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Vireo Growth Inc. (VREOF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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Vireo Growth reported Q4 2025 results with 22% year-over-year same-store sales growth, driven by strong consumer demand and market share gains in key regions. Excluding Minnesota, growth reached 11.3%, reflecting operational discipline. Wholesale revenue surged 55% year-over-year, bolstered by expanded output from integrated cultivation facilities, signaling robust supply chain efficiency and scaling production capabilities. The company announced two major acquisitions: Schwazze’s and PharmaCann’s Colorado retail assets, expanding its national footprint and reinforcing long-term cash flow stability through strategic consolidation. A nonbinding MOU with Scotts Miracle-Gro for Hawthorne Gardening Company’s potential acquisition was disclosed, highlighting Vireo’s push into ancillary cannabis infrastructure and vertical integration. Management emphasized disciplined M&A strategies and local operational focus, aiming to enhance profitability while navigating regulatory risks in the evolving cannabis sector. Forward-looking statements were noted as speculative.

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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Vireo Growth Inc. (VREOF) Q4 2025 Earnings Call March 17, 2026 8:00 AM EDT Company Participants John Mazarakis - CEO & Co-Executive ChairmanTyson Macdonald - Chief Financial Officer Conference Call Participants Pablo Zuanic - Zuanic & AssociatesThomas Kerr - Zacks Small-Cap Research Presentation Operator Good morning, and welcome to Vireo Growth, Inc.'s Q4 2025 Results Call. This company -- the company would like to remind everyone that today's conference call may contain forward-looking statements within the meaning of U.S. and Canadian securities laws. These statements are based on management's current expectations and involve risks and uncertainties that could differ materially from actual events and those described in such forward-looking statements. For more information on forward-looking statements, please refer to forward-looking statements disclosure in the company's earnings release. This call may also contain non-GAAP financial measures. Please see our earnings release for reconciliations to GAAP measures. I'll now hand the call over to Chief Executive Officer, John Mazarakis. John MazarakisCEO & Co-Executive Chairman Thank you. Good morning, everyone. We're pleased to report another strong quarter for Vireo, highlighted by double-digit organic growth and continued integration progress across our extended platform. We continue to operate with discipline at the local level while pursuing accretive M&A opportunities that strengthen our national presence and enhance long-term cash flow stability. In the fourth quarter, same-store sales increased 22% year-over-year and 11.3%, excluding Minnesota, reflecting healthy consumer demand and continued share gains in key markets. Wholesale revenue also rose 55% year-over-year, supported by strong output from our integrated cultivation assets. Over the past several months, we've announced a number of transformative transactions, including Schwazze's and PharmaCann's Colorado retail assets as well as a nonbinding memorandum of understanding with Scotts Miracle-Gro for the potential acquisition of Hawthorne Gardening Company. Combined, the Schwazze and PharmaCann transactions represent approximately 78

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