What investors are Missing: 2021 is The year of wholesale

by | Feb 8, 2021 | Macro | 0 comments

Welcome to the first in our series of “What investors are missing.” In these articles, we’ll highlight trends, forecasts, and observations from first-hand experience working with US cannabis operators and institutional investors.

2021 | The Year of the Wholesale Strategy

With the onslaught of policy-driven positive momentum in the cannabis industry, there have been a myriad of “2021 predictions.” The most common example has been the forecast for an accelerated rate of M&A due to expectations of  lower capital costs.

The one prediction we haven’t seen is that 2021 will be when leading MSOs start referencing topline and margin growth from their wholesale business.

Here’s why: