Ayr Wellness (AYRWF) AI Stock Analysis

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Ayr Wellness

(Other OTC:AYRWF)

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Positive Factors

Negative Factors

Ayr Wellness (AYRWF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $432.06K
Dividend Yield: ―
Average Volume (3M): ―
Price to Earnings (P/E): -0.0
Beta (1Y): 12.15
Revenue Growth: ―
EPS Growth: ―
Country: US
Employees: 2,440
Sector: Healthcare
Sector Strength: 51
Industry: Drug Manufacturers - Specialty & Generic

Ayr Wellness Business Overview & Revenue Model

Company Description

Ayr Wellness Inc. is a vertically integrated, multi-state cannabis company that handles the cultivation, manufacturing, and retail sales of its own branded cannabis products. Their diverse product line includes items such as concentrates, edibles, an...

Ayr Wellness Earnings Call Summary

Earnings Call Date:Mar 06, 2025(Q4-2024)|% Change Since:-100.00%|Next Earnings Date:Sep 12, 2025

Earnings Call SentimentNeutral

The call highlighted strategic moves to strengthen the business through operational streamlining and market expansion, particularly in Ohio. However, significant challenges persist, including price compression and various operational difficulties, leading to a decline in profitability and substantial impairment charges.

Positive Updates

Strong Wholesale Revenue Growth

CPG wholesale revenue in 2024 was up 20% year-over-year, with core brands Kynd, Haze, and Later Days up 126% over the prior year.

Negative Updates

Price Compression Across Various Markets

Price compression continued to impact margins, with BDSA flower pricing decreasing sequentially across all markets, ranging from 5% to 12%.

Company Guidance

During the Ayr Wellness fourth quarter and full-year 2024 earnings call, Interim CEO Steven Cohen and President George DeNardo discussed the company's strategic focus on sustainable growth and profitability amidst industry challenges. The call highlighted that full-year sales remained flat at $463.6 million compared to the previous year, with retail sales declining by 4% and wholesale sales increasing by 28%. Adjusted gross margin was reported at 51.6%, down from 55% the previous year, primarily due to price compression and a shift in revenue from retail to wholesale. Ayr emphasized its commitment to core markets, including Florida, Ohio, and Pennsylvania, and announced plans to divest non-core assets like those in Illinois. The $10 million CapEx guidance for 2025, excluding potential Virginia investments, reflects a careful approach to capital deployment. Ayr's leadership transition includes the upcoming departure of CFO Brad Asher, with a focus on building a resilient leadership team to drive future success.

Ayr Wellness Peers Comparison

Overall Rating

UnderperformOutperform

Sector (51)

Financial Indicators

AYRWF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TSE:GTII	69Neutral	CAD 1.94B	14.39	5.30%	―	6.44%	127.50%
TSE:CURA	59Neutral	CAD 3.14B	-217.45	-1.47%	―	5.01%	92.12%
Sector *	51Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%
TSE:VRNO	51Neutral	CAD 2.17B	-1.34	-30.11%	―	0.61%	37.92%
TSE:CL	45Neutral	CAD 318.77M	-1.72	-28.54%	―	-2.43%	-80.34%

* Healthcare Sector Average

Performance Comparison

AYRWF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
AYRWF	Ayr Wellness Inc.	0.01	-0.01	-50.00%
TSE:CURA	Curaleaf Holdings (Otc)	11.21	2.72	32.04%
TSE:GTII	Green Thumb Industries (OTC)	8.85	0.90	11.32%
TSE:CL	Cresco Labs OTC	0.69	-0.54	-43.90%
TSE:VRNO	Verano Holdings Corp.	6.32	0.00	0.00%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Ayr Wellness AI Stock Analysis