Trulieve Cannabis Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
7analysts covering
FY EPS (est.)
-$1.82next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly Revenue Quarterly287MTarget: Maintain sequential growth and expand retail footprint
Gross Margin Quarterly5,900.0%Target: Maintain or exceed 60% long-term target
Adjusted EBITDA Quarterly100MTarget: Optimize operational efficiency to sustain ~35% margin
Rewards Program Members Quarterly1MTarget: Expand customer loyalty base to drive repeat retail sales
Watch Items
- Federal Rescheduling and DEA RegistrationTrigger: DEA finalization of Schedule III registration for state-licensed medical marijuana operationsAction: Complete registration of medical-only operations to solidify federal compliance and tax benefits
- IRS 280E Tax Challenge StatusTrigger: Resolution of the $143 million 280E tax refund claim and uncertain tax positionsAction: Reassess cash reserves and adjust capital allocation strategy based on tax refunds or liabilities
- NYSE Trading Performance and LiquidityTrigger: Uplist to NYSE under ticker TRLV on June 10, 2026Action: Monitor institutional capital inflows and trading volume to evaluate cost of capital improvements
- Georgia and Texas Market ExpansionTrigger: Pharmacy distribution scale in Georgia and license approval in TexasAction: Deploy capital to scale production and retail footprint in these early-stage medical markets
Research as of 19 Jun 2026