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Green Thumb Industries (GTII) investor relations material
Green Thumb Industries Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Industry overview and market trends
THC has become a mainstream consumer category, with projected U.S. cannabis market size reaching $100B by 2030, comparable to beer and tobacco industries.
Generational shifts show younger consumers choosing THC over alcohol, with daily or near-daily THC use surpassing alcohol in key age groups.
Alcohol consumption in the U.S. is at historic lows, and negative perceptions of alcohol are rising across all generations.
Company positioning and leadership
Recognized as the category leader with the #1 dollar share nationally and the largest revenue among U.S. peers as of 1Q 2026.
Operates a diversified portfolio of leading brands, including RYTHM, incredibles, Dogwalkers, Beboe, Señorita, and Doctor Solomon's.
Maintains a strong retail presence with over 120 RISE dispensaries and 1.8M loyalty members, leveraging vertical integration for margin expansion.
Founder-led management team with significant ownership and a track record of disciplined execution since 2014.
Financial performance and strength
Cashflow positive since 2020, with $1.2B revenue and $295M cashflow from operations in 2025.
Industry-leading 31% EBITDA margin and $284M cash on hand as of June 2026.
Over $200M in share buybacks since 2023, representing approximately 13% of the company.
Consolidation of RYTHM, Inc. results from October 2026, increasing ownership to over 49.99%.
- Q2 revenue up 5% to $307M, strong cash flow, and robust share repurchases.GTII
Q2 2026 - All proposals passed, with strong financials and strategic focus on regulatory and brand growth.GTII
AGM 2026 - Cannabis market growth and brand leadership drive strong financial results and national expansion.GTII
Investor presentation - Cannabis market growth and brand leadership drive robust revenue and EBITDA performance.GTII
Investor presentation - Q1 2026 revenue up 7.5% to $300.2M, strong cash flow, and expanded share buybacks.GTII
Q1 2026 - Revenue rose 3.4% in 2025, with strong cash flow and retail expansion offset by margin pressure.GTII
Q4 2025 - Q2 revenue up 4.7% to $293.3M, but margins pressured by price compression and regulatory headwinds.GTII
Q2 2025 - Q3 revenue up 4% to $287M, Adjusted EBITDA margin 31.1%, strong cash flow and liquidity.GTII
Q3 2024 - Revenue up 1.4% to $280M, but net income and margins declined amid price compression.GTII
Q1 2025
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Next Green Thumb Industries earnings date
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