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    Camilo Lyon

    Research Analyst at BTIG

    Camilo Lyon is a Managing Director and Senior Equity Analyst who most recently led BTIG’s equity research efforts in the consumer discretionary and cannabis sectors, with a focus on modern retail, health and wellness, and active lifestyle brands. Throughout his career, he has covered a range of companies including Green Thumb Industries, Verano Holdings, and Steve Madden (SHOO), though recent performance data from independent platforms indicates a 34% success rate and an average return per recommendation of -11.8% based on published track records. Lyon began his analyst career over 20 years ago, holding positions at Goldman Sachs, Bank of America, and Canaccord Genuity, and joined BTIG in 2019 to expand their consumer sector coverage before moving to Curaleaf Holdings as Chief Investment Officer in 2022. He brings recognized sector expertise, has held FINRA registration, and maintains Series 7 and Series 63 securities licenses.

    Camilo Lyon's questions to Green Thumb Industries (GTBIF) leadership

    Camilo Lyon's questions to Green Thumb Industries (GTBIF) leadership • Q2 2022

    Question

    Camilo Lyon from BTIG asked about the margin difference between value and premium brands and requested quantification of the company's plans to limit spending for the rest of the year.

    Answer

    CFO Anthony Georgiadis explained there is no material margin difference between premium and value products, as their value offerings are still high-quality. He added that spending limits are focused on SG&A to maintain operating leverage, with a goal of minimal growth through year-end.

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    Camilo Lyon's questions to Verano Holdings (VRNOF) leadership

    Camilo Lyon's questions to Verano Holdings (VRNOF) leadership • Q1 2022

    Question

    Camilo Lyon asked about the timeline for New Jersey to become EBITDA accretive, market share gains in Illinois post-cultivation reset, and the strategy for launching a value-tier brand.

    Answer

    CEO George Archos explained that New Jersey is already accretive and expects margin improvement from Q2 onward, driven by a third store and increased wholesale. He noted that while Illinois market share gains are slow, they will accelerate with 185 new store licenses. The value brand will launch first in Illinois to meet existing consumer demand for lower-priced products.

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