CGC - MedMen: The Good And The Bad
All dollar figures are in U.S. dollars. All images are from MedMen's investor presentation unless otherwise noted.
Summary
MedMen (MMNFF) is the second-largest American cannabis company by dispensary count and the largest American cannabis company by pro forma revenue. MedMen is primarily retail-focused, although they are building out their cultivation capabilities and aim to eventually sell 50% of their own products in their stores.
MedMen has great branding and is doing very well in California. In total, their eight stores in the last quarter (up to ten today, including a pending acquisition) achieved