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Harvesting Adult-Use Opportunities With AYR Wellness With CEO David Goubert
Manage episode 437098222 series 3518505
Higher Exchanges द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Higher Exchanges या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
The rescheduling process got extended with the announcement of the ALJ hearing on December 2nd. The show starts by discussing whether this is categorically bearish or if going through a more thorough process may yield a net benefit. Jesse and Morgan debate whether this impacts the broader thesis and the types of companies you should own.
David Goubert, CEO of Ayr Wellness, joins the show about twenty minutes in and shares their perspective on the ALJ hearing. The conversation transitions into AYR's 2Q24 results and steps they can take to drive more revenue and boost margins.
AYR operates 94 dispensaries, and 76 (80%) are in states that may soon transition to adult-use sales. David gives his thoughts on opportunities in Ohio, Pennsylvania, and Florida, where AYR operates 65 stores. Finally, the guys talk about the intoxicating hemp market and how AYR may approach this emerging category.
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