Green Thumb Industries (GTII) Investor presentation summary

Market landscape and growth outlook

• U.S. cannabis market projected to reach $100B by 2030, rivaling alcohol and tobacco industries in size.

• Cannabis industry expected to grow at a 12% CAGR through 2027, outpacing beer, tobacco, spirits, and wine.

• Social and legislative momentum is strong, with 64% of Americans supporting legalization and multiple states expanding access since 2022.

• Legal cannabis generates more tax revenue than alcohol in established markets and supports over 440,000 jobs, surpassing several traditional sectors.

Company overview and strategy

• Operates 110+ retail stores across 14 states, serving half of U.S. adults, with 20 manufacturing facilities.

• Focuses on high-demand, limited-supply markets, building trusted brands, and disciplined capital allocation.

• Brand portfolio includes RYTHM, incredibles, Dogwalkers, Beboe, Señorita, Shine, Doctor Solomon's, and Good Green.

• Mission centers on promoting well-being through cannabis, with values of humility, hard work, gratitude, transparency, and integrity.

Brand and retail experience

• Data-driven brand portfolio with leading market share in flower (42%), pre-rolls (27%), and beverages (12%), all showing double-digit growth.

• RISE retail brand features omni-channel innovation, loyalty programs, and a focus on consumer experience and operational efficiency.

• Pipeline of licenses supports continued retail expansion and consistent national branding.