Cannabis Vs. Coca-Cola And Marlboro: Marijuana Market Growth Outpaces Alcohol, Tobacco And CPG Giants
Portfolio Pulse from Nicolás Jose Rodriguez
Recent financial data from Beacon Securities indicates that the cannabis industry is set to outpace major players like Coca-Cola, Marlboro, and Budweiser in market growth. The cannabis sector shows significantly lower EV/Sales ratios and higher EBITDA growth rates compared to alcohol, tobacco, and consumer packaged goods (CPG) sectors, suggesting potential undervaluation and investment opportunities.
June 25, 2024 | 2:54 pm
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NEGATIVE IMPACT
Budweiser, a key player in the alcohol industry, is expected to have moderate growth, but still lower than the cannabis sector, which shows significantly higher growth potential.
Budweiser, as part of the alcohol sector, has moderate growth projections (6% CAGR) compared to the cannabis industry. This could lead to a relative decline in investor interest in BUD.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50
NEGATIVE IMPACT
Coca-Cola is mentioned as a major player in the alcohol and CPG sectors, which are projected to have lower growth rates compared to the cannabis industry.
Coca-Cola is part of the CPG sector, which has lower growth projections compared to the cannabis industry. This could lead to a relative decline in investor interest in KO.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50
NEGATIVE IMPACT
Marlboro, a major player in the tobacco industry, is projected to have minimal growth compared to the cannabis sector, which shows much higher growth potential.
Marlboro, as part of the tobacco sector, has a low growth projection (1% CAGR) compared to the cannabis industry. This could result in a shift of investor interest away from MO.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50