Core Insights - Village Farms International, Inc. reported strong financial results for Q2 2025, highlighting record profitability levels since entering the cannabis sector in 2017, with significant growth in adjusted EBITDA and net income [3][4][9]. Financial Performance - Consolidated net sales increased by 12% to $59.9 million from $53.6 million year-over-year [4][9]. - Consolidated net income was $26.5 million, or $0.24 per share, compared to a net loss of $23.5 million, or ($0.21) per share in the prior year [4][9]. - Adjusted EBITDA from continuing operations reached $17.1 million, representing 28.6% of sales, marking a significant increase from $2.9 million in the previous year [4][9]. - Canadian cannabis adjusted EBITDA surged by 146% year-over-year, reflecting successful margin improvement initiatives [4][9]. Strategic Developments - The company completed a transformative transaction on May 30, 2025, privatizing certain assets and operations of its Produce segment, receiving $40 million in cash and a 37.9% equity interest in Vanguard Food LP [2][4]. - The privatized operations are now classified as discontinued operations, with financial results adjusted for comparative periods [2][4]. - Village Farms maintains a top three market share position in Canada and the number one position in dried flower sales year-to-date through July 2025 [8]. Operational Highlights - The company has commenced sales in the Netherlands' adult-use market and is expanding its cannabis cultivation capacity in Canada and the Netherlands [3][4]. - International medical export sales increased by 690% year-over-year, driven by new customer relationships and increased sales from existing customers [14][20]. - The company achieved a gross margin of 39%, up from 26% in the previous year, primarily due to the increase in international sales [4][9]. Future Outlook - Village Farms anticipates continued profitable growth in 2026 and beyond, supported by capacity expansion projects and a strong balance sheet [3][4]. - The company plans to leverage its experience in controlled environment agriculture to capitalize on emerging cannabis opportunities globally [18][20].

Industry Overview - The U.S. cannabis industry is projected to be valued at over $34 billion in 2024 and could reach $57 billion by 2030, indicating significant growth potential [1] - Despite short-term volatility, marijuana penny stocks are attracting risk-tolerant investors, particularly in emerging markets and high-demand states [1] Legislative Developments - A major Senate committee has advanced a bill to expand cannabis banking access, which has renewed optimism and momentum in the sector [1] Company Strategies - Canadian cannabis producers are strategically positioning themselves for U.S. market penetration despite uncertain federal legalization [3] - Three notable Canadian cannabis stocks for U.S. expansion in August 2025 are Tilray Brands Inc. (TLRY), Canopy Growth Corporation (CGC), and Village Farms International Inc. (VFF) [5][3] Tilray Brands Inc. (TLRY) - Tilray operates a diversified cannabis and consumer packaged goods business, focusing on beverage and wellness markets, with products distributed in over 1,000 U.S. stores [4][6] - The company reported quarterly net revenue of $211 million, a 9% year-over-year increase, with gross profit climbing 29% to $61 million [7] - Cannabis revenue remained steady at $66 million, and the adjusted net loss narrowed to $2 million, indicating a balanced strategy supporting solid financial performance [8] Canopy Growth Corporation (CGC) - Canopy Growth focuses on branding and distribution through its Canopy USA platform, avoiding direct ownership of dispensaries to mitigate regulatory risks [9][11] - The company reported a 9% year-over-year decline in revenue, but core revenue grew by 3% when adjusted for divestitures, with a consolidated gross margin of 35% [12] - Canopy is in a transition phase, focusing on cost optimization and preparing for sustainable growth as U.S. legalization progresses [13] Village Farms International Inc. (VFF) - Village Farms operates as a greenhouse grower, supplying cannabis products to retailers and processors in the U.S. without owning dispensaries [14][16] - The company reported quarterly revenue of $77.07 million, with a trailing twelve-month revenue growth of over 12% year-over-year [17] - Despite operating at a net loss, Village Farms is focused on improving its financial position and operational efficiency, with Q2 2025 results anticipated for updates on margin improvements [18] Conclusion - Canadian cannabis companies are adapting to market conditions, with Tilray leading in diversified consumer brands, Canopy focusing on branding and cost efficiency, and Village Farms supporting the market through cultivation and wholesale supply [19][20]

Company to convert incremental 550,000 sq. ft. of advanced greenhouse to cannabis production Phased expansion plan expected to provide additional 40 tonnes of annual production once complete Increased capacity will support continued profitable growth in Canadian and International markets VANCOUVER, British Columbia, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Village Farms International, Inc. ("Village Farms" or the "Company") (NASDAQ: VFF) today announced that its Board of Directors has unanimously approved an inves ...

Company Overview - Village Farms International, Inc. is a large-scale, vertically-integrated supplier of high-value, high-growth plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [4] - The company has a strong foundation as a leading fresh produce supplier in the US and Canada, now focusing on high-growth cannabinoid opportunities internationally [4] Cannabis Operations - In Canada, the company's subsidiary Pure Sunfarms operates one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and is recognized as a low-cost producer [5] - Village Farms owns an additional 2.6 million square feet of greenhouse capacity in Canada for future expansion and holds an 80% stake in Rose LifeScience, a leader in cannabis product commercialization [5] - Internationally, the company exports medical cannabis from its EU GMP certified facility in Canada to markets including Germany, the UK, Israel, Australia, and New Zealand, and is expanding its export business [6] US Market Strategy - In the US, Balanced Health Botanicals, a wholly-owned subsidiary, is a leading CBD and hemp-derived brand and e-commerce platform [7] - Village Farms plans to enter the US THC market by leveraging its Texas-based greenhouse assets, which include 2.2 million square feet of existing greenhouse capacity and 950 acres of owned land for future expansion [7] Renewable Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, creates renewable natural gas from landfill gas, significantly reducing greenhouse gas emissions in Vancouver by 475,000 metric tons of CO2 annually [8] Joint Ventures and Investments - The company holds a 37.9% equity interest in Vanguard Food LP, a joint venture aimed at creating a premier branded CPG foods company through mergers and acquisitions [9]

Industry Overview - The current moment presents a significant opportunity for marijuana stock investors, as legal cannabis remains a volatile sector with multi-state operators (MSOs) and ancillary companies leading the market [1][2] - Despite a decline in the sector's overall value, certain companies continue to achieve gains, indicating ongoing progress within the industry [1] Investment Potential - Long-term investing in cannabis stocks is seen as a speculative opportunity, with the potential for better reform and market conditions over time [2] - Historical trends suggest that positive news regarding cannabis reform has previously led to improved trading conditions for investors [2] Canadian Marijuana Stocks - Canadian marijuana stocks are highlighted as potential investments, particularly during a period when the majority of the sector is undervalued [3] - Investors are encouraged to conduct thorough research and develop a strategic plan to capitalize on potential recoveries in the market [3] Company Highlights - **SNDL Inc.**: Engages in the production, distribution, and sale of cannabis products for the adult-use market in Canada, with Q2 2025 earnings set to be reported on July 31 [4][6] - **Aurora Cannabis Inc.**: Involved in the production and sale of cannabis products, recently announced a charitable initiative donating 5% of net profits from specific products to veteran organizations, with a cap of C$200,000 [9][10] - **Village Farms International, Inc.**: Known for its innovative packaging approach through its subsidiary Pure Sunfarms, which aims to enhance consumer experience in cannabis shopping [11][12]

Core Insights - Pure Sunfarms Corp. is the first licensed cannabis producer in Canada to introduce windowed packaging for its dried flower products, allowing consumers to see the product before purchase [1][2][3] - This packaging innovation is a response to recent regulatory changes from Health Canada, which now permits transparent containers and cut-out windows for dried flower packaging [2] - The new packaging aims to enhance consumer experience by allowing them to assess quality based on visual characteristics rather than solely on THC content [2][3] Company Overview - Pure Sunfarms is a leading cannabis producer in Canada, operating one of the largest cannabis facilities globally, with a focus on high-quality B.C. grown cannabis [4][7] - The company is recognized as a top-selling brand of recreational dried flower in Canada and produces popular cultivars like Pink Kush [5] - Pure Sunfarms is a wholly owned subsidiary of Village Farms International, Inc., which has extensive experience in Controlled Environment Agriculture and is expanding into high-growth cannabinoid opportunities [6][8] Market Position - Pure Sunfarms operates a greenhouse production facility of 2.2 million square feet and is noted as the lowest-cost producer in Canada [7] - The company has plans for future expansion with an additional 2.6 million square feet of greenhouse capacity [7] - Pure Sunfarms also exports medical cannabis to international markets and is involved in the commercialization of cannabis products through its subsidiary Rose LifeScience [8]

Core Insights - Pure Sunfarms Corp. has published significant research on THC potency variability in cannabis, emphasizing the need for improved labeling practices in the industry [1][3][4] Group 1: Research Findings - The study conducted by Village Farms Canadian Cannabis Research analyzed dried cannabis flower from commercial-scale production, revealing substantial THC level variations within individual plants and across different strains [2] - The research indicates that cannabis, being an agricultural product, exhibits natural variability influenced by environmental factors, challenging the notion of a fixed THC percentage as a quality measure [3] Group 2: Industry Implications - Current Canadian regulations require a single THC percentage on cannabis packaging, which the study suggests misrepresents the actual cannabinoid content experienced by consumers [3] - The findings provide a basis for evidence-based policy discussions and potential regulatory changes in the cannabis industry [3] Group 3: Company Overview - Pure Sunfarms is a leading cannabis producer in Canada, operating one of the largest cannabis facilities globally, with a focus on high-quality B.C. grown cannabis [5][8] - The company is recognized for its popular cultivars, including Pink Kush, and maintains EU GMP certification for international medicinal market exports [6][8] Group 4: Future Growth and Expansion - Village Farms, the parent company of Pure Sunfarms, is expanding its cannabis operations internationally, targeting markets with significant growth potential and exporting medical cannabis to countries like Germany and Australia [9] - The company also plans to enter the U.S. THC market, leveraging its greenhouse assets in Texas for future expansion [10]

Industry Overview - The cannabis industry is experiencing a turbulent period characterized by intense pullbacks and ongoing federal uncertainty, but solid long-term trends may drive major returns for patient investors [1] - Ancillary industries such as cannabis real estate, biotech, and consumer wellness are expected to benefit from the broader ecosystem expansion, making marijuana stock investing appealing as it offers exposure to an emerging, recession-resistant industry with high growth potential [2] Investment Opportunities - Multistate operators (MSOs), cannabis ETFs, REITs, and ancillary marijuana companies are positioned to see significant upside despite the volatility expected in 2025 [3] - The long-term investment case for marijuana stocks remains strong, and investors are encouraged to plan and strategize while weighing risks and rewards [3] Company Highlights - **Village Farms International, Inc. (NASDAQ: VFF)**: Recently regained compliance with Nasdaq's minimum closing bid price requirement of US$1.00 per share [6] - **SNDL Inc. (NASDAQ: SNDL)**: Reported Q1 2025 earnings with net revenue of US$204.914 million, a 3.6% increase from 2024, and gross profit of US$56.641 million, a 12.4% increase [11] - **High Tide Inc. (NASDAQ: HITI)**: Expanded its retail presence with the opening of two new Canna Cabana locations, bringing its total to 202 locations across Canada [13]

Core Viewpoint - Village Farms International has regained compliance with Nasdaq's minimum closing bid price requirement, indicating a positive development for the company's stock listing status [1] Company Overview - Village Farms is a large-scale, vertically-integrated supplier of high-value, plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [2] - The company has established itself as a leading fresh produce supplier in the US and Canada, now focusing on high-growth cannabinoid opportunities internationally [2] Cannabis Operations - In Canada, Pure Sunfarms, a wholly owned subsidiary, is one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and recognized as a low-cost producer [3] - Village Farms owns an additional 2.6 million square feet of greenhouse capacity in Canada for future expansion and holds an 80% stake in Rose LifeScience, a leader in cannabis product commercialization [3] International Expansion - The company is targeting legal cannabis opportunities internationally, exporting medical cannabis from its EU GMP certified facility in Canada to markets such as Germany, the UK, Israel, Australia, and New Zealand [4] - In Europe, Leli Holland, a wholly-owned subsidiary, holds one of ten licenses to grow and distribute recreational cannabis within the Dutch Coffee Shop Experiment [4] US Market Strategy - In the US, Balanced Health Botanicals, a wholly owned subsidiary, is a leading CBD and hemp-derived brand, with plans to enter the US THC market leveraging its Texas-based greenhouse assets [5] - The company has 2.2 million square feet of existing greenhouse capacity and 950 acres of owned, unoccupied land for future expansion in the US [5] Clean Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, generates renewable natural gas from landfill gas, significantly reducing greenhouse gas emissions in Vancouver [6] - This initiative is equivalent to removing over 100,000 vehicles from the road or powering 51,300 homes for a year [6] Joint Ventures - The company holds a 37.9% equity interest in Vanguard Food LP, a joint venture aimed at creating a premier branded CPG foods company through mergers and acquisitions [7] - Vanguard Food LP plans to acquire additional produce assets and operations with the support of private investment partners [7]

Core Insights - The transaction has established Vanguard Food LP as a new leader in the North American produce industry, backed by private investment firms [1][2] - The joint venture aims to leverage its expertise in cultivation, sales, and distribution to create a premier branded CPG foods company focused on healthy lifestyles and sustainable practices [2][4] Company Overview - Vanguard Food LP is a joint venture between Kennedy Lewis Investment Management, Sweat Equities, and Village Farms International, operating 80 acres of advanced greenhouse facilities in Texas and sourcing from an additional 385 acres [4] - The company plans to pursue a roll-up strategy to acquire other produce assets and expand its product offerings through mergers and acquisitions [2][4] Strategic Vision - The leadership of Vanguard believes there is a significant opportunity to meet the growing consumer demand for healthier food alternatives, positioning the company for future growth [3] - The partnership is expected to enhance resources for innovation and value creation for customers, marking a new era for Village Farms' legacy produce business [3][4] Investment Management Background - Kennedy Lewis Investment Management manages over $28 billion across various private funds and investment vehicles, indicating strong financial backing for Vanguard [5] - Sweat Equities focuses on health and wellness investments, with approximately $100 million in invested capital across multiple funds, emphasizing its commitment to the food and beverage sector [6][7]