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    Should Village Farms’ New Cannabis Strategy Chief Hire Reshape the Long-Term Growth Story for VFF Investors?

    Simply Wall St·12/21/2025 13:14:11
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    • Earlier this month, Village Farms International created a new Global Chief Strategy Officer role and appointed Brian Stevenson, a veteran of British American Tobacco, Pharmascience, and ROSE LifeScience, to lead its long-term global growth, market assessment, and integration agenda across regions and business units.
    • By bringing in an executive who has built and scaled a cannabis company in Quebec and run major initiatives in tightly regulated consumer markets, Village Farms is signaling a push to sharpen its execution in complex cannabis regulations worldwide.
    • Next, we’ll examine how Brian Stevenson’s regulated-market experience could reshape Village Farms’ cannabis-focused investment narrative and long-term growth priorities.

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    Village Farms International Investment Narrative Recap

    To own Village Farms International, you have to believe its pivot toward higher margin, global cannabis can offset pressures in oversupplied and highly regulated markets. The new Global Chief Strategy Officer role looks directionally supportive of the international export and greenhouse conversion catalysts, but it does not change the near term focus on regulatory progress in key markets and the risk of continued pricing pressure in Canadian cannabis.

    The recent share repurchase authorization of up to 5,687,000 shares for US$10,000,000 is the announcement that most closely frames this leadership change. While buybacks can signal confidence and support the share price, they also sit alongside ongoing capital needs for greenhouse conversions and international expansion, which remain central to the investment case and to how the new strategy team prioritizes growth projects.

    Yet alongside these opportunities, investors should also be aware that continued oversupply and price pressure in Canadian cannabis could...

    Read the full narrative on Village Farms International (it's free!)

    Village Farms International's narrative projects $304.1 million revenue and $59.8 million earnings by 2028. This implies a 3.7% yearly revenue decline and a $65.6 million earnings increase from -$5.8 million today.

    Uncover how Village Farms International's forecasts yield a $4.92 fair value, a 22% upside to its current price.

    Exploring Other Perspectives

    VFF 1-Year Stock Price Chart
    VFF 1-Year Stock Price Chart

    Five Simply Wall St Community fair value estimates for Village Farms span roughly US$1.50 to US$4.92 per share, underlining how far opinions can diverge. Against this wide range, the reliance on continued regulatory progress in Europe and the U.S. gives you a clear focal point for comparing these alternative views on the company’s future performance.

    Explore 5 other fair value estimates on Village Farms International - why the stock might be worth as much as 22% more than the current price!

    Build Your Own Village Farms International Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.