Managing Director and Senior Research Analyst at Cowen and Company
Vivien Azer is a Managing Director and Senior Research Analyst at Cowen and Company, specializing in the coverage of beverage, tobacco, and cannabis sectors, with research spanning both US and international markets. She covers companies including Canopy Growth, Philip Morris International, Boston Beer, and Constellation Brands, and is recognized for a disciplined investment approach with a track record featuring a 54% success rate and an average return of 8.5% per rating on TipRanks, with standout performance such as a 617% annualized return on Canopy Growth. Azer began her career at Citigroup before joining Cowen in 2014, notably launching the firm's cannabis sector coverage in 2016 and establishing herself as one of Wall Street's first mainstream cannabis analysts. Professionally, she maintains FINRA registration and securities licenses required for industry research and investment analysis, and is frequently cited for her expertise at major investor conferences.
Vivian Azer from Cowen and Company inquired about how Green Thumb's Q2 top-line results compared to internal expectations and asked for callouts on specific state performances.
CEO Ben Kovler stated that results were slightly better than anticipated. He highlighted New Jersey as the "hero of the portfolio" due to the material step-up in performance following the launch of adult-use sales.