Leef Brands Inc (LEEEF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

include forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially from what we discussed today for a full discussion of these risks please refer to our filings on cedar plus and at our website our financial results and press release for the quarter are available at leafbrands.com in the investor relations section on today's call michael will begin with key operational highlights and what drove the strong performance this quarter kevin will then walk through the financial results in more detail And after that, Mike will return to discuss the exciting opportunities ahead. With that, I'll turn the call over to Micah. Thanks, Jesse, and good afternoon, everyone. For transparency, just want to call it out. Kevin and I are both recovering from being sick, so we both sound under the weather. Not that we're not excited. We are. But I just want to call it out. I'm going to do this one a little different today. I'm going to give you guys the headlines on the quarter, and then I want to spend the bulk of my time talking about where this company is going. The recent rescheduling announcement is the biggest thing that's happened in this industry in 50 years, and I'd like to cover a few ways it may impact LEAF. Kevin will do a deeper dive on the numbers from the quarter, and then I'll share a few thoughts on how the recent announcement could affect our business. As a quick recap of who we are and what we do, at our core, LEAF is a vertical extraction company. We operate extraction facilities in both California and New York where we produce concentrates for many of the largest companies in the industry. Concentrates as a category makes up over 50% of the addressable market in the U.S., and this number is climbing. In...