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Jushi (JUSH) investor relations material
Jushi Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic priorities for 2026
Focus on sales growth in Virginia, Pennsylvania, and Ohio, preparing for anticipated adult-use sales and expanding wholesale and retail channels.
Margin expansion targeted through operational efficiencies, especially in Ohio and Nevada.
Balance sheet management includes refinancing secured debt, optimizing inventory, and leveraging tax receivables for growth.
Retail footprint and asset portfolio
Retail storefronts expected to grow by over 25% by H1 2026 compared to Q3 2024, with 42 operating stores as of December 2025.
Vertically integrated operations in key states: 18 dispensaries in Pennsylvania, 6 in Virginia, and 6 in Ohio, with cultivation and processing facilities totaling 323k sq. ft.
Presence in secondary markets including Massachusetts, Nevada, Illinois, California, and New Jersey.
Omnichannel and customer experience
Leading omnichannel retail experience with digital ordering, express pickup, and a robust rewards app with 478k loyalty members and 236k app downloads.
Average monthly spend per app user is $206, and the e-commerce platform achieves a menu conversion rate of 18% and average cart size of $85.
Comprehensive suite of in-house brands across all major product categories.
- Gross margin reached 50.4% and net loss improved to $1.9M, with strong debt reduction.JUSH
Q2 20242 Feb 2026 - Gross margin rose to 45.4% as net loss narrowed and expansion advanced in Ohio and Virginia.JUSH
Q3 202415 Jan 2026 - Net loss narrowed and cash flow hit a record as retail expansion offset revenue declines.JUSH
Q4 202424 Dec 2025 - Sequential Adjusted EBITDA growth and retail expansion offset industry headwinds.JUSH
Q1 202526 Nov 2025 - Revenue reached $65M with margin gains and retail growth, but pricing pressure weighed on profits.JUSH
Q2 202523 Nov 2025 - Revenue and margins improved, but net loss widened amid expansion and higher expenses.JUSH
Q3 202513 Nov 2025
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