interesting to reflect back on the Gr read more

Adjusted Earnings Before Interest Taxes Depreciation and Amortization and IFRS voodoo on Gain on Bios and read more

US Tier 1 LP’s: Implied Breakeven to + Net Operating Profit

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly earnings reports from recently public US MSOs, we can start doing Pee read more

As we finally start getting "clean" (eg. with no need to back-out 9 month YTD from Annual Reports) Quarterly read more

US Peer Gross Margin & US and CDN Peer Gross Margin

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from MashUp Podcast, Live From Lift, and Video from WE Cann), I thought I woul read more

As we have been busy last week with Lift Expo 2019 (and we will have a TON of content on the way from Mas read more

Trend Analysis: US LP’s Selling, General & Administration Expenses & Share Based Compensation as % of Sales

Since Trulieve doesn't have a trend I have also given you MedMen read more

Since Trulieve doesn't have a trend I have also given you MedMen read more

PEER Comparisons US: Selling, General and Administration Expenses plus Share Based Compensation

Time to start unrolling the SGA and SBC figures for our US Peer Base. This is the last reported Q for each. I will move on to individual trends Monday. . read more

Time to start unrolling the SGA and SBC figures for our US Peer Base. This is the last reported Q for each. read more

MedMen – Q2F19 Income Statement Drivers & Implied Breakeven

Below please find Peer and Trend for MMEN. Note: Given they do not provide a schedule of G&A [where the following costs are presumably buried], my adjusted EBITDA does d read more

Below please find Peer and Trend for MMEN. Note: Given they do not provide a schedule of G&A [where read more