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David Jagielski, CPA, The Motley Fool
Tue, April 28, 2026 astatine 9:05 AM CDT 5 min read
The U.S. authorities precocious announced it has rescheduled galore aesculapian marijuana products arsenic Schedule III substances (down from Schedule I) and would besides beryllium looking astatine doing the aforesaid for recreational pot. For the cannabis industry, it marks a immense milestone. While it's not full-blown legalization oregon thing adjacent to it, it's inactive important progress. And for marijuana companies operating successful the U.S., the alteration besides means they'll beryllium capable to assertion much expenses erstwhile filing their taxation returns.
As a result, the main payment from rescheduling volition travel done to multi-state operations (MSOs). Three marijuana stocks that whitethorn person tremendous upside from rescheduling are Curaleaf Holdings (OTC: CURLF), Green Thumb Industries (OTC: GTBIF), and Trulieve Cannabis (OTC: TCNNF).
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Curaleaf Holdings
One of the largest MSOs successful the state is Curaleaf Holdings. It says it has "unparalleled scope crossed the United States," with a retail beingness successful 15 states and 159 locations arsenic of Dec. 31, 2025. In addition, the institution has besides been expanding internationally into cardinal markets specified arsenic Germany and the U.K., and plans to grow to Spain, France, and Turkey successful the adjacent future. It's a maturation instrumentality that looks to instrumentality vantage of opportunities successful the marijuana industry.
Last year, the institution generated astir $1.3 cardinal successful revenue, which was down 5% from the erstwhile year. Cannabis companies person been struggling to find caller maturation opportunities, but arsenic the manufacture expands, particularly if greater betterment is connected the horizon, Curaleaf tin beryllium among the biggest winners from betterment owed to its immense beingness and appetite for growth. For the 2025 fiscal year, the institution estimates that it would person saved astir $116 cardinal connected taxes related to 280e if rescheduling were implemented.
Shares of Curaleaf person spiked connected rescheduling news, and they are present up 34% since the commencement of the year.
Green Thumb Industries
Another starring cannabis institution is Green Thumb Industries, which has a comparable beingness to Curaleaf. Green Thumb operates successful 14 states and has 113 retail stores (as of March 6). Revenue has been rising, though its maturation complaint has slowed importantly successful caller years owed to a deficiency of caller opportunities. But similar Curaleaf, aboriginal betterment could alteration that, and greater profitability whitethorn alteration it to prosecute much expansion.
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