High Tide

High Tide (HITI) Q4 2025 Earnings

Reported Jan 30, 2026 at 9:18 AM ET · SEC Source

Q4 25 EPS

$0.01

BEAT +151.72%

Est. $0.01

Q4 25 Revenue

$120.0M

MISS 24.56%

Est. $159.0M

vs S&P Since Q4 25

-5.8%

TRAILING MARKET

HITI +1.3% vs S&P +7.1%

Full Year 2025 Results

FY 25 EPS

$-0.03

FY 25 Revenue

$434.4M

Market Reaction

Did HITI Beat Earnings? Q4 2025 Results

High Tide delivered a split verdict in its fiscal fourth quarter, posting earnings that well exceeded expectations while falling short on the top line. The Canadian cannabis retailer earned $0.01 per diluted share on an adjusted basis, with reported … Read more High Tide delivered a split verdict in its fiscal fourth quarter, posting earnings that well exceeded expectations while falling short on the top line. The Canadian cannabis retailer earned $0.01 per diluted share on an adjusted basis, with reported EPS of $0.01 beating the $0.01 consensus estimate by 151.72%, even as revenue of $119.97 million missed the $159.03 million consensus by 24.56%. Revenue nonetheless grew 18.6% year over year, driven by a bricks-and-mortar segment that accounted for 92% of sales and expanded 15% from a year ago. Adjusted EBITDA reached $9.08 million, up 51% year over year, though a $17.23 million non-cash impairment charge and a $17.20 million loss on derivative fair value changes pushed the company to a net loss of $34.16 million for the period. Analysts have largely maintained constructive views on the stock, with the company's German medical cannabis expansion through Remexian and its 2.5 million-member Cabana Club loyalty program cited as longer-term growth levers, alongside plans to open 20 to 30 new stores in calendar 2026.

Key Takeaways

  • Same-store sales growth of 5.5% year over year in Q4 and 4.1% for fiscal 2025
  • Cabana Club membership grew 45% year over year to 2.5 million Canadian members
  • ELITE paid membership grew 107% year over year to over 151,000 Canadian members
  • 19% year-over-year revenue growth driven by new store openings and same-store sales improvements
  • Bricks-and-mortar EBITDA margins reached record 9.4% in Q4
  • Salaries, wages and benefits improved to 11.5% of revenue, lowest in nine quarters
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HITI YoY Financials

Q4 2025 vs Q4 2024, source: SEC Filings

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HITI Revenue by Segment

With YoY comparisons, source: SEC Filings

Q3 25 Q2 26
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HITI Revenue by Geography

Regional revenue distribution

“I am pleased to report another record-breaking quarter and a strong close to fiscal 2025, a year in which High Tide successfully delivered on its key strategic and financial objectives. We achieved our goal of remaining free cash flow positive for the full fiscal year, driven by record quarterly revenue of $164 million, a revenue run-rate exceeding $650 million, and our highest Adjusted EBITDA to date.”

— Raj Grover, Q4 2025 Earnings Press Release