Cresco Labs to sell California operations in strategic restructuring

Published 21/07/2025, 11:40
Cresco Labs to sell California operations in strategic restructuring

CHICAGO - Cannabis company Cresco Labs Inc. (CSE:CL) (OTCQX:CRLBF), currently valued at $253 million, announced Monday it plans to sell its California operations as part of a strategic restructuring aimed at strengthening its balance sheet and increasing cash flow. According to InvestingPro data, the company maintains strong liquidity with a current ratio of 2.75x, indicating its ability to meet short-term obligations.

The company is in active discussions with potential buyers interested in acquiring its cultivation, manufacturing, and select distribution operations in California. Cresco Labs expects to finalize the transaction within the next several quarters, subject to regulatory approvals and closing conditions.

Despite divesting these assets, the company will retain full ownership of its premium FloraCalⓇ brand and continue producing and marketing it across key U.S. markets.

"Capital is increasingly precious in this environment, and our focus is on deploying it where it earns the strongest return," said Charlie Bachtell, CEO and Co-founder of Cresco Labs, in a press release statement. InvestingPro analysis suggests the stock is currently undervalued, with additional insights available through their comprehensive Pro Research Report, which provides deep-dive analysis of 1,400+ US equities.

Bachtell cited structural challenges in California’s cannabis market, including fragmented retail, price compression, and competition from the illicit market, as factors making it "extremely difficult to generate sustainable profitability" in the state.

The restructuring is part of the company’s broader strategy to prioritize markets with higher margins and long-term growth potential. Cresco Labs intends to reallocate capital and resources from California to its core markets and build out new markets where it sees clearer pathways for growth.

Cresco Labs operates in multiple states with a portfolio of cannabis brands including Cresco, High Supply, Good News, Wonder Wellness Co., Mindy’s, and Remedi, alongside its Sunnyside retail dispensaries. The company generated revenue of $697 million in the last twelve months, and InvestingPro data shows an overall Financial Health score of "GREAT," with particularly strong metrics in relative value and profit potential.

In other recent news, Canaccord Genuity analysts downgraded Cresco Labs from a Buy to a Speculative Buy rating. This change was accompanied by a reduction in the price target from Cdn$2.50 to Cdn$1.50. The downgrade was influenced by increased competition in Cresco’s core markets, which has impacted the company’s outlook for the remainder of the year. Additionally, Cresco’s strategic decision to collaborate with more creditworthy customers in its wholesale business has contributed to this outlook. A regulator-driven change in seed-to-sale traceability systems is also expected to defer some sales into the second half of 2025, affecting Cresco’s near-term growth visibility. Analysts have noted that Cresco Labs may recoup sales later in the year due to the system change, but near-term growth remains uncertain. These developments highlight challenges Cresco Labs is facing in maintaining its market position.

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