GrowGeneration (GRWG) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.08. This compares to loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -25%. A quarter ago, it was expected that this company would post a loss of $0.10 per share when it actually produced a loss of $0.14, delivering a surprise of -40%. Over the last four quarters, the company has not been ab ...

业务重组与战略调整 - 公司实现了业务重组,将业务划分为种植和园艺以及存储解决方案两大板块[112][113][114] - 公司实施了战略重组计划,关闭和整合了19家冗余或业绩不佳的零售门店,预计将带来约1200万美元的年度成本节约[122] - 公司同时也在探索存储解决方案业务的战略机会[123] 财务表现 - 第二季度净销售额为5.35亿美元,同比下降16.3%,主要由于种植和园艺板块销售下滑[132][133][134] - 自有品牌产品销售占种植和园艺板块的比重从23.7%提升至21.5%,消费品销售占比也从69.7%提升至73.0%[133] - 净销售额下降16.0%至1.014亿美元[143] - 毛利润下降19.9%至2,678.5万美元[148] - 毛利率下降130个基点至26.4%[149] - 营业费用下降9.4%至4,273.1万美元[150] - 其他收益下降34.2%至130.6万美元[153] - 调整后EBITDA亏损401.4万美元[155] - 种植和园艺分部销售额下降14.8%至8,920万美元[144] - 存储解决方案分部销售额下降24.2%至1,220万美元[146] - 种植和园艺分部毛利率下降160个基点至23.7%[149] - 存储解决方案分部毛利率提升260个基点至46.9%[137] 资金状况 - 公司截至2024年6月30日的营运资金为1.054亿美元，较2023年12月31日的1.165亿美元减少1,120万美元[157] - 公司截至2024年6月30日的现金、现金等价物和有价证券为5,600万美元[158] - 公司可能需要通过股权发行和/或债务融资来继续扩大业务[159] - 公司于2024年3月20日授权了一项6,000万美元的股票回购计划,截至2024年6月30日已回购1.7百万股,平均价格为2.39美元/股[160,161] - 2024年上半年经营活动产生的净现金流出为400万美元,较2023年同期的7.4百万美元净流入有所下降[163] - 2024年上半年投资活动产生的净现金流入为6.2百万美元,主要是到期的有价证券[164] - 2024年上半年筹资活动产生的净现金流出为4.3百万美元,主要用于股票回购[165] 主营业务 - 种植和园艺板块是公司的主营业务,销售各类水培和有机园艺产品,包括自有品牌和非自有品牌产品[115][116][117] - 存储解决方案板块提供定制化的存储解决方案,服务于农业、零售、仓储等多个行业[118][119]

The Zacks Agriculture - Products industry will benefit from the stable demand for food, supported by an increasing population. Rising consumer awareness regarding food ingredients and the preference for healthier options will drive industry expansion. Alternative and innovative agricultural technologies, such as hydroponics and vertical farming, are expected to serve as significant growth drivers due to their inherent advantages.Companies like Bunge (BG) , West Fraser Timber Co. (WFG) , GrowGeneration (GRWG ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2024 GROWGENERATION CORP. (Exact name of registrant as specified in its charter) | --- | --- | --- | |------------------------------|--------------------------|---------------------| | Colorado | 333-207889 | 46-5008129 | | (State or other jurisdiction | (Commission File Number) | (I.R ...

3 Marijuana Stocks For Investors To WatchFinding the best marijuana stocks to buy in today’s market takes a proper strategy. With all that is going on in the cannabis sector knowing when to buy or sell becomes the concern. Even if you see your shares rise a bit with how volatile most cannabis stocks can be what if the price goes higher? But what if your shares drop from the price you bought your shares or what if they do not move up or down at all?There is much to consider when looking to invest in pot stoc ...

Darren415 I have written about GrowGeneration Corp. (NASDAQ:GRWG) a couple of times over the past seven months. In early December, I warned investors to avoid the stock. I followed up four months ago with an explanation for why I had added it to my model portfolio. I have been following the stock since the company went public in 2016, and I am long it again in my model portfolio as of June 20th. The next day, I named it a Top Pick again. The other two times produced big gains: Seeking Alpha Today, I am expl ...

Here Are Marijuana Stocks To Watch In The Stock MarketMarijuana stock investors use various tactics when investing in a company. The cannabis sector overall tends to react the same no matter the reason. For example, when positive news on reform is released often the entire sector begins to rise creating a seller market. Yet as many know there have been more volatile down trends than upward trading. When there is a price drop the sector becomes buyers market. The system of what marijuana stocks to invest in ...

Ready To Buy The Best Marijuana Stocks? The cannabis sector is being hit with a large amount of speculative trading. Much of this is done based on the future of laws and regulations. Especially with the DEA's recent agreement to reschedule cannabis to class 3 narcotics. Yet with the long-fought battle with reform, people have better insight into how to prepare. So for instance, if you are an investor you would search for the best marijuana stocks to buy at the best entry point. Cannabis stocks trade with la ...

How Will The Marijuana Stocks Trade After Being RescheduledMarijuana stock investors are keeping focused on the future of the industry. With the potential shift in the scheduling of cannabis, people want to be prepared. There is a bit of uncertainty about what will happen when cannabis gets rescheduled. Many worry that it will negatively impact legal operators and various niches in the industry. However, when news first surfaced there was a bit of an uproar and a rise in momentum for marijuana stocks.But si ...

财务数据和关键指标变化 - 第一季度收入为4790万美元,较2023年同期下降约16% [23] - 同店销售额为3820万美元,较2023年同期下降1% [24] - 毛利率为25.8%,较2023年第四季度环比提升约230个基点 [26][27] - 净亏损880万美元,较2023年同期亏损610万美元有所扩大 [33] - 调整后EBITDA亏损290万美元,较2023年同期亏损180万美元有所扩大 [34] - 现金及等价物为6130万美元,较2023年末减少360万美元 [35] 各条业务线数据和关键指标变化 - 园艺和种植业务收入占比为89.9%,较2023年同期下降 [23][25] - 存储解决方案业务收入为480万美元,较2023年同期下降37.9% [25] - 存储解决方案业务毛利率约为43% [26][27] 各个市场数据和关键指标变化 - 加利福尼亚市场表现强劲,公司在该市场获得了大量新业务 [59] - 密歇根市场也表现良好,但俄克拉荷马和马萨诸塞市场较为疲软 [59] 公司战略和发展方向 - 公司将继续专注于拓展自有品牌组合、扩大客户群体和通过严格成本控制及毛利率提升来优先考虑盈利能力 [10] - 自有品牌销售占比达22.6%,创历史新高,未来目标为30%-40% [55] - 公司正积极寻求进入温室苗圃和花卉垂直市场的机会 [13] - 公司正在开发B2B门户网站,以增强客户的连接性和便利性 [14] 管理层对经营环境和未来前景的评论 - 管理层对2024年全年业绩保持信心,维持此前发布的收入和调整后EBITDA指引 [19][36] - 管理层认为大麻从1类药物降级到3类将为客户提供更多资金投入业务发展,从而带来更多机会 [15][16][17] - 管理层表示公司正在积极评估大麻监管变化对业务的影响,并将在未来的财报会议上提供更多信息 [17] 问答环节重要的提问和回答 问题1 **Brian Nagel 提问** 对于大麻从1类药物降级到3类的监管变化,公司预计会带来多大的正面影响? [42] **Darren Lampert 回答** 公司预计这一变化将为客户节省约15亿至20亿美元的税收成本,使他们能够重新投资于设施升级和新产品开发,从而带来更多机会 [43][44] 问题2 **Scott Fortune 提问** 公司自有品牌的毛利率情况如何,未来目标占比是多少? [53][54] **Darren Lampert 回答** 自有品牌毛利率一般在40%-50%之间,未来目标占比为30%-40% [55][56] 问题3 **Mark Smith 提问** 公司如何权衡未来的资本配置,是否会继续投资门店、品牌还是股票回购? [75][76][77][78][79][80] **Darren Lampert 回答** 公司将从五个方面进行资本配置:1)投资于供应链、分销和B2B门户; 2)投资于新品牌和产品开发; 3)为客户提供更多信贷支持; 4)启动6000万美元的股票回购计划; 5)保持对潜在收购的关注 [76][77][78][79][80]