Leafly Holdings, Inc.

OTCPK:LFLH Stock Report

Market Cap: US$227.1k

Leafly Holdings Management

Management criteria checks 2/4

Leafly Holdings' CEO is Peter H. Lee, appointed in May 2024, has a tenure of 1.58 years. total yearly compensation is $526.16K, comprised of 53.5% salary and 46.5% bonuses, including company stock and options. directly owns 0.67% of the company’s shares, worth $1.52K. The average tenure of the management team and the board of directors is 3.2 years and 1.8 years respectively.

Key information

Peter H. Lee

Chief executive officer

US$526.2k

Total compensation

CEO salary percentage53.45%
CEO tenure1.6yrs
CEO ownership0.7%
Management average tenure3.2yrs
Board average tenure1.8yrs

Recent management updates

Recent updates

Analysis Article • Mar 01

A Look At The Intrinsic Value Of Leafly Holdings, Inc. (NASDAQ:LFLY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Leafly Holdings fair value estimate is US$0.53 With US$0.54...
Seeking Alpha • Aug 11

Leafly Holdings GAAP EPS of $0.37 beats by $0.49, revenue of $12.1M misses by $0.46M

Leafly Holdings press release (NASDAQ:LFLY): Q2 GAAP EPS of $0.37 beats by $0.49. Revenue of $12.1M (+14.3% Y/Y) misses by $0.46M.
Seeking Alpha • Jul 28

Leafly: Gambling With Cannabis

Leafly doubled on the day with soaring volumes before eventually ending up with a small gain. The rally wasn't supported by any fundamental change in the business. LFLY stock should be sold on the next such rally. In just hours after the stock market opened yesterday, Leafly Holdings (LFLY) jumped over 100% on the day to nearly hit $11. Anyone holding onto the stock was just gambling because the financials and the trading of peer WM Technology (MAPS) suggest the rally wasn't based on fundamentals. My investment thesis would've been Bearish with the stock back up at $10, but my view remains Neutral with Leafly giving up virtually all of the gains. Irrational Rally In Leafly For no apparent reason, Leafly traded from a close yesterday below $5 to nearly $11 in just hours after the market opened. The stock has rarely had daily volume above 100K, yet the stock has now had nearly 6 million shares traded on July 27, or nearly 40x the average daily volume. Source: Finviz The online cannabis business reported Q1 results in May with revenues growing 21% YoY. Due to an infusion of capital, Leafly is now back to growing retail accounts with this amount up an impressive 37% to 5,422 accounts at the end of Q1'22. Regardless, total quarterly revenues were still only a meager $11.4 million. With a booming domestic cannabis market, Leafly only producing revenues at a $46 million annual run rate is definitely disappointing. The company just doesn't have the scale to warrant the sudden excitement in the business. Leafly continues to pushing more in brand advertising, but this business is more seasonal than retail accounts with subscriptions. The Q1'22 brand revenues were up 21% over last Q1, but the amount was down substantially from the $3 million level of Q4'21. Source: Leafly Q1'22 presentation Leafly reported an EBITDA loss of $5.4 million and guided to escalating losses for the year. The 2022 prediction was for the company to report an EBITDA loss of at least $26 million and up to $31 million on revenues of $53 to $58 million. The company doesn't have the full suite of products offered by competitor WM Holdings that runs the Weedmaps platform and a suite of technology products to facilitate cannabis sales and regulatory compliance in the complicated sector where every jurisdiction has different laws. WM Holdings has ~5x the revenue base and dominates the market usually making life difficult for a much smaller secondary player. Don't Chase LFLY Stock The stock is definitely more appealing back at $5 due to the market opportunities in the cannabis segment as new states like New York and New Jersey move forward with recreational cannabis and look to expand license holders. Along with other state markets, the amount of dispensaries and cannabis brands should only grow in size and influence leading to a larger set of potential accounts. Leafy could definitely be a buyout target, but a lot of such rallies where a small cap stock doubles in a day is just due to technical trading or someone playing a pump and dump scenario. No signs exist anyone is actually looking to buy the cannabis retail platform stock for a major premium to warrant holding the next big jump. The company is definitely aggressively investing in the business to drive future growth. Leafly only has a cash balance of $35 million, so certainly a push to raise additional funds is part of the picture. A big rally could lead the company to rush out a capital raise beneficial to future shareholders, but the stock hasn't held the rally for this to occur.
Seeking Alpha • Apr 07

Leafly: Not The Greatest Timing

Leafly went public during a corporate turnaround while the cannabis market has hit a lull. The company guided below prior revenue targets when announcing the SPAC deal with an EBITDA loss approaching $30 million this year. The stock remains intriguing, but investors are best to watch from the sidelines until the business improves.

CEO Compensation Analysis

How has Peter H. Lee's remuneration changed compared to Leafly Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2025n/an/a

-US$5m

Dec 31 2024US$526kUS$281k

-US$6m

Sep 30 2024n/an/a

-US$5m

Jun 30 2024n/an/a

-US$6m

Mar 31 2024n/an/a

-US$6m

Dec 31 2023US$247kn/a

-US$9m

Sep 30 2023n/an/a

-US$15m

Jun 30 2023n/an/a

US$3m

Mar 31 2023n/an/a

US$19m

Dec 31 2022US$126kn/a

US$5m

Compensation vs Market: Peter H.'s total compensation ($USD526.16K) is about average for companies of similar size in the US market ($USD596.08K).

Compensation vs Earnings: Peter H.'s compensation has increased whilst the company is unprofitable.

CEO

Peter H. Lee (49 yo)

1.6yrs
Tenure
US$526,162
Compensation

Mr. Peter H. L. Lee is Chief Executive Officer at Leafly Holdings, Inc. since November 21, 2025. He is Independent Director of The Cannabist Company Holdings Inc. from June 5, 2025. Mr. Lee serves as Direc...

Leadership Team

NamePositionTenureCompensationOwnership
Peter H. Lee
CEO, President1.6yrsUS$526.16k0.67%
$ 1.5k
Suresh Krishnaswamy
Chief Financial Officer4.3yrsUS$467.76k1.25%
$ 2.8k
Carlos Pinto
Chief Commercial Officer3.2yrsno datano data
3.2yrs
Average Tenure

Experienced Management: LFLH's management team is considered experienced (3.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Peter H. Lee
CEO, President3.8yrsUS$526.16k0.67%
$ 1.5k
Andres Nannetti
Independent Director1.8yrsUS$97.49k0.11%
$ 259.0
Jeffrey Monat
Independent Director1.8yrsUS$92.54k0.16%
$ 370.0
1.8yrs
Average Tenure
47yo
Average Age

Experienced Board: LFLH's board of directors are not considered experienced ( 1.8 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/31 01:41
End of Day Share Price 2025/10/03 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

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Analyst Sources

Leafly Holdings, Inc. is covered by 3 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jason HelfsteinOppenheimer & Co. Inc.
Vivien AzerTD Cowen
Casey RyanWestPark Capital, Inc.