U.S. Cannabis Earnings Calendar
1. Seasonality In Winding To An End
While the length of any “Croptober” effect varies upon the bounty of the year’s harvest, the effect generally does not last through March of the following year—just in time for the rollover in the fiscal quarters of many reporting U.S. cannabis companies. Thus is practicality, pricing power and margins tend to improve for reporting companies as cannabis inventories draw down. For the next couple of quarters, anyway.
2. New Jersey To Add Significant Revenue To The Topline Of Several MSOs
According to MJBizDaily, New Jersey is poised to become one of the largest on the East Coast with annual sales projected to top $2 billion within a few years.
The next New Jersey Cannabis Regulatory Commission meeting is expected on May 24 (with 5 additional meetings scheduled in 2022), where it possible that additional retail licenses could be granted.
3. Has Peak Inflation Arrived?
While it’s too early to determine whether peak inflation has arrived, there are signs we may have seen the worst of its deleterious effects on consumer spending.
And according to Business Insider, the Dallas Fed’s trimmed-mean price index, which excludes the wildest price swings each month and averages the remaining price changes, is rapidly decelerating. One-month trimmed-mean PCE inflation slowed to a 3.1% annual pace from the 4.0% jump seen in February. The measure suggests inflation actually peaked in January, when trimmed-mean inflation hit a one-month annual rate of 6.3%.
While a rise in interest rates is a net negative for consumer spending, if the tradeoff is reduced inflation, it should have a positive effect at the dispensary level. As a quasi consumer discretionary product (with consumer staples characteristics), high inflation serves to dampen cannabis demand as it competes with other discretionary goods in the consumer spending hierarchy.
If indeed the economy has reached peak inflation, a significant headwind should gradually alleviate throughout the course of the year.
This article was originally published on The Dales Report and appears here with permission.
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
To add Benzinga News as your preferred source on Google, click here.
