Planet 13第三季收入2310万美元微降0.8%：净亏损收窄至640万美元、毛利率升至56.2%
多州大麻运营商Planet 13 Holdings于2026年11月12日在拉斯维加斯经GlobeNewswire发布截至2026年9月30日的第三季业绩。第三季收入为2310万美元，同比降0.8%，上年同期为2330万美元，环比第二季的2290万美元增1.0%，为连续第二个季度环比增长。佛罗里达州收入环比增15.1%、同比增45%。毛利为1300万美元，毛利率为56.2%，上年同期毛利为500万美元、毛利率为21.3%，公司称改善来自退出加利福尼亚州批发业务、内华达州种植成本下降与第三方采购改善。总费用为1750万美元，同比降62.1%，上年同期费用中含2980万美元减值损失。
公司称，第三季净亏损为640万美元，上年同期净亏损为4400万美元。调整后EBITDA亏损为20万美元，上年同期为亏损410万美元。资产负债表方面，现金与受限现金为1570万美元，2025年底为1560万美元，总资产为1.398亿美元，总负债为1.070亿美元。
合并进展方面，Vireo Growth就拟议合并提交的S-4登记声明已于11月2日被宣布生效，Planet 13股东将于12月10日召开特别会议就合并协议投票，因合并待定，公司本季不举行电话会。联席首席执行官Larry Scheffler表示，佛罗里达的投入已反映在数字上，内华达则受拉斯维加斯游客流量下降影响。联席首席执行官Bob Groesbeck表示，公司连续第二个季度实现收入增长与调整后EBITDA改善。本条只报道公司公布的业绩与表态，不构成投资建议。
Planet 13 Third-Quarter Revenue Slips 0.8 Percent to 23.1 Million Dollars: The Net Loss Narrows to 6.4 Million Dollars as the Gross Margin Rises to 56.2 Percent, Released November 12
Planet 13 Holdings Inc., a vertically integrated multi-state cannabis company, announced on November 12, 2026, in Las Vegas in a GlobeNewswire release, financial results for the three-month period ended September 30, 2026. Revenue was 23.1 million dollars, down 0.8 percent from 23.3 million dollars a year earlier, and up 1.0 percent sequentially from 22.9 million dollars in the second quarter, a second consecutive quarter of sequential growth, driven by a 15.1 percent sequential increase in Florida, where revenue was up 45 percent year over year. Gross profit was 13.0 million dollars at a gross margin of 56.2 percent, compared with 5.0 million dollars and 21.3 percent a year earlier, which the company attributed to exiting California wholesale, cost reductions in Nevada cultivation, and improved third party procurement. Total expenses were 17.5 million dollars, down 62.1 percent, with the prior-year period including a 29.8 million dollar impairment loss.
The net loss was 6.4 million dollars, compared with a net loss of 44.0 million dollars a year earlier. The adjusted EBITDA loss was 0.2 million dollars, compared with an adjusted EBITDA loss of 4.1 million dollars. Cash and restricted cash were 15.7 million dollars, compared with 15.6 million dollars at December 31, 2025, with total assets of 139.8 million dollars and total liabilities of 107.0 million dollars.
On the proposed merger with Vireo Growth Inc., the registration statement on Form S-4 was declared effective on November 2, 2026, and Planet 13 stockholders will vote on the merger agreement at a special meeting on December 10, 2026. Due to the pending merger, the company will not host a conference call for the quarter. Co-chief executive Larry Scheffler said the levers pulled in Florida are showing up in the numbers, while lower tourist traffic in Las Vegas continued to weigh on Nevada. Co-chief executive Bob Groesbeck said the company delivered a second consecutive quarter of revenue growth and adjusted EBITDA improvement. This item reports only the published results and statements and is not investment advice.
来源：Planet 13 公司
发布：GSM·美国（发布链接）
图片来源：拉斯维加斯大道全景（资料图）。／Panorama of the Las Vegas Strip (file photo).（Matthew Field，CC BY 2.5，Wikimedia Commons）
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