Ayr Wellness（AYR.A）株式概要エアウェルネス社は、大麻製品およびブランド大麻パッケージ商品の栽培、製造、小売を行っている。 詳細AYR.A ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性0/6配当金0/6リスク分析過去1年間で収益は2.4%減少しました 株式の流動性は非常に低い 最新の財務報告は6か月以上前のものである 意味のある時価総額がありません ( CA$18M )すべてのリスクチェックを見るAYR.A Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN61.3% undervaluedAnalystConsensusTarget•1y agoNew Indoor Cultivation Facilities In Ocala Will Improve Operations6902Top Analyst NarrativesAyr WellnessANAnalystConsensusTargetBased on Analyst Price TargetsNew Indoor Cultivation Facilities In Ocala Will Improve OperationsKey Takeaways Investment in core brands and new cultivation facilities aims to enhance product quality and drive revenue growth. Streamlining operations and cost control are expected to improve operational efficiency and profitability.View narrativeCA$0.4FV61.3% 割安 内在価値ディスカウントSet Fair ValueView69users have viewed this narrative0users have liked this narrative0users have commented on this narrative2users have followed this narrativeover 1 year ago author updated this narrativeView all narrativesAyr Wellness Inc. 競合他社FLUENTSymbol: CNSX:FNT.UMarket cap: US$12.8mAvicannaSymbol: TSX:AVCNMarket cap: CA$17.5m1CMSymbol: CNSX:EPICMarket cap: CA$28.8miAnthus Capital HoldingsSymbol: CNSX:IANMarket cap: CA$34.9m価格と性能株価の高値、安値、推移の概要Ayr Wellness過去の株価現在の株価CA$0.1552週高値CA$052週安値CA$0ベータ1.021ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化-86.86%5年間の変化-99.56%IPOからの変化-98.95%最新ニュースお知らせ • Jan 22AYR Wellness Inc. Announces Resignation of Lou Karger as Director and Chair of the Board, Effective January 31, 2026AYR Wellness Inc. announced that Lou Karger, the Chair of the Board, has resigned in his capacity as a director of the Company, effective as of January 31, 2026.お知らせ • Dec 31AYR Wellness Inc Announces Departure of Donna Granato as Interim Chief Financial Officer, Effective December 31, 2025AYR Wellness Inc. announces that Donna Granato, the Company’s interim Chief Financial Officer, will depart AYR December 31, 2025.お知らせ • Jul 02AYR Wellness Inc. Provides Update on Senior Note Interest PaymentAYR Wellness Inc. confirms that it did not make the interest payment due on June 30, 2025 in connection with the outstanding senior notes issued pursuant to its Amended and Restated Trust Indenture dated February 7, 2024. Should the Company not make the Interest Payment on or prior to July 30, 2025, that will result in an event of default in respect of the Notes. As announced by the Company on May 30, 2025, the Company is actively engaged in discussions with the holders of a majority of the outstanding Notes regarding the exploration of capital structure alternatives as part of a broader review and assessment of other strategic alternatives. The Company does not anticipate that the missed Interest Payment will result in any operational challenges with respect to its business.お知らせ • Jun 07Ayr Wellness Inc. Announces Entry into Limited Waiver Agreement with Senior NoteholdersAYR Wellness Inc. announced that it has entered into a Limited Waiver Agreement (the “Agreement”) with the holders of a majority of its senior secured notes (the “Majority Holders”). The Agreement provides a temporary waiver of certain events of default under the Company’s senior note documents, including those arising from the Company’s previously announced delay in filing its interim financial statements for the quarter ended March 31, 2025, and certain payment defaults under other outstanding debt obligations (including certain of the Company’s unsecured and/or subordinated debt obligations) should the Company determine not to make such payments when due. The waiver is effective through June 19, 2025, unless terminated earlier upon the occurrence of certain specified events, including a termination event of default should the Company make any payments otherwise due under its unsecured and/or subordinated debt obligations. The Company is actively engaged in ongoing negotiations with its senior lenders and continues to assess strategic alternatives to address its capital structure and upcoming payment obligations. The entry into the Agreement provides the Company with additional time and flexibility to continue these discussions and pursue its strategic objectives. The Agreement temporarily restricts the Majority Holders from exercising their default-related rights and remedies with respect to the specified defaults during the waiver period, subject to the terms and conditions in the Agreement. The Agreement does not constitute a permanent waiver of any defaults or a waiver of any other rights or remedies under the senior note documents. AYR remains committed to operating its business in the ordinary course and to delivering high-quality cannabis products to its patients and customers. The Company will continue to provide updates regarding the status of the Agreement and any material developments as they arise.お知らせ • May 05Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025.新しいナラティブ • Apr 11New Indoor Cultivation Facilities In Ocala Will Improve Operations Investment in core brands and new cultivation facilities aims to enhance product quality and drive revenue growth. 最新情報をもっと見るRecent updatesお知らせ • Jan 22AYR Wellness Inc. Announces Resignation of Lou Karger as Director and Chair of the Board, Effective January 31, 2026AYR Wellness Inc. announced that Lou Karger, the Chair of the Board, has resigned in his capacity as a director of the Company, effective as of January 31, 2026.お知らせ • Dec 31AYR Wellness Inc Announces Departure of Donna Granato as Interim Chief Financial Officer, Effective December 31, 2025AYR Wellness Inc. announces that Donna Granato, the Company’s interim Chief Financial Officer, will depart AYR December 31, 2025.お知らせ • Jul 02AYR Wellness Inc. Provides Update on Senior Note Interest PaymentAYR Wellness Inc. confirms that it did not make the interest payment due on June 30, 2025 in connection with the outstanding senior notes issued pursuant to its Amended and Restated Trust Indenture dated February 7, 2024. Should the Company not make the Interest Payment on or prior to July 30, 2025, that will result in an event of default in respect of the Notes. As announced by the Company on May 30, 2025, the Company is actively engaged in discussions with the holders of a majority of the outstanding Notes regarding the exploration of capital structure alternatives as part of a broader review and assessment of other strategic alternatives. The Company does not anticipate that the missed Interest Payment will result in any operational challenges with respect to its business.お知らせ • Jun 07Ayr Wellness Inc. Announces Entry into Limited Waiver Agreement with Senior NoteholdersAYR Wellness Inc. announced that it has entered into a Limited Waiver Agreement (the “Agreement”) with the holders of a majority of its senior secured notes (the “Majority Holders”). The Agreement provides a temporary waiver of certain events of default under the Company’s senior note documents, including those arising from the Company’s previously announced delay in filing its interim financial statements for the quarter ended March 31, 2025, and certain payment defaults under other outstanding debt obligations (including certain of the Company’s unsecured and/or subordinated debt obligations) should the Company determine not to make such payments when due. The waiver is effective through June 19, 2025, unless terminated earlier upon the occurrence of certain specified events, including a termination event of default should the Company make any payments otherwise due under its unsecured and/or subordinated debt obligations. The Company is actively engaged in ongoing negotiations with its senior lenders and continues to assess strategic alternatives to address its capital structure and upcoming payment obligations. The entry into the Agreement provides the Company with additional time and flexibility to continue these discussions and pursue its strategic objectives. The Agreement temporarily restricts the Majority Holders from exercising their default-related rights and remedies with respect to the specified defaults during the waiver period, subject to the terms and conditions in the Agreement. The Agreement does not constitute a permanent waiver of any defaults or a waiver of any other rights or remedies under the senior note documents. AYR remains committed to operating its business in the ordinary course and to delivering high-quality cannabis products to its patients and customers. The Company will continue to provide updates regarding the status of the Agreement and any material developments as they arise.お知らせ • May 05Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025.新しいナラティブ • Apr 11New Indoor Cultivation Facilities In Ocala Will Improve Operations Investment in core brands and new cultivation facilities aims to enhance product quality and drive revenue growth. お知らせ • Apr 05Ayr Wellness Inc. Announces CEO ChangesAYR Wellness Inc. announced that, effective today, Steven M. Cohen has stepped down as the Interim Chief Executive Officer of the Company. The AYR board of directors (the “Board”) has appointed Scott Davido as Interim Chief Executive Officer. Mr. Cohen served as Interim Chief Executive Officer from September 18, 2024, and will remain engaged as an advisor to the Company to support this transition. Mr. Davido is a senior managing director at Ankura Consulting Group. He previously served in the same role at FTI Consulting, leading companies in financial and operational transitions. Among his roles, Mr. Davido has previously served as Interim CEO of DCL Corporation, CEO of Advantage Rent a Car, and CEO of Experience.com (formerly Social Survey). Mr. Davido has also held senior executive roles at Calpine Corporation and NRG Energy.お知らせ • Mar 24Ayr Wellness Inc. Appoints Donna Granato as Interim Chief Financial OfficerThe Board of Ayr Wellness Inc. announced the appointment of Donna Granato as Interim Chief Financial Officer of the Company, effective immediately. Ms. Granato brings more than 25 years in corporate finance and operations, most recently serving as CFO of Vivvix, a global digital advertising company. Before that she served in high level finance roles at GTT Communications, Shutterstock, Tribune Media, and Omnicom Group.お知らせ • Mar 09Ayr Wellness Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024Ayr Wellness Inc. reported impairment charges for the fourth quarter ended December 31, 2024. for the quarter, the company reported $94 million related to Florida goodwill impairment charge.お知らせ • Mar 08Ayr Wellness Inc. Provides Earnings Guidance for the First Quarter of 2025Ayr Wellness Inc. provided earnings guidance for the first quarter of 2025. for the quarter, the company expects revenue to be down mid-single digits compared to Fourth Quarter 2024.Reported Earnings • Mar 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$3.24 loss per share (further deteriorated from US$1.16 loss in FY 2023). Revenue: US$463.6m (flat on FY 2023). Net loss: US$359.3m (loss widened 317% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Pharmaceuticals industry in Canada.Price Target Changed • Mar 02Price target decreased by 32% to CA$2.58Down from CA$3.81, the current price target is an average from 3 analysts. New target price is 438% above last closing price of CA$0.48. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$1.16 last year.Price Target Changed • Feb 25Price target decreased by 8.1% to CA$3.56Down from CA$3.88, the current price target is an average from 4 analysts. New target price is 599% above last closing price of CA$0.51. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$1.16 last year.お知らせ • Feb 08AYR Wellness Inc. Announces Transition of Jared Cohen to Board ObserverAYR Wellness Inc. announced the resignation of Jared Cohen from its Board of Directors (the "Board") and transition to Board Observer.お知らせ • Feb 04Ayr Wellness Inc. to Report Q4, 2024 Results on Mar 06, 2025Ayr Wellness Inc. announced that they will report Q4, 2024 results on Mar 06, 2025お知らせ • Feb 03Ayr Wellness Announces Resignation of Brad Asher as Chief Financial OfficerAYR Wellness Inc. announced that Brad Asher, the Company’s Chief Financial Officer, has provided notice of his resignation to the Company in connection with Mr. Asher’s pursuit of another opportunity. His resignation will be effective at a mutually agreed upon date following the Company’s filing of its 2024 annual financial statements. The Company intends to provide further updates regarding the search for a new Chief Financial Officer in due course.お知らせ • Jan 27George Denardo Assumes the Role of President of AYR Wellness IncAYR Wellness Inc. announced that George Denardo, AYR's Chief Operating Officer, has assumed the role of President of the Company. In his new role, George will oversee all company-wide operations, including with all retail, wholesale, purchasing, marketing, cultivation, and manufacturing. In his time at AYR, George has been instrumental in improving key cultivation and production metrics, streamlining and re-launching the company's brand portfolio, and building an updated platform to launch new and innovative products.分析記事 • Jan 01Ayr Wellness Inc. (CSE:AYR.A) Not Doing Enough For Some Investors As Its Shares Slump 30%To the annoyance of some shareholders, Ayr Wellness Inc. ( CSE:AYR.A ) shares are down a considerable 30% in the last...お知らせ • Nov 20AYR Wellness Inc. Launches Later Days Fruit-Flavored Vape CollectionAYR Wellness Inc. announced an expansion of its Later Days brand to now include a line of pocket-friendly vapes packed with smooth, refreshing flavors. Patients and adult-use customers in Massachusetts, New Jersey, Nevada and Ohio can begin exploring AYR’s new vape offering beginning November 25, 2024, with additional markets to follow at a later date. This collection of compact disposables offers a familiar and discrete delivery system, a 280mAh battery for long-lasting sessions, a USB-C charging port for rapid power-ups and an oil window to always let know when low. Later Days Vapes are launching with a selection of five delicious flavors including Sweet Strawberry, Juicy Mango, Frozen Watermelon, Winter Mint and Georgia Peach. The easy-to-use devices will initially be available in a 1g size in all states, with a 2g size launching in New Jersey and Massachusetts in early 2025. The launch of Later Days adds to a year of evolution for AYR. AYR has relaunched and expanded strain and product selection for its cannabis brand, Kynd, expanded its HAZE brand into new product categories, launched adult-use sales in Ohio, and opened five dispensaries across three markets.Major Estimate Revision • Nov 20Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$483.3m to US$463.7m. Losses expected to increase from US$1.84 per share to US$2.32. Pharmaceuticals industry in Canada expected to see average net income growth of 50% next year. Consensus price target down from CA$5.44 to CA$3.88. Share price fell 20% to CA$0.99 over the past week.New Risk • Nov 17New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (23% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$151m net loss next year). Market cap is less than US$100m (CA$125.5m market cap, or US$89.1m).Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.44 loss per share (further deteriorated from US$0.24 loss in 3Q 2023). Revenue: US$114.3m (flat on 3Q 2023). Net loss: US$50.6m (loss widened 177% from 3Q 2023). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada.お知らせ • Nov 13+ 1 more updateAyr Wellness Inc. Provides Earnings Guidance for the Fourth Quarter 2024Ayr Wellness Inc. provided earnings guidance for the fourth quarter 2024. For the quarter, the Company expected revenue to be essentially flat compared to the third quarter of 2024.New Risk • Nov 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$111.0m (US$79.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$166m net loss next year). Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (CA$111.0m market cap, or US$79.5m).New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Canadian stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$166m net loss next year).分析記事 • Nov 03Ayr Wellness Inc.'s (CSE:AYR.A) 29% Share Price Surge Not Quite Adding UpAyr Wellness Inc. ( CSE:AYR.A ) shareholders have had their patience rewarded with a 29% share price jump in the last...分析記事 • Oct 23Ayr Wellness (CSE:AYR.A) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Oct 18Ayr Wellness Inc. to Report Q3, 2024 Results on Nov 13, 2024Ayr Wellness Inc. announced that they will report Q3, 2024 results on Nov 13, 2024New Risk • Oct 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$156m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change).お知らせ • Sep 19+ 1 more updateAYR Wellness Inc. Announces Chief Executive Officer ChangesAYR Wellness Inc. announced that, effective September 18, 2024, David Goubert has stepped down as the Chief Executive Officer of the Company. Mr. Goubert served as President of the Company from October 12, 2022 and as Chief Executive Officer of the Company from February 13, 2023. Mr. Goubert served as President of the Company from October 12, 2022 and as Chief Executive Officer of the Company from February 13, 2023. The Board has approved the appointment of Steven M. Cohen as Interim Chief Executive Officer of the Company, effective immediately. Mr. Cohen previously served as outside legal advisor to the Company.Recent Insider Transactions • Sep 15Chief Business Dev. Officer recently sold CA$54k worth of stockOn the 9th of September, James Mendola sold around 19k shares on-market at roughly CA$2.82 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$40k more than they sold in the last 12 months.Price Target Changed • Sep 11Price target decreased by 12% to CA$5.44Down from CA$6.18, the current price target is an average from 4 analysts. New target price is 93% above last closing price of CA$2.82. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$1.90 next year compared to a net loss per share of US$1.16 last year.分析記事 • Aug 28Ayr Wellness Inc. (CSE:AYR.A) Not Doing Enough For Some Investors As Its Shares Slump 28%Ayr Wellness Inc. ( CSE:AYR.A ) shareholders that were waiting for something to happen have been dealt a blow with a...Major Estimate Revision • Aug 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$1.65 to -US$1.86 per share. Revenue forecast unchanged at US$485.8m. Pharmaceuticals industry in Canada expected to see average net income growth of 46% next year. Consensus price target of CA$5.82 unchanged from last update. Share price rose 7.7% to CA$2.65 over the past week.Major Estimate Revision • Aug 14Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$1.64 to -US$1.86 per share. Revenue forecast unchanged at US$485.8m. Pharmaceuticals industry in Canada expected to see average net income growth of 46% next year. Consensus price target down from CA$6.03 to CA$5.82. Share price rose 12% to CA$2.48 over the past week.New Risk • Aug 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$35m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.34 loss per share. Revenue: US$117.3m (flat on 2Q 2023). Net loss: US$38.8m (loss widened 27% from 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada.お知らせ • Aug 07+ 1 more updateAyr Wellness Inc. Provides Revenue Guidance for the Third Quarter of 2024Ayr Wellness Inc. provided revenue guidance for the third quarter of 2024. For the third quarter, the company expected revenue growth to be up low to mid-single digits from second quarter based on the timing and ramping of the Ohio Adult Use rollout.お知らせ • Aug 01AYR Wellness Inc. Announces Executive ChangesAYR Wellness Inc. announced that, effective July 31, 2024, Mr. Jonathan Sandelman has resigned and stepped down from his role as director and executive chairman of the Company. The board of directors of the Company has determined that Mr. Louis Karger is now the chairman of the board. Mr. Sandelman has served on the board of AYR since 2017 and has resigned to pursue other opportunities.分析記事 • Jul 17Does Ayr Wellness (CSE:AYR.A) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jul 04Ayr Wellness Inc. to Report Q2, 2024 Results on Aug 02, 2024Ayr Wellness Inc. announced that they will report Q2, 2024 results on Aug 02, 2024分析記事 • May 24Ayr Wellness Inc.'s (CSE:AYR.A) Shares Not Telling The Full StoryAyr Wellness Inc.'s ( CSE:AYR.A ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...Major Estimate Revision • May 22Consensus EPS estimates fall by 223%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.495 to -US$1.60 per share. Revenue forecast unchanged at US$489.6m. Pharmaceuticals industry in Canada expected to see average net income growth of 44% next year. Consensus price target broadly unchanged at CA$6.06. Share price was steady at CA$3.61 over the past week.Reported Earnings • May 16First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$1.08 loss per share (further deteriorated from US$0.13 loss in 1Q 2023). Revenue: US$118.0m (flat on 1Q 2023). Net loss: US$106.1m (loss widened US$96.7m from 1Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 52% per year whereas the company’s share price has fallen by 51% per year.お知らせ • May 16Ayr Wellness Inc. Provides Earnings Guidance for the Second Quarter of 2024Ayr Wellness Inc. provided earnings guidance for the second quarter of 2024. The Company anticipates revenue in second quarter 2024 to be flat to modestly up compared to first quarter 2024.お知らせ • Apr 12Ayr Wellness Inc. to Report Q1, 2024 Results on May 15, 2024Ayr Wellness Inc. announced that they will report Q1, 2024 results on May 15, 2024Breakeven Date Change • Apr 09Forecast to breakeven in 2025The 8 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 26% to 2024. The company is expected to make a profit of US$8.50m in 2025. Average annual earnings growth of 83% is required to achieve expected profit on schedule.お知らせ • Mar 27Ayr Wellness Inc. Launches Kynd Premium Edibles in Florida and NevadaAYR Wellness Inc. announced that its cannabis brand, kynd, will launch its first line of premium edibles in Florida and Nevada. Patients in Florida can now begin exploring kynd's newest offering, with Nevada to follow in the coming weeks. Kynd breaks into the growing edibles market with a selection of naturally flavored, reliably dosed, melt-proof, vegan and gluten-free edibles that amplify creativity and relaxation with effect-based terpenes and cannabinoids, designed to deliver a combination of deliciousness and effectiveness that take cannabis adventures to new heights. Offerings include: UPLIFT Gummies: Available in Sour Strawberry and Sour Watermelon, these mood-boosting, energizing Sativa gummies inspire creativity and awaken potential. RELAX Gummies: Journey to a place of total relaxation with these soothing, calming, Indica delectables, available in Sour Blue Raspberry and Tropical Pineapple. BALANCE Gummies: With a perfectly paired 1:1 ratio of THC to CBD, these blissfully effective edibles invite consumers on a peaceful, Florida Orange or Black Cherry-flavored journey. SLEEP Gummies: Blending a 2:1 ratio of CBN and Indica terpenes, these Bedtime Blueberry gummies allow consumers to unwind and enjoy a restful night's sleep. ENERGY Gummies: Low Dose, High Energy. These tart Sativa treats have 1mg of THC and 5mg of THCV, a minor cannabinoid associated with increased focus and alertness. Perfect for checking items off to-do list! kynd's Sour Watermelon UPLIFT, Black Cherry BALANCE, and Sour Blue Raspberry and Tropical Pine Pineapple RELAX Gummies are now available in Florida. Additional flavors will be available in Florida and Nevada at a later date. The launch of kynd's premium edibles builds upon the debut of its refreshed brand identity.Board Change • Mar 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Joyce Johnson-Miller was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Mar 20Consensus EPS estimates upgraded to US$0.50 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$504.8m to US$497.0m. 2024 losses expected to reduce from -US$0.588 to -US$0.498 per share. Pharmaceuticals industry in Canada expected to see average net income growth of 56% next year. Consensus price target up from CA$5.29 to CA$5.44. Share price rose 27% to CA$2.85 over the past week.お知らせ • Mar 19Ayr Wellness Inc., Annual General Meeting, May 17, 2024Ayr Wellness Inc., Annual General Meeting, May 17, 2024.Reported Earnings • Mar 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$1.16 loss per share (improved from US$3.58 loss in FY 2022). Revenue: US$463.6m (flat on FY 2022). Net loss: US$86.1m (loss narrowed 65% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 136%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.お知らせ • Mar 13Ayr Wellness Inc. Provides Earnings Guidance for the First Quarter of 2024Ayr Wellness Inc. provided earnings guidance for the first quarter of 2024. The Company anticipates revenue in first quarter of 2024 to range from flat to modest growth compared to fourth quarter of 2023.お知らせ • Feb 23Ayr Wellness Inc. announced that it expects to receive $48.857663 million in fundingAyr Wellness Inc. announced that it will receive $48,857,663 in funding on February 22, 2024. The company will issue warrants, at no cost to such shareholders, to acquire subordinate, restricted or limited voting shares of AYR Wellness Inc. on a pro rata basis, for no consideration. The minimum investment accepted from any outside investor is $2. The company will issue securities pursuant to exemption provided under Regulation D.New Risk • Feb 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (58% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$46m net loss in 3 years).お知らせ • Feb 09Ayr Wellness Inc. to Report Q4, 2023 Results on Mar 13, 2024Ayr Wellness Inc. announced that they will report Q4, 2023 results on Mar 13, 2024お知らせ • Feb 08AYR Wellness Inc. Announces Jared Cohen to Join the Board of DirectorsAYR Wellness Inc. announced that Jared Cohen will be joining the board of directors of the Company, subject to receipt of necessary state cannabis regulatory approvals. Jared is currently a partner at FiSai Investments and brings over 20 years of public and private investing experience across multiple industries and throughout the capital structure.Recent Insider Transactions • Dec 31President & CEO recently bought CA$63k worth of stockOn the 26th of December, David Goubert bought around 25k shares on-market at roughly CA$2.51 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.分析記事 • Dec 22Is Ayr Wellness Inc. (CSE:AYR.A) Worth CA$2.1 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Ayr Wellness fair value estimate is CA$1.59 Ayr Wellness is...お知らせ • Nov 17Ayr Wellness Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Ayr Wellness Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to be essentially flat compared to the third quarter.Reported Earnings • Nov 17Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.24 loss per share (improved from US$0.52 loss in 3Q 2022). Revenue: US$114.4m (down 4.4% from 3Q 2022). Net loss: US$18.3m (loss narrowed 50% from 3Q 2022). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.Breakeven Date Change • Nov 17Forecast to breakeven in 2025The 8 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 48% per year to 2024. The company is expected to make a profit of US$10.6m in 2025. Average annual earnings growth of 91% is required to achieve expected profit on schedule.Price Target Changed • Nov 02Price target decreased by 14% to CA$5.43Down from CA$6.28, the current price target is an average from 5 analysts. New target price is 237% above last closing price of CA$1.61. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$1.52 next year compared to a net loss per share of US$3.58 last year.お知らせ • Nov 02Ayr Wellness Inc. to Report Q3, 2023 Results on Nov 16, 2023Ayr Wellness Inc. announced that they will report Q3, 2023 results on Nov 16, 2023New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$126.5m (US$91.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (24% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$40m net loss in 2 years). Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (CA$126.5m market cap, or US$91.2m).分析記事 • Oct 06Is Ayr Wellness (CSE:AYR.A) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buying Opportunity • Sep 19Now 25% undervaluedOver the last 90 days, the stock is up 235%. The fair value is estimated to be CA$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has declined by 59%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.分析記事 • Sep 01Ayr Wellness Inc.'s (CSE:AYR.A) Share Price Boosted 33% But Its Business Prospects Need A Lift TooDespite an already strong run, Ayr Wellness Inc. ( CSE:AYR.A ) shares have been powering on, with a gain of 33% in the...分析記事 • Sep 01Ayr Wellness Inc. (CSE:AYR.A) Stock Catapults 33% Though Its Price And Business Still Lag The IndustryAyr Wellness Inc. ( CSE:AYR.A ) shares have continued their recent momentum with a 33% gain in the last month alone...Major Estimate Revision • Aug 24Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$501.0m to US$481.4m. Losses expected to increase from US$1.42 per share to US$1.76. Pharmaceuticals industry in Canada expected to see average net income growth of 3.9% next year. Consensus price target down from CA$7.54 to CA$6.44. Share price fell 5.0% to CA$1.14 over the past week.Reported Earnings • Aug 18Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: US$116.7m (up 6.0% from 2Q 2022). Net loss: US$30.5m (loss narrowed 21% from 2Q 2022). Revenue missed analyst estimates by 3.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 54% per year whereas the company’s share price has fallen by 58% per year.お知らせ • Aug 18Ayr Wellness Inc. Provides Earnings Guidance for the Second Half of 2023 and for the Year 2024Ayr Wellness Inc. provided earnings guidance for the second half of 2023 and for the year 2024. The company, committed to its financial health and is positioning itself to achieve sustainable long-term growth and profitability across all markets of operation. AYR expects to generate revenue growth in the second half of 2023 and into 2024.お知らせ • Aug 05Ayr Wellness Inc. Appoints Michael Warren to Board of DirectorsAYR Wellness Inc. announced that it has welcomed Michael Warren to the Company's Board of Directors. Mr. Warren's 30-year career in financial services is comprised of experience in asset management, capital markets and banking, and includes 20 years of direct management responsibility at Wells Fargo, Deutsche Bank and Goldman Sachs. He previously served on the Board of Directors of Metrodigi Inc. Mr. Warren received his M.B.A. from the University of Chicago Booth School of Business and his Bachelor of Science in Management Science from MIT.分析記事 • Jul 11Is There An Opportunity With Ayr Wellness Inc.'s (CSE:AYR.A) 33% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Ayr Wellness fair value estimate is CA$2.07 Ayr Wellness...Major Estimate Revision • Jun 27Consensus EPS estimates upgraded to US$1.41 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.75 to -US$1.41 per share. Revenue forecast unchanged from US$503.6m at last update. Pharmaceuticals industry in Canada expected to see average net income decline 8.9% next year. Consensus price target of CA$9.30 unchanged from last update. Share price fell 2.6% to CA$1.12 over the past week.Price Target Changed • May 29Price target decreased by 24% to CA$13.50Down from CA$17.70, the current price target is an average from 4 analysts. New target price is 838% above last closing price of CA$1.44. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$1.71 next year compared to a net loss per share of US$3.58 last year.Buying Opportunity • May 26Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CA$2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.Major Estimate Revision • May 23Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$529.1m to US$504.0m. Losses expected to increase from US$1.46 per share to US$1.70. Pharmaceuticals industry in Canada expected to see average net income decline 22% next year. Consensus price target broadly unchanged at CA$17.40. Share price rose 23% to CA$1.65 over the past week.Breakeven Date Change • May 19Forecast to breakeven in 2025The 6 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of US$36.1m in 2025. Average annual earnings growth of 92% is required to achieve expected profit on schedule.Reported Earnings • May 17First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.11 loss in 1Q 2022). Revenue: US$117.7m (up 5.8% from 1Q 2022). Net loss: US$9.36m (loss widened 24% from 1Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.Major Estimate Revision • Mar 16Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$585.5m to US$530.9m. Losses expected to increase from US$1.03 per share to US$1.27. Pharmaceuticals industry in Canada expected to see average net income growth of 7.1% next year. Consensus price target down from CA$20.29 to CA$15.93. Share price fell 9.9% to CA$1.00 over the past week.Price Target Changed • Mar 10Price target decreased by 25% to CA$15.93Down from CA$21.14, the current price target is an average from 7 analysts. New target price is 1,446% above last closing price of CA$1.03. Stock is down 93% over the past year. The company is forecast to post a net loss per share of US$1.24 next year compared to a net loss per share of US$3.58 last year.Reported Earnings • Mar 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$3.58 loss per share (further deteriorated from US$0.30 loss in FY 2021). Revenue: US$465.6m (up 30% from FY 2021). Net loss: US$245.5m (loss widened US$228.5m from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 149%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 07Price target decreased by 11% to CA$18.75Down from CA$21.14, the current price target is an average from 8 analysts. New target price is 1,279% above last closing price of CA$1.36. Stock is down 91% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$0.30 last year.お知らせ • Feb 14+ 1 more updateAyr Wellness Inc. Announces Chief Executive Officer ChangesAyr Wellness Inc. announced that Jonathan Sandelman has transitioned to Executive Chair, where he will continue to serve the Company’s Board of Directors, and David Goubert, current President of Ayr, has assumed the role of President and Chief Executive Officer. Mr. Goubert joined Ayr from Neiman Marcus Group, where he served as NMG’s President and Chief Customer Officer, responsible for the full P&L of the Neiman Marcus brand as well as all customer touchpoints. He previously led NMG’s digital and in-store retail operations as Chief Retail Officer, driving many of NMG’s enhancements to the customer experience, creating personalized and memorable experiences for customers at each of the company’s 36 locations, as well as online, including style advisor matching, virtual appointments, in-store pick-up, and virtual fashion events. Mr. Goubert spent 20 years at LVMH. Most recently, he served as Senior Vice President of LVMH’s Starboard Cruise Services subsidiary, spearheading partner relations and overseeing hundreds of retail outlets on Starboard cruise ships. He previously spent 15 years at the company’s Louis Vuitton brand, where he successively led the company’s demand planning, U.S. manufacturing, worldwide supply chain, and all retail operations in the Southern United States, the Caribbean and Latin America.お知らせ • Feb 10AZ Goat, LLC entered into a definitive agreement to acquire Blue Camo, LLC from Ayr Wellness Inc. (CNSX:AYR.A) for $20 million.AZ Goat, LLC entered into a definitive agreement to acquire Blue Camo, LLC from Ayr Wellness Inc. (CNSX:AYR.A) for $20 million on February 9, 2023. Ayr is to receive consideration of $20 million in cash, with additional cash proceeds from net working capital to be received within six months of closing the transaction. In addition, the Buyer intends to assume lease obligations that will result in the elimination of approximately $15 million in long-term lease liabilities for Ayr. The sale is subject to certain closing conditions and regulatory approvals, with an anticipated closing in H1 2023.Breakeven Date Change • Feb 07Forecast to breakeven in 2024The 11 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.4m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.株主還元AYR.ACA PharmaceuticalsCA 市場7D0%-0.3%-0.8%1Yn/a-1.5%30.8%株主還元を見る業界別リターン: AYR.AがCanadian Pharmaceuticals業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: AYR.A Canadian市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is AYR.A's price volatile compared to industry and market?AYR.A volatilityAYR.A Average Weekly Movementn/aPharmaceuticals Industry Average Movement8.9%Market Average Movement9.7%10% most volatile stocks in CA Market16.5%10% least volatile stocks in CA Market3.7%安定した株価: AYR.Aの株価は、 Canadian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のAYR.Aのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20172,500Scott Davidowww.ayrwellness.comエアウェルネス社は、大麻製品およびブランド大麻パッケージ商品の栽培、製造、小売を行っている。同社は、大麻の所有、製造、使用、販売、流通、および/または成人用および/または薬用大麻市場におけるライセンスの保有に従事している。同社のポートフォリオには、kynd、HAZE、Later Daysのブランド名による消費者向けパッケージ商品や、レガシーブランド、ローカルブランドが含まれる。また、AYRとThe Dispensaryのブランド名で大麻小売店チェーンも所有・運営している。同社は以前はエアー・ストラテジーズ社として知られていたが、2021年2月にエアー・ウェルネス社に社名を変更した。エアウェルネス社は2017年に法人化され、フロリダ州マイアミに本社を置いている。もっと見るAyr Wellness Inc. 基礎のまとめAyr Wellness の収益と売上を時価総額と比較するとどうか。AYR.A 基礎統計学時価総額CA$18.10m収益（TTM）-CA$433.30m売上高(TTM)CA$632.28m0.0xP/Sレシオ0.0xPER（株価収益率AYR.A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計AYR.A 損益計算書（TTM）収益US$452.90m売上原価US$294.07m売上総利益US$158.83mその他の費用US$469.20m収益-US$310.37m直近の収益報告Mar 31, 2025次回決算日該当なし一株当たり利益（EPS）-2.66グロス・マージン35.07%純利益率-68.53%有利子負債／自己資本比率134.6%AYR.A の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/10 23:17終値2026/05/13 00:00収益2025/03/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ayr Wellness Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関Matt BottomleyCanaccord GenuityOwen BennettJefferies LLCGregory GibasNorthland Capital Markets1 その他のアナリストを表示
お知らせ • Jan 22AYR Wellness Inc. Announces Resignation of Lou Karger as Director and Chair of the Board, Effective January 31, 2026AYR Wellness Inc. announced that Lou Karger, the Chair of the Board, has resigned in his capacity as a director of the Company, effective as of January 31, 2026.
お知らせ • Dec 31AYR Wellness Inc Announces Departure of Donna Granato as Interim Chief Financial Officer, Effective December 31, 2025AYR Wellness Inc. announces that Donna Granato, the Company’s interim Chief Financial Officer, will depart AYR December 31, 2025.
お知らせ • Jul 02AYR Wellness Inc. Provides Update on Senior Note Interest PaymentAYR Wellness Inc. confirms that it did not make the interest payment due on June 30, 2025 in connection with the outstanding senior notes issued pursuant to its Amended and Restated Trust Indenture dated February 7, 2024. Should the Company not make the Interest Payment on or prior to July 30, 2025, that will result in an event of default in respect of the Notes. As announced by the Company on May 30, 2025, the Company is actively engaged in discussions with the holders of a majority of the outstanding Notes regarding the exploration of capital structure alternatives as part of a broader review and assessment of other strategic alternatives. The Company does not anticipate that the missed Interest Payment will result in any operational challenges with respect to its business.
お知らせ • Jun 07Ayr Wellness Inc. Announces Entry into Limited Waiver Agreement with Senior NoteholdersAYR Wellness Inc. announced that it has entered into a Limited Waiver Agreement (the “Agreement”) with the holders of a majority of its senior secured notes (the “Majority Holders”). The Agreement provides a temporary waiver of certain events of default under the Company’s senior note documents, including those arising from the Company’s previously announced delay in filing its interim financial statements for the quarter ended March 31, 2025, and certain payment defaults under other outstanding debt obligations (including certain of the Company’s unsecured and/or subordinated debt obligations) should the Company determine not to make such payments when due. The waiver is effective through June 19, 2025, unless terminated earlier upon the occurrence of certain specified events, including a termination event of default should the Company make any payments otherwise due under its unsecured and/or subordinated debt obligations. The Company is actively engaged in ongoing negotiations with its senior lenders and continues to assess strategic alternatives to address its capital structure and upcoming payment obligations. The entry into the Agreement provides the Company with additional time and flexibility to continue these discussions and pursue its strategic objectives. The Agreement temporarily restricts the Majority Holders from exercising their default-related rights and remedies with respect to the specified defaults during the waiver period, subject to the terms and conditions in the Agreement. The Agreement does not constitute a permanent waiver of any defaults or a waiver of any other rights or remedies under the senior note documents. AYR remains committed to operating its business in the ordinary course and to delivering high-quality cannabis products to its patients and customers. The Company will continue to provide updates regarding the status of the Agreement and any material developments as they arise.
お知らせ • May 05Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025.
新しいナラティブ • Apr 11New Indoor Cultivation Facilities In Ocala Will Improve Operations Investment in core brands and new cultivation facilities aims to enhance product quality and drive revenue growth.
お知らせ • Jan 22AYR Wellness Inc. Announces Resignation of Lou Karger as Director and Chair of the Board, Effective January 31, 2026AYR Wellness Inc. announced that Lou Karger, the Chair of the Board, has resigned in his capacity as a director of the Company, effective as of January 31, 2026.
お知らせ • Dec 31AYR Wellness Inc Announces Departure of Donna Granato as Interim Chief Financial Officer, Effective December 31, 2025AYR Wellness Inc. announces that Donna Granato, the Company’s interim Chief Financial Officer, will depart AYR December 31, 2025.
お知らせ • Jul 02AYR Wellness Inc. Provides Update on Senior Note Interest PaymentAYR Wellness Inc. confirms that it did not make the interest payment due on June 30, 2025 in connection with the outstanding senior notes issued pursuant to its Amended and Restated Trust Indenture dated February 7, 2024. Should the Company not make the Interest Payment on or prior to July 30, 2025, that will result in an event of default in respect of the Notes. As announced by the Company on May 30, 2025, the Company is actively engaged in discussions with the holders of a majority of the outstanding Notes regarding the exploration of capital structure alternatives as part of a broader review and assessment of other strategic alternatives. The Company does not anticipate that the missed Interest Payment will result in any operational challenges with respect to its business.
お知らせ • Jun 07Ayr Wellness Inc. Announces Entry into Limited Waiver Agreement with Senior NoteholdersAYR Wellness Inc. announced that it has entered into a Limited Waiver Agreement (the “Agreement”) with the holders of a majority of its senior secured notes (the “Majority Holders”). The Agreement provides a temporary waiver of certain events of default under the Company’s senior note documents, including those arising from the Company’s previously announced delay in filing its interim financial statements for the quarter ended March 31, 2025, and certain payment defaults under other outstanding debt obligations (including certain of the Company’s unsecured and/or subordinated debt obligations) should the Company determine not to make such payments when due. The waiver is effective through June 19, 2025, unless terminated earlier upon the occurrence of certain specified events, including a termination event of default should the Company make any payments otherwise due under its unsecured and/or subordinated debt obligations. The Company is actively engaged in ongoing negotiations with its senior lenders and continues to assess strategic alternatives to address its capital structure and upcoming payment obligations. The entry into the Agreement provides the Company with additional time and flexibility to continue these discussions and pursue its strategic objectives. The Agreement temporarily restricts the Majority Holders from exercising their default-related rights and remedies with respect to the specified defaults during the waiver period, subject to the terms and conditions in the Agreement. The Agreement does not constitute a permanent waiver of any defaults or a waiver of any other rights or remedies under the senior note documents. AYR remains committed to operating its business in the ordinary course and to delivering high-quality cannabis products to its patients and customers. The Company will continue to provide updates regarding the status of the Agreement and any material developments as they arise.
お知らせ • May 05Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025Ayr Wellness Inc., Annual General Meeting, Jun 30, 2025.
新しいナラティブ • Apr 11New Indoor Cultivation Facilities In Ocala Will Improve Operations Investment in core brands and new cultivation facilities aims to enhance product quality and drive revenue growth.
お知らせ • Apr 05Ayr Wellness Inc. Announces CEO ChangesAYR Wellness Inc. announced that, effective today, Steven M. Cohen has stepped down as the Interim Chief Executive Officer of the Company. The AYR board of directors (the “Board”) has appointed Scott Davido as Interim Chief Executive Officer. Mr. Cohen served as Interim Chief Executive Officer from September 18, 2024, and will remain engaged as an advisor to the Company to support this transition. Mr. Davido is a senior managing director at Ankura Consulting Group. He previously served in the same role at FTI Consulting, leading companies in financial and operational transitions. Among his roles, Mr. Davido has previously served as Interim CEO of DCL Corporation, CEO of Advantage Rent a Car, and CEO of Experience.com (formerly Social Survey). Mr. Davido has also held senior executive roles at Calpine Corporation and NRG Energy.
お知らせ • Mar 24Ayr Wellness Inc. Appoints Donna Granato as Interim Chief Financial OfficerThe Board of Ayr Wellness Inc. announced the appointment of Donna Granato as Interim Chief Financial Officer of the Company, effective immediately. Ms. Granato brings more than 25 years in corporate finance and operations, most recently serving as CFO of Vivvix, a global digital advertising company. Before that she served in high level finance roles at GTT Communications, Shutterstock, Tribune Media, and Omnicom Group.
お知らせ • Mar 09Ayr Wellness Inc. Reports Impairment Charges for the Fourth Quarter Ended December 31, 2024Ayr Wellness Inc. reported impairment charges for the fourth quarter ended December 31, 2024. for the quarter, the company reported $94 million related to Florida goodwill impairment charge.
お知らせ • Mar 08Ayr Wellness Inc. Provides Earnings Guidance for the First Quarter of 2025Ayr Wellness Inc. provided earnings guidance for the first quarter of 2025. for the quarter, the company expects revenue to be down mid-single digits compared to Fourth Quarter 2024.
Reported Earnings • Mar 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: US$3.24 loss per share (further deteriorated from US$1.16 loss in FY 2023). Revenue: US$463.6m (flat on FY 2023). Net loss: US$359.3m (loss widened 317% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 54%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Pharmaceuticals industry in Canada.
Price Target Changed • Mar 02Price target decreased by 32% to CA$2.58Down from CA$3.81, the current price target is an average from 3 analysts. New target price is 438% above last closing price of CA$0.48. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$1.16 last year.
Price Target Changed • Feb 25Price target decreased by 8.1% to CA$3.56Down from CA$3.88, the current price target is an average from 4 analysts. New target price is 599% above last closing price of CA$0.51. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$2.15 next year compared to a net loss per share of US$1.16 last year.
お知らせ • Feb 08AYR Wellness Inc. Announces Transition of Jared Cohen to Board ObserverAYR Wellness Inc. announced the resignation of Jared Cohen from its Board of Directors (the "Board") and transition to Board Observer.
お知らせ • Feb 04Ayr Wellness Inc. to Report Q4, 2024 Results on Mar 06, 2025Ayr Wellness Inc. announced that they will report Q4, 2024 results on Mar 06, 2025
お知らせ • Feb 03Ayr Wellness Announces Resignation of Brad Asher as Chief Financial OfficerAYR Wellness Inc. announced that Brad Asher, the Company’s Chief Financial Officer, has provided notice of his resignation to the Company in connection with Mr. Asher’s pursuit of another opportunity. His resignation will be effective at a mutually agreed upon date following the Company’s filing of its 2024 annual financial statements. The Company intends to provide further updates regarding the search for a new Chief Financial Officer in due course.
お知らせ • Jan 27George Denardo Assumes the Role of President of AYR Wellness IncAYR Wellness Inc. announced that George Denardo, AYR's Chief Operating Officer, has assumed the role of President of the Company. In his new role, George will oversee all company-wide operations, including with all retail, wholesale, purchasing, marketing, cultivation, and manufacturing. In his time at AYR, George has been instrumental in improving key cultivation and production metrics, streamlining and re-launching the company's brand portfolio, and building an updated platform to launch new and innovative products.
分析記事 • Jan 01Ayr Wellness Inc. (CSE:AYR.A) Not Doing Enough For Some Investors As Its Shares Slump 30%To the annoyance of some shareholders, Ayr Wellness Inc. ( CSE:AYR.A ) shares are down a considerable 30% in the last...
お知らせ • Nov 20AYR Wellness Inc. Launches Later Days Fruit-Flavored Vape CollectionAYR Wellness Inc. announced an expansion of its Later Days brand to now include a line of pocket-friendly vapes packed with smooth, refreshing flavors. Patients and adult-use customers in Massachusetts, New Jersey, Nevada and Ohio can begin exploring AYR’s new vape offering beginning November 25, 2024, with additional markets to follow at a later date. This collection of compact disposables offers a familiar and discrete delivery system, a 280mAh battery for long-lasting sessions, a USB-C charging port for rapid power-ups and an oil window to always let know when low. Later Days Vapes are launching with a selection of five delicious flavors including Sweet Strawberry, Juicy Mango, Frozen Watermelon, Winter Mint and Georgia Peach. The easy-to-use devices will initially be available in a 1g size in all states, with a 2g size launching in New Jersey and Massachusetts in early 2025. The launch of Later Days adds to a year of evolution for AYR. AYR has relaunched and expanded strain and product selection for its cannabis brand, Kynd, expanded its HAZE brand into new product categories, launched adult-use sales in Ohio, and opened five dispensaries across three markets.
Major Estimate Revision • Nov 20Consensus EPS estimates fall by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$483.3m to US$463.7m. Losses expected to increase from US$1.84 per share to US$2.32. Pharmaceuticals industry in Canada expected to see average net income growth of 50% next year. Consensus price target down from CA$5.44 to CA$3.88. Share price fell 20% to CA$0.99 over the past week.
New Risk • Nov 17New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (23% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$151m net loss next year). Market cap is less than US$100m (CA$125.5m market cap, or US$89.1m).
Reported Earnings • Nov 14Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.44 loss per share (further deteriorated from US$0.24 loss in 3Q 2023). Revenue: US$114.3m (flat on 3Q 2023). Net loss: US$50.6m (loss widened 177% from 3Q 2023). Revenue missed analyst estimates by 5.5%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada.
お知らせ • Nov 13+ 1 more updateAyr Wellness Inc. Provides Earnings Guidance for the Fourth Quarter 2024Ayr Wellness Inc. provided earnings guidance for the fourth quarter 2024. For the quarter, the Company expected revenue to be essentially flat compared to the third quarter of 2024.
New Risk • Nov 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$111.0m (US$79.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (21% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$166m net loss next year). Shareholders have been diluted in the past year (50% increase in shares outstanding). Market cap is less than US$100m (CA$111.0m market cap, or US$79.5m).
New Risk • Nov 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Canadian stocks, typically moving 21% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable next year (US$166m net loss next year).
分析記事 • Nov 03Ayr Wellness Inc.'s (CSE:AYR.A) 29% Share Price Surge Not Quite Adding UpAyr Wellness Inc. ( CSE:AYR.A ) shareholders have had their patience rewarded with a 29% share price jump in the last...
分析記事 • Oct 23Ayr Wellness (CSE:AYR.A) Has Debt But No Earnings; Should You Worry?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Oct 18Ayr Wellness Inc. to Report Q3, 2024 Results on Nov 13, 2024Ayr Wellness Inc. announced that they will report Q3, 2024 results on Nov 13, 2024
New Risk • Oct 06New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 51% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (51% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$156m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change).
お知らせ • Sep 19+ 1 more updateAYR Wellness Inc. Announces Chief Executive Officer ChangesAYR Wellness Inc. announced that, effective September 18, 2024, David Goubert has stepped down as the Chief Executive Officer of the Company. Mr. Goubert served as President of the Company from October 12, 2022 and as Chief Executive Officer of the Company from February 13, 2023. Mr. Goubert served as President of the Company from October 12, 2022 and as Chief Executive Officer of the Company from February 13, 2023. The Board has approved the appointment of Steven M. Cohen as Interim Chief Executive Officer of the Company, effective immediately. Mr. Cohen previously served as outside legal advisor to the Company.
Recent Insider Transactions • Sep 15Chief Business Dev. Officer recently sold CA$54k worth of stockOn the 9th of September, James Mendola sold around 19k shares on-market at roughly CA$2.82 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought CA$40k more than they sold in the last 12 months.
Price Target Changed • Sep 11Price target decreased by 12% to CA$5.44Down from CA$6.18, the current price target is an average from 4 analysts. New target price is 93% above last closing price of CA$2.82. Stock is down 29% over the past year. The company is forecast to post a net loss per share of US$1.90 next year compared to a net loss per share of US$1.16 last year.
分析記事 • Aug 28Ayr Wellness Inc. (CSE:AYR.A) Not Doing Enough For Some Investors As Its Shares Slump 28%Ayr Wellness Inc. ( CSE:AYR.A ) shareholders that were waiting for something to happen have been dealt a blow with a...
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$1.65 to -US$1.86 per share. Revenue forecast unchanged at US$485.8m. Pharmaceuticals industry in Canada expected to see average net income growth of 46% next year. Consensus price target of CA$5.82 unchanged from last update. Share price rose 7.7% to CA$2.65 over the past week.
Major Estimate Revision • Aug 14Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$1.64 to -US$1.86 per share. Revenue forecast unchanged at US$485.8m. Pharmaceuticals industry in Canada expected to see average net income growth of 46% next year. Consensus price target down from CA$6.03 to CA$5.82. Share price rose 12% to CA$2.48 over the past week.
New Risk • Aug 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 53% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (53% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$35m net loss in 2 years). Share price has been volatile over the past 3 months (13% average weekly change).
Reported Earnings • Aug 08Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: US$0.34 loss per share. Revenue: US$117.3m (flat on 2Q 2023). Net loss: US$38.8m (loss widened 27% from 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 34%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada.
お知らせ • Aug 07+ 1 more updateAyr Wellness Inc. Provides Revenue Guidance for the Third Quarter of 2024Ayr Wellness Inc. provided revenue guidance for the third quarter of 2024. For the third quarter, the company expected revenue growth to be up low to mid-single digits from second quarter based on the timing and ramping of the Ohio Adult Use rollout.
お知らせ • Aug 01AYR Wellness Inc. Announces Executive ChangesAYR Wellness Inc. announced that, effective July 31, 2024, Mr. Jonathan Sandelman has resigned and stepped down from his role as director and executive chairman of the Company. The board of directors of the Company has determined that Mr. Louis Karger is now the chairman of the board. Mr. Sandelman has served on the board of AYR since 2017 and has resigned to pursue other opportunities.
分析記事 • Jul 17Does Ayr Wellness (CSE:AYR.A) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jul 04Ayr Wellness Inc. to Report Q2, 2024 Results on Aug 02, 2024Ayr Wellness Inc. announced that they will report Q2, 2024 results on Aug 02, 2024
分析記事 • May 24Ayr Wellness Inc.'s (CSE:AYR.A) Shares Not Telling The Full StoryAyr Wellness Inc.'s ( CSE:AYR.A ) price-to-sales (or "P/S") ratio of 0.5x may look like a pretty appealing investment...
Major Estimate Revision • May 22Consensus EPS estimates fall by 223%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.495 to -US$1.60 per share. Revenue forecast unchanged at US$489.6m. Pharmaceuticals industry in Canada expected to see average net income growth of 44% next year. Consensus price target broadly unchanged at CA$6.06. Share price was steady at CA$3.61 over the past week.
Reported Earnings • May 16First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: US$1.08 loss per share (further deteriorated from US$0.13 loss in 1Q 2023). Revenue: US$118.0m (flat on 1Q 2023). Net loss: US$106.1m (loss widened US$96.7m from 1Q 2023). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 52% per year whereas the company’s share price has fallen by 51% per year.
お知らせ • May 16Ayr Wellness Inc. Provides Earnings Guidance for the Second Quarter of 2024Ayr Wellness Inc. provided earnings guidance for the second quarter of 2024. The Company anticipates revenue in second quarter 2024 to be flat to modestly up compared to first quarter 2024.
お知らせ • Apr 12Ayr Wellness Inc. to Report Q1, 2024 Results on May 15, 2024Ayr Wellness Inc. announced that they will report Q1, 2024 results on May 15, 2024
Breakeven Date Change • Apr 09Forecast to breakeven in 2025The 8 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 26% to 2024. The company is expected to make a profit of US$8.50m in 2025. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
お知らせ • Mar 27Ayr Wellness Inc. Launches Kynd Premium Edibles in Florida and NevadaAYR Wellness Inc. announced that its cannabis brand, kynd, will launch its first line of premium edibles in Florida and Nevada. Patients in Florida can now begin exploring kynd's newest offering, with Nevada to follow in the coming weeks. Kynd breaks into the growing edibles market with a selection of naturally flavored, reliably dosed, melt-proof, vegan and gluten-free edibles that amplify creativity and relaxation with effect-based terpenes and cannabinoids, designed to deliver a combination of deliciousness and effectiveness that take cannabis adventures to new heights. Offerings include: UPLIFT Gummies: Available in Sour Strawberry and Sour Watermelon, these mood-boosting, energizing Sativa gummies inspire creativity and awaken potential. RELAX Gummies: Journey to a place of total relaxation with these soothing, calming, Indica delectables, available in Sour Blue Raspberry and Tropical Pineapple. BALANCE Gummies: With a perfectly paired 1:1 ratio of THC to CBD, these blissfully effective edibles invite consumers on a peaceful, Florida Orange or Black Cherry-flavored journey. SLEEP Gummies: Blending a 2:1 ratio of CBN and Indica terpenes, these Bedtime Blueberry gummies allow consumers to unwind and enjoy a restful night's sleep. ENERGY Gummies: Low Dose, High Energy. These tart Sativa treats have 1mg of THC and 5mg of THCV, a minor cannabinoid associated with increased focus and alertness. Perfect for checking items off to-do list! kynd's Sour Watermelon UPLIFT, Black Cherry BALANCE, and Sour Blue Raspberry and Tropical Pine Pineapple RELAX Gummies are now available in Florida. Additional flavors will be available in Florida and Nevada at a later date. The launch of kynd's premium edibles builds upon the debut of its refreshed brand identity.
Board Change • Mar 26Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Joyce Johnson-Miller was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Mar 20Consensus EPS estimates upgraded to US$0.50 loss, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from US$504.8m to US$497.0m. 2024 losses expected to reduce from -US$0.588 to -US$0.498 per share. Pharmaceuticals industry in Canada expected to see average net income growth of 56% next year. Consensus price target up from CA$5.29 to CA$5.44. Share price rose 27% to CA$2.85 over the past week.
お知らせ • Mar 19Ayr Wellness Inc., Annual General Meeting, May 17, 2024Ayr Wellness Inc., Annual General Meeting, May 17, 2024.
Reported Earnings • Mar 13Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$1.16 loss per share (improved from US$3.58 loss in FY 2022). Revenue: US$463.6m (flat on FY 2022). Net loss: US$86.1m (loss narrowed 65% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 136%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has fallen by 62% per year, which means it is performing significantly worse than earnings.
お知らせ • Mar 13Ayr Wellness Inc. Provides Earnings Guidance for the First Quarter of 2024Ayr Wellness Inc. provided earnings guidance for the first quarter of 2024. The Company anticipates revenue in first quarter of 2024 to range from flat to modest growth compared to fourth quarter of 2023.
お知らせ • Feb 23Ayr Wellness Inc. announced that it expects to receive $48.857663 million in fundingAyr Wellness Inc. announced that it will receive $48,857,663 in funding on February 22, 2024. The company will issue warrants, at no cost to such shareholders, to acquire subordinate, restricted or limited voting shares of AYR Wellness Inc. on a pro rata basis, for no consideration. The minimum investment accepted from any outside investor is $2. The company will issue securities pursuant to exemption provided under Regulation D.
New Risk • Feb 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 58% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Shareholders have been substantially diluted in the past year (58% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 3 years (US$46m net loss in 3 years).
お知らせ • Feb 09Ayr Wellness Inc. to Report Q4, 2023 Results on Mar 13, 2024Ayr Wellness Inc. announced that they will report Q4, 2023 results on Mar 13, 2024
お知らせ • Feb 08AYR Wellness Inc. Announces Jared Cohen to Join the Board of DirectorsAYR Wellness Inc. announced that Jared Cohen will be joining the board of directors of the Company, subject to receipt of necessary state cannabis regulatory approvals. Jared is currently a partner at FiSai Investments and brings over 20 years of public and private investing experience across multiple industries and throughout the capital structure.
Recent Insider Transactions • Dec 31President & CEO recently bought CA$63k worth of stockOn the 26th of December, David Goubert bought around 25k shares on-market at roughly CA$2.51 per share. This transaction amounted to 4.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
分析記事 • Dec 22Is Ayr Wellness Inc. (CSE:AYR.A) Worth CA$2.1 Based On Its Intrinsic Value?Key Insights Using the 2 Stage Free Cash Flow to Equity, Ayr Wellness fair value estimate is CA$1.59 Ayr Wellness is...
お知らせ • Nov 17Ayr Wellness Inc. Provides Earnings Guidance for the Fourth Quarter of 2023Ayr Wellness Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects revenue to be essentially flat compared to the third quarter.
Reported Earnings • Nov 17Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: US$0.24 loss per share (improved from US$0.52 loss in 3Q 2022). Revenue: US$114.4m (down 4.4% from 3Q 2022). Net loss: US$18.3m (loss narrowed 50% from 3Q 2022). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) exceeded analyst estimates by 8.9%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 52% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • Nov 17Forecast to breakeven in 2025The 8 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 48% per year to 2024. The company is expected to make a profit of US$10.6m in 2025. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
Price Target Changed • Nov 02Price target decreased by 14% to CA$5.43Down from CA$6.28, the current price target is an average from 5 analysts. New target price is 237% above last closing price of CA$1.61. Stock is down 68% over the past year. The company is forecast to post a net loss per share of US$1.52 next year compared to a net loss per share of US$3.58 last year.
お知らせ • Nov 02Ayr Wellness Inc. to Report Q3, 2023 Results on Nov 16, 2023Ayr Wellness Inc. announced that they will report Q3, 2023 results on Nov 16, 2023
New Risk • Oct 28New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: CA$126.5m (US$91.2m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (24% average weekly change). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$40m net loss in 2 years). Shareholders have been diluted in the past year (11% increase in shares outstanding). Market cap is less than US$100m (CA$126.5m market cap, or US$91.2m).
分析記事 • Oct 06Is Ayr Wellness (CSE:AYR.A) Using Debt Sensibly?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buying Opportunity • Sep 19Now 25% undervaluedOver the last 90 days, the stock is up 235%. The fair value is estimated to be CA$5.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 44% over the last 3 years. Earnings per share has declined by 59%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 83% in the next 2 years.
分析記事 • Sep 01Ayr Wellness Inc.'s (CSE:AYR.A) Share Price Boosted 33% But Its Business Prospects Need A Lift TooDespite an already strong run, Ayr Wellness Inc. ( CSE:AYR.A ) shares have been powering on, with a gain of 33% in the...
分析記事 • Sep 01Ayr Wellness Inc. (CSE:AYR.A) Stock Catapults 33% Though Its Price And Business Still Lag The IndustryAyr Wellness Inc. ( CSE:AYR.A ) shares have continued their recent momentum with a 33% gain in the last month alone...
Major Estimate Revision • Aug 24Consensus EPS estimates fall by 24%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$501.0m to US$481.4m. Losses expected to increase from US$1.42 per share to US$1.76. Pharmaceuticals industry in Canada expected to see average net income growth of 3.9% next year. Consensus price target down from CA$7.54 to CA$6.44. Share price fell 5.0% to CA$1.14 over the past week.
Reported Earnings • Aug 18Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: US$116.7m (up 6.0% from 2Q 2022). Net loss: US$30.5m (loss narrowed 21% from 2Q 2022). Revenue missed analyst estimates by 3.4%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 54% per year whereas the company’s share price has fallen by 58% per year.
お知らせ • Aug 18Ayr Wellness Inc. Provides Earnings Guidance for the Second Half of 2023 and for the Year 2024Ayr Wellness Inc. provided earnings guidance for the second half of 2023 and for the year 2024. The company, committed to its financial health and is positioning itself to achieve sustainable long-term growth and profitability across all markets of operation. AYR expects to generate revenue growth in the second half of 2023 and into 2024.
お知らせ • Aug 05Ayr Wellness Inc. Appoints Michael Warren to Board of DirectorsAYR Wellness Inc. announced that it has welcomed Michael Warren to the Company's Board of Directors. Mr. Warren's 30-year career in financial services is comprised of experience in asset management, capital markets and banking, and includes 20 years of direct management responsibility at Wells Fargo, Deutsche Bank and Goldman Sachs. He previously served on the Board of Directors of Metrodigi Inc. Mr. Warren received his M.B.A. from the University of Chicago Booth School of Business and his Bachelor of Science in Management Science from MIT.
分析記事 • Jul 11Is There An Opportunity With Ayr Wellness Inc.'s (CSE:AYR.A) 33% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Ayr Wellness fair value estimate is CA$2.07 Ayr Wellness...
Major Estimate Revision • Jun 27Consensus EPS estimates upgraded to US$1.41 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -US$1.75 to -US$1.41 per share. Revenue forecast unchanged from US$503.6m at last update. Pharmaceuticals industry in Canada expected to see average net income decline 8.9% next year. Consensus price target of CA$9.30 unchanged from last update. Share price fell 2.6% to CA$1.12 over the past week.
Price Target Changed • May 29Price target decreased by 24% to CA$13.50Down from CA$17.70, the current price target is an average from 4 analysts. New target price is 838% above last closing price of CA$1.44. Stock is down 83% over the past year. The company is forecast to post a net loss per share of US$1.71 next year compared to a net loss per share of US$3.58 last year.
Buying Opportunity • May 26Now 24% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be CA$2.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has declined by 34%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 78% in the next 2 years.
Major Estimate Revision • May 23Consensus EPS estimates fall by 16%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$529.1m to US$504.0m. Losses expected to increase from US$1.46 per share to US$1.70. Pharmaceuticals industry in Canada expected to see average net income decline 22% next year. Consensus price target broadly unchanged at CA$17.40. Share price rose 23% to CA$1.65 over the past week.
Breakeven Date Change • May 19Forecast to breakeven in 2025The 6 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 68% per year to 2024. The company is expected to make a profit of US$36.1m in 2025. Average annual earnings growth of 92% is required to achieve expected profit on schedule.
Reported Earnings • May 17First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: US$0.13 loss per share (further deteriorated from US$0.11 loss in 1Q 2022). Revenue: US$117.7m (up 5.8% from 1Q 2022). Net loss: US$9.36m (loss widened 24% from 1Q 2022). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) also missed analyst estimates. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has fallen by 50% per year, which means it is performing significantly worse than earnings.
Major Estimate Revision • Mar 16Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$585.5m to US$530.9m. Losses expected to increase from US$1.03 per share to US$1.27. Pharmaceuticals industry in Canada expected to see average net income growth of 7.1% next year. Consensus price target down from CA$20.29 to CA$15.93. Share price fell 9.9% to CA$1.00 over the past week.
Price Target Changed • Mar 10Price target decreased by 25% to CA$15.93Down from CA$21.14, the current price target is an average from 7 analysts. New target price is 1,446% above last closing price of CA$1.03. Stock is down 93% over the past year. The company is forecast to post a net loss per share of US$1.24 next year compared to a net loss per share of US$3.58 last year.
Reported Earnings • Mar 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: US$3.58 loss per share (further deteriorated from US$0.30 loss in FY 2021). Revenue: US$465.6m (up 30% from FY 2021). Net loss: US$245.5m (loss widened US$228.5m from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 149%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Pharmaceuticals industry in Canada. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 50% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 07Price target decreased by 11% to CA$18.75Down from CA$21.14, the current price target is an average from 8 analysts. New target price is 1,279% above last closing price of CA$1.36. Stock is down 91% over the past year. The company is forecast to post a net loss per share of US$1.46 next year compared to a net loss per share of US$0.30 last year.
お知らせ • Feb 14+ 1 more updateAyr Wellness Inc. Announces Chief Executive Officer ChangesAyr Wellness Inc. announced that Jonathan Sandelman has transitioned to Executive Chair, where he will continue to serve the Company’s Board of Directors, and David Goubert, current President of Ayr, has assumed the role of President and Chief Executive Officer. Mr. Goubert joined Ayr from Neiman Marcus Group, where he served as NMG’s President and Chief Customer Officer, responsible for the full P&L of the Neiman Marcus brand as well as all customer touchpoints. He previously led NMG’s digital and in-store retail operations as Chief Retail Officer, driving many of NMG’s enhancements to the customer experience, creating personalized and memorable experiences for customers at each of the company’s 36 locations, as well as online, including style advisor matching, virtual appointments, in-store pick-up, and virtual fashion events. Mr. Goubert spent 20 years at LVMH. Most recently, he served as Senior Vice President of LVMH’s Starboard Cruise Services subsidiary, spearheading partner relations and overseeing hundreds of retail outlets on Starboard cruise ships. He previously spent 15 years at the company’s Louis Vuitton brand, where he successively led the company’s demand planning, U.S. manufacturing, worldwide supply chain, and all retail operations in the Southern United States, the Caribbean and Latin America.
お知らせ • Feb 10AZ Goat, LLC entered into a definitive agreement to acquire Blue Camo, LLC from Ayr Wellness Inc. (CNSX:AYR.A) for $20 million.AZ Goat, LLC entered into a definitive agreement to acquire Blue Camo, LLC from Ayr Wellness Inc. (CNSX:AYR.A) for $20 million on February 9, 2023. Ayr is to receive consideration of $20 million in cash, with additional cash proceeds from net working capital to be received within six months of closing the transaction. In addition, the Buyer intends to assume lease obligations that will result in the elimination of approximately $15 million in long-term lease liabilities for Ayr. The sale is subject to certain closing conditions and regulatory approvals, with an anticipated closing in H1 2023.
Breakeven Date Change • Feb 07Forecast to breakeven in 2024The 11 analysts covering Ayr Wellness expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$20.4m in 2024. Average annual earnings growth of 75% is required to achieve expected profit on schedule.
