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These dispensaries are also growing fast, and the company increased its footprint by more than tripling this number between 2022 and 2023

  These dispensaries are also growing fast, and the company increased its footprint by more than tripling this number between 2022 and 2023 . Now they have 10 facilities able to distribute, which are also strategically located nearby the cultivation and manufacturing facilities. Most of the additions took place through strategic M&A which, given the conservative valuations of 2022-2023, is also probably a cheaper option than building. The turning point: Revenue growth and profitability One of the other positives of Glass House is its economics . Indeed, despite its relatively small scale, they are able to keep production costs very contained. The cost per LB was $127 in 2022 and is guided at $120 for 2023. The average cost in the US is between $150 and $250, so Glass House is very competitive on this side. The other positive news is also seeing the real execution skills at work: the production costs came down significantly in the last years as a result of scaling.

Glass House Brands: A Successful Story At An Inflection Point

  Glass House Brands: A Successful Story At An Inflection Point Glass House Brands (OTC:GLASF) is a cannabis producer and distributor operating in California.  We think that their strategy and proven execution make this player a good pick for acquiring some exposure to this growing and changing trend. Also, the relatively early stage of the company and being close to a turning point makes the current price relatively cheap. Glass House decided some time ago that a big differentiation was needed to compete over more established players: complete control over its product . And this was clearly reachable only by building their own supply chain from production to distribution, to sales. Only by doing this, they could eventually compete with companies like Curaleaf (OTCPK:CURLF), one of the biggest players in that market.