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    Camilo Lyon

    Research Analyst at BTIG

    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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