NASDAQ$SNDL

SNDL Inc · Q2 2026 earnings

Q2 2026 earnings · · Before market open · Investor relations

Briefing

SNDL Inc reported its financial and operational results for the second quarter ended June 30, 2026, with net revenue of CAD 235.8 million.

SNDL reported Q2 2026 net revenue of CAD 235.8 million, down 3.7% YoY due to market headwinds in liquor and cannabis segments. Gross profit declined 16.6% to CAD 56.3 million, resulting in an operating loss of CAD 7.8 million. The company maintained a debt-free balance sheet with CAD 183.2 million in unrestricted cash and continued share repurchases.

  • Net revenue CAD 235.8 million (-3.7% YoY); gross profit CAD 56.3 million (-16.6% YoY).
  • Operating loss of CAD 7.8 million vs. income of CAD 5.0 million in Q2 2025.
  • Free cash flow negative CAD 6.7 million, improved YoY; unrestricted cash CAD 183.2 million, no debt.
  • Repurchased 11.7 million shares in Q2; advancing Parallel restructuring for potential US expansion.

Headline financials

Total Revenue

C$168M

Previous: C$179M-6.2%
Adjusted Operating Income (Loss)

-C$6.98M

Previous: C$5.83M-219.8%
Gross Margin

23.9%

No prior period
Free Cash Flow

-C$4.75M

No prior period
Net Income

-C$7.06M

Previous: C$2.11M-434.5%
Operating Income

-C$5.58M

Previous: C$3.66M-252.6%
Gross Profit

C$40.1M

Previous: C$49.4M-18.8%
Cash & Equivalents

C$130M

No prior period

Revenue & EPS history

SNDL · Revenue · Quarterly

C$168M

Q2 2026-6.2%vs Q2 2025
Beat estimate in 5 of 11 quarters(45%)
ActualEstimate

Revenue by segment

SNDL · C$351M total across 4 segments · Q2 2026

  • Liquor Retail
    C$135M
  • Total Cannabis
    C$101M
  • Cannabis Retail
    C$83.2M
  • Cannabis Operations
    C$32.2M

Forward guidance

Expect stronger performance in H2 2026 and positive free cash flow for the full year; advancing Parallel acquisition for US market entry.

Tailwinds

  • Debt-free balance sheet with strong liquidity.
  • Active share repurchase program.
  • Potential to exceed $1B annual revenue post-Parallel integration.

Headwinds

  • Continued market softness in core segments.
  • Temporary production inefficiencies in cannabis operations.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.4%

Avg return

Earnings day

-3.1%

Avg return

5 days after

-1.5%

Avg return

30 days after

44%

12 / 27 earnings

Positive

+57.6%

Q1 2020

Best reaction

-38.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026+1.3%-3.4%-0.0%
Q3 2025-14.8%-18.7%-19.6%
Q2 2025+19.9%+15.3%+86.1%
Q1 2025-5.4%-12.1%-14.8%
Q4 2024+3.2%+1.9%-9.7%
Q3 2024-4.6%-8.3%-12.0%
Q2 2024-7.0%-8.6%-10.9%
Q1 2024-6.5%+6.5%-17.1%
Q4 2023+14.4%+28.8%+22.2%
Q3 2023+7.0%+3.5%+3.5%
Q2 2023-0.6%-1.9%-7.1%
Q1 2023-3.6%+4.1%-17.2%
Q4 2022-3.5%+3.5%+18.7%
Q3 2022+3.1%+0.0%-8.8%
Q2 2022+14.4%+7.2%-1.1%
Q1 2022+13.8%+8.3%-21.1%
Q4 2021+1.0%-3.8%-22.4%
Q3 2021+35.7%+23.2%-13.6%
Q2 2021-7.1%-11.6%-10.5%
Q1 2021-4.0%-3.4%+40.7%
Q4 2020-3.3%-13.9%-43.9%
Q3 2020-35.2%-40.2%+15.5%
Q2 2020-18.2%-22.2%-45.6%
Q1 2020+57.6%+43.2%+150.6%
Q4 2019-38.5%-54.7%-52.0%
Q3 2019-14.4%-26.2%-33.9%
Q2 2019+6.6%+0.6%-15.8%
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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