First sales in Illinois represent a new revenue stream for Grown Rogue, but the filing provides no unit volumes, pricing, or revenue contribution. Monitor subsequent filings for 10-Q or 10-K for actual Illinois segment revenue and margin data. The deliberate ramp pace tied to operating performance suggests near-term revenue contribution will be modest.
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Executive Summary
Grown Rogue's affiliate SEA Craft LLC made its first product deliveries to Illinois dispensaries, marking the company's entry into the Illinois cannabis market. The Dwight facility has ~5,000 sq ft of flowering canopy operational, with plans to expand to ~10,000 sq ft. This is an early-stage operational milestone with no financial figures disclosed.
Key Facts
- SEA Craft LLC completed first deliveries of Grown Rogue products to select Illinois dispensaries in October 2026
- Initial cultivation phase comprises approximately 5,000 square feet of flowering canopy
- Work underway to expand flowering canopy to approximately 10,000 square feet
- 50 people currently working at the Dwight facility in Dwight, Illinois
- Cultivation restarted at the Dwight facility in June 2026 after receiving state approval on June 5
- Partnership with SEA Craft finalized in March 2026
Financial Impact
No financial figures disclosed in the filing
Risk Factors
- Illinois cannabis market is described as 'tough for craft growers' by management, indicating competitive pressure
- No financial data provided — ramp pace and repeat orders are unproven
- Forward-looking expansion to 10,000 sq ft is aspirational and subject to regulatory approval, construction, and cultivation performance
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001279569-26-001002 |
| Exhibit: ex991.htm | 0001279569-26-001002 |
| Document: 0001279569-26-001002-index-headers.html | 0001279569-26-001002 |
| Document: 0001279569-26-001002-index.html | 0001279569-26-001002 |
| Document: 0001279569-26-001002.txt | 0001279569-26-001002 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $0.3500 $0.3400 | ▼ −2.86% | ▼ −3.57% | $0.3400 (−2.86%) |
Oct 20, 2026 6d ago | 8-K | $0.3700 $0.3500 | ▼ −5.41% | ▼ −4.22% | $0.3400 (−8.11%) |
Oct 20, 2026 7d ago | 8-K | $0.3700 $0.3700 | · 0.00% | ▼ −0.53% | $0.3400 (−8.11%) |
Aug 25, 2026 8w ago | 8-K | $0.4700 $0.4601 | ▼ −2.11% | ▼ −2.13% | $0.3400 (−27.66%) |
May 1, 2026 25w ago | 10-K/A | $0.3600 $0.3700 | ▲ +2.78% | ▲ +1.98% | $0.3400 (−5.56%) |
Apr 27, 2026 26w ago | 8-K | $0.3800 $0.3800 | · 0.00% | ▲ +0.49% | $0.3400 (−10.53%) |
Apr 7, 2026 28w ago | 8-K | $0.2900 $0.2700 | ▼ −6.90% | ▼ −7.47% | $0.3400 (+17.24%) |
Mar 18, 2026 31w ago | 8-K | $0.3200 $0.3000 | ▼ −6.25% | ▼ −4.51% | $0.3400 (+6.25%) |
US Market Status
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