The Trees N Clouds Daily Market for Monday: hemp THC heads to court, MSOs bounce, and two ways to win the shelf.
Download the video (MP4, 5 MB)
What's in today's video
News: Hemp THC is being squeezed in at least five states at once. Hemp businesses filed a federal lawsuit against Illinois's new hemp THC law, Missouri's attorney general is cracking down on unlicensed sales, and the FDA is nine months late on its hemp guidance. #VillageFarms ($VFF) reported record Q3 cannabis sales of $55M, and #SNDL ($SNDL) received EU-GMP certification for its Atholville facility.
Markets: On Friday #GreenThumb ($GTBIF) jumped 8.5% to $6.78, and #MSOS rose 2.7% to $4.24. #CanopyGrowth ($CGC) fell 3.6% to $0.65 after touching a 52-week low, on the same day it reported 22% revenue growth. #Organigram ($OGI) slid 5.7%.
Shelves: #GoodTide averages about 213 doors per state across just 16 states. #Puffco reaches a similar number of stores, spread across 50 states and provinces. #WYLD leads on total reach with 5,921 doors in 40 states.
Breadth or depth: which wins as new states open?
Stock moves are correlations, not proof of cause. Not investment advice. Shelf data: Trees.Cloud menu data, snapshot Nov 7, 2026.
Download the slides
Every slide from today's video is free to download and share, with credit to Trees N Clouds.
- Slide 1: Intro (PNG)
- Slide 2: Cannabis news (PNG)
- Slide 3: Cannabis stocks (PNG)
- Slide 4: The Shelf Report (PNG)
- Slide 5: Eighth Prices (PNG)
Transcript
This is the Trees N Clouds Daily Market, for Monday, November ninth.
Hemp THC is being squeezed in at least five states at once. Hemp businesses sued Illinois in federal court, Missouri's attorney general is cracking down, and the FDA is nine months late on its hemp guidance. On the business side, Village Farms posted record cannabis sales of fifty-five million dollars.
On Friday, Green Thumb jumped eight and a half percent, and MSOS rose two point seven. Canopy fell three point six percent to a fifty-two-week low, on the same day it reported twenty-two percent revenue growth. Not investment advice.
On the shelf, Good Tide averages about two hundred thirteen doors per state across just sixteen states. Puffco reaches a similar number of stores, spread across fifty.
So, breadth or depth: which wins as new states open?
#cannabis #cannabisindustry #cannabisstocks #cannabisretail #hemp #GTBIF #CGC #VFF #OGI
