Q4 2025 Curaleaf Holdings Inc Earnings Call Transcript
Key Points
- Curaleaf Holdings Inc (CURLF) reported its strongest quarterly revenue performance in six quarters, with a 5% sequential increase to $333 million.
- The international segment showed impressive growth, with a 65% year-over-year revenue increase, driven by strong performance in Germany and the UK.
- Adjusted gross margin expanded to 49%, reflecting productivity gains in cultivation facilities.
- The company successfully refinanced its $475 million senior secured notes, enhancing financial flexibility.
- Curaleaf Holdings Inc (CURLF) maintained its number one market share position in the U.S. cannabis market, according to Hoodie Analytics.
- The company continues to face pricing pressure across most U.S. markets, which is expected to persist through the first half of 2026.
- Despite improvements, the international segment's margins remain below the corporate average, impacting overall EBITDA.
- Curaleaf Holdings Inc (CURLF) reported a net loss from continuing operations of $202 million for the full year 2025.
- The company exited the Missouri market and its hemp business, reflecting challenges in those segments.
- Retail revenue declined by 4% year-over-year, partially offset by strength in wholesale.
Good day and welcome to the Cura leaf Holdings in full year 2025 conference call. All participants will be in a list only mode should you need assistance, please signal a con conference specialist by pressing the start key, followed by 0. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star than one on your touch to phone. And to withdraw your question Please press the door, then to. We ask that you please lend me yourself to one question. And please note that this event is being, I would now like to turn the conference over. The Camilo lion, Chief Investment Officer, Please go ahead
Good afternoon, everyone, and welcome to Curly Holving's 4th quarter and full year 2025 conference call. Today I am joined by Chairman and Chief Executive Officer Boris Jordan and Chief Financial Officer at Kremer. Before we begin, I'd like to remind everyone that the comments on today's call will include forward-looking statements within the meaning of Canadian
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